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
|
Savant Capital, LLC
|
BUY
|
- |
723+ 10.61% |
$26K - $28.4K
|
7.54K
$306K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
687+ 1.14% |
$24.7K - $27K
|
60.7K
$2.47M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
645+ 0.62% |
$23.2K - $25.4K
|
105K
$4.27M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
600New |
$21.5K - $23.6K
|
600
$24.4K
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
563+ 3.58% |
$20.2K - $22.1K
|
16.3K
$662K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
440+ 2.67% |
$15.8K - $17.3K
|
16.9K
$686K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 60.0% |
$10.8K - $11.8K
|
800
$32.5K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
247+ 1.19% |
$8.87K - $9.71K
|
20.9K
$850K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
212+ 22.55% |
$7.61K - $8.33K
|
1.15K
$46.8K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
212+ 2.23% |
$7.61K - $8.33K
|
9.74K
$395K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
162+ 3.03% |
$5.82K - $6.37K
|
5.5K
$223K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
156New |
$5.6K - $6.13K
|
156
$6.34K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
133New |
$4.78K - $5.23K
|
133
$5.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
110+ 2.39% |
$3.95K - $4.32K
|
4.71K
$191K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87+ 1.4% |
$3.12K - $3.42K
|
6.29K
$256K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
55+ 0.68% |
$1.98K - $2.16K
|
8.15K
$331K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 40.0% |
$215 - $236
|
21
$853
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-17- 0.05% |
$610 - $668
|
31.7K
$1.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 0.61% |
$1.4K - $1.53K
|
6.36K
$258K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-234- 3.93% |
$8.4K - $9.2K
|
5.73K
$233K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-249- 1.81% |
$8.94K - $9.79K
|
13.5K
$550K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-284- 53.18% |
$10.2K - $11.2K
|
250
$10.2K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-287- 0.72% |
$10.3K - $11.3K
|
39.4K
$1.6M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-330- 5.06% |
$11.9K - $13K
|
6.19K
$251K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-374- 0.89% |
$13.4K - $14.7K
|
41.7K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-588- 1.55% |
$21.1K - $23.1K
|
37.3K
$1.51M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-616- 4.36% |
$22.1K - $24.2K
|
13.5K
$549K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.17K- 8.47% |
$41.9K - $45.9K
|
12.6K
$512K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.27K- 9.01% |
$45.6K - $49.9K
|
12.8K
$521K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.34K- 7.26% |
$48.2K - $52.7K
|
17.1K
$696K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.57K- 12.1% |
$56.5K - $61.8K
|
11.4K
$464K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.67KClosed |
$60.1K - $65.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.88K- 0.3% |
$67.6K - $74K
|
627K
$25.5M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.13K- 1.7% |
$76.4K - $83.6K
|
123K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.32KClosed |
$83.4K - $91.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.36K- 2.64% |
$84.8K - $92.9K
|
87.1K
$3.54M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.47K- 14.45% |
$88.8K - $97.2K
|
14.6K
$595K
|
|
|
Apr 22, 2022
Q1 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-2.66K- 31.88% |
$95.5K - $105K
|
5.68K
$231K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.72KClosed |
$97.7K - $107K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.51K- 11.16% |
$126K - $138K
|
27.9K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.24K- 26.12% |
$152K - $167K
|
12K
$487K
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-5.17KClosed |
$186K - $203K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.5KClosed |
$198K - $216K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.46K- 49.79% |
$232K - $254K
|
6.51K
$264K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-6.54KClosed |
$235K - $257K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-6.63KClosed |
$238K - $260K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.71K- 45.1% |
$241K - $264K
|
8.17K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.6KClosed |
$273K - $299K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-13.6KClosed |
$487K - $533K
|
0
$0
|