Purchases and Sales Made in Q1 2025 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
31.5KNew |
$1.19M - $1.38M
|
31.5K
$1.13M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.9K+ 1.65% |
$488K - $565K
|
794K
$28.4M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.2K+ 25.21% |
$461K - $535K
|
60.5K
$2.16M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
5.17K+ 21.09% |
$196K - $227K
|
29.7K
$1.06M
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.15K+ 11.57% |
$120K - $138K
|
30.4K
$1.09M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.78K+ 22.53% |
$67.5K - $78.2K
|
9.69K
$347K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06KNew |
$40.2K - $46.6K
|
1.06K
$38K
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
985+ 1.92% |
$37.3K - $43.2K
|
52.4K
$1.87M
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
975+ 4.48% |
$37K - $42.8K
|
22.8K
$814K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
912+ 12.16% |
$34.6K - $40K
|
8.41K
$301K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
803+ 13.24% |
$30.4K - $35.3K
|
6.87K
$246K
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
768+ 6.37% |
$29.1K - $33.7K
|
12.8K
$459K
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
733+ 5.63% |
$27.8K - $32.2K
|
13.8K
$492K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
694+ 4.19% |
$26.3K - $30.5K
|
17.3K
$617K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
565+ 5.17% |
$21.4K - $24.8K
|
11.5K
$411K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
475+ 20.3% |
$18K - $20.9K
|
2.82K
$101K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
464+ 5.61% |
$17.6K - $20.4K
|
8.74K
$313K
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
192+ 2.6% |
$7.28K - $8.43K
|
7.58K
$271K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
138+ 0.33% |
$5.23K - $6.06K
|
41.6K
$1.49M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
111+ 1.72% |
$4.21K - $4.87K
|
6.55K
$234K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
71New |
$2.69K - $3.12K
|
71
$2.54K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-72- 3.74% |
$2.73K - $3.16K
|
1.85K
$66.3K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-148- 1.34% |
$5.61K - $6.5K
|
10.9K
$389K
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-157- 1.53% |
$5.95K - $6.89K
|
10.1K
$362K
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-186- 0.49% |
$7.05K - $8.17K
|
38.1K
$1.36M
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-250- 3.22% |
$9.48K - $11K
|
7.5K
$268K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 3.03% |
$13.3K - $15.4K
|
11.2K
$400K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-389- 1.92% |
$14.7K - $17.1K
|
19.9K
$711K
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-494- 0.91% |
$18.7K - $21.7K
|
53.9K
$1.93M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-714- 8.81% |
$27.1K - $31.3K
|
7.39K
$264K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-723- 1.79% |
$27.4K - $31.7K
|
39.6K
$1.42M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-775- 8.58% |
$29.4K - $34K
|
8.26K
$296K
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-848- 1.51% |
$32.1K - $37.2K
|
55.5K
$1.98M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.7K- 23.76% |
$64.6K - $74.8K
|
5.47K
$196K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 28.45% |
$84.3K - $97.6K
|
5.59K
$200K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.77K- 1.96% |
$105K - $122K
|
139K
$4.96M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.13K- 3.0% |
$119K - $137K
|
101K
$3.62M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.86K- 55.38% |
$146K - $169K
|
3.11K
$111K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.28K- 33.1% |
$200K - $232K
|
10.7K
$382K
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.81K- 45.52% |
$220K - $255K
|
6.96K
$249K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.55K- 25.42% |
$248K - $287K
|
19.2K
$687K
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 52.45% |
$443K - $513K
|
10.6K
$379K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-34.6K- 34.28% |
$1.31M - $1.52M
|
66.4K
$2.37M
|