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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.15K- 18.47% |
$202K - $213K
|
27.1K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.18K- 36.45% |
$203K - $214K
|
10.8K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.18K- 3.52% |
$203K - $214K
|
169K
$6.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.57K- 12.69% |
$215K - $228K
|
45.2K
$1.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.9K- 77.36% |
$226K - $239K
|
2.02K
$82.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8.04K- 25.03% |
$263K - $278K
|
24.1K
$981K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12.4K- 68.11% |
$408K - $431K
|
5.83K
$237K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-19.6K- 42.22% |
$644K - $680K
|
26.9K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-22K- 13.56% |
$721K - $762K
|
140K
$5.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.7K- 13.8% |
$778K - $823K
|
148K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28K- 2.55% |
$917K - $969K
|
1.07M
$43.6M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.5K- 32.62% |
$1.07M - $1.13M
|
67.2K
$2.74M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-36.3K- 28.56% |
$1.19M - $1.26M
|
90.8K
$3.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-71.3K- 18.83% |
$2.34M - $2.47M
|
307K
$12.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-78.4K- 40.89% |
$2.57M - $2.72M
|
113K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-82.1K- 8.75% |
$2.69M - $2.84M
|
855K
$34.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-110K- 2.3% |
$3.61M - $3.82M
|
4.69M
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-134K- 12.52% |
$4.39M - $4.64M
|
935K
$38.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-135K- 26.4% |
$4.41M - $4.66M
|
375K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-289K- 40.5% |
$9.47M - $10M
|
425K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-725K- 27.49% |
$23.8M - $25.1M
|
1.91M
$78M
|