Purchases and Sales Made in Q2 2024 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 2.13% |
$5.39M - $5.82M
|
6.77M
$287M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71.1KNew |
$2.71M - $2.92M
|
71.1K
$3.01M
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
56.9K+ 109.57% |
$2.17M - $2.34M
|
109K
$4.61M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
46.3K+ 10.19% |
$1.77M - $1.91M
|
501K
$21.2M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46K+ 11.23% |
$1.75M - $1.89M
|
456K
$19.3M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.1K+ 10.39% |
$1.41M - $1.53M
|
394K
$16.7M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
33.7K+ 26.67% |
$1.28M - $1.38M
|
160K
$6.77M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 2.82% |
$978K - $1.06M
|
937K
$39.7M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
25.5K+ 15.16% |
$971K - $1.05M
|
194K
$8.2M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 3.05% |
$664K - $717K
|
588K
$24.9M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.7KNew |
$638K - $689K
|
16.7K
$709K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$632K - $682K
|
16.6K
$702K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
15.5KNew |
$591K - $638K
|
15.5K
$657K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.1K+ 383.87% |
$574K - $620K
|
19K
$805K
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
14.2K+ 1.2% |
$541K - $584K
|
1.2M
$50.8M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.9KNew |
$492K - $531K
|
12.9K
$547K
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
11.1KNew |
$424K - $457K
|
11.1K
$471K
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
9.83K+ 13.11% |
$375K - $404K
|
84.8K
$3.59M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
8.96K+ 5.42% |
$342K - $369K
|
174K
$7.38M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.22KNew |
$313K - $338K
|
8.22K
$348K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.04K+ 29.63% |
$306K - $331K
|
35.2K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.85K+ 2.85% |
$299K - $323K
|
283K
$12M
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
6.86KNew |
$261K - $282K
|
6.86K
$290K
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
6.51K+ 14.64% |
$248K - $268K
|
51K
$2.16M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.09K+ 22.99% |
$232K - $250K
|
32.6K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.8KNew |
$221K - $239K
|
5.8K
$246K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.57K+ 5.23% |
$212K - $229K
|
112K
$4.75M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.25K+ 2.3% |
$200K - $216K
|
234K
$9.91M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
5.24KNew |
$200K - $216K
|
5.24K
$222K
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.2KNew |
$198K - $214K
|
5.2K
$220K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.99K+ 4.01% |
$190K - $205K
|
129K
$5.48M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.96K+ 3.73% |
$189K - $204K
|
138K
$5.84M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.07K+ 21.95% |
$155K - $167K
|
22.6K
$958K
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.8K+ 11.32% |
$145K - $156K
|
37.4K
$1.59M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.8K+ 19.25% |
$145K - $156K
|
23.5K
$996K
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
3.75K+ 241.16% |
$143K - $154K
|
5.31K
$225K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.55K+ 12.41% |
$135K - $146K
|
32.1K
$1.36M
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.5K+ 7.24% |
$133K - $144K
|
51.9K
$2.2M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.85K+ 15.58% |
$109K - $117K
|
21.1K
$895K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.85K+ 4.85% |
$108K - $117K
|
61.5K
$2.61M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.72K+ 26.77% |
$104K - $112K
|
12.9K
$545K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.61K+ 6.86% |
$99.3K - $107K
|
40.6K
$1.72M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.26KNew |
$86.1K - $92.9K
|
2.26K
$95.7K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.1K+ 3.06% |
$80.1K - $86.4K
|
70.8K
$3M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.03K+ 6.02% |
$77.2K - $83.3K
|
35.7K
$1.51M
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.78K+ 30.32% |
$67.9K - $73.3K
|
7.66K
$325K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.7K+ 5.28% |
$64.7K - $69.8K
|
33.9K
$1.43M
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.6K+ 1.14% |
$61K - $65.9K
|
143K
$6.04M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.56K+ 10.58% |
$59.4K - $64.1K
|
16.3K
$690K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.49K+ 3.84% |
$56.9K - $61.4K
|
40.4K
$1.71M
|