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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.42K+ 2.85% |
$46K - $55.2K
|
51.3K
$2.29M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-6.98KClosed |
$226K - $271K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-600Closed |
$19.4K - $23.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-5.68KClosed |
$184K - $221K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.03K+ 126.54% |
$33.2K - $39.8K
|
1.84K
$81.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
275New |
$8.91K - $10.7K
|
275
$12.3K
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.5KClosed |
$198K - $216K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-6.54KClosed |
$235K - $257K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.6KClosed |
$273K - $299K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
133New |
$4.78K - $5.23K
|
133
$5.93K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
156New |
$5.6K - $6.13K
|
156
$6.95K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-6.63KClosed |
$238K - $260K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-5.17KClosed |
$186K - $203K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.16KNew |
$192K - $206K
|
5.16K
$230K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.36KClosed |
$199K - $210K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.7KClosed |
$620K - $655K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.89KClosed |
$219K - $231K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-173Closed |
$6.42K - $6.78K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
161+ 17.48% |
$5.98K - $6.31K
|
1.08K
$48.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.13KNew |
$116K - $123K
|
3.13K
$140K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.73KClosed |
$209K - $221K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-161KClosed |
$5.86M - $6.2M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.4KClosed |
$270K - $285K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-150Closed |
$5.47K - $5.78K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-17.5KClosed |
$639K - $675K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-271Closed |
$8.76K - $9.88K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-196Closed |
$6.33K - $7.15K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
586+ 4.25% |
$16.6K - $19.5K
|
14.4K
$640K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
57.8KNew |
$1.64M - $1.93M
|
57.8K
$2.58M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-9.8KClosed |
$269K - $298K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-897Closed |
$24.6K - $27.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-337Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$10.5K - $11.7K
|
350
$15.6K
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-750KClosed |
N/A
|
0
$0
|
|