Patriot Financial Group Insurance Agency, LLC Nuveen Esg Small Cap ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$37.29 - $42.63 $372 - $426	10 Added 0.36%	2,799 $112,000
Q4 2021 Jan 10, 2022	BUY	$39.82 - $47.48 $1,592 - $1,899	40 Added 1.46%	2,789 $117,000
Q3 2021 Nov 24, 2021	SELL	$42.25 - $45.47 $2,239 - $2,409	-53 Reduced 1.89%	2,749 $120,000
Q2 2021 Jul 30, 2021	BUY	$42.41 - $45.98 $93,726 - $101,615	2,210 Added 373.31%	2,802 $127,000
Q1 2021 Apr 29, 2021	BUY	$37.86 - $45.2 $7,382 - $8,814	195 Added 49.12%	592 $25,000
Q4 2020 Jan 15, 2021	BUY	$30.05 - $38.66 $210 - $270	7 Added 1.79%	397 $15,000
Q1 2020 Apr 15, 2020	BUY	$18.7 - $31.96 $1,664 - $2,844	89 Added 29.57%	390 $8,000
Q4 2019 Jan 22, 2020	BUY	$28.39 - $31.57 $3,605 - $4,009	127 Added 72.99%	301 $9,000
Q3 2019 Oct 25, 2019	BUY	$29.18 - $29.99 $2,801 - $2,879	96 Added 123.08%	174 $5,000
Q2 2019 Aug 07, 2019	BUY	N/A	78 New	78 $2,000

Others Institutions Holding NUSC

# of Institutions

253

Shares Held

23.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.77M
Shares

$289 Million
0.02% of portfolio
Tiaa, Fsb St. Louis, MO

2.27M
Shares

$96.9 Million
0.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.57M
Shares

$67.2 Million
0.19% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$53.5 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.2M
Shares

$51.2 Million
7.81% of portfolio

View Full List

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