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 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3K+ 14.58% |
$113K - $125K
|
23.5K
$995K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.26KNew |
$47.5K - $52.7K
|
1.26K
$53.4K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-13.8K- 43.53% |
$519K - $576K
|
17.9K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2.1KNew |
$78.9K - $87.5K
|
2.1K
$88.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.07KNew |
$191K - $212K
|
5.07K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.6K+ 4072.0% |
$1.38M - $1.53M
|
37.5K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 1.15% |
$19.8K - $22K
|
46.3K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
850+ 0.32% |
$32K - $35.5K
|
270K
$11.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
218+ 3.19% |
$8.2K - $9.09K
|
7.05K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.42K- 10.04% |
$91K - $101K
|
21.7K
$917K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.63K+ 8.87% |
$61.3K - $68K
|
20K
$846K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
279+ 12.86% |
$10.5K - $11.6K
|
2.45K
$104K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.03KNew |
$302K - $335K
|
8.03K
$339K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.74K+ 302.88% |
$103K - $114K
|
3.64K
$154K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.46KNew |
$53.4K - $56.3K
|
1.46K
$61.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
662New |
$24.2K - $25.6K
|
662
$28K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21KNew |
$768K - $810K
|
21K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-571- 8.19% |
$20.9K - $22.1K
|
6.4K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.31KNew |
$194K - $205K
|
5.31K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-107- 1.66% |
$3.92K - $4.13K
|
6.35K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.16K+ 60.47% |
$262K - $277K
|
19K
$803K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 6.6% |
$476 - $502
|
210
$8.88K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 4.55% |
$366 - $386
|
230
$9.72K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$21.3K - $22.4K
|
581
$24.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-729- 3.94% |
$26.7K - $28.2K
|
17.8K
$751K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85New |
$3.11K - $3.28K
|
85
$3.59K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.9KNew |
$545K - $575K
|
14.9K
$629K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.52% |
$2.86K - $3.01K
|
14.9K
$629K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 1.56% |
$850 - $933
|
1.56K
$66.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180+ 0.65% |
$6.37K - $6.99K
|
27.9K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
126K+ 1436.91% |
$4.46M - $4.9M
|
135K
$5.7M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.69K+ 29.76% |
$95.1K - $104K
|
11.7K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.95KNew |
$317K - $348K
|
8.95K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$9.28K - $10.2K
|
262
$11.1K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19K- 54.03% |
$674K - $740K
|
16.2K
$685K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 47.37% |
$15.9K - $17.5K
|
500
$21.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
5.45KNew |
$193K - $212K
|
5.45K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.98K- 22.09% |
$70K - $76.9K
|
6.98K
$295K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.8KNew |
$3.53M - $3.88M
|
99.8K
$4.22M
|
|
| Q4 2023 | |||||||
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-775- 9.95% |
$24.8K - $28K
|
7.01K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$237K - $267K
|
7.4K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 43.34% |
$65.2K - $73.6K
|
2.66K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$96.1 - $108
|
3
$127
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8K- 8.6% |
$256K - $289K
|
85K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
24.6KNew |
$788K - $890K
|
24.6K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
471K+ 627.35% |
$15.1M - $17M
|
546K
$23.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
426+ 24.33% |
$13.6K - $15.4K
|
2.18K
$92K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-61- 33.33% |
$1.95K - $2.21K
|
122
$5.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 4.76% |
$32 - $36.2
|
22
$930
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.49K+ 6.05% |
$176K - $199K
|
96.2K
$4.07M
|
|