Latest Institutional Purchases of Nuveen Esg Small Cap ETF (NUSC)
This list provides information on the latest institutional transactions involving Nuveen Esg Small Cap ETF (NUSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
374New |
$12.2K - $13.9K
|
374
$15.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
339+ 17.56% |
$11.1K - $12.6K
|
2.27K
$94K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
68New |
$2.22K - $2.53K
|
68
$2.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
33New |
$1.08K - $1.23K
|
33
$1.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$32.6 - $37.2
|
1
$41.4
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.9KNew |
$381K - $459K
|
11.9K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.03KNew |
$225K - $270K
|
7.03K
$291K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.49K+ 7.01% |
$112K - $134K
|
53.3K
$2.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.28KNew |
$41K - $49.3K
|
1.28K
$53.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$12.8K - $15.4K
|
400
$16.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
340New |
$10.9K - $13.1K
|
340
$14.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40+ 0.48% |
$1.28K - $1.54K
|
8.34K
$346K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
101KNew |
$3.18M - $4.04M
|
101K
$4.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$360K - $458K
|
11.4K
$473K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.65KNew |
$115K - $146K
|
3.65K
$151K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.58K+ 32.85% |
$81.3K - $103K
|
10.4K
$432K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
812+ 13.0% |
$25.6K - $32.6K
|
7.06K
$292K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
612New |
$19.3K - $24.5K
|
612
$25.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
551New |
$17.4K - $22.1K
|
551
$22.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
146+ 5.71% |
$4.6K - $5.86K
|
2.7K
$112K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24New |
$756 - $963
|
24
$994
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
16New |
$504 - $642
|
16
$663
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
425+ 78.7% |
$15.8K - $18.1K
|
965
$40K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 0.36% |
$373 - $426
|
2.8K
$116K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
15.8KNew |
$629K - $750K
|
15.8K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.22K+ 13.53% |
$88.5K - $106K
|
18.6K
$772K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
60New |
$2.39K - $2.85K
|
60
$2.48K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
98.1KNew |
$4.14M - $4.46M
|
98.1K
$4.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
450New |
$19K - $20.5K
|
450
$18.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.42KNew |
$315K - $341K
|
7.42K
$307K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
BUY
|
- |
6.51KNew |
$246K - $294K
|
6.51K
$269K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
9.65KNew |
$290K - $373K
|
9.65K
$400K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6.5KNew |
$195K - $251K
|
6.5K
$269K
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
102New |
$2.75K - $3.13K
|
102
$4.22K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
200New |
$3.74K - $6.39K
|
200
$8.28K
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Acropolis Investment Management, LLC
|
BUY
|
- |
680+ 8.48% |
$19.8K - $20.4K
|
8.7K
$360K
|
|