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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
279+ 12.86% |
$10.5K - $11.6K
|
2.45K
$99.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.03KNew |
$302K - $335K
|
8.03K
$327K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8+ 0.15% |
$301 - $334
|
5.45K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.56K- 13.69% |
$58.6K - $65K
|
9.83K
$401K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.74K+ 302.88% |
$103K - $114K
|
3.64K
$148K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.46KNew |
$53.4K - $56.3K
|
1.46K
$59.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
662New |
$24.2K - $25.6K
|
662
$27K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87+ 1.39% |
$3.19K - $3.36K
|
6.36K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
45.8KNew |
$1.68M - $1.77M
|
45.8K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-571- 8.19% |
$20.9K - $22.1K
|
6.4K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21KNew |
$768K - $810K
|
21K
$855K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-58.7K- 75.78% |
$2.15M - $2.27M
|
18.8K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.31KNew |
$194K - $205K
|
5.31K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-107- 1.66% |
$3.92K - $4.13K
|
6.35K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2K+ 3451.72% |
$73.3K - $77.3K
|
2.06K
$83.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
460+ 2.82% |
$16.8K - $17.8K
|
16.8K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.16K+ 60.47% |
$262K - $277K
|
19K
$774K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.48K- 46.35% |
$237K - $250K
|
7.5K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
5.85KNew |
$214K - $226K
|
5.85K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.65K- 14.29% |
$60.2K - $63.5K
|
9.87K
$402K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 1.61% |
$1.17K - $1.24K
|
1.95K
$79.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 6.6% |
$476 - $502
|
210
$8.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 198.64% |
$69.7K - $73.6K
|
2.86K
$117K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 4.55% |
$366 - $386
|
230
$9.37K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$21.3K - $22.4K
|
581
$23.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.74K+ 44.67% |
$137K - $144K
|
12.1K
$493K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.16K- 56.89% |
$262K - $276K
|
5.43K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.6KNew |
$460K - $486K
|
12.6K
$512K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-729- 3.94% |
$26.7K - $28.2K
|
17.8K
$724K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85New |
$3.11K - $3.28K
|
85
$3.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 0.52% |
$2.86K - $3.01K
|
14.9K
$606K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.9KNew |
$545K - $575K
|
14.9K
$606K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180+ 0.65% |
$6.37K - $6.99K
|
27.9K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
126K+ 1436.91% |
$4.46M - $4.9M
|
135K
$5.49M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 1.56% |
$850 - $933
|
1.56K
$63.7K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-670- 48.48% |
$23.7K - $26K
|
712
$29K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.95KNew |
$317K - $348K
|
8.95K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.69K+ 29.76% |
$95.1K - $104K
|
11.7K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
470New |
$16.6K - $18.3K
|
470
$19.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$9.28K - $10.2K
|
262
$10.7K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.6K- 35.69% |
$731K - $802K
|
37.2K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-19K- 54.03% |
$674K - $740K
|
16.2K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.95KNew |
$140K - $154K
|
3.95K
$161K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
912+ 11.25% |
$32.3K - $35.4K
|
9.02K
$367K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-450- 47.37% |
$15.9K - $17.5K
|
500
$20.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
5.45KNew |
$193K - $212K
|
5.45K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.98K- 22.09% |
$70K - $76.9K
|
6.98K
$284K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.8KNew |
$3.53M - $3.88M
|
99.8K
$4.07M
|
|
| Q4 2023 | |||||||
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-775- 9.95% |
$24.8K - $28K
|
7.01K
$286K
|
|