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 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.56K- 13.69% |
$58.6K - $65K
|
9.83K
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.63K- 2.41% |
$61.3K - $68K
|
66K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.68K- 1.92% |
$63.2K - $70.1K
|
86K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.71K- 11.52% |
$64.3K - $71.3K
|
13.1K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.77K- 0.66% |
$66.7K - $74K
|
267K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.78K- 6.94% |
$67.1K - $74.4K
|
23.9K
$972K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.9K- 15.48% |
$71.6K - $79.4K
|
10.4K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.03K- 5.77% |
$76.5K - $84.9K
|
33.2K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.05K- 50.18% |
$77.1K - $85.5K
|
2.04K
$82.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.42K- 10.04% |
$91K - $101K
|
21.7K
$881K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.68K- 13.48% |
$101K - $112K
|
17.2K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.77K- 44.02% |
$104K - $116K
|
3.52K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.97K- 13.85% |
$112K - $124K
|
18.4K
$749K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.21K- 7.12% |
$121K - $134K
|
41.9K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.61K- 2.42% |
$136K - $151K
|
146K
$5.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.72K- 4.51% |
$140K - $155K
|
78.8K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.47K- 10.22% |
$168K - $187K
|
39.3K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.58K- 7.16% |
$247K - $275K
|
85.4K
$3.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.73K- 9.61% |
$253K - $281K
|
63.3K
$2.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-7.46K- 1.39% |
$281K - $311K
|
530K
$21.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.5K- 0.49% |
$282K - $313K
|
1.52M
$61.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.5K- 0.49% |
$282K - $313K
|
1.52M
$61.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.51K- 50.39% |
$282K - $313K
|
7.39K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.33K- 18.25% |
$351K - $389K
|
41.8K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-13.8K- 43.53% |
$519K - $576K
|
17.9K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 8.56% |
$612K - $679K
|
174K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 13.87% |
$639K - $709K
|
105K
$4.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.6K- 6.53% |
$662K - $734K
|
252K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-19K- 16.44% |
$715K - $794K
|
96.7K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.3K- 11.2% |
$763K - $846K
|
161K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.4K- 8.79% |
$768K - $852K
|
212K
$8.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.3K- 4.74% |
$915K - $1.02M
|
489K
$19.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25K- 2.59% |
$940K - $1.04M
|
941K
$38.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-29.2K- 78.38% |
$1.1M - $1.22M
|
8.04K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-29.4K- 57.81% |
$1.1M - $1.22M
|
21.4K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.7K- 9.85% |
$1.12M - $1.24M
|
271K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.3K- 64.39% |
$1.4M - $1.56M
|
20.6K
$838K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-38.2K- 5.49% |
$1.44M - $1.59M
|
658K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-70.9K- 29.8% |
$2.67M - $2.96M
|
167K
$6.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-80.9K- 86.58% |
$3.04M - $3.38M
|
12.5K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-228K- 1.6% |
$8.57M - $9.51M
|
14M
$568M
|