Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-23- 0.2% |
$737 - $831
|
11.6K
$476K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-42- 0.09% |
$1.35K - $1.52K
|
48.8K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-61- 33.33% |
$1.95K - $2.21K
|
122
$4.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-67- 3.27% |
$2.15K - $2.42K
|
1.98K
$81.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 0.36% |
$2.4K - $2.71K
|
21K
$857K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-107- 0.6% |
$3.43K - $3.87K
|
17.6K
$719K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-117- 1.58% |
$3.75K - $4.23K
|
7.29K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130- 0.79% |
$4.17K - $4.7K
|
16.4K
$668K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-148- 24.87% |
$4.74K - $5.35K
|
447
$18.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-177- 0.25% |
$5.67K - $6.4K
|
70.6K
$2.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-222- 0.84% |
$7.11K - $8.03K
|
26.1K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-251- 1.34% |
$8.04K - $9.07K
|
18.4K
$754K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-314- 0.33% |
$10.1K - $11.4K
|
95.1K
$3.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-340- 5.4% |
$10.9K - $12.3K
|
5.96K
$243K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-347- 1.49% |
$11.1K - $12.5K
|
22.9K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-349- 2.24% |
$11.2K - $12.6K
|
15.2K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-523- 0.74% |
$16.8K - $18.9K
|
70.1K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-539- 6.92% |
$17.3K - $19.5K
|
7.25K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-593- 3.43% |
$19K - $21.4K
|
16.7K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-691- 8.55% |
$22.1K - $25K
|
7.4K
$302K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-775- 9.95% |
$24.8K - $28K
|
7.01K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-775- 9.95% |
$24.8K - $28K
|
7.01K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-898- 12.99% |
$28.8K - $32.5K
|
6.02K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-972- 17.27% |
$31.1K - $35.1K
|
4.66K
$190K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-999- 13.4% |
$32K - $36.1K
|
6.46K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.01K- 0.54% |
$32.4K - $36.5K
|
186K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.07K- 2.21% |
$34.2K - $38.5K
|
47.2K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.1K- 58.36% |
$35.2K - $39.8K
|
785
$32.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.18K- 13.13% |
$37.6K - $42.5K
|
7.78K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.27K- 8.31% |
$40.8K - $46K
|
14K
$573K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.36K- 8.63% |
$43.6K - $49.2K
|
14.4K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.55K- 14.36% |
$49.6K - $55.9K
|
9.22K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.85K- 3.45% |
$59.3K - $66.9K
|
51.8K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.93K- 10.19% |
$61.9K - $69.9K
|
17K
$696K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.02K- 1.43% |
$64.6K - $72.9K
|
139K
$5.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.04K- 43.34% |
$65.2K - $73.6K
|
2.66K
$109K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.12K- 1.86% |
$67.9K - $76.6K
|
112K
$4.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.19K- 12.77% |
$70.1K - $79.1K
|
15K
$611K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.2K- 1.28% |
$70.6K - $79.6K
|
170K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.26K- 5.92% |
$72.5K - $81.8K
|
36K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-2.3K- 11.03% |
$73.7K - $83.1K
|
18.5K
$758K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.48K- 22.76% |
$79.5K - $89.7K
|
8.43K
$344K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.55K- 16.57% |
$81.6K - $92.1K
|
12.8K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.73K- 4.69% |
$87.3K - $98.5K
|
55.3K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.89K- 17.97% |
$92.5K - $104K
|
13.2K
$538K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.96K- 4.87% |
$94.9K - $107K
|
57.8K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.32K- 1.0% |
$106K - $120K
|
329K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.47K- 60.3% |
$111K - $125K
|
2.28K
$93.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-3.48K- 24.1% |
$111K - $126K
|
10.9K
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.01K- 23.24% |
$129K - $145K
|
13.3K
$542K
|