Purchases and Sales Made in Q3 2024 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 2024. 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 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 2.14% |
$4.55K - $5.05K
|
5.77K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 9.48% |
$3.76K - $4.17K
|
1.16K
$46.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
99+ 1.12% |
$3.72K - $4.13K
|
8.94K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
93+ 1.11% |
$3.5K - $3.88K
|
8.44K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
70+ 1.08% |
$2.63K - $2.92K
|
6.58K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
67+ 0.57% |
$2.52K - $2.8K
|
11.9K
$482K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
55+ 0.48% |
$2.07K - $2.29K
|
11.5K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
12+ 1.42% |
$451 - $501
|
860
$34.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8+ 0.15% |
$301 - $334
|
5.45K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$37.6 - $41.7
|
15.7K
$639K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 0.07% |
$338 - $375
|
12.5K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.16% |
$414 - $459
|
7.03K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-11- 0.12% |
$414 - $459
|
9.47K
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-19- 0.11% |
$715 - $793
|
17.8K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 8.54% |
$1.81K - $2K
|
514
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-51- 18.55% |
$1.92K - $2.13K
|
224
$9.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 1.37% |
$3.76K - $4.17K
|
7.23K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-100- 0.51% |
$3.76K - $4.17K
|
19.4K
$790K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139- 0.57% |
$5.23K - $5.8K
|
24.1K
$979K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-164- 0.36% |
$6.17K - $6.84K
|
44.8K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 1.88% |
$6.69K - $7.43K
|
9.32K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-201- 8.05% |
$7.56K - $8.39K
|
2.3K
$93.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-225- 2.26% |
$8.46K - $9.39K
|
9.71K
$395K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-228- 0.23% |
$8.58K - $9.51K
|
99.4K
$4.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-260- 3.5% |
$9.78K - $10.8K
|
7.16K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-295- 1.95% |
$11.1K - $12.3K
|
14.8K
$602K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-298- 3.86% |
$11.2K - $12.4K
|
7.43K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-309- 0.35% |
$11.6K - $12.9K
|
87.4K
$3.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-339- 3.31% |
$12.7K - $14.1K
|
9.92K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-373- 1.9% |
$14K - $15.6K
|
19.3K
$784K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-398- 2.37% |
$15K - $16.6K
|
16.4K
$666K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-408- 0.49% |
$15.3K - $17K
|
83.6K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-431- 0.67% |
$16.2K - $18K
|
64K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-442- 0.31% |
$16.6K - $18.4K
|
141K
$5.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-523- 75.47% |
$19.7K - $21.8K
|
170
$6.91K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-619- 6.96% |
$23.3K - $25.8K
|
8.28K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-636- 13.05% |
$23.9K - $26.5K
|
4.24K
$172K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-714- 3.79% |
$26.9K - $29.8K
|
18.1K
$736K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-764- 2.88% |
$28.7K - $31.9K
|
25.7K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-805- 0.53% |
$30.3K - $33.6K
|
152K
$6.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-842- 0.82% |
$31.7K - $35.1K
|
102K
$4.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-898- 0.94% |
$33.8K - $37.5K
|
95.1K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-989- 0.74% |
$37.2K - $41.3K
|
132K
$5.37M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-997- 0.93% |
$37.5K - $41.6K
|
107K
$4.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.01K- 9.31% |
$37.9K - $42.1K
|
9.82K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.01K- 1.61% |
$38K - $42.2K
|
61.7K
$2.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.06K- 1.52% |
$39.9K - $44.2K
|
68.8K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.13K- 3.44% |
$42.3K - $47K
|
31.6K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.56K- 8.0% |
$58.6K - $65K
|
17.9K
$729K
|