Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.4K- 3.22% |
$141K - $159K
|
132K
$5.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-4.51K- 16.81% |
$145K - $163K
|
22.3K
$914K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.52K- 6.02% |
$145K - $164K
|
70.7K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.81K- 45.4% |
$154K - $174K
|
5.78K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.84K- 2.91% |
$155K - $175K
|
162K
$6.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.86K- 14.91% |
$156K - $176K
|
27.7K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.9K- 3.26% |
$157K - $177K
|
145K
$5.94M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.04K- 2.2% |
$161K - $182K
|
224K
$9.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.6K- 5.08% |
$179K - $203K
|
105K
$4.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.62K- 23.27% |
$180K - $203K
|
18.5K
$758K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6.04K- 2.71% |
$193K - $218K
|
217K
$8.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7K- 10.47% |
$224K - $253K
|
59.9K
$2.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.08K- 8.01% |
$227K - $256K
|
81.3K
$3.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-7.11K- 15.01% |
$228K - $257K
|
40.2K
$1.65M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-7.57K- 8.32% |
$242K - $273K
|
83.4K
$3.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8K- 8.6% |
$256K - $289K
|
85K
$3.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-9.72K- 12.22% |
$311K - $351K
|
69.8K
$2.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.2K- 6.82% |
$357K - $403K
|
152K
$6.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 12.0% |
$360K - $406K
|
82.4K
$3.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.5K- 10.78% |
$368K - $415K
|
95.1K
$3.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.2K- 8.48% |
$455K - $513K
|
153K
$6.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.9K- 7.68% |
$572K - $646K
|
215K
$8.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18.7K- 38.22% |
$599K - $676K
|
30.2K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-18.7K- 54.58% |
$600K - $677K
|
15.6K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 6.93% |
$655K - $739K
|
274K
$11.2M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.1K- 18.37% |
$677K - $764K
|
94K
$3.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-23.7K- 76.8% |
$760K - $857K
|
7.17K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-26.8K- 21.57% |
$860K - $970K
|
97.5K
$3.99M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-26.8K- 21.57% |
$860K - $970K
|
97.5K
$3.99M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-27.3K- 27.14% |
$873K - $985K
|
73.1K
$2.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31K- 76.56% |
$994K - $1.12M
|
9.5K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.6K- 3.93% |
$1.01M - $1.14M
|
772K
$31.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31.8K- 98.77% |
$1.02M - $1.15M
|
397
$16.2K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-38.9K- 53.07% |
$1.25M - $1.41M
|
34.4K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.4K- 6.42% |
$1.26M - $1.42M
|
574K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76.8K- 7.22% |
$2.46M - $2.78M
|
988K
$40.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-91.7K- 37.03% |
$2.94M - $3.32M
|
156K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 49.67% |
$3.56M - $4.01M
|
112K
$4.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-146K- 13.72% |
$4.66M - $5.26M
|
916K
$37.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-158K- 4.29% |
$5.06M - $5.71M
|
3.52M
$144M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-207K- 18.46% |
$6.64M - $7.49M
|
916K
$37.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-282K- 97.12% |
$9.05M - $10.2M
|
8.37K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-449K- 22.45% |
$14.4M - $16.2M
|
1.55M
$63.4M
|