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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.84% |
$4.72K - $5.46K
|
5.24K
$438K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.26KNew |
$398K - $461K
|
8.26K
$690K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-427- 6.49% |
$20.6K - $23.8K
|
6.15K
$514K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
117KNew |
$5.64M - $6.53M
|
117K
$9.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.65K- 72.11% |
$127K - $147K
|
1.02K
$85.5K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.17K- 72.63% |
$52.4K - $61.4K
|
439
$36.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
146New |
$6.57K - $7.7K
|
146
$12.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
776New |
$34.9K - $40.9K
|
776
$64.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
600New |
$27K - $31.6K
|
600
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.89KNew |
$355K - $416K
|
7.89K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
28.8KNew |
$1.3M - $1.52M
|
28.8K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.72K- 26.88% |
$77.6K - $90.9K
|
4.69K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-14.5K- 29.18% |
$651K - $762K
|
35.1K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
565New |
$25.4K - $29.8K
|
565
$47.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.23% |
$540 - $633
|
5.19K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.61K- 26.68% |
$117K - $138K
|
7.17K
$599K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
21New |
$945 - $1.11K
|
21
$1.75K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.09KNew |
$49K - $57.4K
|
1.09K
$91K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.12KNew |
$95.2K - $112K
|
2.12K
$177K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
280New |
$12.6K - $14.8K
|
280
$23.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
117KNew |
$5.25M - $6.15M
|
117K
$9.75M
|
|
| Q3 2022 | |||||||
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-888- 9.59% |
$40.9K - $50.2K
|
8.38K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 50.0% |
$46.1 - $56.6
|
3
$251
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.93KNew |
$273K - $335K
|
5.93K
$495K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
12KNew |
$555K - $681K
|
12K
$1.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.77KNew |
$220K - $270K
|
4.77K
$398K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.58KNew |
$72.7K - $89.2K
|
1.58K
$132K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.17K+ 10.28% |
$100K - $123K
|
23.3K
$1.95M
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-53.3K- 69.48% |
$2.46M - $3.01M
|
23.4K
$1.96M
|
|
| Q2 2022 | |||||||
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-30- 96.77% |
$1.39K - $1.86K
|
1
$83.5
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-805- 28.47% |
$37.2K - $49.9K
|
2.02K
$169K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
71New |
$3.28K - $4.4K
|
71
$5.93K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
503New |
$23.3K - $31.2K
|
503
$42K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-14.8K- 29.54% |
$685K - $918K
|
35.3K
$2.95M
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.59KClosed |
$166K - $222K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-37.8KClosed |
$1.75M - $2.35M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.58KClosed |
$166K - $222K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-5.98KClosed |
$277K - $371K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
40New |
$1.85K - $2.48K
|
40
$3.34K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$187K - $251K
|
4.04K
$337K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-14.6KClosed |
$677K - $908K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
717+ 15.16% |
$33.2K - $44.5K
|
5.45K
$455K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.88KClosed |
$226K - $303K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.65KClosed |
$169K - $226K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
305+ 124.49% |
$14.1K - $18.9K
|
550
$45.9K
|
|
| Q1 2022 | |||||||
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-3.44KClosed |
$185K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.42KClosed |
$237K - $303K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-604Closed |
$32.5K - $41.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
95New |
$5.11K - $6.51K
|
95
$7.94K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.22KClosed |
$227K - $289K
|
0
$0
|
|