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 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
58+ 0.72% |
$1.94K - $2.37K
|
8.09K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 61.02% |
$1.2K - $1.47K
|
95
$4.17K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 45.07% |
$1.07K - $1.31K
|
103
$4.52K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
28+ 0.18% |
$935 - $1.14K
|
15.3K
$673K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
24+ 0.4% |
$801 - $979
|
6K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 10.53% |
$66.8 - $81.6
|
21
$922
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1- 0.01% |
$33.4 - $40.8
|
7.06K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-18- 0.48% |
$601 - $735
|
3.71K
$163K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 14.16% |
$1.6K - $1.96K
|
291
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-49- 40.83% |
$1.64K - $2K
|
71
$3.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-75- 38.27% |
$2.5K - $3.06K
|
121
$5.31K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-85- 0.37% |
$2.84K - $3.47K
|
22.7K
$994K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-111- 28.1% |
$3.71K - $4.53K
|
284
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-128- 1.72% |
$4.27K - $5.22K
|
7.32K
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-143- 0.45% |
$4.77K - $5.84K
|
31.3K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-148- 0.28% |
$4.94K - $6.04K
|
53.2K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-154- 0.12% |
$5.14K - $6.28K
|
131K
$5.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-155- 4.71% |
$5.17K - $6.33K
|
3.14K
$138K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-198- 50.64% |
$6.61K - $8.08K
|
193
$8.47K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-198- 22.94% |
$6.61K - $8.08K
|
665
$29.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-199- 1.96% |
$6.64K - $8.12K
|
9.93K
$436K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-206- 3.14% |
$6.88K - $8.41K
|
6.35K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-213- 8.47% |
$7.11K - $8.69K
|
2.3K
$101K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-216- 0.16% |
$7.21K - $8.81K
|
138K
$6.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-222- 3.08% |
$7.41K - $9.06K
|
6.98K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-242- 2.57% |
$8.08K - $9.88K
|
9.17K
$403K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-274- 3.94% |
$9.15K - $11.2K
|
6.68K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-295- 2.76% |
$9.85K - $12K
|
10.4K
$456K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-367- 0.88% |
$12.3K - $15K
|
41.2K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-369- 4.15% |
$12.3K - $15.1K
|
8.53K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-373- 1.97% |
$12.5K - $15.2K
|
18.5K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-383- 2.62% |
$12.8K - $15.6K
|
14.2K
$624K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-461- 0.91% |
$15.4K - $18.8K
|
49.9K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-581- 5.06% |
$19.4K - $23.7K
|
10.9K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-600- 5.36% |
$20K - $24.5K
|
10.6K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-611- 6.08% |
$20.4K - $24.9K
|
9.44K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-624- 6.06% |
$20.8K - $25.5K
|
9.68K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-658- 4.07% |
$22K - $26.9K
|
15.5K
$681K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-739- 15.98% |
$24.7K - $30.2K
|
3.89K
$171K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-748- 4.31% |
$25K - $30.5K
|
16.6K
$730K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-810- 10.97% |
$27K - $33.1K
|
6.58K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 4.0% |
$34.1K - $41.7K
|
24.5K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.74% |
$34.7K - $42.4K
|
12.4K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 20.82% |
$36.8K - $45K
|
4.19K
$184K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.16K- 13.8% |
$38.8K - $47.4K
|
7.25K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1.26K- 14.8% |
$42K - $51.4K
|
7.25K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.64K- 3.84% |
$54.7K - $66.8K
|
41K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.68K- 7.45% |
$56.2K - $68.7K
|
20.9K
$918K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.83K- 3.02% |
$61K - $74.6K
|
58.7K
$2.58M
|