Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.88K+ 11.63% |
$151K - $179K
|
46.9K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.66K+ 61.9% |
$144K - $171K
|
12.2K
$500K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
4.22K+ 18.85% |
$130K - $155K
|
26.6K
$1.09M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.73K+ 9.68% |
$115K - $137K
|
42.2K
$1.73M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.71K+ 13.99% |
$115K - $136K
|
30.2K
$1.24M
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
3.65K+ 25.63% |
$113K - $134K
|
17.9K
$734K
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.65K+ 4.11% |
$113K - $134K
|
92.4K
$3.79M
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.43K+ 35.91% |
$106K - $126K
|
13K
$533K
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
3.4K+ 2.22% |
$105K - $125K
|
156K
$6.41M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.31K+ 12.06% |
$102K - $121K
|
30.8K
$1.26M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.29KNew |
$101K - $121K
|
3.29K
$135K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.2K+ 36.92% |
$98.8K - $117K
|
11.9K
$487K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.2K+ 76.82% |
$98.7K - $117K
|
7.36K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.93K+ 12.01% |
$90.3K - $107K
|
27.3K
$1.12M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.74KNew |
$84.5K - $100K
|
2.74K
$112K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$83.6K - $99.3K
|
2.71K
$111K
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
2.63K+ 4.42% |
$81.1K - $96.3K
|
62K
$2.55M
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.4K+ 2.51% |
$74.2K - $88.1K
|
98K
$4.02M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
1.97K+ 4.45% |
$60.8K - $72.2K
|
46.2K
$1.9M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.9K+ 5.1% |
$58.5K - $69.5K
|
39K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.83K+ 5.0% |
$56.6K - $67.2K
|
38.5K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.56K+ 4.46% |
$48.2K - $57.3K
|
36.6K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.53K+ 17.7% |
$47.2K - $56.1K
|
10.2K
$417K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 21.92% |
$45.3K - $53.9K
|
8.17K
$335K
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.47K+ 10.72% |
$45.3K - $53.8K
|
15.1K
$621K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.46K+ 1.45% |
$44.9K - $53.3K
|
102K
$4.19M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 1.66% |
$44.4K - $52.7K
|
87.9K
$3.61M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 1.07% |
$37.2K - $44.2K
|
114K
$4.69M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.16K+ 1.8% |
$35.8K - $42.6K
|
65.6K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.1K+ 2.74% |
$34K - $40.3K
|
41.2K
$1.69M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.08K+ 10.76% |
$33.4K - $39.7K
|
11.1K
$457K
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.08K+ 13.81% |
$33.2K - $39.4K
|
8.87K
$364K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 34.03% |
$32.9K - $39K
|
4.2K
$172K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
923+ 10.4% |
$28.5K - $33.8K
|
9.8K
$402K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
916+ 1.34% |
$28.3K - $33.6K
|
69.3K
$2.84M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
911+ 2.32% |
$28.1K - $33.4K
|
40.2K
$1.65M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
898+ 5.47% |
$27.7K - $32.9K
|
17.3K
$711K
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
759+ 2.4% |
$23.4K - $27.8K
|
32.4K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
644+ 5.35% |
$19.9K - $23.6K
|
12.7K
$520K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$15.4K - $18.3K
|
500
$20.5K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
410+ 2.55% |
$12.7K - $15K
|
16.5K
$676K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
368+ 3.97% |
$11.4K - $13.5K
|
9.65K
$396K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
316+ 4.59% |
$9.75K - $11.6K
|
7.19K
$295K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
225+ 3.23% |
$6.95K - $8.25K
|
7.19K
$295K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
215New |
$6.64K - $7.88K
|
215
$8.82K
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
200+ 13.89% |
$6.17K - $7.33K
|
1.64K
$67.3K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
195New |
$6.02K - $7.15K
|
195
$8K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
186+ 3.55% |
$5.74K - $6.82K
|
5.43K
$223K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
162+ 4.17% |
$5K - $5.94K
|
4.05K
$166K
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
140+ 1.22% |
$4.32K - $5.13K
|
11.6K
$476K
|