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 |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-35- 11.67% |
$2.59K - $2.95K
|
265
$22.1K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 11.63% |
$369 - $421
|
38
$3.17K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.4K+ 744.68% |
$103K - $118K
|
1.59K
$133K
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-3- 0.61% |
$222 - $253
|
487
$40.7K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
702+ 22.57% |
$51.8K - $59.1K
|
3.81K
$318K
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.11K+ 38.77% |
$229K - $261K
|
11.1K
$928K
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.53KNew |
$187K - $213K
|
2.53K
$211K
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
51+ 1.62% |
$3.77K - $4.29K
|
3.2K
$267K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.81K- 49.59% |
$134K - $152K
|
1.84K
$154K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
685+ 8.33% |
$50.6K - $57.7K
|
8.9K
$744K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-297- 75.0% |
$21.9K - $25K
|
99
$8.27K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.2K- 19.7% |
$88.7K - $101K
|
4.9K
$409K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.11KNew |
$304K - $346K
|
4.11K
$343K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.1K- 47.99% |
$229K - $261K
|
3.36K
$280K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.44KNew |
$550K - $627K
|
7.44K
$622K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-187- 13.43% |
$13.8K - $15.7K
|
1.21K
$101K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.87% |
$4.06K - $4.63K
|
3K
$250K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.17KNew |
$308K - $351K
|
4.17K
$348K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
120+ 23.3% |
$8.86K - $10.1K
|
635
$53K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100+ 3.05% |
$7.39K - $8.42K
|
3.38K
$282K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.6K- 34.54% |
$3.29M - $3.76M
|
84.5K
$7.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 7.48% |
$80.4K - $91.6K
|
15.6K
$1.31M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 14.78% |
$101K - $115K
|
7.89K
$659K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
646+ 11.9% |
$47.7K - $54.4K
|
6.08K
$508K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
77New |
$5.69K - $6.48K
|
77
$6.43K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
888+ 12.04% |
$65.6K - $74.8K
|
8.26K
$690K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
14+ 0.52% |
$1.03K - $1.18K
|
2.73K
$228K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
125New |
$9.23K - $10.5K
|
125
$10.4K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.55K+ 42.77% |
$109K - $127K
|
5.17K
$432K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$746K - $866K
|
10.6K
$881K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-56- 1.63% |
$3.96K - $4.6K
|
3.37K
$281K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
417New |
$29.5K - $34.2K
|
417
$34.8K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-377- 7.98% |
$26.6K - $31K
|
4.35K
$363K
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.62KNew |
$185K - $215K
|
2.62K
$219K
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23KNew |
$1.63M - $1.89M
|
23K
$1.92M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
45+ 0.42% |
$3.18K - $3.7K
|
10.8K
$902K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
747+ 15.37% |
$52.8K - $61.3K
|
5.61K
$468K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.4KNew |
$311K - $361K
|
4.4K
$368K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.47KNew |
$175K - $203K
|
2.47K
$207K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.74KNew |
$264K - $307K
|
3.74K
$312K
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.06KNew |
$428K - $498K
|
6.06K
$506K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.4KNew |
$240K - $279K
|
3.4K
$284K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
296New |
$20.9K - $24.3K
|
296
$24.7K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.61KNew |
$185K - $214K
|
2.61K
$218K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.16K+ 6.81% |
$81.9K - $95.2K
|
18.2K
$1.52M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.65KNew |
$258K - $300K
|
3.65K
$305K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-540- 4.24% |
$38.2K - $44.3K
|
12.2K
$1.02M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.03KNew |
$285K - $331K
|
4.03K
$336K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
430New |
$30.4K - $35.3K
|
430
$35.9K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 33.33% |
$67.4 - $76.8
|
4
$334
|