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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 0.62% |
$1.24K - $1.33K
|
5.2K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-675- 0.38% |
$26.3K - $28.1K
|
177K
$7.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.41% |
$1.21K - $1.29K
|
7.65K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
624+ 8.02% |
$24.3K - $26K
|
8.41K
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.81K+ 16.61% |
$70.2K - $75.1K
|
12.7K
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 1.18% |
$14K - $15K
|
30.8K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 0.61% |
$51.5K - $55K
|
218K
$9.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.6K- 3.66% |
$1.46M - $1.56M
|
987K
$41.7M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-604- 0.72% |
$23.5K - $25.1K
|
83.5K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-857- 9.62% |
$33.3K - $35.7K
|
8.05K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-3.62K- 19.39% |
$141K - $150K
|
15K
$635K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-319K- 60.14% |
$12.4M - $13.3M
|
212K
$8.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.46K- 9.47% |
$56.8K - $60.7K
|
14K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.09KNew |
$237K - $253K
|
6.09K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
294+ 14.27% |
$11.4K - $12.2K
|
2.35K
$99.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.16K+ 9.2% |
$162K - $173K
|
49.4K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.31K- 17.39% |
$129K - $138K
|
15.7K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192- 1.71% |
$7.47K - $7.99K
|
11.1K
$467K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-151- 1.28% |
$5.87K - $6.28K
|
11.6K
$491K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 3.37% |
$272 - $291
|
215
$9.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-695- 2.53% |
$27K - $28.9K
|
26.8K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-176- 6.84% |
$6.84K - $7.32K
|
2.4K
$101K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-72.1K- 41.48% |
$2.8M - $3M
|
102K
$4.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
222+ 3.16% |
$8.63K - $9.24K
|
7.24K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13.9K- 19.18% |
$542K - $579K
|
58.7K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
44+ 0.41% |
$1.71K - $1.83K
|
10.7K
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
139New |
$5.41K - $5.78K
|
139
$5.88K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-216- 1.78% |
$8.4K - $8.99K
|
11.9K
$503K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-623- 50.0% |
$24.2K - $25.9K
|
623
$26.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$237K - $254K
|
6.11K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-564- 8.12% |
$21.9K - $23.5K
|
6.38K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-74- 3.79% |
$2.88K - $3.08K
|
1.88K
$79.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-172- 1.0% |
$6.69K - $7.16K
|
17.1K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 4.46% |
$850K - $910K
|
468K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
397+ 6.85% |
$15.4K - $16.5K
|
6.2K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
231+ 1.22% |
$8.98K - $9.61K
|
19.1K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
406+ 2.88% |
$15.8K - $16.9K
|
14.5K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
46.1KNew |
$1.79M - $1.92M
|
46.1K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.84K- 15.41% |
$149K - $160K
|
21.1K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-153- 0.04% |
$5.95K - $6.36K
|
343K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-65- 0.14% |
$2.53K - $2.7K
|
47.5K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-511- 1.46% |
$19.9K - $21.3K
|
34.5K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.33K+ 13.55% |
$51.8K - $55.4K
|
11.2K
$472K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-207- 2.4% |
$8.05K - $8.61K
|
8.43K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.02K+ 18.33% |
$39.6K - $42.3K
|
6.57K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17.1K+ 9.06% |
$665K - $711K
|
206K
$8.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.88KNew |
$267K - $286K
|
6.88K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-226- 19.38% |
$8.79K - $9.4K
|
940
$39.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-304- 4.24% |
$11.8K - $12.6K
|
6.86K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4.05K+ 2.69% |
$158K - $169K
|
155K
$6.54M
|