Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-764- 2.88% |
$28.7K - $31.9K
|
25.7K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-714- 3.79% |
$26.9K - $29.8K
|
18.1K
$756K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-636- 13.05% |
$23.9K - $26.5K
|
4.24K
$177K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-619- 6.96% |
$23.3K - $25.8K
|
8.28K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-523- 75.47% |
$19.7K - $21.8K
|
170
$7.09K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-442- 0.31% |
$16.6K - $18.4K
|
141K
$5.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-431- 0.67% |
$16.2K - $18K
|
64K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-408- 0.49% |
$15.3K - $17K
|
83.6K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-398- 2.37% |
$15K - $16.6K
|
16.4K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-373- 1.9% |
$14K - $15.6K
|
19.3K
$805K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-339- 3.31% |
$12.7K - $14.1K
|
9.92K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-309- 0.35% |
$11.6K - $12.9K
|
87.4K
$3.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-298- 3.86% |
$11.2K - $12.4K
|
7.43K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-295- 1.95% |
$11.1K - $12.3K
|
14.8K
$618K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-260- 3.5% |
$9.78K - $10.8K
|
7.16K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-225- 2.26% |
$8.46K - $9.39K
|
9.71K
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-201- 8.05% |
$7.56K - $8.39K
|
2.3K
$95.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 1.88% |
$6.69K - $7.43K
|
9.32K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-164- 0.36% |
$6.17K - $6.84K
|
44.8K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139- 0.57% |
$5.23K - $5.8K
|
24.1K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-100- 0.51% |
$3.76K - $4.17K
|
19.4K
$811K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 1.37% |
$3.76K - $4.17K
|
7.23K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-51- 18.55% |
$1.92K - $2.13K
|
224
$9.34K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 8.54% |
$1.81K - $2K
|
514
$21.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-19- 0.11% |
$715 - $793
|
17.8K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-11- 0.12% |
$414 - $459
|
9.47K
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.16% |
$414 - $459
|
7.03K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 0.07% |
$338 - $375
|
12.5K
$522K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.7K- 75.78% |
$2.15M - $2.27M
|
18.8K
$783K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.16K- 56.89% |
$262K - $276K
|
5.43K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.48K- 46.35% |
$237K - $250K
|
7.5K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.65K- 14.29% |
$60.2K - $63.5K
|
9.87K
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-729- 3.94% |
$26.7K - $28.2K
|
17.8K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-571- 8.19% |
$20.9K - $22.1K
|
6.4K
$267K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-158- 4.16% |
$5.78K - $6.1K
|
3.64K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-107- 1.66% |
$3.92K - $4.13K
|
6.35K
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.52% |
$2.86K - $3.01K
|
14.9K
$621K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 1.61% |
$1.17K - $1.24K
|
1.95K
$81.4K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.6K- 35.69% |
$731K - $802K
|
37.2K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19K- 54.03% |
$674K - $740K
|
16.2K
$676K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.98K- 22.09% |
$70K - $76.9K
|
6.98K
$291K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-670- 48.48% |
$23.7K - $26K
|
712
$29.7K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-489- 1.02% |
$17.3K - $19K
|
47.3K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 47.37% |
$15.9K - $17.5K
|
500
$20.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 31.53% |
$1.24K - $1.36K
|
76
$3.17K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-18.7K- 54.58% |
$600K - $677K
|
15.6K
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8K- 8.6% |
$256K - $289K
|
85K
$3.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.47K- 60.3% |
$111K - $125K
|
2.28K
$95.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 43.34% |
$65.2K - $73.6K
|
2.66K
$111K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.1K- 58.36% |
$35.2K - $39.8K
|
785
$32.7K
|
|