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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
65New |
$2.18K - $2.34K
|
65
$2.6K
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
10.3KNew |
$336K - $356K
|
10.3K
$411K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
60New |
$1.97K - $2.08K
|
60
$2.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.7KNew |
$930K - $1.03M
|
28.7K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
25.7KNew |
$831K - $919K
|
25.7K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.39KNew |
$272K - $300K
|
8.39K
$336K
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.95K+ 2.65% |
$160K - $177K
|
192K
$7.67M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.49KNew |
$80.5K - $89K
|
2.49K
$99.5K
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.74K+ 9.42% |
$56.4K - $62.3K
|
20.2K
$810K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.6KNew |
$51.8K - $57.3K
|
1.6K
$64K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.35K+ 13.58% |
$43.7K - $48.3K
|
11.3K
$451K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
936New |
$30.3K - $33.5K
|
936
$37.4K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
404+ 3.03% |
$13.1K - $14.5K
|
13.7K
$550K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.7KNew |
$1.2M - $1.41M
|
38.7K
$1.55M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.54KNew |
$203K - $239K
|
6.54K
$262K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.56KNew |
$141K - $166K
|
4.56K
$182K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.2KNew |
$99.2K - $117K
|
3.2K
$128K
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.28K+ 78.17% |
$39.8K - $46.8K
|
2.92K
$117K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$38.5K - $45.3K
|
1.24K
$49.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.1KNew |
$34.1K - $40.2K
|
1.1K
$44K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
654+ 1.75% |
$20.3K - $23.9K
|
38.1K
$1.53M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
425New |
$13.2K - $15.5K
|
425
$17K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
223New |
$6.92K - $8.14K
|
223
$8.92K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.31% |
$3.6K - $4.23K
|
8.98K
$359K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
39New |
$1.21K - $1.42K
|
39
$1.56K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$31 - $36.5
|
1
$40
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.4KNew |
$382K - $453K
|
12.4K
$495K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
8.01KNew |
$247K - $294K
|
8.01K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.63K+ 6.03% |
$236K - $280K
|
134K
$5.37M
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.43K+ 35.91% |
$106K - $126K
|
13K
$519K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.29KNew |
$101K - $121K
|
3.29K
$132K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.71KNew |
$83.6K - $99.3K
|
2.71K
$108K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$15.4K - $18.3K
|
500
$20K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
68New |
$2.1K - $2.49K
|
68
$2.72K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 20.0% |
$30.9 - $36.7
|
6
$240
|
|
Q2 2022 | |||||||
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.42K+ 2.85% |
$46K - $55.2K
|
51.3K
$2.05M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.25KNew |
$40.4K - $48.4K
|
1.25K
$49.9K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.03K+ 126.54% |
$33.2K - $39.8K
|
1.84K
$73.4K
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
360+ 6.29% |
$11.7K - $14K
|
6.09K
$244K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
275New |
$8.91K - $10.7K
|
275
$11K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
113+ 4.06% |
$3.66K - $4.39K
|
2.9K
$116K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
94New |
$3.04K - $3.65K
|
94
$3.76K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.28% |
$32.4 - $38.8
|
79
$3.16K
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
156New |
$5.6K - $6.13K
|
156
$6.24K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
133New |
$4.78K - $5.23K
|
133
$5.32K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.16KNew |
$192K - $206K
|
5.16K
$206K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.13KNew |
$116K - $123K
|
3.13K
$125K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
161+ 17.48% |
$5.98K - $6.31K
|
1.08K
$43.3K
|
|
Q1 2021 | |||||||
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.51K+ 48.63% |
$243K - $274K
|
23K
$919K
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
57.8KNew |
$1.64M - $1.93M
|
57.8K
$2.31M
|