Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 20.58% |
$8.7M - $9.31M
|
1.31M
$52.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
186KNew |
$7.22M - $7.73M
|
186K
$7.48M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
167K+ 120.91% |
$6.51M - $6.97M
|
306K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
46.1KNew |
$1.79M - $1.92M
|
46.1K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.5K+ 5.69% |
$1.69M - $1.81M
|
808K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42.3K+ 15.78% |
$1.65M - $1.76M
|
311K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
39K+ 236.45% |
$1.52M - $1.62M
|
55.5K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.5K+ 2.88% |
$1.3M - $1.39M
|
1.2M
$48.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
25.6KNew |
$995K - $1.06M
|
25.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.2KNew |
$903K - $966K
|
23.2K
$935K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.8K+ 1.14% |
$887K - $949K
|
2.02M
$81.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.9K+ 4.4% |
$773K - $827K
|
471K
$19M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17.1K+ 9.06% |
$665K - $711K
|
206K
$8.29M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.3K+ 4.94% |
$593K - $634K
|
324K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9K+ 10.98% |
$539K - $577K
|
140K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.7K+ 19.08% |
$532K - $569K
|
85.3K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13.4K+ 11.29% |
$520K - $556K
|
132K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4K+ 210.2% |
$482K - $515K
|
18.3K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.45K+ 20.56% |
$290K - $310K
|
43.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.06K+ 14.36% |
$275K - $294K
|
56.3K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.88KNew |
$267K - $286K
|
6.88K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.82KNew |
$265K - $284K
|
6.82K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$237K - $254K
|
6.11K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.09KNew |
$237K - $253K
|
6.09K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.93KNew |
$231K - $247K
|
5.93K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.58KNew |
$217K - $232K
|
5.58K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.11K+ 5.01% |
$199K - $212K
|
107K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
4.96K+ 8.8% |
$193K - $206K
|
61.3K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.91K+ 45.02% |
$191K - $204K
|
15.8K
$637K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.66K+ 25.7% |
$181K - $194K
|
22.8K
$917K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.16K+ 9.2% |
$162K - $173K
|
49.4K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4.05K+ 2.69% |
$158K - $169K
|
155K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 5.59% |
$151K - $162K
|
73.5K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.69K+ 100.0% |
$143K - $153K
|
7.38K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.62K+ 1.69% |
$141K - $151K
|
218K
$8.76M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.29K+ 15.33% |
$128K - $137K
|
24.8K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.21KNew |
$125K - $133K
|
3.21K
$129K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2KNew |
$124K - $133K
|
3.2K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.15K+ 1.4% |
$122K - $131K
|
227K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.61K+ 8.73% |
$102K - $109K
|
32.5K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.43KNew |
$94.4K - $101K
|
2.43K
$97.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.23K+ 2.42% |
$86.6K - $92.6K
|
94.1K
$3.79M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.22K+ 15.86% |
$86.5K - $92.5K
|
16.3K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.22K+ 20.35% |
$86.4K - $92.4K
|
13.1K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.17K+ 31.27% |
$84.4K - $90.3K
|
9.11K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.15KNew |
$83.4K - $89.2K
|
2.15K
$86.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.07K+ 1.47% |
$80.5K - $86.1K
|
143K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 24.37% |
$70.3K - $75.2K
|
9.22K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.81K+ 16.61% |
$70.2K - $75.1K
|
12.7K
$510K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.79K+ 25.28% |
$69.5K - $74.4K
|
8.86K
$357K
|