Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
458K+ 10.81% |
$14.2M - $16.7M
|
4.7M
$191M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
156KNew |
$4.84M - $5.69M
|
156K
$6.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 16.53% |
$4.12M - $4.85M
|
936K
$38M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
126K+ 324.03% |
$3.9M - $4.59M
|
164K
$6.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
109K+ 210.39% |
$3.37M - $3.96M
|
160K
$6.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.8K+ 16.08% |
$2.97M - $3.5M
|
691K
$28.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.8K+ 8.63% |
$2.91M - $3.42M
|
1.18M
$48M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.9K+ 22.8% |
$2.7M - $3.17M
|
468K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
76.1KNew |
$2.36M - $2.78M
|
76.1K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
72.4K+ 73.24% |
$2.25M - $2.64M
|
171K
$6.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
71.9K+ 19.98% |
$2.23M - $2.62M
|
432K
$17.5M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
71.1K+ 127.09% |
$2.21M - $2.6M
|
127K
$5.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70.3K+ 61.52% |
$2.18M - $2.57M
|
185K
$7.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
64.9K+ 94.85% |
$2.01M - $2.37M
|
133K
$5.42M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
54.2K+ 120.56% |
$1.68M - $1.98M
|
99.2K
$4.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49.9K+ 5.66% |
$1.55M - $1.82M
|
932K
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.7KNew |
$1.2M - $1.41M
|
38.7K
$1.57M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.2K+ 1937.44% |
$907K - $1.07M
|
30.7K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
28.4K+ 23.74% |
$882K - $1.04M
|
148K
$6.02M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
26.1K+ 63.89% |
$811K - $954K
|
67K
$2.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25.4K+ 67.76% |
$789K - $928K
|
62.9K
$2.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.7K+ 9.73% |
$766K - $901K
|
278K
$11.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 57.09% |
$713K - $839K
|
63.2K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5KNew |
$698K - $821K
|
22.5K
$913K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.3K+ 148.65% |
$630K - $741K
|
34K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
20K+ 18.14% |
$622K - $731K
|
130K
$5.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
19.5K+ 27.42% |
$606K - $713K
|
90.8K
$3.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.6K+ 10.38% |
$545K - $641K
|
187K
$7.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.3KNew |
$536K - $631K
|
17.3K
$702K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.1K+ 7.95% |
$499K - $587K
|
218K
$8.87M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.9K+ 29.65% |
$492K - $579K
|
69.3K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.7KNew |
$486K - $572K
|
15.7K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.8KNew |
$430K - $505K
|
13.8K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$417K - $491K
|
13.4K
$546K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 21.26% |
$387K - $455K
|
71.1K
$2.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
12.2KNew |
$378K - $445K
|
12.2K
$495K
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
12.1KNew |
$376K - $443K
|
12.1K
$493K
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
11.4K+ 3.8% |
$354K - $416K
|
311K
$12.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
11.4K+ 3.8% |
$354K - $416K
|
311K
$12.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11K+ 10.18% |
$343K - $403K
|
119K
$4.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
10.9K+ 50.38% |
$337K - $397K
|
32.4K
$1.32M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
10.8KNew |
$335K - $394K
|
10.8K
$439K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
8.96KNew |
$278K - $327K
|
8.96K
$364K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.57K+ 10.8% |
$266K - $313K
|
88K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.53K+ 27.51% |
$265K - $311K
|
39.6K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.38K+ 0.76% |
$260K - $306K
|
1.12M
$45.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
8.37K+ 28.75% |
$260K - $305K
|
37.5K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.29K+ 7.78% |
$257K - $303K
|
115K
$4.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
7.99K+ 30.03% |
$248K - $292K
|
34.6K
$1.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.77K+ 43.41% |
$241K - $284K
|
25.7K
$1.04M
|