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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.85K- 56.32% |
$61.6K - $75.3K
|
1.43K
$62.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.97K- 2.47% |
$65.7K - $80.3K
|
77.7K
$3.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2K- 9.6% |
$66.9K - $81.8K
|
18.9K
$829K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.1K- 12.27% |
$70.2K - $85.8K
|
15K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-2.13K- 13.93% |
$71.1K - $86.9K
|
13.2K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 58.23% |
$72.2K - $88.3K
|
1.55K
$68.1K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.33K- 74.76% |
$77.6K - $94.9K
|
785
$34.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.38K- 6.15% |
$79.5K - $97.2K
|
36.4K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.49K- 54.87% |
$83.1K - $102K
|
2.05K
$89.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.57K- 4.38% |
$85.7K - $105K
|
56.1K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.59K- 33.42% |
$86.5K - $106K
|
5.16K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.64K- 32.14% |
$88.2K - $108K
|
5.58K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-3.25K- 7.83% |
$108K - $133K
|
38.3K
$1.68M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.47K- 14.51% |
$116K - $142K
|
20.5K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.62K- 2.19% |
$121K - $148K
|
162K
$7.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.86K- 36.93% |
$129K - $158K
|
6.59K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-4.06K- 29.79% |
$136K - $166K
|
9.57K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.5K- 4.01% |
$150K - $184K
|
108K
$4.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.61K- 32.14% |
$154K - $188K
|
9.74K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.62K- 13.27% |
$154K - $189K
|
30.2K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.74K- 7.83% |
$158K - $193K
|
55.7K
$2.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.36K- 27.43% |
$179K - $219K
|
14.2K
$622K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.94K- 21.81% |
$198K - $242K
|
21.3K
$935K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.95K- 37.1% |
$199K - $243K
|
10.1K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-6.41K- 13.73% |
$214K - $262K
|
40.3K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.15K- 42.33% |
$239K - $292K
|
9.75K
$428K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-7.88K- 5.52% |
$263K - $321K
|
135K
$5.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9.06K- 45.58% |
$302K - $370K
|
10.8K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.43K- 17.07% |
$315K - $385K
|
45.8K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.4K- 34.34% |
$347K - $425K
|
19.9K
$874K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-10.8K- 11.05% |
$360K - $440K
|
86.8K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.5K- 17.27% |
$383K - $468K
|
54.9K
$2.41M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-13.4K- 24.09% |
$446K - $545K
|
42.1K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 36.3% |
$592K - $724K
|
31.1K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-19.6K- 45.28% |
$653K - $798K
|
23.6K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.3K- 84.73% |
$712K - $870K
|
3.85K
$169K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.6K- 25.64% |
$920K - $1.12M
|
79.9K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.3K- 23.63% |
$1.35M - $1.65M
|
130K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.6K- 77.42% |
$1.52M - $1.86M
|
13.3K
$584K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.6K- 77.42% |
$1.52M - $1.86M
|
13.3K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.1K- 22.69% |
$2.34M - $2.86M
|
239K
$10.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-70.2K- 4.57% |
$2.34M - $2.87M
|
1.47M
$64.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.9K- 6.21% |
$2.64M - $3.22M
|
1.19M
$52.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-196K- 3.04% |
$6.55M - $8.01M
|
6.26M
$275M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-293K- 95.91% |
$9.77M - $11.9M
|
12.5K
$547K
|