Purchases and Sales Made in Q1 2024 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q1 2024. The information is specifically focused on institutions that hold shares of NUVEEN ESG SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.39M+ 26.58% |
$52M - $57.9M
|
6.63M
$289M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
111K+ 8.85% |
$4.14M - $4.61M
|
1.36M
$59.4M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
110K+ 190.79% |
$4.12M - $4.59M
|
168K
$7.32M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93.7KNew |
$3.5M - $3.9M
|
93.7K
$4.08M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.5KNew |
$3.49M - $3.89M
|
93.5K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.4KNew |
$2.48M - $2.76M
|
66.4K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.2K+ 14.11% |
$2.1M - $2.34M
|
455K
$19.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.7K+ 12.23% |
$1.67M - $1.86M
|
410K
$17.9M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
44.6KNew |
$1.67M - $1.86M
|
44.6K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
43.6K+ 9.64% |
$1.63M - $1.81M
|
496K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.6K+ 242.12% |
$1.59M - $1.77M
|
60.2K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.6K+ 2.99% |
$1.48M - $1.65M
|
1.36M
$59.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.6K+ 2.99% |
$1.48M - $1.65M
|
1.36M
$59.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.9KNew |
$1.23M - $1.37M
|
32.9K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
23.8K+ 1.51% |
$888K - $989K
|
1.6M
$69.7M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.1K+ 46.82% |
$827K - $921K
|
69.4K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
16.9K+ 45.96% |
$630K - $702K
|
53.6K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16K+ 228.18% |
$597K - $665K
|
23K
$1M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12K+ 42.01% |
$450K - $501K
|
40.7K
$1.77M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11.5K+ 2769.71% |
$430K - $479K
|
11.9K
$520K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.3KNew |
$421K - $469K
|
11.3K
$491K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.2KNew |
$418K - $465K
|
11.2K
$487K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10KNew |
$373K - $416K
|
10K
$436K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
8.7K+ 0.74% |
$325K - $362K
|
1.18M
$51.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.62K+ 27.53% |
$322K - $358K
|
39.9K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.39K+ 13.91% |
$313K - $349K
|
68.7K
$2.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
8.33K+ 7.17% |
$311K - $346K
|
124K
$5.42M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.82KNew |
$292K - $325K
|
7.82K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
7.71K+ 6.09% |
$288K - $321K
|
134K
$5.85M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
7.69K+ 11.44% |
$287K - $320K
|
74.9K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.53KNew |
$281K - $313K
|
7.53K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.33K+ 66.98% |
$274K - $305K
|
18.3K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
6.45KNew |
$241K - $268K
|
6.45K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
6.4K+ 4.03% |
$239K - $266K
|
165K
$7.2M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
6.04K+ 83.57% |
$225K - $251K
|
13.3K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.92KNew |
$221K - $246K
|
5.92K
$258K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.55K+ 3.96% |
$207K - $231K
|
146K
$6.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.45KNew |
$204K - $227K
|
5.45K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.26KNew |
$196K - $219K
|
5.26K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.22K+ 5.15% |
$195K - $217K
|
107K
$4.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$189K - $211K
|
5.07K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5KNew |
$187K - $208K
|
5K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.7K+ 39.35% |
$175K - $195K
|
16.6K
$725K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.69K+ 4.16% |
$175K - $195K
|
117K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.89KNew |
$145K - $162K
|
3.89K
$170K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.7K+ 23.08% |
$138K - $154K
|
19.7K
$859K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.91K+ 6.4% |
$109K - $121K
|
48.4K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68K+ 2.06% |
$100K - $112K
|
133K
$5.79M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.46KNew |
$91.9K - $102K
|
2.46K
$107K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.44K+ 11.33% |
$91.2K - $102K
|
24K
$1.05M
|