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Nuveen ESG Large-Cap Value ETF (NULV) Institutional Ownership

Nuveen ESG Large-Cap Value ETF logo
$40.83
+0.09 (+0.22%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$135.41M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$62.16M
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NULV Institutional Buying and Selling by Quarter

Nuveen ESG Large-Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Assetmark Inc.85,797$3.58M0.0%+15.5%0.204%
10/31/2024 Walkner Condon Financial Advisors LLC16,387$684K0.1%-2.4%0.039%
10/31/2024 Trademark Financial Management LLC17,527$731K0.6%+4.6%0.042%
10/30/2024 Maia Wealth LLC9,915$412K0.1%-3.3%0.024%
10/30/2024 RTD Financial Advisors Inc.11,037$460K0.1%+8.3%0.026%
10/30/2024 Falcon Wealth Planning19,545$815K0.1%+20.8%0.047%
10/30/2024 Ameritas Advisory Services LLC251,858$10.51M0.5%-6.5%0.600%
10/29/2024 Opes Wealth Management LLC71,570$2.99M0.6%+4.6%0.170%
10/29/2024 Private Wealth Management Group LLC26,274$1.10M0.4%+1.1%0.063%
10/29/2024 BSW Wealth Partners145,750$6.08M0.9%-2.4%0.347%
10/29/2024 Confluence Wealth Services Inc.10,566$441K0.0%+5.8%0.025%
10/29/2024 Sage Financial Group Inc.18,118$756K0.1%-3.8%0.043%
10/28/2024 US Bancorp DE14,841$619K0.0%+7.4%0.035%
10/25/2024 Better Money Decisions LLC19,473$812K0.6%+42.7%0.046%
10/25/2024 Gateway Wealth Partners LLC29,760$1.24M0.3%+2.9%0.071%
10/24/2024 Patriot Financial Group Insurance Agency LLC5,073$212K0.0%N/A0.012%
10/24/2024 Concord Wealth Partners21,423$894K0.1%-57.8%0.051%
10/24/2024 Modera Wealth Management LLC13,126$548K0.0%-11.5%0.031%
10/24/2024 Wealth Enhancement Advisory Services LLC10,397$434K0.0%-15.5%0.025%
10/23/2024 Allworth Financial LP175,692$7.33M0.0%+1.5%0.418%
10/23/2024 O Brien Wealth Partners LLC266,578$11.12M2.2%-0.7%0.635%
10/22/2024 International Assets Investment Management LLC37,548$1.57M0.0%+4,072.0%0.089%
10/22/2024 McAdam LLC10,014$418K0.0%+11.1%0.024%
10/22/2024 Private Advisor Group LLC41,780$1.74M0.0%-18.2%0.099%
10/22/2024 Eastern Bank141,449$5.90M0.1%-0.3%0.337%
10/21/2024 Vicus Capital95,068$3.97M0.4%-0.9%0.226%
10/21/2024 Stewardship Advisors LLC102,395$4.27M1.2%-0.8%0.244%
10/21/2024 Denver Wealth Management Inc.5,943$248K0.1%+5.3%0.014%
10/21/2024 Marino Stram & Associates LLC87,447$3.65M0.8%-0.4%0.208%
10/19/2024Rede Wealth LLC7,426$310K0.1%-3.9%0.018%
10/18/2024Revolve Wealth Partners LLC33,232$1.39M0.2%+9.4%0.079%
10/18/2024ST Germain D J Co. Inc.106,577$4.45M0.2%-0.9%0.254%
10/17/2024Sonoma Private Wealth LLC7,303$305K0.5%N/A0.017%
10/17/2024LexAurum Advisors LLC10,564$441K0.1%+83.1%0.025%
10/17/2024Onyx Bridge Wealth Group LLC14,571$608K0.1%+46.1%0.035%
10/15/2024 Regatta Capital Group LLC132,265$5.52M1.1%-0.7%0.315%
10/15/2024 HTLF Bank20,026$835K0.1%+8.9%0.048%
10/15/2024 Lockerman Financial Group Inc.22,639$944K1.6%+7.3%0.054%
10/11/2024 CX Institutional68,774$2.87M0.1%-1.5%0.164%
10/10/2024 Johnson Bixby & Associates LLC23,935$999K0.2%-6.9%0.057%
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10/9/2024 Colorado Capital Management Inc.9,832$410K0.2%-13.7%0.023%
10/9/2024 UMB Bank n.a.41,885$1.75M0.0%-7.1%0.100%
10/9/2024 Money Design Co. Ltd.530,292$22.12M1.1%-1.4%1.263%
10/8/2024 ETF Portfolio Partners Inc.12,802$534K0.2%N/A0.030%
10/8/2024 Mather Group LLC.3,638$152K0.0%+302.9%0.009%
10/7/2024 Shotwell Rutter Baer Inc24,001$993K0.8%+8.1%0.057%
10/3/2024 Park Avenue Securities LLC78,783$3.29M0.0%-4.5%0.188%
10/3/2024 Canandaigua National Bank & Trust Co.58,398$2.44M0.2%+0.8%0.139%
9/20/2024Anchor Investment Management LLC1,458$55K0.0%N/A0.003%
9/5/2024Sanctuary Advisors LLC8,078$301K0.0%N/A0.019%
8/22/2024Cetera Investment Advisers181,130$6.85M0.0%-1.8%0.431%
8/21/2024Truist Financial Corp11,789$446K0.0%+4.5%0.028%
8/19/2024EP Wealth Advisors LLC91,935$3.47M0.0%-0.8%0.219%
8/19/2024Kimelman & Baird LLC662$25K0.0%N/A0.002%
8/16/2024Northwestern Mutual Wealth Management Co.30,203$1.14M0.0%-3.0%0.072%
8/16/2024Front Row Advisors LLC1,055$40K0.0%N/A0.003%
8/16/2024NewEdge Advisors LLC135,474$5.12M0.0%+10.7%0.323%
8/16/2024Forefront Analytics LLC687,947$26.00M12.4%+72.3%1.638%
8/16/2024Clarity Asset Management Inc.142,749$5.39M3.8%+1.1%0.340%
8/14/2024Wescott Financial Advisory Group LLC15,110$571K0.1%+48.6%0.036%
8/14/2024Evergreen Capital Management LLC6,402$242K0.0%-8.2%0.015%
8/13/2024Legacy Financial Advisors Inc.11,589$438K0.1%N/A0.028%
8/13/2024Thrivent Financial for Lutherans966,457$36.52M0.1%+2.0%2.301%
8/12/2024Hsbc Holdings PLC62,756$2.37M0.0%+11.2%0.149%
8/12/2024Mercer Global Advisors Inc. ADV354,264$12.81M0.0%+19.2%0.843%
8/9/2024One Capital Management LLC19,538$738K0.0%+5.3%0.047%
8/8/2024Envestnet Asset Management Inc.844,181$31.90M0.0%+6.9%2.010%
8/8/2024BOKF NA47,247$1.79M0.0%-3.1%0.112%
8/8/2024LPL Financial LLC1,036,849$39.18M0.0%-3.2%2.469%
8/7/2024 PFG Investments LLC10,781$407K0.0%-6.1%0.026%
8/7/2024Invera Wealth Advisors LLC115,677$4.45M4.6%+1.6%0.275%
8/6/2024DDFG Inc11,491$434K0.1%-5.6%0.027%
8/6/2024Sage Advisory Services Ltd.Co.9,869$373K0.1%-14.3%0.023%
8/6/2024Fund Evaluation Group LLC237,799$8.99M0.6%+0.5%0.566%
8/6/2024Morgan Dempsey Capital Management LLC4,875$184K0.1%-18.3%0.012%
8/6/2024Savant Capital LLC67,663$2.56M0.0%-1.6%0.161%
8/6/2024 Opes Wealth Management LLC68,445$2.59M0.5%+2.6%0.163%
8/5/2024 Private Advisor Group LLC51,106$1.93M0.0%+3.2%0.122%
8/5/2024Addison Advisors LLC26,681$1.01M0.3%+34.7%0.064%
8/2/2024 Sage Financial Group Inc.18,832$712K0.1%-3.6%0.045%
8/2/2024Mascoma Wealth Management LLC66,940$2.53M0.7%+7.1%0.159%
8/1/2024TIAA Trust National Association3,784,512$143.02M0.4%+0.0%9.011%
8/1/2024PrairieView Partners LLC35,242$1.33M0.1%-2.5%0.084%
7/31/2024 Confluence Wealth Services Inc.9,991$378K0.0%+7.5%0.024%
7/31/2024Commonwealth Equity Services LLC617,679$23.34M0.0%+2.6%1.471%
7/30/2024Curtis Advisory Group LLC26,493$1.00M0.4%+1.8%0.063%
7/30/2024 International Assets Investment Management LLC900$34K0.0%N/A0.002%
7/29/2024 Modera Wealth Management LLC14,835$561K0.0%-2.8%0.035%
7/29/2024 UMB Bank n.a.45,094$1.70M0.0%-36.7%0.107%
7/29/2024 Ameritas Advisory Services LLC269,463$10.18M0.4%+4.5%0.642%
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7/26/2024 Walkner Condon Financial Advisors LLC16,785$634K0.1%-8.8%0.040%
7/26/2024WealthShield Partners LLC29,716$1.12M0.2%-1.0%0.071%
7/26/2024Harbour Investments Inc.18,351$693K0.0%+12.2%0.044%
7/26/2024 Cambridge Investment Research Advisors Inc.513,325$19.40M0.1%-5.9%1.222%
7/26/2024Signature Estate & Investment Advisors LLC18,838$712K0.0%+2.7%0.045%
7/26/2024 Bailard Inc.32,703$1.24M0.0%-16.6%0.078%
7/26/2024Bank of New York Mellon Corp151,363$5.72M0.0%+4.9%0.360%
7/26/2024Paulson Wealth Management Inc.5,757$218K0.1%+8.3%0.014%
7/25/2024Institute for Wealth Management LLC.5,426$205K0.0%-56.9%0.013%
7/25/2024 Laurel Wealth Planning LLC12,106$457K0.3%+44.7%0.029%
(Data available from 1/1/2016 forward)

NULV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NULV shares?

During the previous two years, 228 institutional investors and hedge funds held shares of Nuveen ESG Large-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($459.32M), TIAA FSB ($162.39M), TIAA Trust National Association ($143.02M), JPMorgan Chase & Co. ($66.28M), LPL Financial LLC ($39.18M), Thrivent Financial for Lutherans ($36.52M), and Envestnet Asset Management Inc. ($31.90M).Learn more on NULV's institutional investors.

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

Of the 203 institutional investors that purchased Nuveen ESG Large-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($3.94M), Bank of America Corp DE ($1.10M), Perella Weinberg Partners Capital Management LP ($878.59K), Envestnet Portfolio Solutions Inc. ($331.92K), Clarity Asset Management Inc. ($306.11K), Forefront Analytics LLC ($288.66K), and LPL Financial LLC ($261.05K).

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

Institutional investors have bought a total of 12,508,806 shares in the last 24 months. This purchase volume represents approximately $431.90M in transactions.

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

Of the 128 institutional investors that sold Nuveen ESG Large-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($771.34K), JPMorgan Chase & Co. ($750.68K), Forefront Analytics LLC ($675.11K), Laurel Wealth Planning LLC ($506.52K), Envestnet Asset Management Inc. ($471.35K), Raymond James Financial Services Advisors Inc. ($348.01K), and Commonwealth Equity Services LLC ($318.85K).

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

Institutional investors have sold a total of 6,641,348 shares in the last 24 months. This volume of shares sold represents approximately $229.53M in transactions.



This page (BATS:NULV) was last updated on 11/4/2024 by MarketBeat.com Staff
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