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Nuveen ESG Large-Cap ETF (NULC) Institutional Ownership

$45.76 +0.51 (+1.13%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Nuveen ESG Large-Cap ETF (BATS:NULC)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.51M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$73.33K
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NULC Institutional Buying and Selling by Quarter

Nuveen ESG Large-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 HighTower Advisors LLC7,528$346K0.0%-3.1%1.075%
10/31/2024 Wealth Architects LLC4,523$209K0.0%N/A0.646%
10/30/2024 JFG Wealth Management LLC13,224$612K0.2%N/A1.889%
10/28/2024 Values Added Financial LLC7,155$331K0.2%+42.6%1.022%
8/5/2024 Addison Advisors LLC1,380$60K0.0%-50.7%0.197%
7/31/2024Commonwealth Equity Services LLC6,531$286K0.0%N/A0.933%
4/25/2024 Values Added Financial LLC5,018$217K0.2%N/A0.717%
4/19/2024 Westside Investment Management Inc.1,325$57K0.0%+112.0%0.189%
2/14/2024 Retirement Capital Strategies12,810$499K0.2%+14.6%1.971%
11/14/2023 Tower Research Capital LLC TRC15,271$538K0.0%-16.1%2.349%
11/13/2023 Retirement Capital Strategies11,182$394K0.2%+18.2%1.720%
11/8/2023 HighTower Advisors LLC9,145$320K0.0%N/A1.407%
10/16/2023 3EDGE Asset Management LP9,404$329K0.0%-3.9%1.447%
8/14/2023 Tolleson Wealth Management Inc.34,838$1.26M0.3%-17.5%5.360%
8/14/2023 Buckingham Strategic Partners6,331$230K0.0%-10.6%0.974%
8/10/2023 Private Advisor Group LLC7,245$263K0.0%-21.1%1.115%
8/10/2023Financial Architects Inc8,261$300K0.0%+35.7%1.271%
8/2/2023 Wealth Architects LLC8,573$311K0.1%-7.4%1.319%
7/31/2023 LPL Financial LLC13,504$490K0.0%+26.9%2.078%
7/14/2023 3EDGE Asset Management LP9,782$355K0.0%-71.8%1.397%
5/10/2023 Private Advisor Group LLC9,181$314K0.0%N/A1.312%
5/9/2023 Tower Research Capital LLC TRC40,008$1.37M0.0%-10.9%5.715%
5/1/2023 CWM LLC1,278$44K0.0%N/A0.183%
2/10/2023 Wealth Architects LLC9,263$298K0.1%+39.2%0.000%
2/7/2023 LPL Financial LLC16,225$523K0.0%N/A0.000%
1/13/2023 3EDGE Asset Management LP34,663$1.12M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

NULC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NULC shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Nuveen ESG Large-Cap ETF. The most heavily invested institutionals were Tolleson Wealth Management Inc. ($1.26M), JFG Wealth Management LLC ($612K), Tower Research Capital LLC TRC ($538K), Retirement Capital Strategies ($499K), LPL Financial LLC ($490K), HighTower Advisors LLC ($346K), and Values Added Financial LLC ($331K).Learn more on NULC's institutional investors.

Which institutional investors have been buying Nuveen ESG Large-Cap ETF stock?

Of the 12 institutional investors that purchased Nuveen ESG Large-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 3EDGE Asset Management LP ($34.66K), LPL Financial LLC ($19.09K), JFG Wealth Management LLC ($13.22K), Private Advisor Group LLC ($9.18K), HighTower Advisors LLC ($9.15K), Values Added Financial LLC ($7.16K), and Wealth Architects LLC ($7.13K).

How much institutional buying is happening at Nuveen ESG Large-Cap ETF?

Institutional investors have bought a total of 113,617 shares in the last 24 months. This purchase volume represents approximately $4.16M in transactions.

Which Nuveen ESG Large-Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Nuveen ESG Large-Cap ETF stock in the last 24 months: 3EDGE Asset Management LP ($25.26K), Tower Research Capital LLC TRC ($7.82K), Tolleson Wealth Management Inc. ($7.40K), Private Advisor Group LLC ($1.94K), Addison Advisors LLC ($1.42K), Buckingham Strategic Partners ($750.00), and Wealth Architects LLC ($690.00).

How much institutional selling is happening at Nuveen ESG Large-Cap ETF?

Institutional investors have sold a total of 45,514 shares in the last 24 months. This volume of shares sold represents approximately $1.65M in transactions.



This page (BATS:NULC) was last updated on 12/22/2024 by MarketBeat.com Staff
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