Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
13KNew |
$559K - $592K
|
13K
$581K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.2KNew |
$435K - $461K
|
10.2K
$453K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.78KNew |
$333K - $353K
|
7.78K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.75K+ 1.68% |
$289K - $306K
|
409K
$18.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$260K - $275K
|
6.07K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.69KNew |
$201K - $213K
|
4.69K
$209K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
825+ 8.19% |
$35.4K - $37.4K
|
10.9K
$486K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
425+ 4.72% |
$18.2K - $19.3K
|
9.42K
$420K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
412+ 1.15% |
$17.7K - $18.7K
|
36.1K
$1.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 1.09% |
$3.04K - $3.22K
|
6.61K
$294K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
35+ 1.63% |
$1.5K - $1.59K
|
2.18K
$97.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
22+ 0.44% |
$943 - $999
|
5.06K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$42.9 - $45.4
|
8.98K
$400K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4- 0.08% |
$172 - $182
|
5.3K
$236K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-49- 0.19% |
$2.1K - $2.22K
|
25.4K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-109- 0.66% |
$4.67K - $4.95K
|
16.5K
$735K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-110- 0.86% |
$4.72K - $4.99K
|
12.7K
$564K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-205- 0.45% |
$8.79K - $9.3K
|
45.4K
$2.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-333- 1.21% |
$14.3K - $15.1K
|
27.2K
$1.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-400Closed |
$17.2K - $18.2K
|
0
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-448- 0.32% |
$19.2K - $20.3K
|
139K
$6.21M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-577- 30.51% |
$24.7K - $26.2K
|
1.31K
$58.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-747- 5.34% |
$32K - $33.9K
|
13.2K
$590K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.5K- 3.11% |
$64.3K - $68K
|
46.8K
$2.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.28K- 18.84% |
$97.6K - $103K
|
9.81K
$437K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-3.63K- 1.24% |
$156K - $165K
|
290K
$12.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.43K- 9.52% |
$276K - $292K
|
61.1K
$2.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-18.1K- 74.32% |
$778K - $823K
|
6.27K
$279K
|
|