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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.31% |
$3.6K - $4.23K
|
8.98K
$368K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
39New |
$1.21K - $1.42K
|
39
$1.6K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
654+ 1.75% |
$20.3K - $23.9K
|
38.1K
$1.56M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.28K+ 78.17% |
$39.8K - $46.8K
|
2.92K
$120K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$38.5K - $45.3K
|
1.24K
$50.8K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-87- 5.6% |
$2.7K - $3.18K
|
1.47K
$60K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.2KNew |
$99.2K - $117K
|
3.2K
$131K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.56KNew |
$141K - $166K
|
4.56K
$187K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.54KNew |
$203K - $239K
|
6.54K
$268K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
425New |
$13.2K - $15.5K
|
425
$17.4K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.29KNew |
$101K - $121K
|
3.29K
$135K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$15.4K - $18.3K
|
500
$20.5K
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.43K+ 35.91% |
$106K - $126K
|
13K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 20.0% |
$30.9 - $36.7
|
6
$246
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.63K+ 6.03% |
$236K - $280K
|
134K
$5.49M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.4KNew |
$382K - $453K
|
12.4K
$506K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
68New |
$2.1K - $2.49K
|
68
$2.78K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.51K- 30.16% |
$108K - $129K
|
8.13K
$333K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
8.01KNew |
$247K - $294K
|
8.01K
$328K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$83.6K - $99.3K
|
2.71K
$111K
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-61.2K- 40.2% |
$1.89M - $2.24M
|
91K
$3.72M
|
|
Q2 2022 | |||||||
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-52- 98.11% |
$1.68K - $2.02K
|
1
$40.9
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
360+ 6.29% |
$11.7K - $14K
|
6.09K
$249K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 17.9% |
$43.5K - $52.2K
|
6.17K
$252K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.25KNew |
$40.4K - $48.4K
|
1.25K
$51.1K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
113+ 4.06% |
$3.66K - $4.39K
|
2.9K
$119K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
94New |
$3.04K - $3.65K
|
94
$3.85K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.28% |
$32.4 - $38.8
|
79
$3.23K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.42K+ 2.85% |
$46K - $55.2K
|
51.3K
$2.1M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-600Closed |
$19.4K - $23.3K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-6.98KClosed |
$226K - $271K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-5.68KClosed |
$184K - $221K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.03K+ 126.54% |
$33.2K - $39.8K
|
1.84K
$75.1K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
275New |
$8.91K - $10.7K
|
275
$11.3K
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.5KClosed |
$198K - $216K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-6.54KClosed |
$235K - $257K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.6KClosed |
$273K - $299K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
133New |
$4.78K - $5.23K
|
133
$5.45K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-6.63KClosed |
$238K - $260K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
156New |
$5.6K - $6.13K
|
156
$6.39K
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-5.17KClosed |
$186K - $203K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.16KNew |
$192K - $206K
|
5.16K
$211K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.36KClosed |
$199K - $210K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.7KClosed |
$620K - $655K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.89KClosed |
$219K - $231K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-173Closed |
$6.42K - $6.78K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
161+ 17.48% |
$5.98K - $6.31K
|
1.08K
$44.3K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.13KNew |
$116K - $123K
|
3.13K
$128K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.73KClosed |
$209K - $221K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-161KClosed |
$5.86M - $6.2M
|
0
$0
|