Purchases and Sales Made in Q2 2023 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
71+ 1.21% |
$2.4K - $2.63K
|
5.93K
$257K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
64+ 2.41% |
$2.17K - $2.37K
|
2.72K
$118K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
58New |
$1.96K - $2.15K
|
58
$2.52K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
51+ 6.37% |
$1.73K - $1.89K
|
852
$37K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
46+ 0.68% |
$1.56K - $1.7K
|
6.84K
$297K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
43+ 0.41% |
$1.46K - $1.59K
|
10.6K
$458K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42+ 0.25% |
$1.42K - $1.56K
|
16.8K
$728K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27+ 0.09% |
$914 - $1K
|
31.3K
$1.36M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
24New |
$813 - $889
|
24
$1.04K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.03% |
$169 - $185
|
17.5K
$759K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.03% |
$102 - $111
|
10.5K
$454K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.31% |
$33.9 - $37.1
|
326
$14.2K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15- 0.41% |
$508 - $556
|
3.63K
$157K
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-28- 0.14% |
$948 - $1.04K
|
20.4K
$884K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-56- 0.97% |
$1.9K - $2.07K
|
5.7K
$248K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 3.38% |
$2.71K - $2.96K
|
2.29K
$99.3K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-83- 3.32% |
$2.81K - $3.08K
|
2.42K
$105K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-112- 1.27% |
$3.79K - $4.15K
|
8.73K
$379K
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-133- 1.49% |
$4.5K - $4.93K
|
8.8K
$382K
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-155- 1.87% |
$5.25K - $5.74K
|
8.11K
$352K
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-171- 1.82% |
$5.79K - $6.34K
|
9.21K
$400K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-183- 2.39% |
$6.2K - $6.78K
|
7.47K
$324K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-187- 8.05% |
$6.33K - $6.93K
|
2.14K
$92.8K
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-261- 3.49% |
$8.84K - $9.67K
|
7.21K
$313K
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-292- 0.24% |
$9.89K - $10.8K
|
121K
$5.23M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-305- 4.17% |
$10.3K - $11.3K
|
7.01K
$304K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-334- 2.88% |
$11.3K - $12.4K
|
11.3K
$489K
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-352- 1.74% |
$11.9K - $13K
|
19.9K
$865K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-388- 0.62% |
$13.1K - $14.4K
|
62.2K
$2.7M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-390- 89.45% |
$13.2K - $14.4K
|
46
$2K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-406- 3.74% |
$13.8K - $15K
|
10.5K
$454K
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-407- 0.9% |
$13.8K - $15.1K
|
44.9K
$1.95M
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-478- 5.09% |
$16.2K - $17.7K
|
8.92K
$387K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-487- 0.98% |
$16.5K - $18K
|
49.1K
$2.13M
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-498- 0.68% |
$16.9K - $18.5K
|
72.8K
$3.16M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-573- 9.05% |
$19.4K - $21.2K
|
5.76K
$250K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-644- 3.2% |
$21.8K - $23.9K
|
19.5K
$846K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-708- 92.19% |
$24K - $26.2K
|
60
$2.61K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.09K- 8.58% |
$36.9K - $40.4K
|
11.6K
$504K
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1.26K- 0.96% |
$42.5K - $46.5K
|
129K
$5.6M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 9.17% |
$44.7K - $48.9K
|
13.1K
$568K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 22.86% |
$53K - $58K
|
5.28K
$229K
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 7.03% |
$56K - $61.3K
|
21.9K
$949K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.13K- 7.53% |
$72.1K - $78.9K
|
26.1K
$1.14M
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.13K- 41.84% |
$72.3K - $79.1K
|
2.97K
$129K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.26K- 0.96% |
$76.5K - $83.7K
|
234K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.81K- 32.03% |
$95K - $104K
|
5.96K
$259K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.91K- 17.27% |
$98.7K - $108K
|
14K
$606K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.95K- 5.24% |
$100K - $109K
|
53.3K
$2.32M
|