Purchases and Sales Made in Q1 2023 in Nuveen Esg Large Cap Value ETF (NULV)

NULV Quotes by TradingView

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
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
5.6K
+ 42.93%
$181K - $200K
18.6K $764K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
5.19K
+ 123.36%
$168K - $186K
9.39K $385K
May 12, 2023 Q1 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
4.95K
+ 2.65%
$160K - $177K
192K $7.86M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
4.76K
+ 3.99%
$154K - $171K
124K $5.1M
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
4.64K
+ 9.22%
$150K - $166K
55K $2.26M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
4.22K
New
$137K - $151K
4.22K $173K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.1K
+ 14.86%
$133K - $147K
31.7K $1.3M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
3.89K
+ 8.58%
$126K - $139K
49.2K $2.02M
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
3.3K
+ 6.0%
$107K - $118K
58.2K $2.39M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.19K
+ 13.39%
$103K - $114K
27K $1.11M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
2.49K
New
$80.5K - $89K
2.49K $102K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2.48K
+ 1.45%
$80.3K - $88.7K
174K $7.13M
Apr 28, 2023 Q1 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
2.06K
+ 2.04%
$66.7K - $73.7K
103K $4.23M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.99K
+ 2.8%
$64.5K - $71.3K
73.1K $3M
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
1.74K
+ 9.42%
$56.4K - $62.3K
20.2K $830K
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

BUY
 -
1.72K
+ 12.95%
$55.7K - $61.6K
15K $616K
May 15, 2023 Q1 2023
Falcon Wealth Planning

BUY
 -
1.71K
+ 22.04%
$55.3K - $61.2K
9.46K $388K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
1.68K
+ 14.82%
$54.5K - $60.2K
13K $535K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.68K
New
$54.4K - $60.1K
1.68K $68.9K
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
1.64K
+ 9.07%
$52.9K - $58.5K
19.7K $807K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
1.6K
New
$51.8K - $57.3K
1.6K $65.6K
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
1.52K
+ 4.79%
$49.2K - $54.4K
33.3K $1.37M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
1.51K
+ 68.61%
$48.9K - $54K
3.71K $152K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.5K
+ 20.19%
$48.5K - $53.6K
8.93K $366K
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
1.4K
+ 11.47%
$45.3K - $50K
13.6K $558K
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
1.35K
+ 13.58%
$43.7K - $48.3K
11.3K $463K
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
1.22K
+ 1.82%
$39.4K - $43.6K
68.2K $2.8M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
1.06K
+ 3.05%
$34.2K - $37.8K
35.7K $1.46M
May 12, 2023 Q1 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
1K
+ 16.57%
$32.4K - $35.9K
7.05K $289K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
936
New
$30.3K - $33.5K
936 $38.4K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
874
+ 6.35%
$28.3K - $31.3K
14.6K $601K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
870
+ 3.59%
$28.2K - $31.1K
25.1K $1.03M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
818
+ 1.85%
$26.5K - $29.3K
45K $1.84M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
809
+ 6.16%
$26.2K - $29K
14K $572K
May 10, 2023 Q1 2023
Lockerman Financial Group, Inc.

BUY
 -
798
+ 2.55%
$25.8K - $28.6K
32.1K $1.32M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
793
+ 0.91%
$25.7K - $28.4K
88K $3.61M
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
762
+ 5.57%
$24.7K - $27.3K
14.5K $593K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
645
+ 0.63%
$20.9K - $23.1K
103K $4.21M
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
644
+ 1.4%
$20.9K - $23K
46.7K $1.92M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
600
+ 4.46%
$19.4K - $21.5K
14K $576K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
583
+ 9.44%
$18.9K - $20.9K
6.76K $277K
May 05, 2023 Q1 2023
Evolution Advisers, Inc.

BUY
 -
446
+ 0.92%
$14.4K - $16K
48.8K $2M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
434
+ 141.37%
$14.1K - $15.5K
741 $30.4K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
427
+ 1.22%
$13.8K - $15.3K
35.4K $1.45M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
411
+ 1.21%
$13.3K - $14.7K
34.4K $1.41M
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
404
+ 3.03%
$13.1K - $14.5K
13.7K $564K
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
368
+ 2.45%
$11.9K - $13.2K
15.4K $630K
Apr 21, 2023 Q1 2023
Legacy Financial Group LLC

BUY
 -
319
+ 2.63%
$10.3K - $11.4K
12.4K $511K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
319
+ 1.32%
$10.3K - $11.4K
24.4K $1M

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