Purchases and Sales Made in Q4 2024 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 2024. 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 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.9K+ 3.12% |
$463K - $514K
|
392K
$16M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.8K+ 11.08% |
$460K - $511K
|
118K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.42K+ 6.37% |
$328K - $365K
|
141K
$5.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.24K+ 50.61% |
$321K - $357K
|
24.5K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.63K+ 23.86% |
$297K - $330K
|
39.6K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.55KNew |
$216K - $240K
|
5.55K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 40.06% |
$156K - $174K
|
14K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.28K+ 5.17% |
$128K - $142K
|
66.6K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.01K+ 9.05% |
$117K - $130K
|
36.2K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.15K+ 4.98% |
$83.6K - $92.8K
|
45.2K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.05KNew |
$40.8K - $45.4K
|
1.05K
$42.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
976+ 5.01% |
$38K - $42.2K
|
20.4K
$836K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
913+ 18.69% |
$35.6K - $39.5K
|
5.8K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
805+ 3.36% |
$31.4K - $34.8K
|
24.7K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
763+ 9.49% |
$29.7K - $33K
|
8.81K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
755+ 0.14% |
$29.4K - $32.7K
|
531K
$21.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
714+ 2.4% |
$27.8K - $30.9K
|
30.5K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
458+ 4.34% |
$17.8K - $19.8K
|
11K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
442+ 5.34% |
$17.2K - $19.1K
|
8.72K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
418+ 3.83% |
$16.3K - $18.1K
|
11.3K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
382New |
$14.9K - $16.5K
|
382
$15.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
365+ 3.31% |
$14.2K - $15.8K
|
11.4K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
245+ 0.52% |
$9.55K - $10.6K
|
47.5K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
158+ 1.77% |
$6.16K - $6.84K
|
9.1K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
144+ 2.09% |
$5.61K - $6.23K
|
7.02K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
112+ 1.18% |
$4.36K - $4.85K
|
9.58K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
74+ 1.25% |
$2.88K - $3.2K
|
6.02K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
48+ 0.68% |
$1.87K - $2.08K
|
7.07K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-90- 0.11% |
$3.51K - $3.9K
|
78.7K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-250- 1.1% |
$9.74K - $10.8K
|
22.4K
$915K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-405- 3.48% |
$15.8K - $17.5K
|
11.2K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-871- 4.81% |
$33.9K - $37.7K
|
17.2K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-971- 4.05% |
$37.8K - $42K
|
23K
$941K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.08K- 11.1% |
$42K - $46.7K
|
8.64K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.14K- 1.3% |
$44.4K - $49.3K
|
86.3K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.15K- 0.76% |
$44.8K - $49.8K
|
151K
$6.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.43K- 7.3% |
$55.6K - $61.7K
|
18.1K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.57K- 3.74% |
$61K - $67.8K
|
40.3K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2.91K- 2.06% |
$114K - $126K
|
139K
$5.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.07K- 6.96% |
$158K - $176K
|
54.3K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.18K- 32.64% |
$163K - $181K
|
8.62K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-4.32K- 6.29% |
$168K - $187K
|
64.5K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4.8K- 22.38% |
$187K - $208K
|
16.6K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.33K- 5.72% |
$325K - $361K
|
137K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-23.4K- 48.42% |
$912K - $1.01M
|
24.9K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-78.1K- 31.01% |
$3.04M - $3.38M
|
174K
$7.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-79.5K- 77.66% |
$3.1M - $3.44M
|
22.9K
$935K
|