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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.69K- 50.0% |
$133K - $155K
|
3.69K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
313+ 12.08% |
$11.3K - $13.1K
|
2.91K
$130K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
372+ 1.95% |
$13.4K - $15.6K
|
19.5K
$868K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
376+ 6.53% |
$13.5K - $15.8K
|
6.14K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 1.33% |
$180 - $210
|
380
$16.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
201+ 87.39% |
$7.24K - $8.43K
|
431
$19.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.19K- 46.98% |
$187K - $218K
|
5.86K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
685+ 3.45% |
$24.7K - $28.7K
|
20.5K
$915K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95+ 0.61% |
$3.42K - $3.98K
|
15.7K
$700K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
340+ 2.45% |
$12.2K - $14.3K
|
14.2K
$634K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-195- 1.3% |
$7.02K - $8.17K
|
14.7K
$657K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 4.33% |
$973 - $1.13K
|
650
$29K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-770- 8.13% |
$27.7K - $32.3K
|
8.7K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-155- 1.93% |
$5.58K - $6.5K
|
7.89K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.88KNew |
$176K - $205K
|
4.88K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
73New |
$2.63K - $3.06K
|
73
$3.25K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-315- 4.48% |
$11.3K - $13.2K
|
6.71K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-10.6K- 5.01% |
$382K - $444K
|
201K
$8.96M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
711+ 6.13% |
$25.6K - $29.8K
|
12.3K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
420+ 4.87% |
$15.1K - $17.6K
|
9.05K
$403K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-151K- 97.6% |
$5.44M - $6.33M
|
3.71K
$165K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-267- 0.31% |
$9.62K - $11.2K
|
85.8K
$3.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
189New |
$6.81K - $7.92K
|
189
$8.43K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-79- 0.61% |
$2.85K - $3.31K
|
12.8K
$570K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.39KNew |
$194K - $226K
|
5.39K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-23- 0.07% |
$828 - $964
|
30.8K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
110+ 0.18% |
$3.96K - $4.61K
|
61.4K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2+ 0.01% |
$72 - $83.8
|
17.1K
$761K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-720- 10.27% |
$25.9K - $30.2K
|
6.29K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-191- 2.79% |
$6.88K - $8.01K
|
6.67K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61.1K- 60.06% |
$2.2M - $2.56M
|
40.6K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
497+ 5.19% |
$17.9K - $20.8K
|
10.1K
$449K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 25.07% |
$6.45K - $7.5K
|
535
$23.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
945+ 8.66% |
$34K - $39.6K
|
11.9K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-121- 1.08% |
$4.36K - $5.07K
|
11.1K
$493K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.4% |
$720 - $838
|
5.04K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.23K- 6.03% |
$80.2K - $93.4K
|
34.7K
$1.55M
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
382New |
$14.9K - $15.9K
|
382
$17K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.2KNew |
$903K - $966K
|
23.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.08K- 60.27% |
$314K - $336K
|
5.33K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 20.04% |
$54.2K - $57.9K
|
5.56K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.58KNew |
$217K - $232K
|
5.58K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.89K- 81.97% |
$112K - $120K
|
635
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$38.9 - $41.6
|
1
$44.6
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
47New |
$1.83K - $1.96K
|
47
$2.1K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-34- 0.64% |
$1.32K - $1.41K
|
5.29K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.11K- 36.27% |
$43.3K - $46.3K
|
1.96K
$87.2K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.43KNew |
$94.4K - $101K
|
2.43K
$108K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-493- 5.02% |
$19.2K - $20.5K
|
9.33K
$416K
|
|