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 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-41- 47.13% |
$1.33K - $1.47K
|
46
$1.74K
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-151K- 95.67% |
$4.9M - $5.41M
|
6.85K
$259K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.02% |
$32.4 - $35.8
|
6.1K
$230K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$4.89K - $5.4K
|
151
$5.7K
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-20- 0.26% |
$648 - $716
|
7.57K
$286K
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.74K+ 9.42% |
$56.4K - $62.3K
|
20.2K
$764K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.51K+ 68.61% |
$48.9K - $54K
|
3.71K
$140K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.35K+ 13.58% |
$43.7K - $48.3K
|
11.3K
$426K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.56K- 7.82% |
$83K - $91.7K
|
30.2K
$1.14M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.49KNew |
$80.5K - $89K
|
2.49K
$93.9K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
404+ 3.03% |
$13.1K - $14.5K
|
13.7K
$519K
|
|
Q4 2022 | |||||||
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
223New |
$7.45K - $8.14K
|
223
$8.42K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.1KNew |
$36.8K - $40.2K
|
1.1K
$41.5K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$33.4 - $36.5
|
1
$37.7
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.7KNew |
$1.29M - $1.41M
|
38.7K
$1.46M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-540- 11.57% |
$18.1K - $19.7K
|
4.13K
$156K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.31% |
$3.88K - $4.23K
|
8.98K
$339K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.72KNew |
$90.9K - $99.3K
|
2.72K
$103K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.55K- 88.9% |
$186K - $203K
|
693
$26.2K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
39New |
$1.3K - $1.42K
|
39
$1.47K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
654+ 1.75% |
$21.9K - $23.9K
|
38.1K
$1.44M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.28K+ 78.17% |
$42.9K - $46.8K
|
2.92K
$110K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$41.5K - $45.3K
|
1.24K
$46.8K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-87- 5.6% |
$2.91K - $3.18K
|
1.47K
$55.3K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.2KNew |
$107K - $117K
|
3.2K
$121K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.56KNew |
$152K - $166K
|
4.56K
$172K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.54KNew |
$219K - $239K
|
6.54K
$247K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
425New |
$14.2K - $15.5K
|
425
$16K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
N/A
|
500
$18.9K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$124K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 20.0% |
N/A
|
6
$226
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.63K+ 6.03% |
N/A
|
134K
$5.06M
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.43K+ 35.91% |
N/A
|
13K
$490K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$467K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
68New |
N/A
|
68
$2.57K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
195New |
N/A
|
195
$7.36K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.51K- 30.16% |
N/A
|
8.13K
$307K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
8.01KNew |
N/A
|
8.01K
$302K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
N/A
|
2.71K
$102K
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-61.2K- 40.2% |
N/A
|
91K
$3.43M
|
|
Q2 2022 | |||||||
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-52- 98.11% |
N/A
|
1
$37.7
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
360+ 6.29% |
N/A
|
6.09K
$230K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 17.9% |
N/A
|
6.17K
$233K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$47.1K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
113+ 4.06% |
N/A
|
2.9K
$109K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.28% |
N/A
|
79
$2.98K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
94New |
N/A
|
94
$3.55K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.42K+ 2.85% |
N/A
|
51.3K
$1.94M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-6.98KClosed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|