Latest Institutional Transactions on Nuveen Esg Emerging Markets Eq (NUEM)
This table provides information on the latest institutional transactions involving Nuveen Esg Emerging Markets Eq (NUEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8.14K+ 12.68% |
$206K - $228K
|
72.3K
$2.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
81New |
$2.05K - $2.27K
|
81
$2.34K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-975- 2.64% |
$24.3K - $26.3K
|
35.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.3KClosed |
$32.3K - $34.9K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.51K- 20.21% |
$62.7K - $67.8K
|
9.93K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-75.7K- 57.99% |
$1.89M - $2.04M
|
54.9K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22KNew |
$55.3K - $59.7K
|
2.22K
$64.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 11.11% |
$25 - $27
|
10
$289
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
41+ 2.47% |
$1.02K - $1.11K
|
1.7K
$49.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.31K- 81.06% |
$57.7K - $62.3K
|
540
$15.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
33KNew |
$822K - $889K
|
33K
$954K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2K- 22.99% |
$49.9K - $53.9K
|
6.7K
$194K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
210New |
$5.24K - $5.66K
|
210
$6.08K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
376+ 126.17% |
$9.38K - $10.1K
|
674
$19.5K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14.5KNew |
$374K - $420K
|
14.5K
$419K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.12KNew |
$28.8K - $32.3K
|
1.12K
$32.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.08K+ 7.62% |
$27.9K - $31.2K
|
15.2K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13.8KClosed |
$356K - $399K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
10.5KNew |
$270K - $303K
|
10.5K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5.36KNew |
$139K - $156K
|
5.36K
$155K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13.6KNew |
$353K - $385K
|
13.6K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2KNew |
$265K - $289K
|
10.2K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.12K+ 929.76% |
$81K - $88.3K
|
3.46K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45.2K- 79.52% |
$1.17M - $1.28M
|
11.6K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-945- 4.07% |
$24.5K - $26.7K
|
22.3K
$645K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
852New |
$22.1K - $24.1K
|
852
$24.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-307K- 15.62% |
$7.96M - $8.68M
|
1.66M
$48M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
1.02K+ 9.92% |
$26.4K - $28.8K
|
11.3K
$327K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27.9KNew |
$704K - $804K
|
27.9K
$809K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
36.7KNew |
$925K - $1.06M
|
36.7K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63New |
$1.59K - $1.81K
|
63
$1.82K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.69KNew |
$42.5K - $48.6K
|
1.69K
$48.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.52K+ 22.48% |
$63.5K - $72.5K
|
13.7K
$397K
|
|
| Q4 2022 | |||||||
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.11KNew |
$25K - $29.4K
|
1.11K
$32.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
234New |
$5.27K - $6.21K
|
234
$6.77K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-53.2K- 77.78% |
$1.2M - $1.41M
|
15.2K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.27KNew |
$28.6K - $33.7K
|
1.27K
$36.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.5K+ 28.88% |
$56.4K - $66.4K
|
11.2K
$323K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
6.65KNew |
$150K - $176K
|
6.65K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
26.3KNew |
$592K - $698K
|
26.3K
$761K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
88.9KNew |
$2M - $2.36M
|
88.9K
$2.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
673New |
$15.1K - $17.8K
|
673
$19.5K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.3KNew |
$29.2K - $34.4K
|
1.3K
$37.5K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3KNew |
$70.3K - $83.4K
|
3K
$86.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
244New |
$5.71K - $6.78K
|
244
$7.06K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7.68K+ 70.08% |
$180K - $213K
|
18.6K
$540K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
151New |
$3.54K - $4.2K
|
151
$4.37K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.59KNew |
$37.2K - $44.1K
|
1.59K
$46K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-32.6K- 99.59% |
$764K - $907K
|
133
$3.85K
|
|
| Q2 2022 | |||||||
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-16Closed |
$424 - $504
|
0
$0
|
|