Latest Institutional Transactions on Nuveen Esg Emerging Markets Eq (NUEM)
This table provides information on the latest institutional transactions involving Nuveen Esg Emerging Markets Eq (NUEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7.68K+ 70.08% |
$180K - $213K
|
18.6K
$543K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
151New |
$3.54K - $4.2K
|
151
$4.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.59KNew |
$37.2K - $44.1K
|
1.59K
$46.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-32.6K- 99.59% |
$764K - $907K
|
133
$3.88K
|
|
| Q2 2022 | |||||||
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-16Closed |
$424 - $504
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.7KNew |
$471K - $559K
|
17.7K
$517K
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.91KNew |
$130K - $155K
|
4.91K
$143K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.1KClosed |
$267K - $318K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-219- 33.44% |
$5.81K - $6.9K
|
436
$12.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.44K- 14.4% |
$38.1K - $45.3K
|
8.54K
$249K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116New |
$3.08K - $3.66K
|
116
$3.38K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.49K- 22.76% |
$66.1K - $78.5K
|
8.45K
$246K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-832- 12.08% |
$22.1K - $26.2K
|
6.06K
$177K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-300Closed |
$7.96K - $9.46K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
130+ 13.83% |
$3.45K - $4.1K
|
1.07K
$31.2K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.3KClosed |
$261K - $311K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-19KClosed |
$534K - $637K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-416Closed |
$11.7K - $13.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
373New |
$11.7K - $13.2K
|
373
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
275New |
$8.62K - $9.74K
|
275
$8.02K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-223Closed |
$6.99K - $7.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65KClosed |
$188K - $208K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-600Closed |
$20.5K - $22.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-310Closed |
$10.6K - $11.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.06KClosed |
$70.4K - $76.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30+ 4.17% |
$1.01K - $1.14K
|
749
$21.8K
|
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-221Closed |
$7.47K - $8.42K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.2K+ 424.59% |
$233K - $274K
|
10.1K
$295K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
16KNew |
$455K - $535K
|
16K
$467K
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-665Closed |
$16.7K - $19.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-48Closed |
$966 - $1.22K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-234Closed |
$4.71K - $5.95K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
250New |
$4.74K - $7.01K
|
250
$7.29K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-200K- 14.28% |
$4.91M - $5.53M
|
1.2M
$35M
|
|
|
Feb 06, 2020
Q4 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.22KClosed |
$54.6K - $61.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-300Closed |
$7.44K - $7.72K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-689Closed |
$17.1K - $17.7K
|
0
$0
|
|