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 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 7.25% |
$57.9K - $68.1K
|
23.9K
$979K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.9K- 14.99% |
$58.8K - $69.2K
|
10.7K
$441K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.92K- 7.96% |
$59.5K - $69.9K
|
22.1K
$909K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.09K- 8.47% |
$64.9K - $76.4K
|
22.6K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.33K- 19.13% |
$72.4K - $85.2K
|
9.86K
$405K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.5K- 2.71% |
$77.6K - $91.3K
|
89.9K
$3.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.67K- 16.33% |
$82.9K - $97.5K
|
13.7K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3K- 8.21% |
$93.2K - $110K
|
33.6K
$1.38M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.16K- 17.4% |
$98K - $115K
|
15K
$615K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.18K- 24.12% |
$130K - $152K
|
13.1K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.2K- 2.77% |
$130K - $153K
|
147K
$6.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.26K- 1.81% |
$132K - $155K
|
232K
$9.5M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.28K- 77.29% |
$164K - $193K
|
1.55K
$63.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.55K- 88.9% |
$172K - $203K
|
693
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.21K- 5.55% |
$286K - $336K
|
157K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.2K- 33.71% |
$316K - $372K
|
20.1K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.3K- 18.29% |
$381K - $448K
|
54.9K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-13.3K- 7.29% |
$412K - $485K
|
169K
$6.93M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-15.4K- 50.91% |
$479K - $564K
|
14.9K
$611K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.5K- 1.39% |
$792K - $931K
|
1.81M
$74.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.6K- 52.66% |
$856K - $1.01M
|
24.8K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.8K- 10.21% |
$894K - $1.05M
|
253K
$10.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.2K- 5.77% |
$938K - $1.1M
|
494K
$20.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.4K- 81.94% |
$1.04M - $1.22M
|
7.35K
$302K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-39K- 7.57% |
$1.21M - $1.42M
|
476K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-80.7K- 23.82% |
$2.5M - $2.94M
|
258K
$10.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-86.4K- 57.79% |
$2.68M - $3.15M
|
63.1K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-95.5K- 78.73% |
$2.96M - $3.49M
|
25.8K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-126K- 12.7% |
$3.92M - $4.61M
|
867K
$35.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-173K- 20.95% |
$5.36M - $6.31M
|
652K
$26.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-771K- 5.87% |
$23.9M - $28.2M
|
12.4M
$508M
|
|
|
Feb 14, 2023
Q4 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.3M- 76.41% |
$40.5M - $47.6M
|
403K
$16.5M
|