Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
289K+ 72.3% |
$10.6M - $11.1M
|
688K
$27.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 12.32% |
$4.51M - $4.76M
|
1.12M
$45.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 12.32% |
$4.51M - $4.76M
|
1.12M
$45.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
58KNew |
$2.12M - $2.24M
|
58K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57.1K+ 19.21% |
$2.09M - $2.2M
|
354K
$14.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.2K+ 6.86% |
$1.98M - $2.09M
|
844K
$34.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 22.09% |
$1.78M - $1.88M
|
269K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
45.8KNew |
$1.68M - $1.77M
|
45.8K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
39.2K+ 7.86% |
$1.43M - $1.51M
|
538K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.4K+ 102.79% |
$1.08M - $1.13M
|
57.9K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 19.33% |
$972K - $1.03M
|
164K
$6.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25K+ 16.31% |
$915K - $966K
|
178K
$7.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
23.6K+ 106.43% |
$863K - $910K
|
45.7K
$1.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
22.2KNew |
$813K - $857K
|
22.2K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21KNew |
$768K - $810K
|
21K
$852K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.7K+ 313.83% |
$758K - $800K
|
27.3K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.9K+ 2.0% |
$694K - $732K
|
966K
$39.3M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
18.1K+ 7.25% |
$664K - $700K
|
268K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 7.19% |
$571K - $602K
|
232K
$9.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 2.57% |
$567K - $598K
|
618K
$25.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.9KNew |
$545K - $575K
|
14.9K
$604K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 10.71% |
$480K - $506K
|
135K
$5.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.6KNew |
$460K - $486K
|
12.6K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$424K - $448K
|
11.6K
$471K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5K+ 4.45% |
$421K - $444K
|
269K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
11.1K+ 15.31% |
$408K - $430K
|
84K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.2KNew |
$374K - $395K
|
10.2K
$415K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9.64K+ 5.9% |
$353K - $372K
|
173K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.29KNew |
$303K - $320K
|
8.29K
$337K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.5K+ 0.49% |
$275K - $290K
|
1.53M
$62.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.16K+ 60.47% |
$262K - $277K
|
19K
$772K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.88K+ 34.71% |
$252K - $266K
|
26.7K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.3K+ 11.15% |
$230K - $243K
|
62.8K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
5.85KNew |
$214K - $226K
|
5.85K
$238K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.77KNew |
$211K - $223K
|
5.77K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.64KNew |
$207K - $218K
|
5.64K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.44KNew |
$199K - $210K
|
5.44K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.36K+ 21.43% |
$196K - $207K
|
30.4K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.31KNew |
$194K - $205K
|
5.31K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.07K+ 51.66% |
$186K - $196K
|
14.9K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.94K+ 48.6% |
$181K - $191K
|
15.1K
$614K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
4.77K+ 6.86% |
$175K - $184K
|
74.3K
$3.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.44K+ 7.1% |
$162K - $171K
|
66.9K
$2.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.74K+ 44.67% |
$137K - $144K
|
12.1K
$492K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.76KNew |
$101K - $107K
|
2.76K
$112K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.69K+ 2.56% |
$98.4K - $104K
|
108K
$4.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.31K+ 14.33% |
$84.4K - $89K
|
18.4K
$747K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.25K+ 3.32% |
$82.5K - $87K
|
70.1K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 3.57% |
$81.9K - $86.4K
|
64.9K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.16K+ 1.17% |
$79K - $83.3K
|
187K
$7.6M
|