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 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
425New |
$13.2K - $15.5K
|
425
$17.3K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
414New |
$12.8K - $15.1K
|
414
$16.8K
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
339+ 2.91% |
$10.5K - $12.4K
|
12K
$487K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
316+ 1.16% |
$9.81K - $11.5K
|
27.6K
$1.12M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
307New |
$9.53K - $11.2K
|
307
$12.5K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
282+ 0.81% |
$8.75K - $10.3K
|
35K
$1.42M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
229+ 3.68% |
$7.11K - $8.36K
|
6.46K
$262K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
223New |
$6.92K - $8.14K
|
223
$9.06K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
161+ 1.65% |
$5K - $5.88K
|
9.94K
$404K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
135+ 0.75% |
$4.19K - $4.93K
|
18K
$732K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
132+ 1.35% |
$4.1K - $4.82K
|
9.93K
$403K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
125+ 2.3% |
$3.88K - $4.56K
|
5.55K
$225K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.31% |
$3.6K - $4.23K
|
8.98K
$365K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
99New |
$3.07K - $3.61K
|
99
$4.02K
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
90+ 0.53% |
$2.79K - $3.29K
|
17.1K
$696K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
88+ 2.14% |
$2.73K - $3.21K
|
4.2K
$171K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
55+ 0.14% |
$1.71K - $2.01K
|
38.6K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
39New |
$1.21K - $1.42K
|
39
$1.58K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
28+ 0.39% |
$869 - $1.02K
|
7.22K
$293K
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
23+ 0.09% |
$714 - $840
|
26.9K
$1.09M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 0.52% |
$683 - $803
|
4.22K
$171K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
11+ 0.11% |
$341 - $402
|
10.1K
$409K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$31 - $36.5
|
1
$40.6
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 0.17% |
$434 - $511
|
8.16K
$331K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19- 0.11% |
$590 - $694
|
17.6K
$715K
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-32- 0.03% |
$993 - $1.17K
|
102K
$4.15M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-56- 1.38% |
$1.74K - $2.04K
|
3.99K
$162K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-79- 0.12% |
$2.45K - $2.88K
|
65.5K
$2.66M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-87- 5.6% |
$2.7K - $3.18K
|
1.47K
$59.5K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-140- 10.06% |
$4.34K - $5.11K
|
1.25K
$50.9K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-162- 0.35% |
$5.03K - $5.91K
|
46.1K
$1.87M
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-179- 1.27% |
$5.55K - $6.53K
|
13.9K
$566K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-194- 2.7% |
$6.02K - $7.08K
|
7K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-214- 1.14% |
$6.64K - $7.81K
|
18.5K
$751K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-214- 2.8% |
$6.64K - $7.81K
|
7.43K
$302K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-368- 1.11% |
$11.4K - $13.4K
|
32.8K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-417- 13.66% |
$12.9K - $15.2K
|
2.64K
$107K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-417- 13.66% |
$12.9K - $15.2K
|
2.64K
$107K
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-484- 5.99% |
$15K - $17.7K
|
7.59K
$308K
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-519- 2.39% |
$16.1K - $18.9K
|
21.2K
$863K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-525- 3.3% |
$16.3K - $19.2K
|
15.4K
$626K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-540- 11.57% |
$16.8K - $19.7K
|
4.13K
$168K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-681- 0.77% |
$21.1K - $24.9K
|
87.2K
$3.54M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-975- 0.14% |
$30.3K - $35.6K
|
677K
$27.5M
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.05K- 3.25% |
$32.6K - $38.3K
|
31.3K
$1.27M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.09K- 1.38% |
$33.9K - $39.9K
|
77.9K
$3.17M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.48K- 11.89% |
$45.8K - $53.9K
|
10.9K
$444K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.59K- 16.52% |
$49.5K - $58.2K
|
8.05K
$327K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 0.83% |
$51.6K - $60.7K
|
199K
$8.07M
|