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 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.05K- 7.15% |
$39.9K - $46.3K
|
13.7K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.08K- 11.64% |
$41K - $47.5K
|
8.22K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1.12K- 12.37% |
$42.6K - $49.3K
|
7.96K
$314K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.5K- 16.17% |
$56.7K - $65.7K
|
7.75K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.54K- 17.83% |
$58.3K - $67.5K
|
7.08K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.57K- 9.94% |
$59.4K - $68.8K
|
14.2K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1.69K- 16.57% |
$64K - $74.1K
|
8.51K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.7K- 23.76% |
$64.6K - $74.8K
|
5.47K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-1.76K- 2.4% |
$66.5K - $77K
|
71.2K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 28.45% |
$84.3K - $97.6K
|
5.59K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.51K- 1.79% |
$95K - $110K
|
138K
$5.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.56K- 13.02% |
$97.2K - $113K
|
17.1K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.57K- 4.07% |
$97.2K - $113K
|
60.4K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.77K- 1.96% |
$105K - $122K
|
139K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.8K- 4.44% |
$106K - $123K
|
60.3K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.85K- 35.0% |
$108K - $125K
|
5.29K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.08K- 19.54% |
$117K - $135K
|
12.7K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.13K- 3.0% |
$119K - $137K
|
101K
$3.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-3.56K- 7.08% |
$135K - $156K
|
46.7K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.62K- 24.47% |
$137K - $159K
|
11.2K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.86K- 55.38% |
$146K - $169K
|
3.11K
$123K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.93K- 20.68% |
$187K - $217K
|
18.9K
$747K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.06K- 56.34% |
$192K - $222K
|
3.92K
$155K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.28K- 33.1% |
$200K - $232K
|
10.7K
$421K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.71K- 4.84% |
$216K - $251K
|
112K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.76K- 6.33% |
$218K - $253K
|
85.2K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.76K- 3.28% |
$218K - $253K
|
170K
$6.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.81K- 45.52% |
$220K - $255K
|
6.96K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.99K- 94.9% |
$227K - $263K
|
322
$12.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.55K- 25.42% |
$248K - $287K
|
19.2K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.8K- 3.94% |
$258K - $298K
|
165K
$6.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-7.95K- 16.07% |
$301K - $349K
|
41.5K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.09K- 6.12% |
$307K - $355K
|
124K
$4.9M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-8.41K- 73.93% |
$319K - $369K
|
2.97K
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.71K- 8.19% |
$330K - $382K
|
97.6K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-10.7K- 0.69% |
$404K - $468K
|
1.54M
$60.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 2.64% |
$413K - $478K
|
402K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 52.45% |
$443K - $513K
|
10.6K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17K- 23.48% |
$642K - $744K
|
55.3K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23K- 47.39% |
$872K - $1.01M
|
25.6K
$1.01M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.8K- 36.76% |
$939K - $1.09M
|
42.6K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.2K- 29.08% |
$1.03M - $1.2M
|
66.5K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.9K- 5.26% |
$1.06M - $1.23M
|
503K
$19.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-34.6K- 34.28% |
$1.31M - $1.52M
|
66.4K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.7K- 6.55% |
$1.69M - $1.96M
|
637K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-46K- 47.71% |
$1.74M - $2.02M
|
50.4K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-62K- 51.3% |
$2.35M - $2.72M
|
58.9K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-463K- 6.69% |
$17.5M - $20.3M
|
6.45M
$255M
|