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

$38.61
+0.04 (+0.10%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$260.15M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$130.52M
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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
5/15/2024 BOKF NA48,756$1.88M0.0%+3.3%0.116%
5/14/2024 EP Wealth Advisors LLC92,699$3.60M0.0%-1.3%0.221%
5/13/2024 Balanced Rock Investment Advisors LLC44,745$1.74M1.5%-47.3%0.107%
5/10/2024 TIAA Trust National Association3,784,021$147.05M0.4%+7.4%9.010%
5/9/2024 Orion Portfolio Solutions LLC37,168$1.44M0.0%-35.7%0.088%
5/8/2024 Avantax Advisory Services Inc.9,689$377K0.0%+5.0%0.023%
5/8/2024 US Bancorp DE14,168$551K0.0%-7.0%0.034%
5/8/2024 Trademark Financial Management LLC16,944$658K0.5%-32.1%0.040%
5/7/2024 Verus Capital Partners LLC6,522$253K0.0%+8.4%0.016%
5/7/2024 WNY Asset Management LLC87,365$3.40M0.5%+4.8%0.208%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management383,379$14.90M0.4%+4.9%0.913%
5/6/2024 Envestnet Portfolio Solutions Inc.326,123$12.67M0.0%-0.8%0.776%
5/6/2024 Advisory Services Network LLC77,516$3.01M0.1%-25.9%0.185%
5/4/2024 Paulson Wealth Management Inc.5,315$207K0.1%N/A0.013%
5/2/2024 Better Money Decisions LLC12,187$474K0.4%+3.7%0.029%
5/1/2024 BOK Financial Private Wealth Inc.6,292$245K0.0%+8.0%0.015%
5/1/2024 Mission Wealth Management LP188,079$7.31M0.2%+1.2%0.448%
4/30/2024 Private Advisor Group LLC49,508$1.92M0.0%-10.5%0.118%
4/30/2024 Curtis Advisory Group LLC26,025$1.01M0.4%+68.2%0.062%
4/30/2024Concord Wealth Partners75,028$2.92M0.5%-23.1%0.179%
4/30/2024 Fountainhead AM LLC9,207$358K0.1%+8.4%0.022%
4/30/2024 Private Wealth Management Group LLC24,318$945K0.4%+1.7%0.058%
4/29/2024Commonwealth Equity Services LLC602,189$23.40M0.0%+8.2%1.434%
4/29/2024 Onyx Bridge Wealth Group LLC9,511$354K0.1%+32.7%0.023%
4/29/2024 RWA Wealth Partners LLC145,687$5.66M0.1%-4.1%0.347%
4/26/2024 UMB Bank n.a.71,242$2.77M0.0%+0.9%0.170%
4/26/2024 Bond & Devick Financial Network Inc.23,906$929K0.5%+7.0%0.057%
4/25/2024 One Day In July LLC72,831$2.83M0.4%+3.8%0.173%
4/25/2024 HTLF Bank16,090$625K0.1%+26.9%0.038%
4/25/2024 Cambridge Investment Research Advisors Inc.545,294$21.19M0.1%-5.1%1.295%
4/24/2024 CENTRAL TRUST Co10,006$389K0.0%+18.8%0.024%
4/24/2024 Marino Stram & Associates LLC90,274$3.51M0.8%+1.2%0.214%
4/24/2024 First Pacific Financial9,476$368K0.1%-3.6%0.023%
4/23/2024 BSW Wealth Partners164,644$6.40M1.1%-2.9%0.391%
4/23/2024 McAdam LLC8,481$330K0.0%+14.8%0.020%
4/23/2024 Regatta Capital Group LLC136,731$5.31M1.2%-36.9%0.325%
4/23/2024 Raymond James Financial Services Advisors Inc.220,253$8.56M0.0%+2.5%0.523%
4/22/2024 Confluence Wealth Services Inc.9,297$361K0.0%+53.6%0.022%
4/22/2024 Johnson Bixby & Associates LLC26,709$1.04M0.2%+2.3%0.063%
4/22/2024Invera Wealth Advisors LLC113,827$4.17M3.5%+1.9%0.270%
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4/22/2024 PFG Investments LLC11,482$446K0.0%N/A0.027%
4/19/2024 RTD Financial Advisors Inc.11,746$456K0.1%-4.5%0.028%
4/19/2024 Carret Asset Management LLC5,450$212K0.0%N/A0.013%
4/18/2024 O Brien Wealth Partners LLC250,216$9.72M2.2%+1.6%0.594%
4/15/2024 Revolve Wealth Partners LLC25,006$972K0.2%+74.1%0.059%
4/15/2024 Kingswood Wealth Advisors LLC22,150$861K0.1%-45.0%0.053%
4/12/2024 Global Assets Advisory LLC99,794$3.88M0.0%N/A0.237%
4/10/2024 Park Avenue Securities LLC81,593$3.17M0.0%+0.4%0.185%
4/10/2024 Legacy Financial Group LLC12,714$494K0.1%N/A0.029%
4/2/2024 ST Germain D J Co. Inc.104,887$4.08M0.2%+4.3%0.237%
3/22/2024 PNC Financial Services Group Inc.51,775$1.86M0.0%-3.5%0.117%
3/8/2024 ICA Group Wealth Management LLC1,540$55K0.0%N/A0.003%
2/28/2024 EP Wealth Advisors LLC93,966$3.37M0.0%-18.4%0.213%
2/23/2024 Chicago Partners Investment Group LLC6,569$234K0.0%N/A0.015%
2/21/2024 WNY Asset Management LLC83,368$2.99M0.5%-8.3%0.189%
2/16/2024 Clarity Asset Management Inc.304,503$10.94M8.6%N/A0.689%
2/14/2024 Wescott Financial Advisory Group LLC11,064$397K0.1%+6.1%0.025%
2/13/2024 Per Stirling Capital Management LLC.10,080$362K0.1%+8.5%0.023%
2/13/2024 Trademark Financial Management LLC24,958$896K0.7%N/A0.056%
2/12/2024 Tradition Wealth Management LLC26,986$969K0.1%+6.1%0.061%
2/12/2024Focus Financial Network Inc. ADV24,607$884K0.0%N/A0.056%
2/12/2024 Staley Capital Advisers Inc.85,000$3.05M0.2%-8.6%0.192%
2/12/2024 Hsbc Holdings PLC59,893$2.15M0.0%-10.5%0.136%
2/12/2024 Perella Weinberg Partners Capital Management LP545,914$19.60M1.6%+627.4%1.235%
2/9/2024 Advisory Services Network LLC104,664$3.76M0.1%-5.1%0.237%
2/9/2024 Orion Portfolio Solutions LLC57,798$2.09M0.0%-4.9%0.131%
2/9/2024 Avantax Planning Partners Inc.95,097$3.42M0.1%-0.3%0.215%
2/9/2024 Commerce Bank18,770$674K0.0%+6.4%0.042%
2/9/2024 Cambridge Investment Research Advisors Inc.574,432$20.63M0.1%-6.4%1.300%
2/9/2024 Assetmark Inc.65,416$2.35M0.0%+6.5%0.148%
2/9/2024 Corient Private Wealth LLC161,549$5.80M0.0%-2.9%0.365%
2/9/2024 D.A. Davidson & CO.13,177$473K0.0%-18.0%0.030%
2/9/2024 UBS Group AG772,418$27.74M0.0%-3.9%1.748%
2/9/2024 PNC Financial Services Group Inc.51,775$1.86M0.0%-3.5%0.117%
2/9/2024 Laurel Wealth Planning LLC8,368$300K0.2%-97.1%0.019%
2/8/2024 Strategic Point Investment Advisors LLC47,759$1.72M0.3%+2.9%0.108%
2/8/2024 Private Wealth Management Group LLC23,904$858K0.4%N/A0.054%
2/8/2024 Beacon Pointe Advisors LLC153,258$5.50M0.1%-8.5%0.347%
2/7/2024 Avantax Advisory Services Inc.9,224$331K0.0%-14.4%0.021%
2/7/2024 Envestnet Portfolio Solutions Inc.328,598$11.80M0.0%-1.0%0.743%
2/7/2024 VisionPoint Advisory Group LLC2,147$77K0.0%N/A0.005%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management365,507$13.13M0.4%+1.0%0.827%
2/6/2024 Private Advisor Group LLC55,333$1.99M0.0%-4.7%0.125%
2/6/2024 Vestmark Advisory Solutions Inc.139,379$5.01M0.3%-1.4%0.315%
2/6/2024 McIlrath & Eck LLC2,177$78K0.0%+24.3%0.005%
2/6/2024 Great Valley Advisor Group Inc.8,466$304K0.0%N/A0.019%
2/6/2024Concord Wealth Partners97,545$3.50M0.7%-21.6%0.221%
2/5/2024 One Day In July LLC70,148$2.52M0.4%-0.7%0.159%
2/5/2024 Savant Capital LLC69,810$2.51M0.0%-12.2%0.158%
2/5/2024 Mission Wealth Management LP185,861$6.67M0.2%-0.5%0.421%
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2/5/2024 McAdam LLC7,387$265K0.0%N/A0.017%
2/5/2024 DDFG Inc12,885$463K0.2%+2.5%0.029%
2/2/2024 Addison Advisors LLC18,546$666K0.3%-11.0%0.042%
2/2/2024 Truist Financial Corp27,966$1.00M0.0%+10.6%0.063%
2/2/2024 Bailard Inc.40,218$1.44M0.0%-15.0%0.091%
2/1/2024 RWA Wealth Partners LLC151,925$5.46M0.1%N/A0.344%
2/1/2024 Vicus Capital95,104$3.42M0.3%-10.8%0.215%
1/31/2024 Onyx Bridge Wealth Group LLC7,165$257K0.1%-76.8%0.016%
1/31/2024 Institute for Wealth Management LLC.13,254$476K0.1%-23.2%0.030%
1/31/2024 HTLF Bank12,684$455K0.1%N/A0.029%
(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 ($147.05M), JPMorgan Chase & Co. ($66.28M), LPL Financial LLC ($35.75M), Thrivent Financial for Lutherans ($32.18M), and UBS Group AG ($27.74M).Learn more on NULV's institutional investors.

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

Of the 211 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 ($1.71M), Perella Weinberg Partners Capital Management LP ($1.47M), Forefront Analytics LLC ($862.15K), LPL Financial LLC ($411.42K), Fund Evaluation Group LLC ($391.13K), and TIAA FSB ($357.33K).

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

Institutional investors have bought a total of 16,362,070 shares in the last 24 months. This purchase volume represents approximately $557.21M in transactions.

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

Of the 121 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 ($320.56K).

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

Institutional investors have sold a total of 6,730,064 shares in the last 24 months. This volume of shares sold represents approximately $230.58M in transactions.


This page (BATS:NULV) was last updated on 5/19/2024 by MarketBeat.com Staff

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