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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
199New |
$7.74K - $8.55K
|
199
$7.66K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
167New |
$6.37K - $6.87K
|
167
$6.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.26KNew |
$86.1K - $92.9K
|
2.26K
$86.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.41K+ 5.88% |
$53.8K - $58.1K
|
25.4K
$978K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
464New |
$17.7K - $19.1K
|
464
$17.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15Closed |
$572 - $617
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334New |
$12.7K - $13.7K
|
334
$12.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.22KNew |
$313K - $338K
|
8.22K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-66- 0.74% |
$2.52K - $2.72K
|
8.82K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
163New |
$6.21K - $6.71K
|
163
$6.27K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.01KNew |
$38.3K - $41.3K
|
1.01K
$38.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
196New |
$7.47K - $8.06K
|
196
$7.54K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 4.46% |
$1.56K - $1.69K
|
878
$33.8K
|
|
| Q1 2024 | |||||||
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
6.04K+ 83.57% |
$225K - $251K
|
13.3K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
305+ 314.43% |
$11.4K - $12.7K
|
402
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
26+ 6.22% |
$971 - $1.08K
|
444
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-977- 3.68% |
$36.5K - $40.6K
|
25.6K
$984K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.4KNew |
$2.48M - $2.76M
|
66.4K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
16+ 13.11% |
$597 - $665
|
138
$5.31K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
109New |
$4.07K - $4.53K
|
109
$4.2K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.69KNew |
$63.1K - $70.3K
|
1.69K
$65.1K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-281- 5.15% |
$10.5K - $11.7K
|
5.18K
$199K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-384- 64.0% |
$14.3K - $16K
|
216
$8.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
422New |
$15.8K - $17.6K
|
422
$16.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$4.48K - $4.99K
|
120
$4.62K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-735- 28.6% |
$27.4K - $30.6K
|
1.84K
$70.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.3KNew |
$421K - $469K
|
11.3K
$434K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-770- 58.03% |
$24.5K - $30.5K
|
557
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.14K+ 41.98% |
$163K - $204K
|
17.4K
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
624New |
$19.8K - $24.7K
|
624
$24K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
160New |
$5.08K - $6.33K
|
160
$6.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
382New |
$12.1K - $15.1K
|
382
$14.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40New |
$1.27K - $1.58K
|
40
$1.54K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
34.9KNew |
$1.11M - $1.38M
|
34.9K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.35K- 33.22% |
$265K - $330K
|
16.8K
$646K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.72KNew |
$182K - $227K
|
5.72K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.24KNew |
$167K - $208K
|
5.24K
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
18K+ 27.67% |
$573K - $715K
|
83.3K
$3.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.67K- 29.62% |
$84.7K - $106K
|
6.33K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
5.25KNew |
$167K - $208K
|
5.25K
$202K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.17% |
$254 - $317
|
689
$26.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
5.26KNew |
$167K - $208K
|
5.26K
$202K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
667+ 5.7% |
$21.2K - $26.4K
|
12.4K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
59New |
$1.87K - $2.34K
|
59
$2.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.54KNew |
$80.5K - $100K
|
2.54K
$97.6K
|
|
| Q3 2023 | |||||||
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
599New |
$20.6K - $23.2K
|
599
$23.1K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
518New |
$17.9K - $20.1K
|
518
$19.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.42KNew |
$48.8K - $55K
|
1.42K
$54.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.7KNew |
$1.02M - $1.15M
|
29.7K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.28KClosed |
$182K - $205K
|
0
$0
|
|