Sowell Financial Services LLC Nuveen Esg Large Cap Value ETF Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$36.47 - $38.55 $269,841 - $285,231	-7,399 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$32.32 - $36.47 $48,286 - $54,486	-1,494 Reduced 16.8%	7,399 $283,000
Q4 2020 Jan 13, 2021	SELL	$28.34 - $33.34 $66,513 - $78,248	-2,347 Reduced 20.88%	8,893 $293,000
Q3 2020 Nov 12, 2020	BUY	$27.45 - $30.45 $9,250 - $10,261	337 Added 3.09%	11,240 $327,000
Q2 2020 Aug 13, 2020	SELL	$23.39 - $30.27 $110,307 - $142,753	-4,716 Reduced 30.19%	10,903 $304,000

Q1 2020 May 12, 2020	BUY	$21.0 - $33.33 $41,811 - $66,360	1,991 Added 14.61%	15,619 $381,000
Q4 2019 Feb 07, 2020	BUY	$30.13 - $33.31 $195,634 - $216,281	6,493 Added 91.0%	13,628 $0
Q3 2019 Nov 14, 2019	BUY	$30.97 - $31.38 $220,970 - $223,896	7,135 New	7,135 $223,000

Others Institutions Holding NULV

# of Institutions

288

Shares Held

41.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

13.7M
Shares

$611 Million
0.04% of portfolio
Tiaa, Fsb St. Louis, MO

4.69M
Shares

$209 Million
0.59% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.67M
Shares

$208 Million
0.5% of portfolio
Jpmorgan Chase & CO New York, NY

2.03M
Shares

$90.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.42M
Shares

$63.3 Million
0.02% of portfolio

About NUVEEN ESG LARGE-CAP VALUE ETF

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