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 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
140+ 11.18% |
$4.32K - $5.13K
|
1.39K
$56.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
68New |
$2.1K - $2.49K
|
68
$2.76K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
67+ 2.24% |
$2.07K - $2.46K
|
3.05K
$124K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
46+ 0.18% |
$1.42K - $1.69K
|
25.7K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 20.0% |
$30.9 - $36.7
|
6
$244
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-12- 0.08% |
$370 - $440
|
14.1K
$573K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-42- 0.34% |
$1.3K - $1.54K
|
12.4K
$504K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-85- 0.84% |
$2.62K - $3.12K
|
10.1K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 2.97% |
$6.17K - $7.33K
|
6.52K
$265K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-214- 1.66% |
$6.61K - $7.85K
|
12.6K
$514K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-326- 3.23% |
$10.1K - $12K
|
9.78K
$397K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-355- 1.83% |
$11K - $13K
|
19.1K
$774K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-577- 1.51% |
$17.8K - $21.2K
|
37.5K
$1.52M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-606- 1.52% |
$18.7K - $22.2K
|
39.4K
$1.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-640- 3.45% |
$19.8K - $23.5K
|
17.9K
$728K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-703- 2.08% |
$21.7K - $25.8K
|
33.1K
$1.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-830- 4.95% |
$25.6K - $30.4K
|
15.9K
$647K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-927- 4.43% |
$28.6K - $34K
|
20K
$812K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-954- 7.51% |
$29.4K - $35K
|
11.7K
$477K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.18K- 2.81% |
$36.5K - $43.3K
|
40.9K
$1.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.27K- 2.85% |
$39.3K - $46.6K
|
43.3K
$1.76M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.42K- 7.98% |
$43.8K - $52.1K
|
16.4K
$665K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.57K- 94.75% |
$48.5K - $57.6K
|
87
$3.53K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 6.48% |
$52.8K - $62.8K
|
24.7K
$1M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.79K- 4.55% |
$55.2K - $65.5K
|
37.5K
$1.52M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 0.89% |
$55.5K - $65.9K
|
200K
$8.14M
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 0.51% |
$57.4K - $68.2K
|
360K
$14.6M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.25K- 16.53% |
$69.4K - $82.4K
|
11.4K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.35K- 5.72% |
$72.6K - $86.2K
|
38.8K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.69K- 3.85% |
$83.1K - $98.7K
|
67.2K
$2.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.8K- 1.81% |
$86.3K - $103K
|
151K
$6.15M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.02K- 8.0% |
$93.1K - $111K
|
34.7K
$1.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.51K- 30.16% |
$108K - $129K
|
8.13K
$330K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-3.62K- 16.22% |
$112K - $133K
|
18.7K
$760K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.65K- 15.03% |
$113K - $134K
|
20.6K
$837K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.95K- 5.45% |
$122K - $145K
|
68.4K
$2.78M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.41K- 3.98% |
$136K - $162K
|
107K
$4.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.16K- 24.04% |
$159K - $189K
|
16.3K
$663K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.34K- 4.68% |
$227K - $269K
|
150K
$6.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-8.52K- 6.25% |
$263K - $312K
|
128K
$5.19M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.81K- 56.3% |
$272K - $323K
|
6.84K
$278K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
SELL
|
- |
-9.22K- 47.21% |
$285K - $338K
|
10.3K
$419K
|
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-10.6K- 25.83% |
$326K - $387K
|
30.3K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-13.4K- 15.82% |
$414K - $491K
|
71.3K
$2.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-14.6K- 4.63% |
$449K - $534K
|
300K
$12.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.4K- 2.64% |
$568K - $675K
|
678K
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.5K- 63.24% |
$725K - $861K
|
13.7K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.9K- 4.78% |
$923K - $1.1M
|
596K
$24.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-37.3K- 4.32% |
$1.15M - $1.37M
|
825K
$33.5M
|