Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
508K+ 3.69% |
$18M - $19.8M
|
14.3M
$580M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
399KNew |
$14.1M - $15.5M
|
399K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
259K+ 7.36% |
$9.19M - $10.1M
|
3.78M
$154M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 748.48% |
$5.76M - $6.32M
|
184K
$7.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
126K+ 1436.91% |
$4.46M - $4.9M
|
135K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
102K+ 65.43% |
$3.61M - $3.96M
|
258K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 281.94% |
$3.59M - $3.94M
|
137K
$5.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.8KNew |
$3.53M - $3.88M
|
99.8K
$4.05M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.1K+ 9.18% |
$2.98M - $3.27M
|
1M
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.1K+ 9.18% |
$2.98M - $3.27M
|
1M
$40.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84K+ 8.51% |
$2.97M - $3.26M
|
1.07M
$43.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.5K+ 7.7% |
$2M - $2.2M
|
790K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.7K+ 20.59% |
$1.8M - $1.97M
|
297K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.7KNew |
$1.69M - $1.85M
|
47.7K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 8.24% |
$1.62M - $1.78M
|
602K
$24.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.6K+ 16.25% |
$1.58M - $1.73M
|
319K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
34.1KNew |
$1.21M - $1.33M
|
34.1K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
33.1K+ 49.97% |
$1.17M - $1.28M
|
99.2K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.6KNew |
$1.01M - $1.11M
|
28.6K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.3K+ 13.8% |
$931K - $1.02M
|
217K
$8.81M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.1K+ 153.42% |
$926K - $1.02M
|
43.2K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.5K+ 22.68% |
$903K - $991K
|
138K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.3K+ 6360.45% |
$894K - $981K
|
25.6K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$861K - $945K
|
24.3K
$988K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.6K+ 1.29% |
$695K - $763K
|
1.54M
$62.7M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.9K+ 4.89% |
$633K - $695K
|
383K
$15.6M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
17.1K+ 13.67% |
$605K - $664K
|
142K
$5.77M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 12.64% |
$548K - $602K
|
138K
$5.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15.3K+ 11.29% |
$543K - $596K
|
151K
$6.14M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.6K+ 40.26% |
$515K - $565K
|
50.7K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.9K+ 9.97% |
$492K - $540K
|
153K
$6.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
12.7KNew |
$450K - $494K
|
12.7K
$516K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.5KNew |
$407K - $446K
|
11.5K
$466K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11.1K+ 7.31% |
$395K - $433K
|
163K
$6.64M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.7K+ 20.54% |
$377K - $414K
|
62.5K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10.6K+ 74.06% |
$377K - $413K
|
25K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.5K+ 68.15% |
$374K - $410K
|
26K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.95KNew |
$317K - $348K
|
8.95K
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
8.65K+ 13.8% |
$306K - $336K
|
71.3K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.03K+ 79.62% |
$284K - $312K
|
18.1K
$735K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.63KNew |
$235K - $257K
|
6.63K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.61K+ 0.7% |
$234K - $257K
|
948K
$38.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.65KNew |
$200K - $219K
|
5.65K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.51K+ 42.96% |
$195K - $214K
|
18.3K
$745K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
5.45KNew |
$193K - $212K
|
5.45K
$221K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.44K+ 2.53% |
$193K - $211K
|
220K
$8.95M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.34KNew |
$189K - $208K
|
5.34K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.32KNew |
$188K - $207K
|
5.32K
$216K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.29KNew |
$187K - $205K
|
5.29K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.97K+ 14.39% |
$176K - $193K
|
39.5K
$1.61M
|