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 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
10.5KNew |
$376K - $412K
|
10.5K
$426K
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
10.2KNew |
$367K - $402K
|
10.2K
$415K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$365K - $399K
|
10.2K
$413K
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
10K+ 13.33% |
$359K - $393K
|
85K
$3.45M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
9.76K+ 67.28% |
$351K - $384K
|
24.3K
$986K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.46K+ 37.25% |
$340K - $372K
|
34.8K
$1.42M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.11K+ 7.32% |
$327K - $358K
|
133K
$5.42M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.31K+ 26.16% |
$298K - $327K
|
40.1K
$1.63M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.06K+ 15.19% |
$289K - $317K
|
61.1K
$2.48M
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
7.84KNew |
$281K - $308K
|
7.84K
$318K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.74K+ 7.23% |
$278K - $304K
|
115K
$4.66M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.52K+ 10.51% |
$270K - $296K
|
79.1K
$3.21M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
7.13K+ 7.92% |
$256K - $280K
|
97.2K
$3.95M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.98KNew |
$251K - $274K
|
6.98K
$283K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.86K+ 115.66% |
$246K - $270K
|
12.8K
$520K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.8K+ 61.21% |
$244K - $267K
|
17.9K
$727K
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.26KNew |
$225K - $246K
|
6.26K
$254K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.48K+ 73.74% |
$197K - $215K
|
12.9K
$525K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.48KNew |
$197K - $215K
|
5.48K
$222K
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
5.45KNew |
$196K - $214K
|
5.45K
$221K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.41K+ 65.2% |
$194K - $213K
|
13.7K
$557K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.25K+ 41.94% |
$189K - $207K
|
17.8K
$722K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.17KNew |
$186K - $203K
|
5.17K
$210K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5K+ 25.21% |
$180K - $197K
|
24.8K
$1.01M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.96K+ 22.46% |
$178K - $195K
|
27.1K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.72K+ 86.37% |
$169K - $186K
|
10.2K
$414K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.67K+ 31.61% |
$168K - $183K
|
19.4K
$789K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.16KNew |
$149K - $164K
|
4.16K
$169K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
4.12KNew |
$148K - $162K
|
4.12K
$167K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.69K+ 5.97% |
$132K - $145K
|
65.5K
$2.66M
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.44K+ 5.73% |
$123K - $135K
|
63.4K
$2.58M
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.22K+ 16.85% |
$116K - $126K
|
22.3K
$906K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.95KNew |
$106K - $116K
|
2.95K
$120K
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.91K+ 40.84% |
$105K - $114K
|
10K
$408K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 13.91% |
$91K - $99.6K
|
20.7K
$843K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.53K+ 23.01% |
$90.7K - $99.3K
|
13.5K
$548K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.39KNew |
$85.7K - $93.8K
|
2.39K
$96.9K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
2.35K+ 16.31% |
$84.4K - $92.3K
|
16.8K
$681K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.27K+ 10.5% |
$81.4K - $89.1K
|
23.9K
$969K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.05K+ 19.94% |
$73.8K - $80.7K
|
12.4K
$502K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.83K+ 6.47% |
$65.6K - $71.9K
|
30.1K
$1.22M
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.72K+ 4.38% |
$61.6K - $67.4K
|
40.9K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.43K+ 23.46% |
$51.2K - $56.1K
|
7.51K
$305K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.41K+ 13.04% |
$50.8K - $55.6K
|
12.3K
$498K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 23.57% |
$44.1K - $48.2K
|
6.43K
$261K
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
825+ 7.75% |
$29.6K - $32.4K
|
11.5K
$466K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
810New |
$29.1K - $31.8K
|
810
$32.9K
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
795+ 11.87% |
$28.5K - $31.3K
|
7.49K
$304K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
793+ 11.27% |
$28.5K - $31.2K
|
7.83K
$318K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
751+ 1.2% |
$27K - $29.5K
|
63.4K
$2.58M
|