Purchases and Sales Made in Q4 2021 in Nuveen Esg Large Cap Value ETF (NULV)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.06K+ 5.08% |
$226K - $242K
|
125K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.96KNew |
$222K - $238K
|
5.96K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
5.93KNew |
$221K - $237K
|
5.93K
$242K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5.5KNew |
$205K - $219K
|
5.5K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$204K - $218K
|
5.46K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.46K+ 72.76% |
$204K - $218K
|
13K
$530K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
5.34KNew |
$199K - $213K
|
5.34K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.25K+ 10.98% |
$196K - $209K
|
53.1K
$2.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.21KNew |
$194K - $208K
|
5.21K
$213K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.18K+ 54.01% |
$193K - $206K
|
14.8K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
5.17KNew |
$193K - $206K
|
5.17K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.16KNew |
$192K - $206K
|
5.16K
$211K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.01K+ 60.26% |
$187K - $200K
|
13.3K
$544K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.63K+ 11.97% |
$135K - $145K
|
33.9K
$1.39M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.45K+ 4.01% |
$129K - $138K
|
89.5K
$3.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.39K+ 5.5% |
$126K - $135K
|
65K
$2.66M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.12K+ 72.22% |
$116K - $124K
|
7.43K
$304K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.72KNew |
$101K - $108K
|
2.72K
$111K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.52K+ 8.7% |
$93.8K - $100K
|
31.4K
$1.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.29K+ 20.09% |
$85.3K - $91.3K
|
13.7K
$559K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.03K+ 11.4% |
$75.7K - $81K
|
19.8K
$811K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.82K+ 10.85% |
$67.7K - $72.4K
|
18.5K
$758K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.67KNew |
$62.4K - $66.8K
|
1.67K
$68.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62K+ 33.05% |
$60.4K - $64.6K
|
6.52K
$266K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.21K+ 7.6% |
$45.1K - $48.2K
|
17.1K
$700K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.17K+ 21.22% |
$43.7K - $46.7K
|
6.7K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.1K+ 2.85% |
$41K - $43.9K
|
39.7K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.09K+ 9.53% |
$40.6K - $43.5K
|
12.5K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 5.93% |
$38K - $40.6K
|
18.2K
$744K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
1.01K+ 13.73% |
$37.5K - $40.2K
|
8.34K
$341K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
975+ 0.94% |
$36.3K - $38.9K
|
104K
$4.27M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
940New |
$35K - $37.5K
|
940
$38.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
927+ 4.38% |
$34.6K - $37K
|
22.1K
$903K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
914+ 8.97% |
$34.1K - $36.5K
|
11.1K
$454K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
834+ 1.41% |
$31.1K - $33.3K
|
60K
$2.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
813+ 6.12% |
$30.3K - $32.4K
|
14.1K
$576K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
644+ 6.23% |
$24K - $25.7K
|
11K
$449K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
631+ 11.57% |
$23.5K - $25.2K
|
6.08K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
559+ 0.42% |
$20.8K - $22.3K
|
133K
$5.44M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
529+ 3.67% |
$19.7K - $21.1K
|
15K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
508+ 3.63% |
$18.9K - $20.3K
|
14.5K
$593K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
474+ 5.24% |
$17.7K - $18.9K
|
9.52K
$389K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
463+ 7.29% |
$17.3K - $18.5K
|
6.81K
$278K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
315+ 0.85% |
$11.7K - $12.6K
|
37.4K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
278+ 0.45% |
$10.4K - $11.1K
|
62.7K
$2.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
233+ 5.33% |
$8.69K - $9.29K
|
4.6K
$188K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
186+ 2.45% |
$6.93K - $7.42K
|
7.77K
$318K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
152+ 1.07% |
$5.67K - $6.06K
|
14.4K
$589K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
78New |
$2.91K - $3.11K
|
78
$3.19K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
32+ 0.2% |
$1.19K - $1.28K
|
15.7K
$643K
|