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 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7+ 0.05% |
$265 - $307
|
14.5K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.15% |
$227 - $263
|
3.91K
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10- 0.19% |
$379 - $439
|
5.24K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.44% |
$417 - $483
|
2.52K
$99.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-23- 6.89% |
$872 - $1.01K
|
311
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-24- 0.73% |
$910 - $1.05K
|
3.28K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-45- 0.08% |
$1.71K - $1.98K
|
53.3K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-48- 5.47% |
$1.82K - $2.11K
|
830
$32.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-57- 1.05% |
$2.16K - $2.5K
|
5.39K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-72- 3.74% |
$2.73K - $3.16K
|
1.85K
$73.1K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-85- 5.52% |
$3.22K - $3.73K
|
1.46K
$57.5K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-127- 0.28% |
$4.81K - $5.58K
|
45K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-148- 1.34% |
$5.61K - $6.5K
|
10.9K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-153- 0.95% |
$5.8K - $6.72K
|
15.9K
$626K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-157- 1.53% |
$5.95K - $6.89K
|
10.1K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 15.64% |
$6.06K - $7.02K
|
863
$34.1K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-171- 99.42% |
$6.48K - $7.51K
|
1
$39.5
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-186- 0.49% |
$7.05K - $8.17K
|
38.1K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-191- 3.49% |
$7.24K - $8.38K
|
5.29K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-232- 1.41% |
$8.79K - $10.2K
|
16.2K
$638K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-235- 2.23% |
$8.91K - $10.3K
|
10.3K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-250- 3.22% |
$9.48K - $11K
|
7.5K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-262- 2.54% |
$9.93K - $11.5K
|
10K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-265- 6.64% |
$10K - $11.6K
|
3.72K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-286- 3.55% |
$10.8K - $12.6K
|
7.77K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-296- 2.45% |
$11.2K - $13K
|
11.8K
$466K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 3.03% |
$13.3K - $15.4K
|
11.2K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-389- 1.92% |
$14.7K - $17.1K
|
19.9K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-400- 1.93% |
$15.2K - $17.6K
|
20.4K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-419- 5.6% |
$15.9K - $18.4K
|
7.06K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-448- 1.41% |
$17K - $19.7K
|
31.3K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-470- 4.3% |
$17.8K - $20.6K
|
10.5K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-492- 1.25% |
$18.6K - $21.6K
|
38.7K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-494- 0.91% |
$18.7K - $21.7K
|
53.9K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-518- 3.66% |
$19.6K - $22.7K
|
13.6K
$538K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-548- 6.29% |
$20.8K - $24.1K
|
8.16K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-641- 3.84% |
$24.3K - $28.1K
|
16K
$633K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-651- 5.77% |
$24.7K - $28.6K
|
10.6K
$419K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-714- 8.81% |
$27.1K - $31.3K
|
7.39K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-723- 1.79% |
$27.4K - $31.7K
|
39.6K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-775- 8.58% |
$29.4K - $34K
|
8.26K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-801- 7.84% |
$30.4K - $35.2K
|
9.42K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-821- 0.76% |
$31.1K - $36K
|
107K
$4.24M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-848- 1.51% |
$32.1K - $37.2K
|
55.5K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-890- 12.3% |
$33.7K - $39.1K
|
6.35K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-967- 4.89% |
$36.6K - $42.5K
|
18.8K
$741K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-983- 16.21% |
$37.3K - $43.2K
|
5.08K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-993- 15.61% |
$37.6K - $43.6K
|
5.37K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.01K- 71.95% |
$38.4K - $44.5K
|
395
$15.6K
|