Latest Institutional Transactions on Nuveen Esg Large Cap Growth Et (NULG)
This table provides information on the latest institutional transactions involving Nuveen Esg Large Cap Growth Et (NULG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.81KNew |
$311K - $346K
|
3.81K
$318K
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-159- 3.88% |
$13K - $14.5K
|
3.94K
$329K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.56K- 14.31% |
$290K - $323K
|
21.3K
$1.78M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
310+ 6.57% |
$25.3K - $28.2K
|
5.03K
$420K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.8KNew |
$147K - $163K
|
1.8K
$150K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
101+ 0.61% |
$8.24K - $9.18K
|
16.7K
$1.4M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-85- 3.12% |
$6.94K - $7.73K
|
2.64K
$221K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-656- 2.62% |
$53.5K - $59.6K
|
24.4K
$2.04M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$490 - $545
|
6
$501
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-359- 4.54% |
$29.3K - $32.6K
|
7.55K
$631K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.08K- 4.55% |
$577K - $643K
|
148K
$12.4M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.19K+ 14.58% |
$97K - $108K
|
9.34K
$781K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
16.9KNew |
$1.38M - $1.54M
|
16.9K
$1.41M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.36KNew |
$192K - $214K
|
2.36K
$197K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5+ 0.14% |
$408 - $454
|
3.64K
$304K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
123+ 4.75% |
$10K - $11.2K
|
2.71K
$227K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.4K- 45.05% |
$927K - $1.03M
|
13.9K
$1.16M
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-38- 0.49% |
$3.1K - $3.45K
|
7.71K
$644K
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-8.78K- 3.85% |
$716K - $798K
|
219K
$18.3M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-567- 7.9% |
$46.3K - $51.5K
|
6.61K
$552K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-220- 0.96% |
$18K - $20K
|
22.7K
$1.89M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-647- 6.7% |
$52.8K - $58.8K
|
9.02K
$753K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4+ 0.14% |
$326 - $364
|
2.84K
$237K
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-40.1K- 19.34% |
$3.27M - $3.65M
|
167K
$14M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
262+ 3.21% |
$21.4K - $23.8K
|
8.42K
$703K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.62K- 9.05% |
$132K - $148K
|
16.3K
$1.36M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4+ 0.14% |
$326 - $364
|
2.94K
$245K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-673- 20.64% |
$54.9K - $61.2K
|
2.59K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-37K- 76.04% |
$3.02M - $3.36M
|
11.7K
$974K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.19K+ 11.71% |
$97.1K - $108K
|
11.4K
$948K
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.26KNew |
$347K - $387K
|
4.26K
$356K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-280- 4.96% |
$22.8K - $25.4K
|
5.36K
$448K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
6.78KNew |
$553K - $616K
|
6.78K
$566K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.62K- 40.65% |
$295K - $329K
|
5.28K
$441K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-373- 9.35% |
$30.4K - $33.9K
|
3.62K
$302K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
13+ 0.16% |
$1.06K - $1.18K
|
8.38K
$700K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-315- 0.93% |
$25.7K - $28.6K
|
33.5K
$2.8M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.78K- 9.27% |
$146K - $162K
|
17.5K
$1.46M
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-199- 1.62% |
$16.2K - $18.1K
|
12.1K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
813+ 7.98% |
$66.3K - $73.9K
|
11K
$919K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.96KNew |
$160K - $178K
|
1.96K
$164K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-57- 1.69% |
$4.65K - $5.18K
|
3.31K
$277K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.06K+ 21.97% |
$250K - $278K
|
17K
$1.42M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-155- 3.81% |
$12.6K - $14.1K
|
3.91K
$327K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-46- 0.26% |
$3.75K - $4.18K
|
17.9K
$1.49M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18+ 0.33% |
$1.47K - $1.64K
|
5.46K
$456K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-158- 0.16% |
$12.9K - $14.4K
|
98.4K
$8.22M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-94- 2.13% |
$7.67K - $8.54K
|
4.32K
$361K
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.15K- 3.74% |
$93.7K - $104K
|
29.6K
$2.47M
|
|
Q3 2024 | |||||||
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-265- 28.68% |
$19.6K - $22.3K
|
659
$55K
|