Latest Institutional Purchases of Nuveen Esg Large Cap Value ETF (NULV)
This list provides information on the latest institutional transactions involving Nuveen Esg Large Cap Value ETF (NULV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 20.58% |
$8.7M - $9.31M
|
1.31M
$51.4M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
167K+ 120.91% |
$6.51M - $6.97M
|
306K
$12M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
46.1KNew |
$1.79M - $1.92M
|
46.1K
$1.81M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17.1K+ 9.06% |
$665K - $711K
|
206K
$8.07M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.7K+ 19.08% |
$532K - $569K
|
85.3K
$3.35M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.4K+ 11.29% |
$520K - $556K
|
132K
$5.17M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.45K+ 20.56% |
$290K - $310K
|
43.7K
$1.71M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.88KNew |
$267K - $286K
|
6.88K
$270K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.82KNew |
$265K - $284K
|
6.82K
$267K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$237K - $254K
|
6.11K
$239K
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.09KNew |
$237K - $253K
|
6.09K
$239K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.93KNew |
$231K - $247K
|
5.93K
$233K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.66K+ 25.7% |
$181K - $194K
|
22.8K
$893K
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.16K+ 9.2% |
$162K - $173K
|
49.4K
$1.94M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4.05K+ 2.69% |
$158K - $169K
|
155K
$6.07M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2KNew |
$124K - $133K
|
3.2K
$125K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.23K+ 2.42% |
$86.6K - $92.6K
|
94.1K
$3.69M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.07K+ 1.47% |
$80.5K - $86.1K
|
143K
$5.6M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.81K+ 16.61% |
$70.2K - $75.1K
|
12.7K
$497K
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.79K+ 25.28% |
$69.5K - $74.4K
|
8.86K
$347K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.4K+ 5.21% |
$54.3K - $58K
|
28.2K
$1.11M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.38K+ 5.63% |
$53.7K - $57.4K
|
25.9K
$1.02M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.37K+ 23.91% |
$53.1K - $56.8K
|
7.08K
$278K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 17.28% |
$52.5K - $56.2K
|
9.16K
$359K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.33K+ 13.55% |
$51.8K - $55.4K
|
11.2K
$438K
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 0.61% |
$51.5K - $55K
|
218K
$8.55M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.24K+ 14.08% |
$48.2K - $51.5K
|
10K
$394K
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.18K+ 6.61% |
$45.9K - $49.1K
|
19K
$747K
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.15K+ 4.98% |
$44.6K - $47.7K
|
24.2K
$948K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.07K+ 2.7% |
$41.6K - $44.5K
|
40.7K
$1.6M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.02K+ 18.33% |
$39.6K - $42.3K
|
6.57K
$258K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
714New |
$27.8K - $29.7K
|
714
$28K
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
624+ 8.02% |
$24.3K - $26K
|
8.41K
$330K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
624+ 4.99% |
$24.3K - $26K
|
13.1K
$515K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
497+ 45.06% |
$19.3K - $20.7K
|
1.6K
$62.7K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
406+ 2.88% |
$15.8K - $16.9K
|
14.5K
$568K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
397+ 6.85% |
$15.4K - $16.5K
|
6.2K
$243K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 1.18% |
$14K - $15K
|
30.8K
$1.21M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
349+ 3.17% |
$13.6K - $14.5K
|
11.4K
$446K
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
343+ 3.98% |
$13.3K - $14.3K
|
8.97K
$352K
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
294+ 14.27% |
$11.4K - $12.2K
|
2.35K
$92.3K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
231+ 1.22% |
$8.98K - $9.61K
|
19.1K
$749K
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
222+ 3.16% |
$8.63K - $9.24K
|
7.24K
$284K
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
139New |
$5.41K - $5.78K
|
139
$5.45K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
83+ 0.35% |
$3.23K - $3.45K
|
23.7K
$927K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
44+ 0.41% |
$1.71K - $1.83K
|
10.7K
$420K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42+ 0.16% |
$1.63K - $1.75K
|
26.1K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 0.62% |
$1.24K - $1.33K
|
5.2K
$204K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.41% |
$1.21K - $1.29K
|
7.65K
$300K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 3.37% |
$272 - $291
|
215
$8.43K
|