Purchases and Sales Made in Q4 2024 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 2024. 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 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.69KNew |
$144K - $160K
|
3.69K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.66K+ 21.28% |
$143K - $158K
|
20.9K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 5.41% |
$139K - $155K
|
69.6K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.28K+ 5.17% |
$128K - $142K
|
66.6K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.27K+ 3.44% |
$127K - $141K
|
98.3K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 1.82% |
$123K - $137K
|
177K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.09K+ 5.0% |
$120K - $134K
|
64.8K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.01K+ 9.05% |
$117K - $130K
|
36.2K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.78K+ 16.8% |
$108K - $120K
|
19.3K
$797K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.7K+ 11.21% |
$105K - $117K
|
26.8K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.57KNew |
$100K - $111K
|
2.57K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.44K+ 1.53% |
$94.9K - $105K
|
162K
$6.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.41K+ 5.38% |
$93.9K - $104K
|
47.2K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 1.32% |
$90.4K - $100K
|
178K
$7.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.15K+ 4.98% |
$83.6K - $92.8K
|
45.2K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$79.9K - $88.7K
|
2.05K
$84.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 0.91% |
$78.9K - $87.7K
|
224K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2K+ 0.95% |
$78.1K - $86.7K
|
214K
$8.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.98K+ 13.38% |
$77.2K - $85.8K
|
16.8K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.84K+ 18.56% |
$71.7K - $79.6K
|
11.8K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.65K+ 5.23% |
$64.3K - $71.4K
|
33.2K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.45KNew |
$56.6K - $62.9K
|
1.45K
$59.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 0.67% |
$49.2K - $54.7K
|
189K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.24% |
$46.5K - $51.6K
|
490K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$45.7K - $50.7K
|
1.17K
$48.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.17KNew |
$45.4K - $50.5K
|
1.17K
$48.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.05KNew |
$40.8K - $45.4K
|
1.05K
$43.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
989+ 43.09% |
$38.5K - $42.8K
|
3.28K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
976+ 5.01% |
$38K - $42.2K
|
20.4K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
970+ 19.71% |
$37.8K - $42K
|
5.89K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
958+ 4.78% |
$37.3K - $41.5K
|
21K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
913+ 18.69% |
$35.6K - $39.5K
|
5.8K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
838+ 138.28% |
$32.6K - $36.3K
|
1.44K
$59.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
833New |
$32.5K - $36.1K
|
833
$34.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
805+ 3.36% |
$31.4K - $34.8K
|
24.7K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
802+ 4.05% |
$31.2K - $34.7K
|
20.6K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
763+ 9.49% |
$29.7K - $33K
|
8.81K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
755+ 0.14% |
$29.4K - $32.7K
|
531K
$21.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
714+ 2.4% |
$27.8K - $30.9K
|
30.5K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
695+ 1.66% |
$27.1K - $30.1K
|
42.5K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
655+ 5.52% |
$25.5K - $28.3K
|
12.5K
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
623New |
$24.3K - $27K
|
623
$25.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
581+ 111.3% |
$22.6K - $25.1K
|
1.1K
$45.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
580+ 0.42% |
$22.6K - $25.1K
|
138K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
557+ 327.65% |
$21.7K - $24.1K
|
727
$30K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
512+ 0.61% |
$19.9K - $22.2K
|
84.1K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
470New |
$18.3K - $20.3K
|
470
$19.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
459+ 0.94% |
$17.9K - $19.9K
|
49.2K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
458+ 4.34% |
$17.8K - $19.8K
|
11K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
444+ 10.47% |
$17.3K - $19.2K
|
4.68K
$193K
|