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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-636- 54.27% |
$24.7K - $26.5K
|
536
$23.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-176- 6.84% |
$6.84K - $7.32K
|
2.4K
$107K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 3.37% |
$272 - $291
|
215
$9.58K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
139New |
$5.41K - $5.78K
|
139
$6.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
222+ 3.16% |
$8.63K - $9.24K
|
7.24K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-564- 8.12% |
$21.9K - $23.5K
|
6.38K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-74- 3.79% |
$2.88K - $3.08K
|
1.88K
$83.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.33K+ 13.55% |
$51.8K - $55.4K
|
11.2K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.88KNew |
$267K - $286K
|
6.88K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-226- 19.38% |
$8.79K - $9.4K
|
940
$41.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.8% |
$3.89K - $4.16K
|
12.5K
$556K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-491- 46.85% |
$19.1K - $20.4K
|
557
$24.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2KNew |
$124K - $133K
|
3.2K
$143K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
470New |
$18.3K - $20.3K
|
470
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.3K+ 34.29% |
$439K - $488K
|
44.1K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41K+ 14.87% |
$1.6M - $1.77M
|
317K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 3.15% |
$5.06K - $5.63K
|
4K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-675- 9.0% |
$26.3K - $29.2K
|
6.82K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
109New |
$4.25K - $4.72K
|
109
$4.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-436- 84.82% |
$17K - $18.9K
|
78
$3.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$79.9K - $88.7K
|
2.05K
$91.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.76K- 96.5% |
$107K - $119K
|
100
$4.46K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
330+ 2.1% |
$12.9K - $14.3K
|
16.1K
$716K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.45KNew |
$56.6K - $62.9K
|
1.45K
$64.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
833New |
$32.5K - $36.1K
|
833
$37.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.23KNew |
$282K - $313K
|
7.23K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 5.41% |
$4.29K - $4.76K
|
2.15K
$95.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
838+ 138.28% |
$32.6K - $36.3K
|
1.44K
$64.4K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.1% |
$273 - $303
|
340
$15.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-565- 7.13% |
$22K - $24.5K
|
7.36K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 2.63% |
$77.9 - $86.6
|
78
$3.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.5K- 70.06% |
$486K - $539K
|
5.33K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.04% |
$273 - $303
|
17.9K
$800K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-236- 41.04% |
$9.19K - $10.2K
|
339
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61+ 1.06% |
$2.38K - $2.64K
|
5.83K
$260K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
382New |
$14.9K - $16.5K
|
382
$17K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-139- 1.97% |
$5.23K - $5.8K
|
6.92K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 9.48% |
$3.76K - $4.17K
|
1.16K
$51.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
4.89KNew |
$184K - $204K
|
4.89K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.26KNew |
$47.5K - $52.7K
|
1.26K
$56.3K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-13.8K- 43.53% |
$519K - $576K
|
17.9K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
2.1KNew |
$78.9K - $87.5K
|
2.1K
$93.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.07KNew |
$191K - $212K
|
5.07K
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.6K+ 4072.0% |
$1.38M - $1.53M
|
37.5K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
218+ 3.19% |
$8.2K - $9.09K
|
7.05K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
850+ 0.32% |
$32K - $35.5K
|
270K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 1.15% |
$19.8K - $22K
|
46.3K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.42K- 10.04% |
$91K - $101K
|
21.7K
$967K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.63K+ 8.87% |
$61.3K - $68K
|
20K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
279+ 12.86% |
$10.5K - $11.6K
|
2.45K
$109K
|
|