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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
442+ 5.34% |
$17.2K - $19.1K
|
8.72K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
418+ 3.83% |
$16.3K - $18.1K
|
11.3K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
391+ 5.41% |
$15.2K - $16.9K
|
7.62K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
382New |
$14.9K - $16.5K
|
382
$15.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
365+ 3.31% |
$14.2K - $15.8K
|
11.4K
$470K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
362+ 5.5% |
$14.1K - $15.7K
|
6.94K
$286K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
355+ 4.2% |
$13.8K - $15.4K
|
8.8K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
330+ 2.1% |
$12.9K - $14.3K
|
16.1K
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
320+ 1.73% |
$12.5K - $13.8K
|
18.9K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
300+ 42.13% |
$11.7K - $13K
|
1.01K
$41.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
274+ 2.91% |
$10.7K - $11.9K
|
9.7K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
245+ 0.52% |
$9.55K - $10.6K
|
47.5K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 2.01% |
$8.77K - $9.74K
|
11.4K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
183+ 11.29% |
$7.13K - $7.92K
|
1.8K
$74.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
158+ 1.77% |
$6.16K - $6.84K
|
9.1K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158+ 0.5% |
$6.16K - $6.84K
|
31.6K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
144+ 2.09% |
$5.61K - $6.23K
|
7.02K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
112+ 1.18% |
$4.36K - $4.85K
|
9.58K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 5.41% |
$4.29K - $4.76K
|
2.15K
$88.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
109New |
$4.25K - $4.72K
|
109
$4.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
107+ 0.64% |
$4.17K - $4.63K
|
16.9K
$697K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
101+ 0.96% |
$3.93K - $4.37K
|
10.7K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
89+ 0.12% |
$3.47K - $3.85K
|
71.7K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
74+ 1.25% |
$2.88K - $3.2K
|
6.02K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61+ 1.06% |
$2.38K - $2.64K
|
5.83K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
48+ 0.68% |
$1.87K - $2.08K
|
7.07K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
34+ 0.23% |
$1.32K - $1.47K
|
14.9K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.64% |
$1.32K - $1.47K
|
5.32K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
31+ 0.55% |
$1.21K - $1.34K
|
5.71K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
27+ 0.36% |
$1.05K - $1.17K
|
7.45K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27+ 0.37% |
$1.05K - $1.17K
|
7.42K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.58% |
$429 - $476
|
208
$8.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.04% |
$273 - $303
|
17.9K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.1% |
$273 - $303
|
340
$14K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 2.63% |
$77.9 - $86.6
|
78
$3.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.08% |
$390 - $433
|
12.5K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-21- 4.63% |
$818 - $909
|
433
$17.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 1.26% |
$1.4K - $1.56K
|
2.83K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-41- 0.19% |
$1.6K - $1.77K
|
21.7K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-58- 0.1% |
$2.26K - $2.51K
|
56.4K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-86- 1.8% |
$3.35K - $3.72K
|
4.7K
$194K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-90- 0.11% |
$3.51K - $3.9K
|
78.7K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 3.15% |
$5.06K - $5.63K
|
4K
$165K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-140- 0.43% |
$5.45K - $6.06K
|
32.7K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-148- 4.07% |
$5.77K - $6.41K
|
3.49K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-192- 2.41% |
$7.48K - $8.31K
|
7.78K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-212- 0.81% |
$8.26K - $9.18K
|
26.1K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-228- 0.89% |
$8.88K - $9.87K
|
25.5K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-236- 41.04% |
$9.19K - $10.2K
|
339
$14K
|