Latest Institutional Purchases of Nuveen Esg Large Cap Value ETF (NULV)
This list provides information on the latest institutional transactions involving Nuveen Esg Large Cap Value ETF (NULV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.9KNew |
$984K - $1.04M
|
22.9K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
13KNew |
$559K - $592K
|
13K
$581K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.2KNew |
$435K - $461K
|
10.2K
$453K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.93K+ 67.57% |
$340K - $360K
|
19.7K
$877K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.78KNew |
$333K - $353K
|
7.78K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.75K+ 1.68% |
$289K - $306K
|
409K
$18.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.25K+ 52.7% |
$268K - $283K
|
18.1K
$807K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
6.07KNew |
$260K - $276K
|
6.07K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$260K - $275K
|
6.07K
$270K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
5.66KNew |
$243K - $257K
|
5.66K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.69KNew |
$201K - $213K
|
4.69K
$209K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$193K - $205K
|
4.51K
$201K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.71K+ 7.28% |
$116K - $123K
|
40K
$1.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.97K+ 7.5% |
$84.6K - $89.6K
|
28.3K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 3.41% |
$64.6K - $68.4K
|
45.7K
$2.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.17K+ 30.67% |
$50K - $52.9K
|
4.96K
$221K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
863+ 1.07% |
$37K - $39.2K
|
81.3K
$3.62M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
825+ 8.19% |
$35.4K - $37.4K
|
10.9K
$486K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
708+ 11.53% |
$30.4K - $32.1K
|
6.85K
$305K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
550+ 6.08% |
$23.6K - $25K
|
9.6K
$428K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
425+ 4.72% |
$18.2K - $19.3K
|
9.42K
$420K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
412+ 1.15% |
$17.7K - $18.7K
|
36.1K
$1.61M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
321+ 1.12% |
$13.8K - $14.6K
|
28.9K
$1.29M
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
299+ 4.38% |
$12.8K - $13.6K
|
7.12K
$317K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
188+ 1.62% |
$8.06K - $8.53K
|
11.8K
$526K
|
|
|
Jan 27, 2026
Q4 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
91+ 0.93% |
$3.9K - $4.13K
|
9.89K
$441K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 1.09% |
$3.04K - $3.22K
|
6.61K
$294K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
59+ 0.59% |
$2.53K - $2.68K
|
10.1K
$450K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
48+ 0.47% |
$2.06K - $2.18K
|
10.4K
$462K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 0.49% |
$1.5K - $1.59K
|
7.15K
$319K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
35+ 1.63% |
$1.5K - $1.59K
|
2.18K
$97.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
32+ 1.66% |
$1.37K - $1.45K
|
1.97K
$87.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
22+ 0.44% |
$943 - $999
|
5.06K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$42.9 - $45.4
|
8.98K
$400K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
381K+ 8.87% |
$15.8M - $16.7M
|
4.67M
$208M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
210K+ 46.15% |
$8.73M - $9.22M
|
666K
$29.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 1.02% |
$5.72M - $6.04M
|
13.7M
$611M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
56.9K+ 16.96% |
$2.36M - $2.49M
|
392K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.6K+ 4.16% |
$2.35M - $2.48M
|
1.42M
$63.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.4K+ 34.79% |
$1.84M - $1.95M
|
172K
$7.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
33.8K+ 55.66% |
$1.4M - $1.48M
|
94.5K
$4.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
30.6K+ 8.85% |
$1.27M - $1.34M
|
377K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.4K+ 434.05% |
$1.14M - $1.2M
|
33.7K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 2.28% |
$1.11M - $1.18M
|
1.2M
$53.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3KNew |
$1.01M - $1.06M
|
24.3K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.1K+ 59.15% |
$877K - $926K
|
56.9K
$2.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.4KNew |
$763K - $805K
|
18.4K
$819K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13.7K+ 44.44% |
$567K - $599K
|
44.4K
$1.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.7K+ 0.58% |
$487K - $514K
|
2.03M
$90.7M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
9.49K+ 5.33% |
$394K - $416K
|
188K
$8.36M
|
|