Purchases and Sales Made in Q1 2022 in Nuveen Esg Large Cap Value ETF (NULV)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV) during Q1 2022. The information is specifically focused on institutions that hold shares of NUVEEN ESG LARGE-CAP VALUE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
786KNew |
$28.2M - $30.9M
|
786K
$31.9M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
605K+ 5.02% |
$21.7M - $23.8M
|
12.7M
$514M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
358K+ 9.87% |
$12.8M - $14.1M
|
3.98M
$162M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
308K+ 186.49% |
$11.1M - $12.1M
|
473K
$19.2M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
227K+ 38.0% |
$8.14M - $8.91M
|
823K
$33.4M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
208K+ 18.48% |
$7.48M - $8.19M
|
1.34M
$54.3M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
191K+ 132.35% |
$6.84M - $7.49M
|
334K
$13.6M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
122K+ 16.77% |
$4.36M - $4.78M
|
846K
$34.4M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
113KNew |
$4.06M - $4.44M
|
113K
$4.59M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109K+ 27.69% |
$3.92M - $4.29M
|
503K
$20.4M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
98.8K+ 58.07% |
$3.55M - $3.88M
|
269K
$10.9M
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
88.2K+ 137.34% |
$3.17M - $3.47M
|
152K
$6.19M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
78.5K+ 85.71% |
$2.82M - $3.08M
|
170K
$6.91M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
76KNew |
$2.73M - $2.99M
|
76K
$3.09M
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
71.9KNew |
$2.58M - $2.83M
|
71.9K
$2.92M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
68.3K+ 19750.87% |
$2.45M - $2.69M
|
68.7K
$2.79M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
65.9K+ 194.21% |
$2.37M - $2.59M
|
99.9K
$4.06M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54.9K+ 77.49% |
$1.97M - $2.16M
|
126K
$5.11M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.9K+ 42.35% |
$1.97M - $2.16M
|
185K
$7.5M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50.4KNew |
$1.81M - $1.98M
|
50.4K
$2.05M
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
49.9KNew |
$1.79M - $1.96M
|
49.9K
$2.03M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40.1KNew |
$1.44M - $1.58M
|
40.1K
$1.63M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
39.9KNew |
$1.43M - $1.57M
|
39.9K
$1.62M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
39.5K+ 20.24% |
$1.42M - $1.55M
|
234K
$9.53M
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
38.4KNew |
$1.38M - $1.51M
|
38.4K
$1.56M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.3K+ 5.49% |
$1.23M - $1.35M
|
659K
$26.8M
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
33.5KNew |
$1.2M - $1.32M
|
33.5K
$1.36M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.9KNew |
$1.04M - $1.14M
|
28.9K
$1.17M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.2KNew |
$1.01M - $1.11M
|
28.2K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.2K+ 32.46% |
$940K - $1.03M
|
107K
$4.34M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 9.2% |
$918K - $1M
|
303K
$12.3M
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
24.1K+ 37.07% |
$866K - $948K
|
89.1K
$3.62M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
23.7K+ 42.81% |
$851K - $931K
|
79.1K
$3.21M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23.3KNew |
$837K - $916K
|
23.3K
$946K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 17.44% |
$835K - $914K
|
156K
$6.36M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.5K+ 52.65% |
$809K - $885K
|
65.3K
$2.65M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.4KNew |
$767K - $839K
|
21.4K
$867K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21.3KNew |
$766K - $838K
|
21.3K
$866K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
20.6K+ 79.39% |
$740K - $810K
|
46.6K
$1.89M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.2K+ 151.86% |
$726K - $795K
|
33.6K
$1.36M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
17.8K+ 16.78% |
$641K - $701K
|
124K
$5.04M
|
|
Apr 28, 2022
Q1 2022
|
Northland Capital Management LLC
|
BUY
|
- |
17.4K+ 15.0% |
$623K - $682K
|
133K
$5.41M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
17.1KNew |
$612K - $670K
|
17.1K
$693K
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
14.8KNew |
$531K - $582K
|
14.8K
$601K
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
14.4KNew |
$517K - $566K
|
14.4K
$585K
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
14.1K+ 21.28% |
$506K - $554K
|
80.3K
$3.26M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$498K - $545K
|
13.9K
$563K
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.4K+ 71.49% |
$483K - $528K
|
32.2K
$1.31M
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.7KNew |
$420K - $459K
|
11.7K
$475K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
10.8KNew |
$388K - $425K
|
10.8K
$439K
|