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 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
201+ 1.46% |
$7.12K - $7.81K
|
14K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180+ 0.65% |
$6.37K - $6.99K
|
27.9K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166+ 0.91% |
$5.88K - $6.45K
|
18.3K
$744K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
143+ 2.21% |
$5.06K - $5.56K
|
6.6K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
140+ 0.29% |
$4.96K - $5.44K
|
49K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
133+ 0.37% |
$4.71K - $5.17K
|
36.1K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
107+ 1.69% |
$3.79K - $4.16K
|
6.45K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
91+ 1.25% |
$3.22K - $3.54K
|
7.34K
$298K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
91+ 0.56% |
$3.22K - $3.54K
|
16.4K
$664K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 2.66% |
$2.23K - $2.45K
|
2.43K
$98.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
41+ 0.59% |
$1.45K - $1.59K
|
7.02K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
38+ 0.82% |
$1.35K - $1.48K
|
4.7K
$191K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33+ 0.45% |
$1.17K - $1.28K
|
7.33K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.42% |
$1.1K - $1.2K
|
7.43K
$302K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$1.06K - $1.17K
|
30
$1.22K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 1.56% |
$850 - $933
|
1.56K
$63.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 4.76% |
$354 - $389
|
220
$8.94K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4+ 0.19% |
$142 - $155
|
2.15K
$87.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11- 0.13% |
$390 - $427
|
8.46K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 0.15% |
$885 - $972
|
16.3K
$663K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 31.53% |
$1.24K - $1.36K
|
76
$3.09K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-98- 1.29% |
$3.47K - $3.81K
|
7.49K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-117- 0.63% |
$4.14K - $4.55K
|
18.4K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-144- 0.49% |
$5.1K - $5.6K
|
29.1K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-150- 60.0% |
$5.31K - $5.83K
|
100
$4.06K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-172- 38.48% |
$6.09K - $6.68K
|
275
$11.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-191- 0.63% |
$6.76K - $7.42K
|
30K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-192- 0.2% |
$6.8K - $7.46K
|
94.9K
$3.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-347- 1.51% |
$12.3K - $13.5K
|
22.6K
$917K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-355- 3.61% |
$12.6K - $13.8K
|
9.48K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-372- 27.95% |
$13.2K - $14.5K
|
959
$39K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 47.37% |
$15.9K - $17.5K
|
500
$20.3K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-489- 1.02% |
$17.3K - $19K
|
47.3K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-499- 3.79% |
$17.7K - $19.4K
|
12.7K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-504- 89.68% |
$17.8K - $19.6K
|
58
$2.36K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-559- 4.54% |
$19.8K - $21.7K
|
11.7K
$477K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-600- 9.89% |
$21.2K - $23.3K
|
5.47K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-626- 2.32% |
$22.2K - $24.3K
|
26.4K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-669- 5.05% |
$23.7K - $26K
|
12.6K
$511K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-670- 48.48% |
$23.7K - $26K
|
712
$28.9K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-712- 5.53% |
$25.2K - $27.7K
|
12.2K
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-791- 3.89% |
$28K - $30.7K
|
19.5K
$794K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-896- 8.1% |
$31.7K - $34.8K
|
10.2K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1K- 2.49% |
$35.4K - $38.9K
|
39.2K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.04K- 1.49% |
$36.9K - $40.5K
|
68.8K
$2.79M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 6.97% |
$37.6K - $41.3K
|
14.2K
$576K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.22K- 2.57% |
$43.3K - $47.6K
|
46.4K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27K- 1.35% |
$44.9K - $49.2K
|
92.7K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.28K- 3.95% |
$45.3K - $49.7K
|
31.1K
$1.26M
|