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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.1K+ 18.02% |
$41.7K - $48.2K
|
7.2K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.1K+ 2.66% |
$41.5K - $48.1K
|
42.4K
$1.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06KNew |
$40.2K - $46.6K
|
1.06K
$41.9K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.01K+ 16.04% |
$38.1K - $44.1K
|
7.27K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
993+ 7.44% |
$37.6K - $43.6K
|
14.3K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
985+ 1.92% |
$37.3K - $43.2K
|
52.4K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
975+ 4.48% |
$37K - $42.8K
|
22.8K
$898K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
967+ 4.35% |
$36.6K - $42.5K
|
23.2K
$915K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
912+ 12.16% |
$34.6K - $40K
|
8.41K
$332K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
894+ 18.51% |
$33.9K - $39.2K
|
5.72K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
803+ 13.24% |
$30.4K - $35.3K
|
6.87K
$271K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
768+ 6.37% |
$29.1K - $33.7K
|
12.8K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
733+ 5.63% |
$27.8K - $32.2K
|
13.8K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
712+ 4.69% |
$27K - $31.3K
|
15.9K
$627K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
694+ 4.19% |
$26.3K - $30.5K
|
17.3K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
657+ 5.06% |
$24.9K - $28.8K
|
13.6K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
577+ 4.12% |
$21.9K - $25.3K
|
14.6K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
568+ 1.74% |
$21.5K - $24.9K
|
33.3K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
566+ 11.2% |
$21.5K - $24.8K
|
5.62K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
565+ 5.17% |
$21.4K - $24.8K
|
11.5K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
475+ 20.3% |
$18K - $20.9K
|
2.82K
$111K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
464+ 5.61% |
$17.6K - $20.4K
|
8.74K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
445+ 2.89% |
$16.9K - $19.5K
|
15.9K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
440+ 4.62% |
$16.7K - $19.3K
|
9.97K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
404New |
$15.3K - $17.7K
|
404
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
391New |
$14.8K - $17.2K
|
391
$15.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
389+ 5.85% |
$14.7K - $17.1K
|
7.04K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
280+ 0.58% |
$10.6K - $12.3K
|
48.7K
$1.92M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
263+ 0.47% |
$9.97K - $11.5K
|
56.8K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
249+ 2.82% |
$9.44K - $10.9K
|
9.08K
$358K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
227+ 0.38% |
$8.6K - $9.97K
|
60.5K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
210+ 21.43% |
$7.96K - $9.22K
|
1.19K
$47K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
192+ 2.6% |
$7.28K - $8.43K
|
7.58K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
185+ 0.53% |
$7.01K - $8.12K
|
34.8K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
138+ 0.33% |
$5.23K - $6.06K
|
41.6K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
122+ 1.67% |
$4.62K - $5.36K
|
7.45K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
118+ 2.23% |
$4.47K - $5.18K
|
5.42K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 55.34% |
$4.32K - $5K
|
320
$12.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
111+ 1.72% |
$4.21K - $4.87K
|
6.55K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
102+ 100.99% |
$3.87K - $4.48K
|
203
$8.01K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
80+ 2.49% |
$3.03K - $3.51K
|
3.29K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
74+ 0.35% |
$2.8K - $3.25K
|
21K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
71New |
$2.69K - $3.12K
|
71
$2.8K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
63+ 0.79% |
$2.39K - $2.77K
|
8.03K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52+ 3.8% |
$1.97K - $2.28K
|
1.42K
$56.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
49+ 69.01% |
$1.86K - $2.15K
|
120
$4.74K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
44New |
$1.67K - $1.93K
|
44
$1.74K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37New |
$1.4K - $1.62K
|
37
$1.46K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
20+ 0.13% |
$758 - $878
|
15.3K
$603K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.09% |
$493 - $571
|
15.3K
$603K
|