Latest Institutional Transactions on Nuveen Esg Small Cap ETF (NUSC)
This table provides information on the latest institutional transactions involving Nuveen Esg Small Cap ETF (NUSC) 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.35% |
$1.67K - $1.85K
|
11.4K
$438K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.4K- 3.97% |
$184K - $203K
|
106K
$4.09M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.03% |
$125 - $139
|
11K
$424K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-249- 3.33% |
$10.4K - $11.5K
|
7.24K
$279K
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 0.91% |
$8.35K - $9.24K
|
21.8K
$838K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
115+ 1.15% |
$4.8K - $5.31K
|
10.1K
$389K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-515- 0.51% |
$21.5K - $23.8K
|
101K
$3.89M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.13K+ 14.73% |
$47.3K - $52.3K
|
8.83K
$340K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-659- 3.83% |
$27.5K - $30.4K
|
16.6K
$638K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-345- 2.68% |
$14.4K - $15.9K
|
12.5K
$482K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
54+ 0.91% |
$2.25K - $2.49K
|
5.97K
$230K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
225+ 1.02% |
$9.39K - $10.4K
|
22.3K
$857K
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-678- 1.11% |
$28.3K - $31.3K
|
60.3K
$2.32M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.94K- 1.36% |
$81K - $89.7K
|
141K
$5.44M
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
37K+ 3.13% |
$1.54M - $1.71M
|
1.22M
$47M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-890- 11.32% |
$37.1K - $41.1K
|
6.97K
$268K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-33.9K- 22.32% |
$1.41M - $1.56M
|
118K
$4.54M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.87K- 29.38% |
$162K - $179K
|
9.31K
$358K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.31K+ 19.49% |
$138K - $153K
|
20.3K
$780K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
18.8K+ 8.55% |
$784K - $867K
|
238K
$9.18M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$710 - $785
|
5.08K
$196K
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.59K- 24.25% |
$66.2K - $73.3K
|
4.95K
$191K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-650- 72.95% |
$27.1K - $30K
|
241
$9.28K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
291+ 2.98% |
$12.1K - $13.4K
|
10K
$387K
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-58.5K- 54.2% |
$2.44M - $2.7M
|
49.5K
$1.9M
|
|
Q3 2024 | |||||||
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
50.3KNew |
$1.95M - $2.16M
|
50.3K
$1.93M
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-410- 2.54% |
$15.9K - $17.6K
|
15.7K
$606K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12- 0.16% |
$467 - $516
|
7.32K
$282K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.1K- 66.13% |
$430K - $476K
|
5.67K
$218K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 13.07% |
$84.2K - $93.1K
|
14.4K
$555K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.48K- 33.22% |
$96.3K - $106K
|
4.98K
$192K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
329+ 6580.0% |
$12.8K - $14.1K
|
334
$12.9K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
200+ 1.29% |
$7.78K - $8.59K
|
15.7K
$605K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.83K- 11.67% |
$71K - $78.4K
|
13.8K
$532K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.56K- 46.82% |
$216K - $239K
|
6.31K
$243K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 75.58% |
$2.53K - $2.79K
|
21
$808
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
67+ 1.03% |
$2.61K - $2.88K
|
6.56K
$252K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-10- 1.01% |
$389 - $430
|
980
$37.7K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.07K+ 48.18% |
$41.7K - $46.1K
|
3.3K
$127K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
148+ 2.12% |
$5.76K - $6.36K
|
7.13K
$274K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 10.04% |
$894 - $988
|
206
$7.93K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
348New |
$13.5K - $15K
|
348
$13.4K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-30- 0.51% |
$1.17K - $1.29K
|
5.81K
$224K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-44- 86.27% |
$1.71K - $1.89K
|
7
$269
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.4K+ 12136.36% |
$519K - $574K
|
13.5K
$518K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-332- 2.15% |
$12.9K - $14.3K
|
15.1K
$582K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.18K+ 3.43% |
$84.7K - $93.6K
|
65.6K
$2.53M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 0.86% |
$817 - $902
|
2.42K
$93.3K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
381+ 2.56% |
$14.8K - $16.4K
|
15.3K
$588K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
201+ 9.62% |
$7.82K - $8.64K
|
2.29K
$88.2K
|