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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.45K+ 20.56% |
$290K - $310K
|
43.7K
$1.85M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-491- 46.85% |
$19.1K - $20.4K
|
557
$23.5K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.8% |
$3.89K - $4.16K
|
12.5K
$527K
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-618- 3.02% |
$24K - $25.7K
|
19.8K
$838K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.1K- 31.71% |
$822K - $879K
|
45.5K
$1.92M
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
343+ 3.98% |
$13.3K - $14.3K
|
8.97K
$379K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2KNew |
$124K - $133K
|
3.2K
$135K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.95K- 7.85% |
$75.8K - $84.2K
|
22.8K
$965K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.59KNew |
$101K - $112K
|
2.59K
$110K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
470New |
$18.3K - $20.3K
|
470
$19.9K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3K+ 34.29% |
$439K - $488K
|
44.1K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
183+ 11.29% |
$7.13K - $7.92K
|
1.8K
$76.3K
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
11.9KNew |
$465K - $516K
|
11.9K
$504K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41K+ 14.87% |
$1.6M - $1.77M
|
317K
$13.4M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 50.99% |
$448K - $498K
|
11.1K
$468K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 3.15% |
$5.06K - $5.63K
|
4K
$169K
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-675- 9.0% |
$26.3K - $29.2K
|
6.82K
$288K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
109New |
$4.25K - $4.72K
|
109
$4.61K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$79.9K - $88.7K
|
2.05K
$86.7K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-436- 84.82% |
$17K - $18.9K
|
78
$3.3K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
300+ 42.13% |
$11.7K - $13K
|
1.01K
$42.8K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.76K- 96.5% |
$107K - $119K
|
100
$4.23K
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
330+ 2.1% |
$12.9K - $14.3K
|
16.1K
$678K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.45KNew |
$56.6K - $62.9K
|
1.45K
$61.5K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
833New |
$32.5K - $36.1K
|
833
$35.2K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 1.26% |
$1.4K - $1.56K
|
2.83K
$120K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.23KNew |
$282K - $313K
|
7.23K
$306K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-21- 4.63% |
$818 - $909
|
433
$18.3K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 5.41% |
$4.29K - $4.76K
|
2.15K
$90.7K
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.3KNew |
$206K - $229K
|
5.3K
$224K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.07K+ 51.41% |
$198K - $220K
|
14.9K
$632K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
838+ 138.28% |
$32.6K - $36.3K
|
1.44K
$61K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.1% |
$273 - $303
|
340
$14.4K
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-228- 0.89% |
$8.88K - $9.87K
|
25.5K
$1.08M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.41K- 38.0% |
$54.9K - $61K
|
2.3K
$97.3K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-565- 7.13% |
$22K - $24.5K
|
7.36K
$311K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
989+ 43.09% |
$38.5K - $42.8K
|
3.28K
$139K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 2.63% |
$77.9 - $86.6
|
78
$3.3K
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.5K- 70.06% |
$486K - $539K
|
5.33K
$225K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.04% |
$273 - $303
|
17.9K
$758K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-236- 41.04% |
$9.19K - $10.2K
|
339
$14.3K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61+ 1.06% |
$2.38K - $2.64K
|
5.83K
$246K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
74+ 1.25% |
$2.88K - $3.2K
|
6.02K
$254K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
382New |
$14.9K - $16.5K
|
382
$16.1K
|
|
Q3 2024 | |||||||
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-139- 1.97% |
$5.23K - $5.8K
|
6.92K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 9.48% |
$3.76K - $4.17K
|
1.16K
$48.8K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.59KNew |
$97.4K - $108K
|
2.59K
$109K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-51- 18.55% |
$1.92K - $2.13K
|
224
$9.47K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.75K+ 32.02% |
$65.8K - $73K
|
7.22K
$305K
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
4.89KNew |
$184K - $204K
|
4.89K
$206K
|