Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208K+ 1.54% |
$6.82M - $7.21M
|
13.7M
$517M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
197K+ 41.26% |
$6.47M - $6.84M
|
676K
$25.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
136KNew |
$4.44M - $4.7M
|
136K
$5.11M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
133KNew |
$4.37M - $4.62M
|
133K
$5.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
91.3K+ 257.83% |
$2.99M - $3.16M
|
127K
$4.78M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
88.2KNew |
$2.89M - $3.06M
|
88.2K
$3.33M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.5K+ 804.05% |
$2.08M - $2.2M
|
71.4K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.5K+ 804.05% |
$2.08M - $2.2M
|
71.4K
$2.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
60.6K+ 37.85% |
$1.99M - $2.1M
|
221K
$8.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.1K+ 23.83% |
$1.97M - $2.08M
|
312K
$11.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58.9K+ 158.8% |
$1.93M - $2.04M
|
95.9K
$3.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
49K+ 16.9% |
$1.61M - $1.7M
|
339K
$12.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.4K+ 5.0% |
$1.52M - $1.61M
|
973K
$36.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.6KNew |
$1.17M - $1.23M
|
35.6K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.7K+ 48.27% |
$1.1M - $1.17M
|
103K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.4K+ 35.73% |
$1.06M - $1.12M
|
123K
$4.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.1KNew |
$659K - $696K
|
20.1K
$758K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
19.4K+ 20.37% |
$635K - $671K
|
115K
$4.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.8KNew |
$585K - $618K
|
17.8K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
17.5K+ 9.79% |
$575K - $607K
|
197K
$7.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.7K+ 209.06% |
$546K - $577K
|
24.6K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 112.54% |
$518K - $548K
|
29.9K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$481K - $508K
|
14.7K
$553K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5K+ 27.47% |
$443K - $468K
|
62.7K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.7K+ 8.77% |
$418K - $442K
|
158K
$5.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12.4KNew |
$406K - $429K
|
12.4K
$467K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
12K+ 6.91% |
$393K - $415K
|
185K
$7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
11.3K+ 28.16% |
$370K - $391K
|
51.3K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.1K+ 8.9% |
$363K - $383K
|
135K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.3K+ 70.46% |
$338K - $357K
|
25K
$941K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
10.3KNew |
$336K - $356K
|
10.3K
$387K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.54KNew |
$313K - $330K
|
9.54K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.83K+ 5.7% |
$290K - $306K
|
164K
$6.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.31K+ 16.67% |
$272K - $288K
|
58.1K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8.24K+ 1.79% |
$270K - $285K
|
469K
$17.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.19K+ 1.56% |
$269K - $284K
|
533K
$20.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
7.88KNew |
$258K - $273K
|
7.88K
$297K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.69K+ 15.32% |
$252K - $267K
|
57.9K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.45KNew |
$244K - $258K
|
7.45K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.4K+ 91.52% |
$242K - $256K
|
15.5K
$584K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
7.19K+ 5.52% |
$236K - $249K
|
137K
$5.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.13KNew |
$234K - $247K
|
7.13K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.97KNew |
$229K - $242K
|
6.97K
$263K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
6.91KNew |
$226K - $239K
|
6.91K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
6.87K+ 23.67% |
$225K - $238K
|
35.9K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.81KNew |
$223K - $236K
|
6.81K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.46K+ 14.36% |
$212K - $224K
|
51.4K
$1.94M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
5.95K+ 5.9% |
$195K - $206K
|
107K
$4.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.62K+ 0.54% |
$184K - $195K
|
1.04M
$39.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.46K+ 14.08% |
$146K - $155K
|
36.2K
$1.36M
|
|