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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
476K+ 31.26% |
$18.5M - $20.6M
|
2M
$83.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
309KNew |
$12M - $13.4M
|
309K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.6K+ 14.97% |
$3.88M - $4.31M
|
765K
$31.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.3K+ 5.7% |
$2.15M - $2.39M
|
1.02M
$42.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
49.7K+ 29.78% |
$1.94M - $2.15M
|
217K
$9.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43.8K+ 10.74% |
$1.71M - $1.9M
|
452K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41K+ 14.87% |
$1.6M - $1.77M
|
317K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
37K+ 1622.07% |
$1.44M - $1.6M
|
39.3K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
35KNew |
$1.37M - $1.52M
|
35K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34K+ 0.87% |
$1.33M - $1.47M
|
3.93M
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29K+ 12.1% |
$1.13M - $1.25M
|
268K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 2.51% |
$1.04M - $1.15M
|
1.09M
$45.2M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
23KNew |
$895K - $995K
|
23K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.2K+ 6.25% |
$785K - $872K
|
343K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18.6KNew |
$726K - $807K
|
18.6K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
17.9KNew |
$696K - $773K
|
17.9K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 1.52% |
$678K - $754K
|
1.16M
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15.4KNew |
$601K - $667K
|
15.4K
$641K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.4KNew |
$523K - $581K
|
13.4K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
11.9KNew |
$465K - $516K
|
11.9K
$496K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.9K+ 3.12% |
$463K - $514K
|
392K
$16.3M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.8K+ 11.08% |
$460K - $511K
|
118K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3K+ 34.29% |
$439K - $488K
|
44.1K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$425K - $472K
|
10.9K
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.94K+ 56.71% |
$387K - $430K
|
27.5K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.98K+ 16.68% |
$350K - $389K
|
62.8K
$2.61M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
8.9KNew |
$347K - $385K
|
8.9K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.42K+ 6.37% |
$328K - $365K
|
141K
$5.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
8.33KNew |
$325K - $361K
|
8.33K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.25K+ 4.22% |
$322K - $357K
|
204K
$8.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.24K+ 50.61% |
$321K - $357K
|
24.5K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.81KNew |
$304K - $338K
|
7.81K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.63K+ 23.86% |
$297K - $330K
|
39.6K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.29K+ 2.68% |
$284K - $315K
|
279K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.23KNew |
$282K - $313K
|
7.23K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
6.94KNew |
$270K - $300K
|
6.94K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.66K+ 71.44% |
$259K - $288K
|
16K
$664K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.39K+ 2.4% |
$249K - $276K
|
273K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.16K+ 56.9% |
$240K - $267K
|
17K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.13KNew |
$239K - $265K
|
6.13K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.08K+ 7.08% |
$237K - $263K
|
91.9K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.55KNew |
$216K - $240K
|
5.55K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.37K+ 16.93% |
$209K - $232K
|
37.1K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.32K+ 21.63% |
$207K - $230K
|
29.9K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.3KNew |
$206K - $229K
|
5.3K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.07K+ 51.41% |
$198K - $220K
|
14.9K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.5K+ 70.65% |
$175K - $195K
|
10.9K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.49K+ 30.79% |
$175K - $194K
|
19.1K
$793K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 399.32% |
$161K - $179K
|
5.17K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 40.06% |
$156K - $174K
|
14K
$583K
|