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 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 19.78% |
$1.76K - $1.99K
|
333
$13.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
426+ 24.33% |
$13.6K - $15.4K
|
2.18K
$89K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-61- 33.33% |
$1.95K - $2.21K
|
122
$4.98K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 4.76% |
$32 - $36.2
|
22
$899
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.49K+ 6.05% |
$176K - $199K
|
96.2K
$3.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.1K- 58.36% |
$35.2K - $39.8K
|
785
$32.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-18.7K- 54.58% |
$600K - $677K
|
15.6K
$636K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
425New |
$13.6K - $15.4K
|
425
$17.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-251- 1.34% |
$8.04K - $9.07K
|
18.4K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
354+ 17.63% |
$11.3K - $12.8K
|
2.36K
$96.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
68.2KNew |
$2.19M - $2.47M
|
68.2K
$2.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.06K+ 167.67% |
$33.9K - $38.2K
|
1.69K
$69K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.64KClosed |
$88.6K - $94.9K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
65New |
$2.18K - $2.34K
|
65
$2.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.47K+ 22.25% |
$150K - $161K
|
24.6K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
17.1KNew |
$575K - $615K
|
17.1K
$699K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.4KNew |
$415K - $445K
|
12.4K
$505K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
91+ 1.46% |
$3.06K - $3.27K
|
6.32K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.51K- 14.17% |
$320K - $342K
|
57.6K
$2.36M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.91K- 14.81% |
$64K - $68.5K
|
11K
$448K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.53KNew |
$287K - $307K
|
8.53K
$349K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.97K- 1.67% |
$99.6K - $107K
|
174K
$7.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21K- 58.94% |
$705K - $754K
|
14.6K
$597K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.13K- 74.22% |
$103K - $108K
|
1.09K
$44.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-989- 9.05% |
$32.4K - $34.3K
|
9.94K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-618- 1.17% |
$20.3K - $21.4K
|
52.1K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.99K- 25.43% |
$131K - $138K
|
11.7K
$477K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-855- 3.17% |
$28K - $29.6K
|
26.1K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
60New |
$1.97K - $2.08K
|
60
$2.45K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
606New |
$19.9K - $21K
|
606
$24.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-110K- 2.3% |
$3.61M - $3.82M
|
4.69M
$191M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
10.3KNew |
$336K - $356K
|
10.3K
$419K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
25.7KNew |
$831K - $919K
|
25.7K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.39KNew |
$272K - $300K
|
8.39K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.6KNew |
$51.8K - $57.3K
|
1.6K
$65.4K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.7KNew |
$930K - $1.03M
|
28.7K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
936New |
$30.3K - $33.5K
|
936
$38.2K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.95K+ 2.65% |
$160K - $177K
|
192K
$7.83M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-41- 47.13% |
$1.33K - $1.47K
|
46
$1.88K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-151K- 95.67% |
$4.9M - $5.41M
|
6.85K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.02% |
$32.4 - $35.8
|
6.1K
$249K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.74K+ 9.42% |
$56.4K - $62.3K
|
20.2K
$827K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-20- 0.26% |
$648 - $716
|
7.57K
$309K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.51K+ 68.61% |
$48.9K - $54K
|
3.71K
$152K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.56K- 7.82% |
$83K - $91.7K
|
30.2K
$1.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.35K+ 13.58% |
$43.7K - $48.3K
|
11.3K
$461K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.49KNew |
$80.5K - $89K
|
2.49K
$102K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
404+ 3.03% |
$13.1K - $14.5K
|
13.7K
$561K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
223New |
$6.92K - $8.14K
|
223
$9.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.7KNew |
$1.2M - $1.41M
|
38.7K
$1.58M
|
|