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 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
266+ 2.46% |
$8.61K - $9.52K
|
11.1K
$454K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
229+ 3.68% |
$7.42K - $8.2K
|
6.46K
$265K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
175+ 1.63% |
$5.67K - $6.26K
|
10.9K
$448K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
161+ 0.6% |
$5.21K - $5.76K
|
27K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
156+ 13.3% |
$5.05K - $5.58K
|
1.33K
$54.5K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151New |
$4.89K - $5.4K
|
151
$6.2K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
135+ 0.97% |
$4.37K - $4.83K
|
14K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
107+ 0.61% |
$3.46K - $3.83K
|
17.7K
$726K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
100+ 4.88% |
$3.24K - $3.58K
|
2.15K
$88.2K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
85+ 1.06% |
$2.75K - $3.04K
|
8.14K
$334K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
74+ 0.39% |
$2.4K - $2.65K
|
19.1K
$785K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
69+ 0.08% |
$2.23K - $2.47K
|
88K
$3.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
39+ 0.28% |
$1.26K - $1.4K
|
14K
$573K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
38+ 3.56% |
$1.23K - $1.36K
|
1.11K
$45.3K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.15% |
$324 - $358
|
6.46K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.02% |
$32.4 - $35.8
|
6.1K
$250K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4- 0.06% |
$130 - $143
|
7.22K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-18- 0.05% |
$583 - $644
|
38.6K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-20- 0.26% |
$648 - $716
|
7.57K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-22- 0.05% |
$712 - $787
|
41.5K
$1.7M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-33- 0.59% |
$1.07K - $1.18K
|
5.52K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-41- 47.13% |
$1.33K - $1.47K
|
46
$1.89K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-91- 0.79% |
$2.95K - $3.26K
|
11.4K
$469K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-104- 3.95% |
$3.37K - $3.72K
|
2.53K
$104K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-121- 0.51% |
$3.92K - $4.33K
|
23.7K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-159- 1.6% |
$5.15K - $5.69K
|
9.78K
$401K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-204- 1.1% |
$6.61K - $7.3K
|
18.3K
$749K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-285- 3.49% |
$9.23K - $10.2K
|
7.87K
$323K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-400- 3.97% |
$13K - $14.3K
|
9.67K
$397K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-646- 2.92% |
$20.9K - $23.1K
|
21.5K
$882K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-711- 1.09% |
$23K - $25.4K
|
64.8K
$2.66M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-885- 7.38% |
$28.7K - $31.7K
|
11.1K
$456K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-927- 1.95% |
$30K - $33.2K
|
46.5K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-951- 3.41% |
$30.8K - $34K
|
26.9K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-962- 0.57% |
$31.1K - $34.4K
|
168K
$6.89M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-970- 6.3% |
$31.4K - $34.7K
|
14.4K
$592K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.01K- 10.05% |
$32.7K - $36.1K
|
9.03K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.07K- 0.42% |
$34.5K - $38.1K
|
252K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.1K- 2.6% |
$35.6K - $39.4K
|
41.2K
$1.69M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.19K- 1.65% |
$38.7K - $42.7K
|
71.1K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.28K- 82.1% |
$41.3K - $45.6K
|
278
$11.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.49K- 5.7% |
$48.4K - $53.5K
|
24.7K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.55K- 38.86% |
$50.2K - $55.5K
|
2.44K
$100K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.75K- 10.33% |
$56.6K - $62.6K
|
15.2K
$623K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.98K- 18.13% |
$64.2K - $70.9K
|
8.95K
$367K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.29K- 10.12% |
$74.1K - $81.9K
|
20.3K
$834K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.32K- 1.75% |
$75.1K - $83K
|
130K
$5.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.34K- 9.12% |
$75.8K - $83.8K
|
23.3K
$958K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.56K- 7.82% |
$83K - $91.7K
|
30.2K
$1.24M
|