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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.26K+ 3.98% |
$93.7K - $99K
|
59K
$2.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$80.2K - $84.7K
|
1.93K
$86.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 3.5% |
$76.5K - $80.8K
|
54.4K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.71K+ 6.48% |
$71K - $75K
|
28.1K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.68K+ 16.95% |
$69.8K - $73.7K
|
11.6K
$517K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.53KNew |
$63.5K - $67.1K
|
1.53K
$68.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.49KNew |
$62K - $65.4K
|
1.49K
$66.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.48K+ 20.7% |
$61.5K - $65K
|
8.64K
$385K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.41K+ 0.67% |
$58.4K - $61.7K
|
212K
$9.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.34K+ 6.64% |
$55.8K - $58.9K
|
21.6K
$962K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 4.88% |
$51.7K - $54.6K
|
26.7K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 20.09% |
$46.5K - $49.1K
|
6.7K
$299K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.06K+ 12.11% |
$43.8K - $46.2K
|
9.77K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.05K+ 9.83% |
$43.4K - $45.8K
|
11.7K
$521K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 13.03% |
$43K - $45.4K
|
8.98K
$400K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
863+ 7.66% |
$35.8K - $37.8K
|
12.1K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
785+ 14.28% |
$32.6K - $34.4K
|
6.28K
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
781+ 0.74% |
$32.4K - $34.2K
|
107K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
766New |
$31.8K - $33.6K
|
766
$34.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
740+ 5.05% |
$30.7K - $32.4K
|
15.4K
$686K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
740+ 12.77% |
$30.7K - $32.4K
|
6.54K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
676+ 2.64% |
$28.1K - $29.6K
|
26.3K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
646+ 7.08% |
$26.8K - $28.3K
|
9.78K
$436K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
604+ 4.73% |
$25.1K - $26.5K
|
13.4K
$596K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
550+ 7.19% |
$22.8K - $24.1K
|
8.2K
$366K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
543+ 5.71% |
$22.5K - $23.8K
|
10K
$448K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
479+ 0.39% |
$19.9K - $21K
|
125K
$5.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
463+ 5.07% |
$19.2K - $20.3K
|
9.6K
$428K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
409+ 4.13% |
$17K - $17.9K
|
10.3K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
341+ 2.48% |
$14.2K - $14.9K
|
14.1K
$628K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
296+ 0.67% |
$12.3K - $13K
|
44.2K
$1.97M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
280+ 0.62% |
$11.6K - $12.3K
|
45.6K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
272New |
$11.3K - $11.9K
|
272
$12.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
250+ 3.11% |
$10.4K - $11K
|
8.28K
$369K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
244+ 6.86% |
$10.1K - $10.7K
|
3.8K
$169K
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
239+ 2.59% |
$9.92K - $10.5K
|
9.47K
$422K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
197+ 0.77% |
$8.18K - $8.63K
|
25.7K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
195+ 1.09% |
$8.09K - $8.55K
|
18.1K
$808K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
180New |
$7.47K - $7.89K
|
180
$8.02K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
165+ 3.21% |
$6.85K - $7.23K
|
5.3K
$236K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
149+ 2.44% |
$6.18K - $6.53K
|
6.25K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
137+ 1.06% |
$5.69K - $6K
|
13.1K
$584K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
137+ 0.8% |
$5.69K - $6K
|
17.3K
$773K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
136+ 1.53% |
$5.64K - $5.96K
|
9K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 6.82% |
$5.1K - $5.39K
|
1.93K
$85.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
119+ 2.36% |
$4.94K - $5.22K
|
5.16K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
111+ 0.81% |
$4.61K - $4.87K
|
13.9K
$618K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
107+ 1.0% |
$4.44K - $4.69K
|
10.9K
$484K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
86+ 0.31% |
$3.57K - $3.77K
|
27.8K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
79+ 0.68% |
$3.28K - $3.46K
|
11.7K
$520K
|
|