Latest Institutional Transactions on Nuveen Esg Large Cap Value ETF (NULV)
This table provides information on the latest institutional transactions involving Nuveen Esg Large Cap Value ETF (NULV) 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 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 18.35% |
$80K - $88.7K
|
13.7K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-80.9K- 86.58% |
$3.04M - $3.38M
|
12.5K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.3K- 11.2% |
$763K - $846K
|
161K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-178- 1.88% |
$6.69K - $7.43K
|
9.32K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.3K+ 35.56% |
$2.19M - $2.43M
|
222K
$9.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
202+ 0.84% |
$7.6K - $8.43K
|
24.4K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.75K+ 32.02% |
$65.8K - $73K
|
7.22K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 4.03% |
$45.8K - $50.8K
|
31.4K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-19K- 16.44% |
$715K - $794K
|
96.7K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.59K+ 125.65% |
$59.9K - $66.4K
|
2.86K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
491+ 1583.87% |
$18.5K - $20.5K
|
522
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
93+ 1.11% |
$3.5K - $3.88K
|
8.44K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-70.9K- 29.8% |
$2.67M - $2.96M
|
167K
$6.82M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-100- 0.51% |
$3.76K - $4.17K
|
19.4K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.77K- 44.02% |
$104K - $116K
|
3.52K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
119K+ 84.59% |
$4.49M - $4.98M
|
260K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-295- 1.95% |
$11.1K - $12.3K
|
14.8K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
4.89KNew |
$184K - $204K
|
4.89K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.81K+ 61.02% |
$68.2K - $75.7K
|
4.79K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4K+ 58.13% |
$150K - $167K
|
10.9K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.68K- 1.92% |
$63.2K - $70.1K
|
86K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
949+ 1.79% |
$35.7K - $39.6K
|
53.8K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-431- 0.67% |
$16.2K - $18K
|
64K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-636- 13.05% |
$23.9K - $26.5K
|
4.24K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
312+ 11.31% |
$11.7K - $13K
|
3.07K
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
55+ 0.48% |
$2.07K - $2.29K
|
11.5K
$472K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
16.6K+ 11.61% |
$623K - $691K
|
159K
$6.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 2.29% |
$892K - $990K
|
1.06M
$43.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-523- 75.47% |
$19.7K - $21.8K
|
170
$6.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3K+ 14.58% |
$113K - $125K
|
23.5K
$961K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.01K- 9.31% |
$37.9K - $42.1K
|
9.82K
$401K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25K- 2.59% |
$940K - $1.04M
|
941K
$38.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 8.54% |
$1.81K - $2K
|
514
$21K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
9.92K+ 84.22% |
$373K - $414K
|
21.7K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
18.6KNew |
$698K - $774K
|
18.6K
$758K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
968+ 5.14% |
$36.4K - $40.4K
|
19.8K
$809K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 14.86% |
$4.72M - $5.23M
|
970K
$39.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.36K+ 10.99% |
$277K - $307K
|
74.3K
$3.04M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-408- 0.49% |
$15.3K - $17K
|
83.6K
$3.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.29KNew |
$199K - $220K
|
5.29K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-764- 2.88% |
$28.7K - $31.9K
|
25.7K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.62KNew |
$61K - $67.6K
|
1.62K
$66.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.67K+ 63.8% |
$138K - $153K
|
9.43K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.26KNew |
$47.5K - $52.7K
|
1.26K
$51.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-260- 3.5% |
$9.78K - $10.8K
|
7.16K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.63K- 2.41% |
$61.3K - $68K
|
66K
$2.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.98K+ 6.66% |
$74.4K - $82.5K
|
31.7K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
70+ 1.08% |
$2.63K - $2.92K
|
6.58K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
134+ 1.46% |
$5.04K - $5.59K
|
9.34K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 0.64% |
$5.64K - $6.26K
|
23.6K
$963K
|