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 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 5.46% |
$48.4K - $53.1K
|
23.7K
$971K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-1.38K- 13.02% |
$48.9K - $53.7K
|
9.23K
$379K
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.81K- 23.3% |
$64.2K - $70.4K
|
5.97K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.98K- 22.09% |
$70K - $76.9K
|
6.98K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 3.27% |
$75.1K - $82.4K
|
62.7K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.32K- 2.3% |
$82.3K - $90.3K
|
98.7K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.48K- 0.75% |
$87.6K - $96.2K
|
326K
$13.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.49K- 11.88% |
$88.2K - $96.8K
|
18.5K
$759K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.12K- 4.46% |
$110K - $121K
|
66.7K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-3.22K- 29.44% |
$114K - $125K
|
7.72K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.43K- 5.73% |
$122K - $133K
|
56.5K
$2.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.5K- 0.9% |
$159K - $175K
|
499K
$20.5M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.86K- 6.88% |
$172K - $189K
|
65.8K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.9K- 0.63% |
$174K - $190K
|
768K
$31.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.98K- 2.93% |
$176K - $193K
|
165K
$6.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.83K- 10.53% |
$206K - $226K
|
49.5K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-6.24K- 4.11% |
$221K - $242K
|
146K
$5.98M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.39K- 0.48% |
$262K - $287K
|
1.54M
$63.3M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-8.01K- 32.11% |
$284K - $311K
|
16.9K
$695K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.95K- 7.52% |
$352K - $387K
|
122K
$5.02M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-14.9K- 20.34% |
$527K - $578K
|
58.3K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16K- 9.89% |
$566K - $621K
|
146K
$5.97M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.7K- 59.68% |
$591K - $649K
|
11.3K
$463K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 7.51% |
$596K - $654K
|
207K
$8.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.1K- 44.97% |
$641K - $703K
|
22.2K
$909K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19K- 54.03% |
$674K - $740K
|
16.2K
$665K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20K- 51.86% |
$708K - $777K
|
18.6K
$761K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.6K- 35.69% |
$731K - $802K
|
37.2K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-22.5K- 23.08% |
$797K - $875K
|
75K
$3.08M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-27.1K- 25.94% |
$961K - $1.05M
|
77.5K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 32.94% |
$961K - $1.06M
|
55.3K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.1K- 5.07% |
$1.03M - $1.13M
|
545K
$22.4M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-40.1K- 47.28% |
$1.42M - $1.56M
|
44.7K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-40.5K- 14.6% |
$1.43M - $1.57M
|
237K
$9.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-80K- 36.91% |
$2.83M - $3.11M
|
137K
$5.61M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 10.97% |
$4.36M - $4.79M
|
1M
$41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-123K- 85.03% |
$4.37M - $4.8M
|
21.7K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-133K- 41.76% |
$4.7M - $5.16M
|
185K
$7.59M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-163K- 53.65% |
$5.78M - $6.35M
|
141K
$5.79M
|