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 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-250- 1.1% |
$9.74K - $10.8K
|
22.4K
$923K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-352- 4.82% |
$13.7K - $15.2K
|
6.95K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-405- 3.48% |
$15.8K - $17.5K
|
11.2K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-427- 2.27% |
$16.6K - $18.5K
|
18.3K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-436- 84.82% |
$17K - $18.9K
|
78
$3.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-520- 1.1% |
$20.3K - $22.5K
|
46.9K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-565- 7.13% |
$22K - $24.5K
|
7.36K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-627- 5.43% |
$24.4K - $27.1K
|
10.9K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-675- 9.0% |
$26.3K - $29.2K
|
6.82K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-701- 7.51% |
$27.3K - $30.3K
|
8.64K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-871- 4.81% |
$33.9K - $37.7K
|
17.2K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-971- 4.05% |
$37.8K - $42K
|
23K
$950K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.08K- 11.1% |
$42K - $46.7K
|
8.64K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.14K- 1.3% |
$44.4K - $49.3K
|
86.3K
$3.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.15K- 1.18% |
$44.6K - $49.6K
|
95.5K
$3.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.15K- 0.76% |
$44.8K - $49.8K
|
151K
$6.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.26% |
$47.4K - $52.6K
|
11.9K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-1.25K- 0.87% |
$48.5K - $53.9K
|
142K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.3K- 10.33% |
$50.5K - $56K
|
11.2K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.41K- 38.0% |
$54.9K - $61K
|
2.3K
$94.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.43K- 7.3% |
$55.6K - $61.7K
|
18.1K
$747K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.56K- 1.81% |
$60.6K - $67.3K
|
84.4K
$3.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.57K- 3.74% |
$61K - $67.8K
|
40.3K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.71K- 2.29% |
$66.4K - $73.8K
|
72.6K
$2.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.89K- 2.95% |
$73.5K - $81.6K
|
62.1K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.28K- 6.85% |
$88.6K - $98.5K
|
30.9K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.3K- 14.04% |
$89.6K - $99.6K
|
14.1K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.42K- 12.52% |
$94.1K - $105K
|
16.9K
$696K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.76K- 96.5% |
$107K - $119K
|
100
$4.12K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 19.16% |
$109K - $121K
|
11.8K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.86K- 11.76% |
$112K - $124K
|
21.5K
$886K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2.91K- 2.06% |
$114K - $126K
|
139K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 15.09% |
$114K - $127K
|
16.5K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.52K- 5.33% |
$137K - $152K
|
62.5K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 3.45% |
$142K - $158K
|
102K
$4.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.07K- 6.96% |
$158K - $176K
|
54.3K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.18K- 32.64% |
$163K - $181K
|
8.62K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-4.32K- 6.29% |
$168K - $187K
|
64.5K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4.8K- 22.38% |
$187K - $208K
|
16.6K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.92K- 15.07% |
$231K - $256K
|
33.4K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.87K- 4.89% |
$307K - $341K
|
153K
$6.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.99K- 43.29% |
$311K - $346K
|
10.5K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.33K- 5.72% |
$325K - $361K
|
137K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 50.99% |
$448K - $498K
|
11.1K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12K- 12.13% |
$469K - $521K
|
87.3K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.5K- 70.06% |
$486K - $539K
|
5.33K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-23.4K- 48.42% |
$912K - $1.01M
|
24.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-31.1K- 36.41% |
$1.21M - $1.35M
|
54.3K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.7K- 4.96% |
$1.27M - $1.41M
|
626K
$25.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-55.8K- 8.03% |
$2.17M - $2.42M
|
639K
$26.3M
|