Purchases and Sales Made in Q3 2023 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 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.15K+ 106.38% |
$72.2K - $77.3K
|
4.17K
$169K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.08K+ 5.74% |
$69.7K - $74.7K
|
38.2K
$1.55M
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
2.08K+ 3.03% |
$69.7K - $74.7K
|
70.7K
$2.87M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.98K+ 24.07% |
$66.5K - $71.2K
|
10.2K
$415K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 3.44% |
$64.8K - $69.4K
|
58.1K
$2.36M
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 0.84% |
$62.5K - $66.9K
|
223K
$9.05M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 1.21% |
$60.3K - $64.5K
|
150K
$6.1M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.71K+ 2.72% |
$57.3K - $61.4K
|
64.4K
$2.62M
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.68K+ 19.25% |
$56.5K - $60.5K
|
10.4K
$424K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.59K+ 25.7% |
$53.5K - $57.2K
|
7.79K
$316K
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.58K+ 1.87% |
$53.1K - $56.8K
|
86.1K
$3.5M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.55K+ 3.39% |
$52.2K - $55.8K
|
47.3K
$1.92M
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.5K+ 13.59% |
$50.5K - $54.1K
|
12.6K
$511K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 6.07% |
$48.6K - $52K
|
25.3K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.44K+ 2.21% |
$48.5K - $51.9K
|
66.9K
$2.72M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.4K+ 3.1% |
$47.1K - $50.4K
|
46.6K
$1.89M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.38K+ 0.74% |
$46.2K - $49.5K
|
187K
$7.59M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.31K+ 13.76% |
$44.1K - $47.2K
|
10.9K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.29K+ 4.17% |
$43.3K - $46.4K
|
32.2K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 14.73% |
$41.9K - $44.9K
|
9.72K
$395K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.12K+ 7.25% |
$37.5K - $40.1K
|
16.5K
$670K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
976+ 13.21% |
$32.8K - $35.1K
|
8.37K
$340K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
955+ 13.39% |
$32.1K - $34.3K
|
8.09K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
864+ 4.84% |
$29K - $31.1K
|
18.7K
$760K
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
775+ 11.05% |
$26K - $27.9K
|
7.79K
$316K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
761+ 6.19% |
$25.6K - $27.4K
|
13.1K
$530K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
696+ 0.79% |
$23.4K - $25K
|
88.4K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
685+ 7.96% |
$23K - $24.6K
|
9.29K
$377K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
648+ 2.47% |
$21.8K - $23.3K
|
26.8K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
631New |
$21.2K - $22.7K
|
631
$25.6K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
577+ 5.2% |
$19.4K - $20.7K
|
11.7K
$474K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
496+ 1.99% |
$16.7K - $17.8K
|
25.4K
$1.03M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
450+ 20.93% |
$15.1K - $16.2K
|
2.6K
$106K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
426+ 0.42% |
$14.3K - $15.3K
|
101K
$4.1M
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
422+ 31.75% |
$14.2K - $15.2K
|
1.75K
$71.1K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
414New |
$13.9K - $14.9K
|
414
$16.8K
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
402+ 2.87% |
$13.5K - $14.5K
|
14.4K
$586K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
313+ 2.95% |
$10.5K - $11.3K
|
10.9K
$443K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
309+ 0.42% |
$10.4K - $11.1K
|
73.3K
$2.98M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
306+ 4.28% |
$10.3K - $11K
|
7.46K
$303K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
195+ 1.27% |
$6.55K - $7.01K
|
15.6K
$633K
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
185+ 1.66% |
$6.21K - $6.65K
|
11.3K
$460K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
108New |
$3.63K - $3.88K
|
108
$4.39K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
107+ 1.57% |
$3.59K - $3.85K
|
6.92K
$281K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
97+ 0.38% |
$3.26K - $3.49K
|
25.4K
$1.03M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
91+ 1.46% |
$3.06K - $3.27K
|
6.32K
$257K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
87+ 1.17% |
$2.92K - $3.13K
|
7.54K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67+ 0.19% |
$2.25K - $2.41K
|
36K
$1.46M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
65New |
$2.18K - $2.34K
|
65
$2.64K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44+ 0.79% |
$1.48K - $1.58K
|
5.63K
$229K
|