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 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
7.75KNew |
$241K - $283K
|
7.75K
$318K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.52K+ 46.11% |
$233K - $275K
|
23.8K
$978K
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.45K+ 18.22% |
$231K - $272K
|
48.4K
$1.98M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.54KNew |
$203K - $239K
|
6.54K
$268K
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.53K+ 25.89% |
$203K - $238K
|
31.8K
$1.3M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
6.46K+ 32.91% |
$201K - $236K
|
26.1K
$1.07M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.46KNew |
$200K - $236K
|
6.46K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.45KNew |
$200K - $235K
|
6.45K
$265K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.3KNew |
$195K - $230K
|
6.3K
$258K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.27K+ 16.06% |
$195K - $229K
|
45.3K
$1.86M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.26KNew |
$194K - $228K
|
6.26K
$257K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.1KNew |
$189K - $223K
|
6.1K
$250K
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.05KNew |
$188K - $221K
|
6.05K
$248K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5.97K+ 47.72% |
$185K - $218K
|
18.5K
$758K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.72K+ 860.15% |
$177K - $209K
|
6.39K
$262K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.98K+ 20.57% |
$155K - $182K
|
29.2K
$1.2M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
4.58K+ 3.59% |
$142K - $167K
|
132K
$5.43M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.56KNew |
$141K - $166K
|
4.56K
$187K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.12K+ 9.51% |
$128K - $150K
|
47.4K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.51K+ 17.03% |
$109K - $128K
|
24.1K
$990K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.46K+ 7.39% |
$107K - $126K
|
50.3K
$2.07M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.2KNew |
$99.2K - $117K
|
3.2K
$131K
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.07K+ 3.13% |
$95.3K - $112K
|
101K
$4.15M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.94K+ 4.24% |
$91.1K - $107K
|
72.3K
$2.96M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.93K+ 14.66% |
$90.9K - $107K
|
22.9K
$940K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.75K+ 3.65% |
$85.4K - $100K
|
78.1K
$3.21M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.72KNew |
$84.4K - $99.3K
|
2.72K
$112K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.7KNew |
$83.8K - $98.6K
|
2.7K
$111K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.68K+ 36.41% |
$83.2K - $97.8K
|
10K
$412K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.15K+ 5.46% |
$66.7K - $78.5K
|
41.5K
$1.7M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.05KNew |
$63.6K - $74.8K
|
2.05K
$84.1K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
2.04K+ 3.28% |
$63.1K - $74.3K
|
64.1K
$2.63M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.91K+ 4.52% |
$59.2K - $69.6K
|
44.1K
$1.81M
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1.77K+ 1.13% |
$55K - $64.6K
|
158K
$6.49M
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.54K+ 13.08% |
$47.7K - $56.1K
|
13.3K
$545K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.46K+ 12.31% |
$45.4K - $53.4K
|
13.3K
$547K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.44K+ 12.42% |
$44.7K - $52.6K
|
13K
$535K
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.28K+ 78.17% |
$39.8K - $46.8K
|
2.92K
$120K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$38.5K - $45.3K
|
1.24K
$50.9K
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
1.2K+ 11.65% |
$37.3K - $43.9K
|
11.5K
$473K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.1KNew |
$34.1K - $40.2K
|
1.1K
$45.1K
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.1K+ 2.67% |
$34.1K - $40.2K
|
42.3K
$1.74M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.08K+ 8.52% |
$33.5K - $39.5K
|
13.8K
$565K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
852+ 396.28% |
$26.4K - $31.1K
|
1.07K
$43.8K
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
801+ 3.15% |
$24.9K - $29.2K
|
26.2K
$1.08M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
777+ 2.87% |
$24.1K - $28.4K
|
27.9K
$1.14M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
654+ 1.75% |
$20.3K - $23.9K
|
38.1K
$1.56M
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
563+ 3.72% |
$17.5K - $20.5K
|
15.7K
$645K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
471+ 8.25% |
$14.6K - $17.2K
|
6.18K
$253K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
446+ 2.71% |
$13.8K - $16.3K
|
16.9K
$695K
|