Purchases and Sales Made in Q3 2023 in Nuveen Esg Large Cap Value ETF (NULV)

NULV Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV) during Q3 2023. 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 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
3.68M
New
$124M - $132M
3.68M $150M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
332K
New
$11.1M - $11.9M
332K $13.5M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
248K
New
$8.32M - $8.91M
248K $10.1M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
114K
+ 9688.27%
$3.83M - $4.1M
115K $4.68M
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
90.9K
New
$3.05M - $3.27M
90.9K $3.69M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
86.2K
+ 4.51%
$2.9M - $3.1M
2M $81.2M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
70.8K
+ 16.69%
$2.38M - $2.55M
495K $20.1M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
57.7K
+ 46.79%
$1.94M - $2.07M
181K $7.35M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
49K
+ 42.77%
$1.65M - $1.76M
163K $6.64M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
43.8K
+ 34.58%
$1.47M - $1.58M
171K $6.93M
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
37.3K
New
$1.25M - $1.34M
37.3K $1.51M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
36K
New
$1.21M - $1.29M
36K $1.46M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
34.7K
New
$1.17M - $1.25M
34.7K $1.41M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
34.1K
New
$1.15M - $1.23M
34.1K $1.39M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
31.6K
+ 16.02%
$1.06M - $1.14M
229K $9.3M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
26.8K
+ 27.51%
$901K - $965K
124K $5.05M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
24.7K
+ 2.38%
$829K - $888K
1.06M $43.2M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
23K
+ 6.79%
$772K - $827K
362K $14.7M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
22.2K
+ 55.72%
$745K - $798K
62K $2.52M
Oct 30, 2023 Q3 2023
Money Design Co.,Ltd.

BUY
 -
21.7K
+ 4.51%
$728K - $779K
502K $20.4M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
21.4K
+ 36.78%
$718K - $769K
79.5K $3.23M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18.2K
+ 24.12%
$611K - $654K
93.7K $3.8M
Nov 13, 2023 Q3 2023
Retirement Capital Strategies

BUY
 -
17.1K
New
$575K - $615K
17.1K $695K
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
15.3K
New
$514K - $550K
15.3K $622K
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
12.4K
New
$415K - $445K
12.4K $502K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
10.6K
+ 27.73%
$357K - $382K
48.9K $1.99M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
10.6K
New
$356K - $381K
10.6K $430K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
10.1K
+ 19.59%
$338K - $362K
61.4K $2.49M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.28K
+ 5.87%
$312K - $334K
167K $6.8M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
8.53K
New
$287K - $307K
8.53K $347K
Oct 24, 2023 Q3 2023
O'Brien Wealth Partners LLC

BUY
 -
8.4K
+ 4.27%
$282K - $302K
205K $8.33M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
7.41K
New
$249K - $266K
7.41K $301K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
6.72K
+ 27.82%
$226K - $242K
30.9K $1.25M
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
6.1K
+ 4.51%
$205K - $219K
141K $5.74M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
5.64K
+ 8.66%
$189K - $203K
70.8K $2.87M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.6K
+ 20.72%
$188K - $201K
32.6K $1.32M
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
5.22K
+ 9.01%
$175K - $188K
63.1K $2.56M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
4.85K
+ 37.88%
$163K - $174K
17.6K $716K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
4.7K
New
$158K - $169K
4.7K $191K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.47K
+ 22.25%
$150K - $161K
24.6K $998K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
4.33K
+ 4.77%
$145K - $156K
95.1K $3.86M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
4.24K
+ 1.37%
$142K - $152K
313K $12.7M
Nov 08, 2023 Q3 2023
Aifg Consultants Ltd.

Halfmoon, NY
BUY
 -
4.03K
+ 30.39%
$135K - $145K
17.3K $702K
Oct 10, 2023 Q3 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
2.89K
+ 9.19%
$96.9K - $104K
34.3K $1.39M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
2.87K
+ 189.06%
$96.4K - $103K
4.39K $178K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
2.57K
+ 2.91%
$86.3K - $92.4K
90.7K $3.69M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
2.29K
+ 3.14%
$76.8K - $82.2K
75.2K $3.05M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.2K
+ 4.29%
$74K - $79.3K
53.6K $2.18M
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
2.15K
+ 15.81%
$72.3K - $77.4K
15.8K $640K

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