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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 4.55% |
$366 - $386
|
230
$9.35K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$21.3K - $22.4K
|
581
$23.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.74K+ 44.67% |
$137K - $144K
|
12.1K
$492K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.16K- 56.89% |
$262K - $276K
|
5.43K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.6KNew |
$460K - $486K
|
12.6K
$511K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-729- 3.94% |
$26.7K - $28.2K
|
17.8K
$722K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.52% |
$2.86K - $3.01K
|
14.9K
$605K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85New |
$3.11K - $3.28K
|
85
$3.45K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.9KNew |
$545K - $575K
|
14.9K
$605K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180+ 0.65% |
$6.37K - $6.99K
|
27.9K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
126K+ 1436.91% |
$4.46M - $4.9M
|
135K
$5.48M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 1.56% |
$850 - $933
|
1.56K
$63.6K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.95KNew |
$317K - $348K
|
8.95K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.69K+ 29.76% |
$95.1K - $104K
|
11.7K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$9.28K - $10.2K
|
262
$10.6K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19K- 54.03% |
$674K - $740K
|
16.2K
$658K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.95KNew |
$140K - $154K
|
3.95K
$161K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.6K- 35.69% |
$731K - $802K
|
37.2K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
912+ 11.25% |
$32.3K - $35.4K
|
9.02K
$367K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 47.37% |
$15.9K - $17.5K
|
500
$20.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
5.45KNew |
$193K - $212K
|
5.45K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.98K- 22.09% |
$70K - $76.9K
|
6.98K
$284K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.8KNew |
$3.53M - $3.88M
|
99.8K
$4.06M
|
|
| Q4 2023 | |||||||
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-775- 9.95% |
$24.8K - $28K
|
7.01K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 43.34% |
$65.2K - $73.6K
|
2.66K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$237K - $267K
|
7.4K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8K- 8.6% |
$256K - $289K
|
85K
$3.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$96.1 - $108
|
3
$122
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
24.6KNew |
$788K - $890K
|
24.6K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
471K+ 627.35% |
$15.1M - $17M
|
546K
$22.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
426+ 24.33% |
$13.6K - $15.4K
|
2.18K
$88.5K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-61- 33.33% |
$1.95K - $2.21K
|
122
$4.96K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 4.76% |
$32 - $36.2
|
22
$894
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.49K+ 6.05% |
$176K - $199K
|
96.2K
$3.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.1K- 58.36% |
$35.2K - $39.8K
|
785
$31.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-18.7K- 54.58% |
$600K - $677K
|
15.6K
$633K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
425New |
$13.6K - $15.4K
|
425
$17.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-251- 1.34% |
$8.04K - $9.07K
|
18.4K
$750K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
354+ 17.63% |
$11.3K - $12.8K
|
2.36K
$96K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.06K+ 167.67% |
$33.9K - $38.2K
|
1.69K
$68.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
68.2KNew |
$2.19M - $2.47M
|
68.2K
$2.77M
|
|
| Q3 2023 | |||||||
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.64KClosed |
$88.6K - $94.9K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
65New |
$2.18K - $2.34K
|
65
$2.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.47K+ 22.25% |
$150K - $161K
|
24.6K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
17.1KNew |
$575K - $615K
|
17.1K
$696K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.4KNew |
$415K - $445K
|
12.4K
$503K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
91+ 1.46% |
$3.06K - $3.27K
|
6.32K
$257K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.51K- 14.17% |
$320K - $342K
|
57.6K
$2.34M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.91K- 14.81% |
$64K - $68.5K
|
11K
$446K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.53KNew |
$287K - $307K
|
8.53K
$347K
|
|