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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.51K- 14.17% |
$320K - $342K
|
57.6K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.6K- 1.03% |
$323K - $345K
|
926K
$37.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-12.4K- 11.48% |
$416K - $445K
|
95.4K
$3.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-12.9K- 9.39% |
$433K - $464K
|
124K
$5.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.6K- 5.39% |
$556K - $596K
|
291K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.4K- 70.71% |
$585K - $626K
|
7.22K
$293K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21K- 58.94% |
$705K - $754K
|
14.6K
$594K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-25K- 92.99% |
$839K - $899K
|
1.89K
$76.6K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27K- 16.47% |
$906K - $970K
|
137K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-29.9K- 21.35% |
$1.01M - $1.08M
|
110K
$4.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.7K- 5.34% |
$1.16M - $1.25M
|
614K
$24.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35.2K- 36.67% |
$1.18M - $1.27M
|
60.8K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.4K- 49.61% |
$1.19M - $1.27M
|
36K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-51.3K- 5.99% |
$1.72M - $1.84M
|
804K
$32.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-56.8K- 55.03% |
$1.91M - $2.04M
|
46.4K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-80.7K- 21.5% |
$2.71M - $2.9M
|
295K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-84.5K- 81.65% |
$2.84M - $3.04M
|
19K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-88.9K- 28.46% |
$2.99M - $3.2M
|
223K
$9.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-199K- 42.42% |
$6.69M - $7.16M
|
270K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-288K- 29.6% |
$9.68M - $10.4M
|
685K
$27.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-300K- 56.31% |
$10.1M - $10.8M
|
233K
$9.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-601K- 88.9% |
$20.2M - $21.6M
|
75.1K
$3.05M
|