Purchases and Sales Made in Q4 2024 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 3.67% |
$80.4K - $89K
|
54.4K
$2.26M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.9K+ 4.8% |
$79.1K - $87.6K
|
41.4K
$1.72M
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.61K+ 2.26% |
$67.2K - $74.4K
|
72.9K
$3.03M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.39K+ 8.42% |
$58K - $64.2K
|
17.9K
$745K
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.35K+ 5.27% |
$56.3K - $62.4K
|
27K
$1.12M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$54.9K - $60.8K
|
1.32K
$54.7K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.23K+ 5.18% |
$51.2K - $56.6K
|
24.9K
$1.04M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.16K+ 3.46% |
$48.3K - $53.4K
|
34.6K
$1.44M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.13K+ 14.73% |
$47.3K - $52.3K
|
8.83K
$367K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.07KNew |
$44.8K - $49.6K
|
1.07K
$44.7K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 4.04% |
$44.2K - $49K
|
27.3K
$1.13M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
829+ 48.85% |
$34.6K - $38.3K
|
2.53K
$105K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
814New |
$34K - $37.6K
|
814
$33.9K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
784+ 8.96% |
$32.7K - $36.2K
|
9.53K
$397K
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
761+ 3.77% |
$31.8K - $35.2K
|
20.9K
$872K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
756+ 0.81% |
$31.6K - $34.9K
|
93.7K
$3.9M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
707+ 4.64% |
$29.5K - $32.7K
|
16K
$664K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
691+ 20.96% |
$28.8K - $31.9K
|
3.99K
$166K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
687+ 0.49% |
$28.7K - $31.7K
|
140K
$5.84M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
683+ 0.52% |
$28.5K - $31.6K
|
132K
$5.5M
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
426+ 2.57% |
$17.8K - $19.7K
|
17K
$707K
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
410+ 0.44% |
$17.1K - $18.9K
|
94.3K
$3.92M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
410New |
$17.1K - $18.9K
|
410
$17.1K
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
404+ 1.21% |
$16.9K - $18.7K
|
33.9K
$1.41M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
400New |
$16.7K - $18.5K
|
400
$16.6K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
400+ 4.67% |
$16.7K - $18.5K
|
8.97K
$373K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
353+ 48.76% |
$14.7K - $16.3K
|
1.08K
$44.8K
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
303+ 2.38% |
$12.6K - $14K
|
13K
$542K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
291+ 2.98% |
$12.1K - $13.4K
|
10K
$418K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
267+ 4.32% |
$11.1K - $12.3K
|
6.44K
$268K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
263+ 20.79% |
$11K - $12.2K
|
1.53K
$63.6K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
231+ 0.56% |
$9.64K - $10.7K
|
41.3K
$1.72M
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
225+ 1.02% |
$9.39K - $10.4K
|
22.3K
$927K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
223+ 1.88% |
$9.31K - $10.3K
|
12.1K
$504K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
212+ 0.9% |
$8.85K - $9.79K
|
23.9K
$993K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
199+ 1.8% |
$8.31K - $9.19K
|
11.3K
$470K
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
185+ 0.38% |
$7.72K - $8.55K
|
48.4K
$2.02M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
155+ 1.7% |
$6.47K - $7.16K
|
9.25K
$385K
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
120+ 2.29% |
$5.01K - $5.54K
|
5.35K
$223K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
116+ 0.37% |
$4.84K - $5.36K
|
31.7K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
115+ 1.15% |
$4.8K - $5.31K
|
10.1K
$421K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
108+ 1.35% |
$4.51K - $4.99K
|
8.13K
$338K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
101New |
$4.22K - $4.67K
|
101
$4.2K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 2.21% |
$4.17K - $4.62K
|
4.63K
$192K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
99+ 7.79% |
$4.13K - $4.57K
|
1.37K
$57K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
85+ 0.84% |
$3.55K - $3.93K
|
10.2K
$425K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
81+ 1.14% |
$3.38K - $3.74K
|
7.17K
$299K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
77+ 0.94% |
$3.21K - $3.56K
|
8.28K
$345K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
75+ 5.12% |
$3.13K - $3.47K
|
1.54K
$64.1K
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
75+ 0.34% |
$3.13K - $3.47K
|
22.2K
$925K
|