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 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.75K+ 32.02% |
$65.8K - $73K
|
7.22K
$289K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.63K+ 8.87% |
$61.3K - $68K
|
20K
$801K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.26KNew |
$47.5K - $52.7K
|
1.26K
$50.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
850+ 0.32% |
$32K - $35.5K
|
270K
$10.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
527+ 1.15% |
$19.8K - $22K
|
46.3K
$1.85M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
414New |
$15.6K - $17.3K
|
414
$16.6K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
312+ 11.31% |
$11.7K - $13K
|
3.07K
$123K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
279+ 12.86% |
$10.5K - $11.6K
|
2.45K
$98K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
218+ 3.19% |
$8.2K - $9.09K
|
7.05K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 9.48% |
$3.76K - $4.17K
|
1.16K
$46.2K
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
12+ 1.42% |
$451 - $501
|
860
$34.4K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8+ 0.15% |
$301 - $334
|
5.45K
$218K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21KNew |
$768K - $810K
|
21K
$839K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.9KNew |
$545K - $575K
|
14.9K
$595K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.16K+ 60.47% |
$262K - $277K
|
19K
$760K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.31KNew |
$194K - $205K
|
5.31K
$213K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.74K+ 44.67% |
$137K - $144K
|
12.1K
$484K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2K+ 3451.72% |
$73.3K - $77.3K
|
2.06K
$82.4K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.46KNew |
$53.4K - $56.3K
|
1.46K
$58.3K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
662New |
$24.2K - $25.6K
|
662
$26.5K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
581New |
$21.3K - $22.4K
|
581
$23.2K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
85New |
$3.11K - $3.28K
|
85
$3.4K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 6.6% |
$476 - $502
|
210
$8.4K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 4.55% |
$366 - $386
|
230
$9.2K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
126K+ 1436.91% |
$4.46M - $4.9M
|
135K
$5.39M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.8KNew |
$3.53M - $3.88M
|
99.8K
$3.99M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.95KNew |
$317K - $348K
|
8.95K
$358K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
5.45KNew |
$193K - $212K
|
5.45K
$218K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.95KNew |
$140K - $154K
|
3.95K
$158K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.69K+ 29.76% |
$95.1K - $104K
|
11.7K
$469K
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
912+ 11.25% |
$32.3K - $35.4K
|
9.02K
$361K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
262New |
$9.28K - $10.2K
|
262
$10.5K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180+ 0.65% |
$6.37K - $6.99K
|
27.9K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 1.56% |
$850 - $933
|
1.56K
$62.6K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
471K+ 627.35% |
$15.1M - $17M
|
546K
$21.8M
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
68.2KNew |
$2.19M - $2.47M
|
68.2K
$2.73M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
24.6KNew |
$788K - $890K
|
24.6K
$985K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$237K - $267K
|
7.4K
$296K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.49K+ 6.05% |
$176K - $199K
|
96.2K
$3.85M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.06K+ 167.67% |
$33.9K - $38.2K
|
1.69K
$67.6K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
426+ 24.33% |
$13.6K - $15.4K
|
2.18K
$87.1K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
425New |
$13.6K - $15.4K
|
425
$17K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
354+ 17.63% |
$11.3K - $12.8K
|
2.36K
$94.5K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$96.1 - $108
|
3
$120
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 4.76% |
$32 - $36.2
|
22
$880
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
17.1KNew |
$575K - $615K
|
17.1K
$685K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.4KNew |
$415K - $445K
|
12.4K
$495K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.53KNew |
$287K - $307K
|
8.53K
$341K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.47K+ 22.25% |
$150K - $161K
|
24.6K
$983K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
91+ 1.46% |
$3.06K - $3.27K
|
6.32K
$253K
|