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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
55+ 5.61% |
$2.01K - $2.12K
|
1.04K
$42K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
31New |
$1.13K - $1.2K
|
31
$1.26K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19+ 0.88% |
$696 - $734
|
2.17K
$88.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13+ 0.19% |
$476 - $502
|
7.04K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 6.6% |
$476 - $502
|
210
$8.53K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 4.55% |
$366 - $386
|
230
$9.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
10+ 1.19% |
$366 - $386
|
848
$34.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$36.6 - $38.6
|
15.7K
$639K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1- 0.01% |
$36.6 - $38.6
|
9.21K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6- 0.03% |
$220 - $232
|
19.9K
$807K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 0.17% |
$403 - $425
|
6.51K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 1.61% |
$1.17K - $1.24K
|
1.95K
$79.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-62- 0.16% |
$2.27K - $2.39K
|
39.5K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-67- 0.89% |
$2.45K - $2.59K
|
7.42K
$301K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-67- 0.67% |
$2.45K - $2.59K
|
9.94K
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-70- 0.59% |
$2.56K - $2.7K
|
11.8K
$478K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.52% |
$2.86K - $3.01K
|
14.9K
$604K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-85- 0.35% |
$3.11K - $3.28K
|
24.2K
$984K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 1.16% |
$3.15K - $3.32K
|
7.34K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 1.23% |
$3.81K - $4.02K
|
8.35K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-107- 1.66% |
$3.92K - $4.13K
|
6.35K
$258K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-149- 1.43% |
$5.45K - $5.75K
|
10.3K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-152- 0.11% |
$5.56K - $5.87K
|
142K
$5.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-158- 4.16% |
$5.78K - $6.1K
|
3.64K
$148K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-184- 0.38% |
$6.74K - $7.11K
|
48.8K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-190- 1.12% |
$6.96K - $7.34K
|
16.8K
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-196- 2.02% |
$7.18K - $7.57K
|
9.49K
$386K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-200- 0.69% |
$7.32K - $7.72K
|
28.9K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-312- 1.04% |
$11.4K - $12K
|
29.7K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-328- 3.55% |
$12K - $12.7K
|
8.9K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-355- 2.51% |
$13K - $13.7K
|
13.8K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-417- 2.28% |
$15.3K - $16.1K
|
17.9K
$727K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-431- 2.82% |
$15.8K - $16.6K
|
14.8K
$603K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-488- 2.04% |
$17.9K - $18.8K
|
23.4K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-571- 8.19% |
$20.9K - $22.1K
|
6.4K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-611- 1.32% |
$22.4K - $23.6K
|
45.8K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-682- 5.6% |
$25K - $26.3K
|
11.5K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-701- 6.11% |
$25.7K - $27.1K
|
10.8K
$438K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-707- 3.62% |
$25.9K - $27.3K
|
18.8K
$765K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-729- 3.94% |
$26.7K - $28.2K
|
17.8K
$722K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-764- 0.82% |
$28K - $29.5K
|
91.9K
$3.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-905- 2.5% |
$33.1K - $35K
|
35.2K
$1.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-923- 2.97% |
$33.8K - $35.6K
|
30.2K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-990- 3.71% |
$36.2K - $38.2K
|
25.7K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.09K- 18.27% |
$39.9K - $42.1K
|
4.88K
$198K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.1K- 1.61% |
$40.4K - $42.6K
|
67.7K
$2.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.26K- 9.93% |
$46.2K - $48.8K
|
11.5K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.39K- 2.12% |
$51K - $53.8K
|
64.4K
$2.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.46K- 6.49% |
$53.6K - $56.5K
|
21.1K
$857K
|