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 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2- 0.01% |
$65.6 - $69.3
|
14.5K
$596K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-9- 0.72% |
$295 - $312
|
1.24K
$51.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-12- 0.08% |
$393 - $416
|
15.4K
$633K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-15- 0.14% |
$492 - $520
|
11.1K
$457K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32- 0.12% |
$1.05K - $1.11K
|
27K
$1.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 0.93% |
$2.2K - $2.32K
|
7.15K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-84- 0.27% |
$2.75K - $2.91K
|
30.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-133- 1.47% |
$4.36K - $4.61K
|
8.9K
$367K
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-156- 1.25% |
$5.11K - $5.41K
|
12.3K
$507K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-167- 1.2% |
$5.47K - $5.79K
|
13.8K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-201- 2.05% |
$6.59K - $6.96K
|
9.58K
$395K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-207- 27.94% |
$6.79K - $7.17K
|
534
$22K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-229- 3.55% |
$7.51K - $7.93K
|
6.23K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-260- 3.71% |
$8.52K - $9.01K
|
6.74K
$278K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-314- 0.36% |
$10.3K - $10.9K
|
87.7K
$3.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-320- 5.01% |
$10.5K - $11.1K
|
6.07K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-333- 22.07% |
$10.9K - $11.5K
|
1.18K
$48.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-355- 0.54% |
$11.6K - $12.3K
|
65.5K
$2.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-385- 1.79% |
$12.6K - $13.3K
|
21.1K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-554- 1.47% |
$18.2K - $19.2K
|
37.1K
$1.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-598- 3.21% |
$19.6K - $20.7K
|
18K
$743K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-618- 1.17% |
$20.3K - $21.4K
|
52.1K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-855- 3.17% |
$28K - $29.6K
|
26.1K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-954- 2.04% |
$31.3K - $33.1K
|
45.8K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-989- 9.05% |
$32.4K - $34.3K
|
9.94K
$410K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.08K- 7.76% |
$35.5K - $37.5K
|
12.9K
$531K
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.1K- 2.67% |
$36.1K - $38.1K
|
40.1K
$1.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1.14K- 0.89% |
$37.3K - $39.5K
|
127K
$5.22M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.15K- 8.0% |
$37.8K - $40K
|
13.3K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.29K- 3.01% |
$42.3K - $44.7K
|
41.5K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.31K- 6.85% |
$43K - $45.5K
|
17.8K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.47K- 14.59% |
$48.2K - $50.9K
|
8.6K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.64K- 11.37% |
$53.8K - $56.8K
|
12.8K
$527K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
SELL
|
- |
-1.97K- 17.28% |
$64.7K - $68.4K
|
9.45K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.05K- 3.52% |
$67K - $70.9K
|
56.1K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.1K- 2.04% |
$68.8K - $72.7K
|
101K
$4.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.42K- 2.19% |
$79.2K - $83.7K
|
108K
$4.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.49K- 28.64% |
$81.5K - $86.1K
|
6.2K
$255K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.6K- 17.32% |
$85.2K - $90.1K
|
12.4K
$512K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.06K- 0.47% |
$100K - $106K
|
648K
$26.7M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.13K- 74.22% |
$103K - $108K
|
1.09K
$44.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.13K- 74.22% |
$103K - $108K
|
1.09K
$44.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.21K- 7.74% |
$105K - $111K
|
38.3K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.62K- 9.16% |
$119K - $125K
|
35.9K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.99K- 25.43% |
$131K - $138K
|
11.7K
$482K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-4.21K- 44.79% |
$138K - $146K
|
5.18K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.25K- 7.73% |
$139K - $147K
|
50.7K
$2.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.32K- 27.49% |
$142K - $150K
|
11.4K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.49K- 1.43% |
$147K - $156K
|
309K
$12.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.59K- 7.89% |
$151K - $159K
|
53.6K
$2.21M
|