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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.27% |
$114 - $123
|
1.12K
$48.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 1.29% |
$114 - $123
|
229
$9.98K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.15% |
$229 - $247
|
3.89K
$169K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.71% |
$572 - $617
|
2.09K
$91.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-15- 0.61% |
$572 - $617
|
2.45K
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15Closed |
$572 - $617
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.17% |
$991 - $1.07K
|
15.1K
$659K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29- 0.39% |
$1.11K - $1.19K
|
7.34K
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 3.98% |
$1.14K - $1.23K
|
724
$31.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 4.46% |
$1.56K - $1.69K
|
878
$38.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-41- 0.63% |
$1.56K - $1.69K
|
6.49K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 1.22% |
$2.44K - $2.63K
|
5.2K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-66- 0.74% |
$2.52K - $2.72K
|
8.82K
$385K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-67- 0.58% |
$2.55K - $2.76K
|
11.5K
$502K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-103- 6.35% |
$3.93K - $4.24K
|
1.52K
$66.2K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-117- 1.13% |
$4.46K - $4.81K
|
10.3K
$447K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-119- 1.07% |
$4.54K - $4.9K
|
11K
$479K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-119- 0.3% |
$4.54K - $4.9K
|
39.8K
$1.73M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-134- 2.52% |
$5.11K - $5.51K
|
5.18K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-135- 5.99% |
$5.15K - $5.55K
|
2.12K
$92.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-141- 1.55% |
$5.37K - $5.8K
|
8.96K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-145- 0.85% |
$5.53K - $5.97K
|
17K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-148- 0.91% |
$5.64K - $6.09K
|
16.1K
$701K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-168- 7.64% |
$6.4K - $6.91K
|
2.03K
$88.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-177- 0.29% |
$6.75K - $7.28K
|
60.2K
$2.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-222- 3.48% |
$8.46K - $9.13K
|
6.16K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-292- 1.95% |
$11.1K - $12K
|
14.7K
$641K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-340- 1.43% |
$13K - $14K
|
23.5K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-374- 4.08% |
$14.3K - $15.4K
|
8.79K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-486- 3.54% |
$18.5K - $20K
|
13.2K
$577K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-522- 3.5% |
$19.9K - $21.5K
|
14.4K
$627K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-601- 3.61% |
$22.9K - $24.7K
|
16K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-610- 2.22% |
$23.3K - $25.1K
|
26.9K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-636- 99.22% |
$24.2K - $26.2K
|
5
$218
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-730- 8.71% |
$27.8K - $30K
|
7.65K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-765- 6.54% |
$29.2K - $31.5K
|
10.9K
$477K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-821- 9.02% |
$31.3K - $33.8K
|
8.29K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-867- 5.69% |
$33.1K - $35.7K
|
14.4K
$626K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-918- 1.9% |
$35K - $37.8K
|
47.5K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-960- 13.89% |
$36.6K - $39.5K
|
5.95K
$259K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.05K- 4.48% |
$40K - $43.2K
|
22.4K
$977K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.07K- 7.63% |
$40.8K - $44K
|
13K
$565K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.17K- 13.52% |
$44.4K - $47.9K
|
7.45K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.26K- 1.99% |
$48K - $51.8K
|
61.9K
$2.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.34K- 6.12% |
$51K - $55K
|
20.5K
$894K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.5K- 7.56% |
$57.3K - $61.8K
|
18.4K
$800K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.5K- 7.56% |
$57.3K - $61.8K
|
18.4K
$800K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.68K- 7.15% |
$64.1K - $69.2K
|
21.8K
$952K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.75K- 8.37% |
$66.8K - $72.1K
|
19.2K
$837K
|