Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.13MNew |
$42M - $45M
|
1.13M
$45.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
748K+ 6.61% |
$27.9M - $29.8M
|
12.1M
$490M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
442K+ 28039.95% |
$16.5M - $17.6M
|
444K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
184K+ 18.25% |
$6.85M - $7.33M
|
1.19M
$48.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 79.4% |
$6.5M - $6.96M
|
394K
$16M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
117K+ 431.81% |
$4.36M - $4.66M
|
144K
$5.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
116KNew |
$4.31M - $4.62M
|
116K
$4.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
109K+ 1423.02% |
$4.08M - $4.36M
|
117K
$4.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.9K+ 10.54% |
$3.65M - $3.9M
|
1.03M
$41.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
95.9K+ 129.13% |
$3.58M - $3.82M
|
170K
$6.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90.8K+ 122.28% |
$3.39M - $3.62M
|
165K
$6.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
75.4K+ 31.85% |
$2.81M - $3.01M
|
312K
$12.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70.9KNew |
$2.64M - $2.83M
|
70.9K
$2.88M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
66.2KNew |
$2.47M - $2.64M
|
66.2K
$2.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.8K+ 9.74% |
$2.08M - $2.23M
|
629K
$25.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
42.8KNew |
$1.59M - $1.71M
|
42.8K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.1K+ 78.06% |
$1.5M - $1.6M
|
91.5K
$3.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
39.9K+ 60.07% |
$1.49M - $1.59M
|
106K
$4.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
39.2KNew |
$1.46M - $1.56M
|
39.2K
$1.59M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
31.7KNew |
$1.18M - $1.26M
|
31.7K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.5K+ 64.06% |
$1.17M - $1.26M
|
80.7K
$3.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
31.2K+ 0.87% |
$1.16M - $1.25M
|
3.62M
$147M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
30.5K+ 51.23% |
$1.14M - $1.22M
|
90.1K
$3.66M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.2KNew |
$1.05M - $1.13M
|
28.2K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
26.3K+ 4.62% |
$982K - $1.05M
|
597K
$24.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.8K+ 26.2% |
$962K - $1.03M
|
124K
$5.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
24.4K+ 1562.78% |
$909K - $973K
|
26K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.9KNew |
$743K - $795K
|
19.9K
$810K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18.1K+ 43.29% |
$676K - $724K
|
60K
$2.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6KNew |
$657K - $703K
|
17.6K
$716K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.5K+ 15.62% |
$653K - $699K
|
130K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.1K+ 9.64% |
$639K - $684K
|
195K
$7.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
16.5KNew |
$614K - $656K
|
16.5K
$669K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.3K+ 29.48% |
$608K - $650K
|
71.6K
$2.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$590K - $631K
|
15.8K
$642K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
15.8K+ 39.94% |
$589K - $630K
|
55.4K
$2.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
13.6KNew |
$506K - $541K
|
13.6K
$551K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.2K+ 16.94% |
$419K - $448K
|
77.6K
$3.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.8K+ 20.17% |
$402K - $430K
|
64.2K
$2.61M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$397K - $424K
|
10.6K
$432K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.26K+ 26.31% |
$345K - $369K
|
44.4K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.56K+ 492.69% |
$319K - $341K
|
10.3K
$418K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.09KNew |
$302K - $323K
|
8.09K
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.7K+ 43.52% |
$287K - $307K
|
25.4K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.57K+ 25230.0% |
$282K - $302K
|
7.6K
$309K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.32K+ 96.86% |
$273K - $292K
|
14.9K
$604K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.13KNew |
$266K - $284K
|
7.13K
$290K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.59K+ 53.91% |
$245K - $263K
|
18.8K
$764K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.54KNew |
$244K - $261K
|
6.54K
$265K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
6.4KNew |
$239K - $255K
|
6.4K
$260K
|