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 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2K+ 3451.72% |
$73.3K - $77.3K
|
2.06K
$83.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2K+ 12.24% |
$73.3K - $77.3K
|
18.4K
$745K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 198.64% |
$69.7K - $73.6K
|
2.86K
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.85K+ 1.63% |
$67.7K - $71.4K
|
116K
$4.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.8K+ 25.48% |
$65.7K - $69.3K
|
8.84K
$359K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.71K+ 2.55% |
$62.4K - $65.8K
|
68.4K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.67K+ 6.88% |
$61.2K - $64.6K
|
26K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.6K+ 1.14% |
$58.7K - $61.9K
|
143K
$5.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.6K+ 3.23% |
$58.5K - $61.7K
|
51.1K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.55K+ 8.14% |
$56.6K - $59.7K
|
20.5K
$834K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.46KNew |
$53.4K - $56.3K
|
1.46K
$59.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.46K+ 11.94% |
$53.3K - $56.2K
|
13.6K
$554K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.35K+ 0.89% |
$49.4K - $52.1K
|
153K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.17K+ 1167.0% |
$42.7K - $45.1K
|
1.27K
$51.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.08K+ 0.46% |
$39.6K - $41.8K
|
238K
$9.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.08K+ 9.41% |
$39.4K - $41.6K
|
12.5K
$508K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.06KNew |
$38.6K - $40.7K
|
1.06K
$42.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.05K+ 1.11% |
$38.6K - $40.7K
|
96K
$3.9M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
980+ 5.28% |
$35.9K - $37.8K
|
19.5K
$794K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
910+ 1.12% |
$33.3K - $35.1K
|
82.5K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
900New |
$32.9K - $34.8K
|
900
$36.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
890+ 0.9% |
$32.6K - $34.4K
|
99.6K
$4.05M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
873+ 2910.0% |
$32K - $33.7K
|
903
$36.7K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
776+ 6.12% |
$28.4K - $30K
|
13.5K
$547K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
755+ 6.54% |
$27.6K - $29.2K
|
12.3K
$500K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
694+ 7.46% |
$25.4K - $26.8K
|
9.99K
$406K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
662New |
$24.2K - $25.6K
|
662
$26.9K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$21.3K - $22.4K
|
581
$23.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
562New |
$20.6K - $21.7K
|
562
$22.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
530+ 6.25% |
$19.4K - $20.5K
|
9.01K
$366K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
512+ 4.54% |
$18.7K - $19.8K
|
11.8K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
501+ 2.73% |
$18.3K - $19.3K
|
18.8K
$765K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
491+ 0.01% |
$18K - $19K
|
3.78M
$154M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
483+ 3.08% |
$17.7K - $18.7K
|
16.2K
$657K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
468+ 1.8% |
$17.1K - $18.1K
|
26.5K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
463+ 4.87% |
$17K - $17.9K
|
9.97K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
460+ 2.82% |
$16.8K - $17.8K
|
16.8K
$682K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
455+ 1.92% |
$16.7K - $17.6K
|
24.1K
$979K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
442+ 8.32% |
$16.2K - $17.1K
|
5.76K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
429+ 5.84% |
$15.7K - $16.6K
|
7.77K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
418+ 2.19% |
$15.3K - $16.1K
|
19.5K
$792K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
294+ 0.34% |
$10.8K - $11.4K
|
87.7K
$3.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
281+ 2.86% |
$10.3K - $10.9K
|
10.1K
$410K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
246+ 0.55% |
$9.01K - $9.5K
|
45K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
210+ 3.17% |
$7.69K - $8.11K
|
6.84K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
197New |
$7.21K - $7.61K
|
197
$8K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
157+ 0.89% |
$5.75K - $6.06K
|
17.8K
$723K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87+ 1.39% |
$3.19K - $3.36K
|
6.36K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85New |
$3.11K - $3.28K
|
85
$3.45K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 2.55% |
$2.27K - $2.39K
|
2.5K
$101K
|