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 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.48K- 2.08% |
$54.3K - $57.2K
|
69.8K
$2.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.51K- 3.1% |
$55.2K - $58.3K
|
47.2K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.56K- 13.27% |
$57.1K - $60.2K
|
10.2K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.62K- 8.8% |
$59.3K - $62.5K
|
16.8K
$689K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.65K- 14.29% |
$60.2K - $63.5K
|
9.87K
$405K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.72K- 36.68% |
$63K - $66.5K
|
2.97K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.81K- 9.99% |
$66.2K - $69.8K
|
16.3K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.87K- 1.96% |
$68.3K - $72.1K
|
93.4K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.08K- 4.53% |
$76K - $80.2K
|
43.8K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.09K- 1.36% |
$76.6K - $80.8K
|
152K
$6.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.48K- 4.48% |
$90.8K - $95.8K
|
52.9K
$2.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.52K- 2.79% |
$92.2K - $97.2K
|
87.8K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.98K- 2.04% |
$109K - $115K
|
143K
$5.86M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 1.79% |
$121K - $127K
|
181K
$7.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.48K- 2.54% |
$127K - $134K
|
133K
$5.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.24K- 16.52% |
$155K - $164K
|
21.4K
$878K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.49K- 3.08% |
$164K - $173K
|
141K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.14K- 12.11% |
$225K - $237K
|
44.6K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.48K- 46.35% |
$237K - $250K
|
7.5K
$308K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.51K- 16.61% |
$238K - $252K
|
32.7K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.7K- 25.4% |
$245K - $259K
|
19.7K
$807K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.16K- 56.89% |
$262K - $276K
|
5.43K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.35K- 4.44% |
$306K - $322K
|
180K
$7.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.53K- 2.92% |
$349K - $368K
|
317K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.1K- 0.79% |
$444K - $468K
|
1.53M
$62.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.3K- 3.47% |
$487K - $514K
|
370K
$15.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-15K- 12.68% |
$549K - $579K
|
103K
$4.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-15.3K- 9.28% |
$559K - $590K
|
149K
$6.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.5K- 11.22% |
$567K - $598K
|
122K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 8.15% |
$618K - $652K
|
190K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 5.55% |
$647K - $683K
|
301K
$12.4M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-21.1K- 36.15% |
$771K - $813K
|
37.2K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-24.2K- 32.32% |
$888K - $936K
|
50.8K
$2.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-26.1K- 36.7% |
$957K - $1.01M
|
45.1K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.1K- 56.31% |
$1.14M - $1.2M
|
24.2K
$991K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32K- 5.86% |
$1.17M - $1.23M
|
513K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-33.8K- 98.99% |
$1.24M - $1.3M
|
346
$14.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.7K- 3.24% |
$1.27M - $1.34M
|
1.04M
$42.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.5K- 86.8% |
$1.37M - $1.45M
|
5.7K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.7K- 75.78% |
$2.15M - $2.27M
|
18.8K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60K- 0.42% |
$2.2M - $2.32M
|
14.2M
$584M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-67.5K- 68.04% |
$2.47M - $2.61M
|
31.7K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-71K- 9.26% |
$2.6M - $2.74M
|
696K
$28.6M
|