Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.31K+ 11.84% |
$85.8K - $90.6K
|
21.8K
$900K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.16K+ 3.63% |
$80.2K - $84.7K
|
61.6K
$2.54M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.04K+ 3.96% |
$75.5K - $79.8K
|
53.5K
$2.2M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
1.92K+ 5.1% |
$71.2K - $75.2K
|
39.6K
$1.63M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.82KNew |
$67.4K - $71.2K
|
1.82K
$74.8K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 2.09% |
$65.5K - $69.1K
|
86K
$3.54M
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.58KNew |
$58.5K - $61.8K
|
1.58K
$64.9K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.56KNew |
$57.9K - $61.2K
|
1.56K
$64.3K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.55KNew |
$57.6K - $60.9K
|
1.55K
$64K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.54K+ 4.33% |
$57.1K - $60.2K
|
37K
$1.53M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.48K+ 4.89% |
$55K - $58.1K
|
31.8K
$1.31M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31K+ 3.42% |
$48.6K - $51.3K
|
39.6K
$1.63M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1.23K+ 2.99% |
$45.7K - $48.2K
|
42.4K
$1.74M
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.19K+ 37.89% |
$44K - $46.5K
|
4.32K
$178K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.17KNew |
$43.5K - $46K
|
1.17K
$48.3K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 17.59% |
$42.7K - $45.1K
|
7.69K
$317K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
847+ 11.34% |
$31.4K - $33.2K
|
8.31K
$342K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
824+ 1.75% |
$30.6K - $32.3K
|
47.8K
$1.97M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
750+ 7.02% |
$27.8K - $29.4K
|
11.4K
$471K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
697+ 42.89% |
$25.9K - $27.3K
|
2.32K
$95.6K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
600New |
$22.3K - $23.5K
|
600
$24.7K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
491+ 11.14% |
$18.2K - $19.2K
|
4.9K
$202K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
419+ 31.77% |
$15.6K - $16.4K
|
1.74K
$71.6K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
285+ 2.88% |
$10.6K - $11.2K
|
10.2K
$420K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
280+ 6.85% |
$10.4K - $11K
|
4.37K
$180K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
191+ 1.38% |
$7.09K - $7.49K
|
14K
$577K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
161+ 17.48% |
$5.98K - $6.31K
|
1.08K
$44.6K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
151+ 12.46% |
$5.61K - $5.92K
|
1.36K
$56.1K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
64+ 0.85% |
$2.38K - $2.51K
|
7.59K
$312K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 0.44% |
$2.04K - $2.16K
|
12.4K
$513K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
30New |
$1.11K - $1.18K
|
30
$1.24K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
13+ 0.09% |
$483 - $509
|
14.3K
$587K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$334 - $353
|
9
$371
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 0.07% |
$334 - $353
|
13.3K
$547K
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-46- 0.21% |
$1.71K - $1.8K
|
21.5K
$885K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-54- 0.59% |
$2K - $2.12K
|
9.05K
$373K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-87- 0.61% |
$3.23K - $3.41K
|
14.1K
$582K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-125- 0.43% |
$4.64K - $4.9K
|
28.9K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-129- 1.31% |
$4.79K - $5.06K
|
9.73K
$401K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-173Closed |
$6.42K - $6.78K
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-339- 5.18% |
$12.6K - $13.3K
|
6.21K
$256K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-429- 1.1% |
$15.9K - $16.8K
|
38.6K
$1.59M
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-450Closed |
$16.7K - $17.6K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-520- 15.74% |
$19.3K - $20.4K
|
2.78K
$115K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-628- 1.99% |
$23.3K - $24.6K
|
30.9K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.9K- 8.5% |
$70.4K - $74.3K
|
20.4K
$841K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.42KClosed |
$89.9K - $95K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3.05KClosed |
$113K - $120K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.36KClosed |
$199K - $210K
|
0
$0
|