Purchases and Sales Made in Q4 2025 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 2025. 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 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
22.9KNew |
$984K - $1.04M
|
22.9K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
13KNew |
$559K - $592K
|
13K
$581K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.2KNew |
$435K - $461K
|
10.2K
$453K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.93K+ 67.57% |
$340K - $360K
|
19.7K
$877K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.78KNew |
$333K - $353K
|
7.78K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.75K+ 1.68% |
$289K - $306K
|
409K
$18.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.25K+ 52.7% |
$268K - $283K
|
18.1K
$807K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
6.07KNew |
$260K - $276K
|
6.07K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$260K - $275K
|
6.07K
$270K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
5.66KNew |
$243K - $257K
|
5.66K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.69KNew |
$201K - $213K
|
4.69K
$209K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$193K - $205K
|
4.51K
$201K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.71K+ 7.28% |
$116K - $123K
|
40K
$1.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.97K+ 7.5% |
$84.6K - $89.6K
|
28.3K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 3.41% |
$64.6K - $68.4K
|
45.7K
$2.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.17K+ 30.67% |
$50K - $52.9K
|
4.96K
$221K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
863+ 1.07% |
$37K - $39.2K
|
81.3K
$3.62M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
825+ 8.19% |
$35.4K - $37.4K
|
10.9K
$486K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
708+ 11.53% |
$30.4K - $32.1K
|
6.85K
$305K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
425+ 4.72% |
$18.2K - $19.3K
|
9.42K
$420K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
412+ 1.15% |
$17.7K - $18.7K
|
36.1K
$1.61M
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
299+ 4.38% |
$12.8K - $13.6K
|
7.12K
$317K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
188+ 1.62% |
$8.06K - $8.53K
|
11.8K
$526K
|
|
|
Jan 27, 2026
Q4 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
91+ 0.93% |
$3.9K - $4.13K
|
9.89K
$441K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 1.09% |
$3.04K - $3.22K
|
6.61K
$294K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
59+ 0.59% |
$2.53K - $2.68K
|
10.1K
$450K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
48+ 0.47% |
$2.06K - $2.18K
|
10.4K
$462K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
35+ 1.63% |
$1.5K - $1.59K
|
2.18K
$97.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 0.49% |
$1.5K - $1.59K
|
7.15K
$319K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
32+ 1.66% |
$1.37K - $1.45K
|
1.97K
$87.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
22+ 0.44% |
$943 - $999
|
5.06K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$42.9 - $45.4
|
8.98K
$400K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4- 0.08% |
$172 - $182
|
5.3K
$236K
|
|
|
Jan 26, 2026
Q4 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-5- 3.6% |
$214 - $227
|
134
$5.97K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-14- 0.12% |
$600 - $635
|
11.2K
$500K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-49- 0.19% |
$2.1K - $2.22K
|
25.4K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-91- 0.15% |
$3.9K - $4.13K
|
61.2K
$2.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-109- 0.66% |
$4.67K - $4.95K
|
16.5K
$735K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-110- 0.86% |
$4.72K - $4.99K
|
12.7K
$564K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-140- 0.97% |
$6K - $6.35K
|
14.3K
$635K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-205- 0.45% |
$8.79K - $9.3K
|
45.4K
$2.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-333- 1.21% |
$14.3K - $15.1K
|
27.2K
$1.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-334- 2.75% |
$14.3K - $15.2K
|
11.8K
$526K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-400Closed |
$17.2K - $18.2K
|
0
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-440- 2.58% |
$18.9K - $20K
|
16.6K
$742K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-448- 0.32% |
$19.2K - $20.3K
|
139K
$6.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-531- 6.1% |
$22.8K - $24.1K
|
8.17K
$364K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-577- 30.51% |
$24.7K - $26.2K
|
1.31K
$58.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-747- 5.34% |
$32K - $33.9K
|
13.2K
$590K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.13K- 17.99% |
$48.5K - $51.4K
|
5.16K
$230K
|
|