Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.1M+ 8.9% |
$35.7M - $39.4M
|
13.5M
$548M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
827K+ 45.69% |
$26.8M - $29.6M
|
2.64M
$107M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
179KNew |
$5.8M - $6.41M
|
179K
$7.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
168K+ 54.1% |
$5.45M - $6.02M
|
479K
$19.5M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
137K+ 14.68% |
$4.43M - $4.9M
|
1.07M
$43.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
101K+ 2.14% |
$3.26M - $3.6M
|
4.8M
$195M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.9K+ 10.46% |
$3.17M - $3.51M
|
1.03M
$42M
|
|
|
May 12, 2023
Q1 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
75.8K+ 18.82% |
$2.45M - $2.71M
|
478K
$19.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
63.7K+ 99.49% |
$2.06M - $2.28M
|
128K
$5.19M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.9K+ 607.55% |
$1.94M - $2.14M
|
69.8K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.6K+ 6.87% |
$1.93M - $2.13M
|
927K
$37.7M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.7K+ 21.58% |
$1.8M - $1.99M
|
314K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
52.7KNew |
$1.71M - $1.89M
|
52.7K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
51.2K+ 129.52% |
$1.66M - $1.83M
|
90.8K
$3.69M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
43K+ 32.97% |
$1.39M - $1.54M
|
174K
$7.05M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.9K+ 8.95% |
$1.36M - $1.5M
|
510K
$20.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 6.23% |
$996K - $1.1M
|
524K
$21.3M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
30.3K+ 43.73% |
$982K - $1.09M
|
99.7K
$4.05M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 6.79% |
$950K - $1.05M
|
461K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.7KNew |
$930K - $1.03M
|
28.7K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
25.7KNew |
$831K - $919K
|
25.7K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.8K+ 16.82% |
$802K - $886K
|
172K
$6.99M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.6K+ 321.71% |
$766K - $846K
|
31K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.2K+ 3.22% |
$720K - $796K
|
714K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.7K+ 12.61% |
$637K - $704K
|
176K
$7.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
17.2K+ 22.04% |
$556K - $615K
|
95.1K
$3.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8K+ 6.79% |
$480K - $531K
|
233K
$9.47M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.7K+ 64.14% |
$476K - $526K
|
37.6K
$1.53M
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
14.4KNew |
$467K - $516K
|
14.4K
$586K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14K+ 9.48% |
$455K - $503K
|
162K
$6.59M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.4K+ 33.01% |
$400K - $443K
|
49.8K
$2.02M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.2K+ 13.57% |
$395K - $437K
|
102K
$4.15M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.5K+ 4.14% |
$373K - $412K
|
290K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
10.8KNew |
$351K - $388K
|
10.8K
$440K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
10.1K+ 11.16% |
$328K - $363K
|
101K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.21K+ 40.98% |
$298K - $330K
|
31.7K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.08K+ 42.76% |
$294K - $325K
|
30.3K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
9.08K+ 22.07% |
$294K - $325K
|
50.2K
$2.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.68KNew |
$281K - $311K
|
8.68K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.39KNew |
$272K - $300K
|
8.39K
$341K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.08KNew |
$262K - $289K
|
8.08K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.97KNew |
$258K - $285K
|
7.97K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.9KNew |
$256K - $283K
|
7.9K
$321K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
7.62K+ 23.5% |
$247K - $273K
|
40.1K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.59KNew |
$246K - $272K
|
7.59K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.58KNew |
$246K - $271K
|
7.58K
$308K
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
7.06K+ 47.38% |
$229K - $253K
|
22K
$892K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.22K+ 7.95% |
$201K - $222K
|
84.4K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.95K+ 17.72% |
$193K - $213K
|
39.5K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.77K+ 9.17% |
$187K - $207K
|
68.7K
$2.79M
|