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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.49K+ 13.93% |
$79.7K - $89.9K
|
20.3K
$838K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.48K+ 2.24% |
$79.5K - $89.7K
|
113K
$4.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.21K+ 4.46% |
$70.9K - $80K
|
51.9K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.15KNew |
$68.8K - $77.6K
|
2.15K
$88.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.12K+ 12.1% |
$68K - $76.7K
|
19.7K
$811K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
1.65K+ 1.34% |
$52.9K - $59.6K
|
125K
$5.15M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$49.3K - $55.7K
|
1.54K
$63.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.54K+ 6.05% |
$49.3K - $55.7K
|
27K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.51K+ 19.26% |
$48.4K - $54.7K
|
9.36K
$386K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.49K+ 57.12% |
$47.6K - $53.7K
|
4.09K
$168K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.36K+ 2.93% |
$43.6K - $49.2K
|
47.8K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$42.6K - $48.1K
|
1.33K
$54.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.29K+ 0.26% |
$41.2K - $46.5K
|
503K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.23K+ 16.35% |
$39.5K - $44.5K
|
8.77K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.14K+ 6.44% |
$36.4K - $41K
|
18.8K
$774K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.06K+ 167.67% |
$33.9K - $38.2K
|
1.69K
$69.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.05K+ 2.25% |
$33.5K - $37.8K
|
47.6K
$1.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
922+ 9.52% |
$29.5K - $33.3K
|
10.6K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
793+ 8.54% |
$25.4K - $28.7K
|
10.1K
$416K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
667+ 1.08% |
$21.4K - $24.1K
|
62.7K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
636+ 6.1% |
$20.4K - $23K
|
11.1K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
454New |
$14.5K - $16.4K
|
454
$18.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
443+ 1.3% |
$14.2K - $16K
|
34.5K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
426+ 24.33% |
$13.6K - $15.4K
|
2.18K
$89.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
425New |
$13.6K - $15.4K
|
425
$17.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
397+ 1.61% |
$12.7K - $14.4K
|
25K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
380+ 4.02% |
$12.2K - $13.7K
|
9.83K
$405K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
354+ 17.63% |
$11.3K - $12.8K
|
2.36K
$97.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
312+ 2.48% |
$10K - $11.3K
|
12.9K
$531K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
300+ 0.84% |
$9.61K - $10.8K
|
36K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
222+ 2.53% |
$7.11K - $8.03K
|
8.98K
$370K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
210New |
$6.73K - $7.59K
|
210
$8.66K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
198+ 1.75% |
$6.34K - $7.16K
|
11.5K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
197+ 2.49% |
$6.31K - $7.12K
|
8.11K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
175+ 0.54% |
$5.61K - $6.33K
|
32.4K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
166+ 0.46% |
$5.32K - $6K
|
36.1K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
139+ 11.18% |
$4.45K - $5.02K
|
1.38K
$57K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
131+ 1.57% |
$4.2K - $4.74K
|
8.5K
$350K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
119+ 0.98% |
$3.81K - $4.3K
|
12.3K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97+ 1.0% |
$3.11K - $3.51K
|
9.82K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 19.78% |
$1.76K - $1.99K
|
333
$13.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
43+ 0.62% |
$1.38K - $1.55K
|
6.98K
$288K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
32+ 0.23% |
$1.03K - $1.16K
|
13.8K
$568K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 1.24% |
$929 - $1.05K
|
2.37K
$97.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
24+ 0.04% |
$769 - $868
|
64.4K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
12+ 2.18% |
$384 - $434
|
562
$23.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 2.78% |
$96.1 - $108
|
111
$4.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$96.1 - $108
|
3
$124
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 4.76% |
$32 - $36.2
|
22
$907
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|