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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.58% |
$429 - $476
|
208
$8.32K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-228- 0.89% |
$8.88K - $9.87K
|
25.5K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18.6KNew |
$726K - $807K
|
18.6K
$746K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-565- 7.13% |
$22K - $24.5K
|
7.36K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
655+ 5.52% |
$25.5K - $28.3K
|
12.5K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.64% |
$1.32K - $1.47K
|
5.32K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 19.16% |
$109K - $121K
|
11.8K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.41K- 38.0% |
$54.9K - $61K
|
2.3K
$92.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
989+ 43.09% |
$38.5K - $42.8K
|
3.28K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
695+ 1.66% |
$27.1K - $30.1K
|
42.5K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.94K+ 56.71% |
$387K - $430K
|
27.5K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 1.32% |
$90.4K - $100K
|
178K
$7.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
89+ 0.12% |
$3.47K - $3.85K
|
71.7K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.57KNew |
$100K - $111K
|
2.57K
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.5K- 70.06% |
$486K - $539K
|
5.33K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
320+ 1.73% |
$12.5K - $13.8K
|
18.9K
$755K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-148- 4.07% |
$5.77K - $6.41K
|
3.49K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-58- 0.1% |
$2.26K - $2.51K
|
56.4K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.28K- 6.85% |
$88.6K - $98.5K
|
30.9K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 2.63% |
$77.9 - $86.6
|
78
$3.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.3K- 14.04% |
$89.6K - $99.6K
|
14.1K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-236- 41.04% |
$9.19K - $10.2K
|
339
$13.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
623New |
$24.3K - $27K
|
623
$24.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.81KNew |
$304K - $338K
|
7.81K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12K- 12.13% |
$469K - $521K
|
87.3K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.39K+ 2.4% |
$249K - $276K
|
273K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
27+ 0.36% |
$1.05K - $1.17K
|
7.45K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.04% |
$273 - $303
|
17.9K
$718K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.52K- 5.33% |
$137K - $152K
|
62.5K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
391+ 5.41% |
$15.2K - $16.9K
|
7.62K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
101+ 0.96% |
$3.93K - $4.37K
|
10.7K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.49K+ 30.79% |
$175K - $194K
|
19.1K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-212- 0.81% |
$8.26K - $9.18K
|
26.1K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61+ 1.06% |
$2.38K - $2.64K
|
5.83K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
31+ 0.55% |
$1.21K - $1.34K
|
5.71K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.24K+ 50.61% |
$321K - $357K
|
24.5K
$981K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.08K- 11.1% |
$42K - $46.7K
|
8.64K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 40.06% |
$156K - $174K
|
14K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
763+ 9.49% |
$29.7K - $33K
|
8.81K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4.8K- 22.38% |
$187K - $208K
|
16.6K
$665K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
158+ 1.77% |
$6.16K - $6.84K
|
9.1K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
245+ 0.52% |
$9.55K - $10.6K
|
47.5K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
48+ 0.68% |
$1.87K - $2.08K
|
7.07K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-871- 4.81% |
$33.9K - $37.7K
|
17.2K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.15K+ 4.98% |
$83.6K - $92.8K
|
45.2K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
714+ 2.4% |
$27.8K - $30.9K
|
30.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
755+ 0.14% |
$29.4K - $32.7K
|
531K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-23.4K- 48.42% |
$912K - $1.01M
|
24.9K
$998K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
418+ 3.83% |
$16.3K - $18.1K
|
11.3K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.43K- 7.3% |
$55.6K - $61.7K
|
18.1K
$725K
|