Purchases and Sales Made in Q2 2023 in Nuveen Esg Large Cap Value ETF (NULV)

NULV Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV) during Q2 2023. The information is specifically focused on institutions that hold shares of NUVEEN ESG LARGE-CAP VALUE ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
4.2K
+ 2.5%
$138K - $145K
172K $7.01M
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
4.18K
+ 6.08%
$137K - $145K
72.9K $2.97M
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
4.15K
+ 43.89%
$136K - $144K
13.6K $555K
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
4.15K
+ 11.63%
$136K - $144K
39.8K $1.62M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
3.77K
+ 2.17%
$124K - $131K
177K $7.23M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.6K
+ 1.86%
$118K - $125K
197K $8.04M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
3.51K
+ 17.25%
$115K - $122K
23.8K $971K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
3.03K
+ 23.23%
$99.3K - $105K
16.1K $654K
Mar 11, 2024 Q2 2023
Nepc LLC

Boston, MA
BUY
 -
2.64K
New
$86.5K - $91.4K
2.64K $108K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.41K
+ 3.29%
$78.8K - $83.3K
75.5K $3.07M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.94K
+ 2.73%
$63.6K - $67.2K
73K $2.97M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.7K
New
$55.7K - $58.8K
1.7K $69.2K
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1.64K
+ 18.33%
$53.8K - $56.9K
10.6K $432K
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.52K
New
$49.8K - $52.6K
1.52K $61.8K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1.47K
+ 6.21%
$48.3K - $51.1K
25.2K $1.03M
Jul 14, 2023 Q2 2023
Bond & Devick Financial Network, Inc.

BUY
 -
1.47K
+ 5.95%
$48.2K - $51K
26.2K $1.07M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.47K
+ 21.71%
$48.1K - $50.9K
8.23K $335K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.39K
+ 9.94%
$45.6K - $48.2K
15.4K $626K
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
1.34K
+ 6.79%
$43.8K - $46.3K
21K $855K
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
1.08K
+ 3.57%
$35.4K - $37.5K
31.4K $1.28M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.08K
+ 3.13%
$35.3K - $37.3K
35.4K $1.44M
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
905
+ 3.35%
$29.7K - $31.4K
27.9K $1.14M
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
903
+ 81.72%
$29.6K - $31.3K
2.01K $81.8K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
817
+ 3.5%
$26.8K - $28.3K
24.2K $984K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
790
+ 2.49%
$25.9K - $27.4K
32.5K $1.32M
Jul 28, 2023 Q2 2023
Money Design Co.,Ltd.

BUY
 -
743
+ 0.15%
$24.4K - $25.7K
480K $19.6M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
646
+ 2.64%
$21.2K - $22.4K
25.1K $1.02M
Aug 11, 2023 Q2 2023
Wescott Financial Advisory Group, LLC

BUY
 -
606
+ 7.45%
$19.9K - $21K
8.75K $356K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
606
New
$19.9K - $21K
606 $24.7K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
598
+ 7.6%
$19.6K - $20.7K
8.47K $345K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
543
+ 3.18%
$17.8K - $18.8K
17.6K $717K
Aug 07, 2023 Q2 2023
Rede Wealth, LLC

BUY
 -
431
+ 3.17%
$14.1K - $14.9K
14K $571K
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
349
+ 0.51%
$11.4K - $12.1K
68.6K $2.79M
Aug 02, 2023 Q2 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
339
+ 4.81%
$11.1K - $11.7K
7.39K $301K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
324
+ 0.5%
$10.6K - $11.2K
65.1K $2.65M
Aug 02, 2023 Q2 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
293
+ 2.7%
$9.6K - $10.2K
11.1K $453K
Jul 10, 2023 Q2 2023
Trust CO

BUY
 -
252
+ 2.61%
$8.26K - $8.73K
9.92K $404K
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
239
+ 0.23%
$7.83K - $8.28K
102K $4.17M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
217
+ 0.86%
$7.11K - $7.52K
25.3K $1.03M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
207
+ 2.73%
$6.79K - $7.17K
7.79K $317K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
201
+ 1.32%
$6.59K - $6.96K
15.4K $627K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
183
+ 0.22%
$6K - $6.34K
84.5K $3.44M
Jul 14, 2023 Q2 2023
Evolution Advisers, Inc.

BUY
 -
117
+ 0.24%
$3.84K - $4.05K
48.9K $1.99M
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
98
+ 98.99%
$3.21K - $3.4K
197 $8.03K
Aug 14, 2023 Q2 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
75
+ 0.07%
$2.46K - $2.6K
103K $4.2M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
68
+ 1.23%
$2.23K - $2.36K
5.59K $228K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
60
New
$1.97K - $2.08K
60 $2.44K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
40
+ 1.58%
$1.31K - $1.39K
2.57K $105K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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