Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.43K+ 12.48% |
$46.2K - $55.4K
|
12.9K
$530K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.42K+ 2.85% |
$46K - $55.2K
|
51.3K
$2.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.4K+ 25.58% |
$45.4K - $54.4K
|
6.88K
$284K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.25KNew |
$40.4K - $48.4K
|
1.25K
$51.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 10.76% |
$40K - $47.9K
|
12.7K
$524K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.23K+ 12.02% |
$39.8K - $47.7K
|
11.5K
$472K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.22K+ 2.98% |
$39.5K - $47.3K
|
42.1K
$1.74M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.09K+ 7.9% |
$35.2K - $42.2K
|
14.9K
$613K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.03K+ 126.54% |
$33.2K - $39.8K
|
1.84K
$75.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
990+ 1.56% |
$32.1K - $38.4K
|
64.4K
$2.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
980+ 2.45% |
$31.7K - $38K
|
41.1K
$1.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
737+ 3.55% |
$23.9K - $28.6K
|
21.5K
$886K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
624New |
$20.2K - $24.2K
|
624
$25.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
515+ 8.32% |
$16.7K - $20K
|
6.7K
$276K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
450+ 1.21% |
$14.6K - $17.5K
|
37.7K
$1.56M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
422+ 3.29% |
$13.7K - $16.4K
|
13.2K
$546K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
360+ 6.29% |
$11.7K - $14K
|
6.09K
$251K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
343+ 1.02% |
$11.1K - $13.3K
|
33.8K
$1.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
311+ 16.46% |
$10.1K - $12.1K
|
2.2K
$90.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
275New |
$8.91K - $10.7K
|
275
$11.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 25.0% |
$6.48K - $7.76K
|
1K
$41.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
193+ 1.57% |
$6.25K - $7.49K
|
12.5K
$513K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
113+ 4.06% |
$3.66K - $4.39K
|
2.9K
$119K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
100+ 8.68% |
$3.24K - $3.88K
|
1.25K
$51.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
94New |
$3.04K - $3.65K
|
94
$3.88K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
69+ 1.33% |
$2.23K - $2.68K
|
5.24K
$216K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
59+ 0.44% |
$1.91K - $2.29K
|
13.6K
$561K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 1.12% |
$1.07K - $1.28K
|
2.99K
$123K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
16+ 0.07% |
$518 - $621
|
22.3K
$921K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5New |
$162 - $194
|
5
$206
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.28% |
$32.4 - $38.8
|
79
$3.26K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.4 - $38.8
|
1
$41.2
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-52- 98.11% |
$1.68K - $2.02K
|
1
$41.2
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-67- 0.21% |
$2.17K - $2.6K
|
31.6K
$1.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-109- 0.28% |
$3.53K - $4.23K
|
39.3K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-145- 0.86% |
$4.7K - $5.63K
|
16.8K
$691K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-149- 0.37% |
$4.83K - $5.78K
|
40K
$1.65M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-191- 2.97% |
$6.19K - $7.41K
|
6.24K
$257K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-286- 0.42% |
$9.26K - $11.1K
|
68.4K
$2.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-317- 2.57% |
$10.3K - $12.3K
|
12K
$496K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-600Closed |
$19.4K - $23.3K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-665- 6.15% |
$21.5K - $25.8K
|
10.1K
$418K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-686- 0.79% |
$22.2K - $26.6K
|
86.4K
$3.56M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-805- 10.36% |
$26.1K - $31.3K
|
6.97K
$287K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-830- 17.61% |
$26.9K - $32.2K
|
3.88K
$160K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 17.9% |
$43.5K - $52.2K
|
6.17K
$254K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.71K- 9.59% |
$55.2K - $66.2K
|
16.1K
$663K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 0.27% |
$55.4K - $66.4K
|
625K
$25.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39KClosed |
$77.3K - $92.6K
|
0
$0
|