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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.97K+ 4.38% |
$176K - $193K
|
118K
$4.8M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.29K+ 4.26% |
$152K - $167K
|
105K
$4.26M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 6.3% |
$146K - $160K
|
69.5K
$2.82M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4K+ 4.79% |
$142K - $155K
|
87.4K
$3.55M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3.96K+ 1.61% |
$140K - $154K
|
250K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.95KNew |
$140K - $154K
|
3.95K
$161K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.59K+ 6.94% |
$127K - $140K
|
55.4K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.41K+ 26.85% |
$121K - $132K
|
16.1K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.38K+ 5.25% |
$120K - $132K
|
67.8K
$2.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.25K+ 53.64% |
$115K - $126K
|
9.3K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.69K+ 29.76% |
$95.1K - $104K
|
11.7K
$476K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
2.68K+ 3.82% |
$95K - $104K
|
72.8K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.46K+ 27.34% |
$87K - $95.4K
|
11.4K
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.35K+ 32.74% |
$83.1K - $91.2K
|
9.51K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.22K+ 1.19% |
$78.5K - $86.2K
|
188K
$7.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.12K+ 1.9% |
$75.1K - $82.4K
|
114K
$4.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.04K+ 21.49% |
$72.3K - $79.4K
|
11.5K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.04K+ 20.76% |
$72.1K - $79.1K
|
11.8K
$481K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.58K+ 18.77% |
$56K - $61.4K
|
10K
$406K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.57K+ 7.05% |
$55.7K - $61.2K
|
23.9K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.57K+ 3.33% |
$55.6K - $61K
|
48.8K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.48K+ 8.4% |
$52.4K - $57.5K
|
19.1K
$775K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.29K+ 8.97% |
$45.7K - $50.2K
|
15.7K
$638K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.26K+ 6.79% |
$44.6K - $49K
|
19.8K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.23K+ 8.79% |
$43.7K - $47.9K
|
15.3K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 0.72% |
$39.1K - $42.9K
|
154K
$6.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 14.81% |
$38.7K - $42.5K
|
8.48K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.04K+ 1.17% |
$37K - $40.6K
|
90.3K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
955+ 5.72% |
$33.8K - $37.1K
|
17.7K
$717K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
912+ 11.25% |
$32.3K - $35.4K
|
9.02K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
838New |
$29.7K - $32.6K
|
838
$34K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
820+ 1.82% |
$29K - $31.9K
|
45.9K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
711+ 8.37% |
$25.2K - $27.6K
|
9.21K
$374K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
659+ 0.93% |
$23.3K - $25.6K
|
71.2K
$2.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
603+ 2.31% |
$21.4K - $23.4K
|
26.7K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
505+ 8.39% |
$17.9K - $19.6K
|
6.52K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
496+ 8.58% |
$17.6K - $19.3K
|
6.28K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
477+ 7.26% |
$16.9K - $18.5K
|
7.05K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
470New |
$16.6K - $18.3K
|
470
$19.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
467+ 8.02% |
$16.5K - $18.1K
|
6.29K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
465+ 5.04% |
$16.5K - $18.1K
|
9.69K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
457+ 4.88% |
$16.2K - $17.8K
|
9.82K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
436+ 3.71% |
$15.4K - $16.9K
|
12.2K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
414+ 1.73% |
$14.7K - $16.1K
|
24.3K
$988K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
287+ 0.35% |
$10.2K - $11.2K
|
81.6K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$9.28K - $10.2K
|
262
$10.6K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
226+ 1.15% |
$8K - $8.78K
|
19.9K
$808K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
220+ 1.17% |
$7.79K - $8.55K
|
19K
$771K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
214+ 0.23% |
$7.58K - $8.32K
|
95.3K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
201+ 1.73% |
$7.12K - $7.81K
|
11.8K
$481K
|