Purchases and Sales Made in Q2 2025 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 39.81% |
$74.7K - $91.3K
|
7.86K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.96KNew |
$65.4K - $79.9K
|
1.96K
$86K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.69K+ 17.46% |
$56.5K - $69.1K
|
11.4K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.56K+ 3.69% |
$52.1K - $63.7K
|
43.9K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.51K+ 8.03% |
$50.3K - $61.5K
|
20.3K
$891K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.43K+ 7.44% |
$47.7K - $58.3K
|
20.6K
$906K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.42K+ 14.12% |
$47.3K - $57.9K
|
11.5K
$503K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.38K+ 12.66% |
$45.9K - $56.2K
|
12.2K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.38K+ 3.06% |
$45.9K - $56.2K
|
46.4K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 0.89% |
$41.1K - $50.2K
|
139K
$6.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.23K+ 21.65% |
$40.9K - $50K
|
6.88K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.2K+ 15.54% |
$40.2K - $49.1K
|
8.95K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.04K+ 7.66% |
$34.8K - $42.6K
|
14.7K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
960+ 11.76% |
$32K - $39.2K
|
9.12K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
930+ 5.86% |
$31K - $38K
|
16.8K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
895+ 5.18% |
$29.9K - $36.5K
|
18.2K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
870+ 6.08% |
$29K - $35.5K
|
15.2K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
807+ 6.57% |
$26.9K - $32.9K
|
13.1K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
787+ 6.66% |
$26.3K - $32.1K
|
12.6K
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
764+ 5.28% |
$25.5K - $31.2K
|
15.2K
$669K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
731+ 2.34% |
$24.4K - $29.8K
|
32K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
717+ 8.2% |
$23.9K - $29.3K
|
9.46K
$415K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
673+ 1.28% |
$22.5K - $27.5K
|
53.1K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
656+ 3.57% |
$21.9K - $26.8K
|
19K
$835K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
641+ 1.62% |
$21.4K - $26.2K
|
40.3K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
636+ 0.89% |
$21.2K - $26K
|
71.9K
$3.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
596+ 5.98% |
$19.9K - $24.3K
|
10.6K
$464K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
587+ 7.38% |
$19.6K - $24K
|
8.55K
$375K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
577+ 5.43% |
$19.3K - $23.5K
|
11.2K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
569+ 4.49% |
$19K - $23.2K
|
13.2K
$581K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
549+ 3.02% |
$18.3K - $22.4K
|
18.7K
$821K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
544+ 2.67% |
$18.2K - $22.2K
|
20.9K
$919K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
535+ 9.93% |
$17.9K - $21.8K
|
5.93K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
462+ 6.09% |
$15.4K - $18.9K
|
8.04K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
406+ 7.49% |
$13.6K - $16.6K
|
5.83K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
372+ 6.5% |
$12.4K - $15.2K
|
6.1K
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
362+ 1.19% |
$12.1K - $14.8K
|
30.8K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
300+ 2.34% |
$10K - $12.2K
|
13.1K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
252+ 3.56% |
$8.41K - $10.3K
|
7.33K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
215+ 3.84% |
$7.18K - $8.77K
|
5.81K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
202+ 1.27% |
$6.74K - $8.24K
|
16.1K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 0.88% |
$6.68K - $8.16K
|
23K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
193+ 95.07% |
$6.44K - $7.88K
|
396
$17.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173+ 0.17% |
$5.77K - $7.06K
|
101K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
104+ 1.34% |
$3.47K - $4.24K
|
7.88K
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
99+ 0.62% |
$3.3K - $4.04K
|
16K
$700K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
83+ 1.18% |
$2.77K - $3.39K
|
7.12K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
82+ 4.43% |
$2.74K - $3.35K
|
1.94K
$84.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
69New |
$2.3K - $2.82K
|
69
$3.03K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60+ 4.22% |
$2K - $2.45K
|
1.48K
$65.1K
|