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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.44K+ 5.86% |
$54.7K - $59.1K
|
26K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.41K+ 5.88% |
$53.8K - $58.1K
|
25.4K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.34K+ 9.42% |
$51K - $55.1K
|
15.6K
$678K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 133700.0% |
$51K - $55K
|
1.34K
$58.3K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.29K+ 15.65% |
$49K - $52.9K
|
9.5K
$414K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.01KNew |
$38.3K - $41.3K
|
1.01K
$43.8K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
822+ 4.77% |
$31.3K - $33.8K
|
18.1K
$788K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
743+ 5.87% |
$28.3K - $30.6K
|
13.4K
$584K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
711+ 35.2% |
$27.1K - $29.3K
|
2.73K
$119K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
695+ 1.34% |
$26.5K - $28.6K
|
52.4K
$2.28M
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
650+ 5.32% |
$24.8K - $26.7K
|
12.9K
$561K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
640+ 8.18% |
$24.4K - $26.3K
|
8.46K
$369K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
623+ 36.56% |
$23.7K - $25.6K
|
2.33K
$101K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
614+ 8.23% |
$23.4K - $25.3K
|
8.07K
$352K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
572+ 4.29% |
$21.8K - $23.5K
|
13.9K
$606K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
520+ 1.34% |
$19.8K - $21.4K
|
39.3K
$1.71M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
464New |
$17.7K - $19.1K
|
464
$20.2K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
452+ 5.6% |
$17.2K - $18.6K
|
8.53K
$372K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
428+ 3.68% |
$16.3K - $17.6K
|
12K
$525K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
394+ 1.19% |
$15K - $16.2K
|
33.4K
$1.46M
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
393+ 0.77% |
$15K - $16.2K
|
51.6K
$2.25M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
381+ 0.38% |
$14.5K - $15.7K
|
100K
$4.36M
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
341+ 2.87% |
$13K - $14K
|
12.2K
$533K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334New |
$12.7K - $13.7K
|
334
$14.6K
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
320+ 1.48% |
$12.2K - $13.2K
|
22K
$958K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
306+ 3.11% |
$11.7K - $12.6K
|
10.1K
$442K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
305+ 4.02% |
$11.6K - $12.5K
|
7.9K
$344K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
294+ 0.26% |
$11.2K - $12.1K
|
112K
$4.89M
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
277+ 3.16% |
$10.6K - $11.4K
|
9.04K
$394K
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
248+ 3.12% |
$9.45K - $10.2K
|
8.19K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220+ 0.37% |
$8.39K - $9.05K
|
60.4K
$2.63M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
198+ 1.19% |
$7.55K - $8.15K
|
16.8K
$734K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
196New |
$7.47K - $8.06K
|
196
$8.54K
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
180+ 3.11% |
$6.86K - $7.41K
|
5.96K
$260K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
167New |
$6.37K - $6.87K
|
167
$7.28K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
163New |
$6.21K - $6.71K
|
163
$7.1K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
145+ 1.23% |
$5.53K - $5.97K
|
12K
$522K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
134+ 1.6% |
$5.11K - $5.51K
|
8.53K
$372K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
128+ 2.07% |
$4.88K - $5.27K
|
6.32K
$275K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
116+ 0.49% |
$4.42K - $4.77K
|
23.6K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
110New |
$4.19K - $4.53K
|
110
$4.79K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
101+ 0.6% |
$3.85K - $4.16K
|
17K
$742K
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
81+ 0.69% |
$3.09K - $3.33K
|
11.9K
$517K
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
60+ 0.88% |
$2.29K - $2.47K
|
6.88K
$300K
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
39+ 0.49% |
$1.49K - $1.6K
|
7.94K
$346K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 36.73% |
$686 - $741
|
67
$2.92K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9+ 0.01% |
$343 - $370
|
70.8K
$3.08M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 0.21% |
$114 - $123
|
1.46K
$63.5K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$76.2 - $82.3
|
8.21K
$358K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1+ 0.01% |
$38.1 - $41.1
|
7.09K
$309K
|