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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
84.9K+ 836.53% |
$3.22M - $3.73M
|
95K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49.3K+ 4.04% |
$1.87M - $2.17M
|
1.27M
$50.1M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
37.4K+ 39.66% |
$1.42M - $1.64M
|
132K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.6K+ 6.17% |
$1.35M - $1.56M
|
613K
$24.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
31.5KNew |
$1.19M - $1.38M
|
31.5K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
31.2K+ 28.06% |
$1.18M - $1.37M
|
143K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.8K+ 11.06% |
$1.17M - $1.35M
|
309K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.3KNew |
$1.15M - $1.33M
|
30.3K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.1K+ 2.34% |
$1.1M - $1.28M
|
1.27M
$50.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
27.7KNew |
$1.05M - $1.22M
|
27.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.8K+ 10.0% |
$750K - $869K
|
218K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 2.04% |
$750K - $868K
|
991K
$39.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.7K+ 34.03% |
$748K - $867K
|
77.8K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 12.66% |
$726K - $841K
|
171K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.2K+ 261.46% |
$690K - $799K
|
25.2K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$641K - $742K
|
16.9K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.2K+ 7.33% |
$576K - $668K
|
223K
$8.78M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8KNew |
$560K - $648K
|
14.8K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
14.7K+ 182.01% |
$556K - $644K
|
22.7K
$897K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.9K+ 1.65% |
$488K - $565K
|
794K
$31.3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12.2K+ 25.21% |
$461K - $535K
|
60.5K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
12.1KNew |
$458K - $531K
|
12.1K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.3K+ 16.47% |
$430K - $498K
|
80.2K
$3.17M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.06K+ 15.94% |
$343K - $398K
|
65.9K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.9KNew |
$337K - $390K
|
8.9K
$351K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
7.75KNew |
$294K - $340K
|
7.75K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.61K+ 9.04% |
$250K - $290K
|
79.7K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41K+ 65.79% |
$243K - $282K
|
16.2K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.66KNew |
$214K - $248K
|
5.66K
$223K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.35K+ 31.02% |
$203K - $235K
|
22.6K
$892K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
5.17K+ 21.09% |
$196K - $227K
|
29.7K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84K+ 38.65% |
$184K - $213K
|
17.4K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
4.63K+ 1.94% |
$175K - $203K
|
243K
$9.59M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.35K+ 5.97% |
$165K - $191K
|
77.3K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.18K+ 15.48% |
$158K - $183K
|
31.1K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.13K+ 28.15% |
$156K - $181K
|
18.8K
$741K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.15K+ 11.57% |
$120K - $138K
|
30.4K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.15K+ 26.06% |
$119K - $138K
|
15.2K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.99K+ 16.7% |
$113K - $131K
|
20.9K
$824K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.77K+ 2.66% |
$105K - $122K
|
107K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.34K+ 9.4% |
$88.7K - $103K
|
27.2K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.32K+ 19.32% |
$87.8K - $102K
|
14.3K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 143.19% |
$82.9K - $96.1K
|
3.72K
$147K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 23.58% |
$72.7K - $84.2K
|
10K
$396K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.78K+ 22.53% |
$67.5K - $78.2K
|
9.69K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.76K+ 15.11% |
$66.9K - $77.4K
|
13.4K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.44K+ 2.52% |
$54.6K - $63.3K
|
58.6K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 2.92% |
$52.5K - $60.8K
|
48.9K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.38K+ 8.13% |
$52.3K - $60.6K
|
18.4K
$725K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 3.42% |
$44K - $50.9K
|
35K
$1.38M
|