Patriot Financial Group Insurance Agency, LLC Nuveen Esg Emerging Markets Eq Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$26.53 - $31.52 $5,810 - $6,902	-219 Reduced 33.44%	436 $12,000
Q1 2022 May 11, 2022	SELL	$28.03 - $33.44 $5,101 - $6,086	-182 Reduced 21.74%	655 $20,000
Q3 2021 Nov 24, 2021	SELL	$33.36 - $36.83 $3,302 - $3,646	-99 Reduced 10.58%	837 $28,000
Q2 2021 Jul 30, 2021	BUY	$34.23 - $37.26 $13,897 - $15,127	406 Added 76.6%	936 $35,000
Q1 2021 Apr 29, 2021	SELL	$33.8 - $38.11 $1,419 - $1,600	-42 Reduced 7.34%	530 $19,000
Q4 2020 Jan 15, 2021	BUY	$28.41 - $33.45 $568 - $669	20 Added 3.62%	572 $19,000
Q1 2020 Apr 15, 2020	SELL	$18.95 - $28.05 $4,301 - $6,367	-227 Reduced 29.14%	552 $12,000
Q4 2019 Jan 22, 2020	BUY	$24.57 - $27.65 $11,253 - $12,663	458 Added 142.68%	779 $21,000
Q3 2019 Oct 25, 2019	BUY	$24.8 - $25.74 $4,439 - $4,607	179 Added 126.06%	321 $8,000
Q2 2019 Aug 07, 2019	BUY	N/A	142 New	142 $4,000

Others Institutions Holding NUEM

# of Institutions

103

Shares Held

8.79M

Call Options Held

Put Options Held

Tiaa, Fsb St. Louis, MO

1.66M
Shares

$52.4 Million
0.16% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.32M
Shares

$41.7 Million
0.12% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.05M
Shares

$33.3 Million
5.01% of portfolio
Wealthfront Advisers LLC

966K
Shares

$30.5 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$14.6 Million
0.0% of portfolio

View Full List

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