Purchases and Sales Made in Q2 2025 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 2025. 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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.4KNew |
$2.43M - $2.83M
|
67.4K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
7.3K+ 32.05% |
$263K - $306K
|
30.1K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.98K+ 16.82% |
$143K - $167K
|
27.6K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.97K+ 2.26% |
$107K - $125K
|
135K
$5.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.89K+ 27.72% |
$68.1K - $79.3K
|
8.71K
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.86K+ 4.56% |
$66.8K - $77.8K
|
42.6K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.71K+ 0.63% |
$61.6K - $71.7K
|
272K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
945+ 5.82% |
$34K - $39.6K
|
17.2K
$727K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
945+ 8.66% |
$34K - $39.6K
|
11.9K
$501K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
614+ 4.67% |
$22.1K - $25.7K
|
13.7K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
595+ 5.49% |
$21.4K - $24.9K
|
11.4K
$483K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
497+ 5.19% |
$17.9K - $20.8K
|
10.1K
$426K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
302+ 18.88% |
$10.9K - $12.7K
|
1.9K
$80.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
213+ 1.87% |
$7.67K - $8.93K
|
11.6K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
167+ 0.69% |
$6.02K - $7K
|
24.3K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.4% |
$720 - $838
|
5.04K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-121- 1.08% |
$4.36K - $5.07K
|
11.1K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137- 2.31% |
$4.93K - $5.74K
|
5.8K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-166- 1.09% |
$5.98K - $6.96K
|
15K
$635K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 25.07% |
$6.45K - $7.5K
|
535
$22.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-223- 0.23% |
$8.03K - $9.35K
|
96.1K
$4.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-261- 5.0% |
$9.4K - $10.9K
|
4.96K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-295- 3.58% |
$10.6K - $12.4K
|
7.94K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-397- 3.4% |
$14.3K - $16.6K
|
11.3K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-794- 7.1% |
$28.6K - $33.3K
|
10.4K
$439K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-927- 6.56% |
$33.4K - $38.9K
|
13.2K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-994- 0.7% |
$35.8K - $41.7K
|
142K
$5.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.23K- 6.03% |
$80.2K - $93.4K
|
34.7K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.45K- 8.48% |
$160K - $187K
|
48K
$2.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-4.89K- 7.66% |
$176K - $205K
|
59K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.59K- 23.39% |
$238K - $276K
|
21.6K
$913K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-25.1K- 20.75% |
$905K - $1.05M
|
95.9K
$4.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-36.1K- 57.65% |
$1.3M - $1.51M
|
26.5K
$1.12M
|