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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
32+ 0.46% |
$1.07K - $1.15K
|
6.94K
$282K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
26+ 0.33% |
$873 - $935
|
7.91K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 0.14% |
$705 - $755
|
15.4K
$624K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 5.0% |
$1.68K - $1.8K
|
950
$38.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-51- 0.1% |
$1.71K - $1.83K
|
48.9K
$1.99M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 0.25% |
$1.78K - $1.91K
|
21.1K
$855K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 8.6% |
$1.88K - $2.01K
|
595
$24.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68- 0.23% |
$2.28K - $2.45K
|
29.8K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-72- 0.41% |
$2.42K - $2.59K
|
17.5K
$712K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-138- 1.55% |
$4.64K - $4.96K
|
8.76K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-150- 0.71% |
$5.04K - $5.39K
|
20.8K
$847K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-153- 0.43% |
$5.14K - $5.5K
|
35.7K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-188- 1.04% |
$6.31K - $6.76K
|
17.8K
$725K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-221- 1.78% |
$7.42K - $7.95K
|
12.2K
$495K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-230- 8.94% |
$7.73K - $8.27K
|
2.34K
$95.1K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-236- 2.38% |
$7.93K - $8.49K
|
9.69K
$393K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-277- 0.16% |
$9.3K - $9.96K
|
172K
$6.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-302- 0.28% |
$10.1K - $10.9K
|
107K
$4.33M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-351- 65.73% |
$11.8K - $12.6K
|
183
$7.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-388- 15.91% |
$13K - $14K
|
2.05K
$83.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-459- 1.83% |
$15.4K - $16.5K
|
24.6K
$1M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-562- 3.15% |
$18.9K - $20.2K
|
17.3K
$701K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-710- 4.91% |
$23.8K - $25.5K
|
13.7K
$558K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-805- 3.34% |
$27K - $28.9K
|
23.3K
$945K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-808- 2.98% |
$27.1K - $29.1K
|
26.3K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-986- 14.63% |
$33.1K - $35.5K
|
5.75K
$234K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.08K- 4.28% |
$36.2K - $38.8K
|
24.1K
$980K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.09K- 2.14% |
$36.5K - $39.1K
|
49.6K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.56K- 12.56% |
$52.2K - $55.9K
|
10.8K
$440K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.73K- 18.06% |
$58.1K - $62.2K
|
7.85K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.84K- 5.65% |
$61.7K - $66.1K
|
30.7K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.91K- 14.81% |
$64K - $68.5K
|
11K
$445K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.95K- 1.91% |
$65.6K - $70.2K
|
100K
$4.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.53K- 2.23% |
$84.8K - $90.8K
|
111K
$4.5M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.64KClosed |
$88.6K - $94.9K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-2.69K- 1.98% |
$90.2K - $96.6K
|
133K
$5.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.85K- 83.84% |
$95.8K - $103K
|
550
$22.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.95K- 1.74% |
$98.9K - $106K
|
166K
$6.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.97K- 1.67% |
$99.6K - $107K
|
174K
$7.09M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.99K- 7.19% |
$100K - $107K
|
38.6K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.22K- 9.07% |
$108K - $116K
|
32.2K
$1.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-3.36K- 2.65% |
$113K - $121K
|
123K
$5.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4.2K- 81.09% |
$141K - $151K
|
980
$39.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.86K- 35.16% |
$163K - $175K
|
8.95K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.86K- 12.13% |
$163K - $175K
|
35.2K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.35K- 9.98% |
$180K - $192K
|
48.3K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7K- 7.0% |
$235K - $252K
|
93K
$3.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.29K- 0.78% |
$278K - $298K
|
1.06M
$43.1M
|