Latest Institutional Transactions on Nuveen Esg Large Cap Value ETF (NULV)
This table provides information on the latest institutional transactions involving Nuveen Esg Large Cap Value ETF (NULV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 0.64% |
$5.64K - $6.26K
|
23.6K
$965K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.2K+ 23.22% |
$233K - $258K
|
32.9K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.26KNew |
$47.5K - $52.7K
|
1.26K
$51.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11.5K+ 15.47% |
$432K - $479K
|
85.8K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-13.8K- 43.53% |
$519K - $576K
|
17.9K
$733K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.72K+ 4.3% |
$290K - $322K
|
187K
$7.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
773+ 4.61% |
$29.1K - $32.2K
|
17.5K
$718K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.09K+ 1.92% |
$229K - $254K
|
323K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-398- 2.37% |
$15K - $16.6K
|
16.4K
$671K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.3K+ 2.78% |
$387K - $429K
|
380K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.6K- 6.53% |
$662K - $734K
|
252K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
850+ 8.34% |
$32K - $35.5K
|
11K
$452K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-339- 3.31% |
$12.7K - $14.1K
|
9.92K
$406K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.36K+ 20.78% |
$126K - $140K
|
19.5K
$800K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.13K- 3.44% |
$42.3K - $47K
|
31.6K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
575+ 5.76% |
$21.6K - $24K
|
10.6K
$433K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.61K- 2.42% |
$136K - $151K
|
146K
$5.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
284+ 1.09% |
$10.7K - $11.8K
|
26.3K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.13K+ 4.57% |
$118K - $130K
|
71.6K
$2.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-714- 3.79% |
$26.9K - $29.8K
|
18.1K
$742K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.3K- 4.74% |
$915K - $1.02M
|
489K
$20M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 7.44% |
$38.7K - $42.9K
|
14.8K
$608K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139- 0.57% |
$5.23K - $5.8K
|
24.1K
$986K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
99+ 1.12% |
$3.72K - $4.13K
|
8.94K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
341+ 6.38% |
$12.8K - $14.2K
|
5.68K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
5.83K+ 42.74% |
$219K - $243K
|
19.5K
$797K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 2.14% |
$4.55K - $5.05K
|
5.77K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$37.6 - $41.7
|
15.7K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
6.88KNew |
$259K - $287K
|
6.88K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.71K- 11.52% |
$64.3K - $71.3K
|
13.1K
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.07KNew |
$191K - $212K
|
5.07K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-29.4K- 57.81% |
$1.1M - $1.22M
|
21.4K
$877K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2.1KNew |
$78.9K - $87.5K
|
2.1K
$85.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
832+ 2.88% |
$31.3K - $34.7K
|
29.8K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
137+ 1.27% |
$5.15K - $5.72K
|
10.9K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.77K- 0.66% |
$66.7K - $74K
|
267K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.59K+ 1.49% |
$97.3K - $108K
|
176K
$7.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.9K- 15.48% |
$71.6K - $79.4K
|
10.4K
$426K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.33K- 18.25% |
$351K - $389K
|
41.8K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-225- 2.26% |
$8.46K - $9.39K
|
9.71K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.6K+ 4072.0% |
$1.38M - $1.53M
|
37.5K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1K+ 11.13% |
$37.7K - $41.8K
|
10K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
300+ 5.32% |
$11.3K - $12.5K
|
5.94K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-309- 0.35% |
$11.6K - $12.9K
|
87.4K
$3.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-19- 0.11% |
$715 - $793
|
17.8K
$728K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.63K+ 5.74% |
$98.7K - $110K
|
48.4K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-842- 0.82% |
$31.7K - $35.1K
|
102K
$4.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-442- 0.31% |
$16.6K - $18.4K
|
141K
$5.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.89KNew |
$184K - $204K
|
4.89K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-898- 0.94% |
$33.8K - $37.5K
|
95.1K
$3.89M
|