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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.12K+ 929.76% |
$81K - $88.3K
|
3.46K
$115K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2KNew |
$265K - $289K
|
10.2K
$339K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45.2K- 79.52% |
$1.17M - $1.28M
|
11.6K
$387K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-945- 4.07% |
$24.5K - $26.7K
|
22.3K
$741K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-307K- 15.62% |
$7.96M - $8.68M
|
1.66M
$55.1M
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
1.02K+ 9.92% |
$26.4K - $28.8K
|
11.3K
$376K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27.9KNew |
$704K - $804K
|
27.9K
$929K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
36.7KNew |
$925K - $1.06M
|
36.7K
$1.22M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63New |
$1.59K - $1.81K
|
63
$2.09K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.69KNew |
$42.5K - $48.6K
|
1.69K
$56.1K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.52K+ 22.48% |
$63.5K - $72.5K
|
13.7K
$456K
|
|
Q4 2022 | |||||||
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.11KNew |
$25K - $29.4K
|
1.11K
$36.9K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
234New |
$5.27K - $6.21K
|
234
$7.78K
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-53.2K- 77.78% |
$1.2M - $1.41M
|
15.2K
$506K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.5K+ 28.88% |
$56.4K - $66.4K
|
11.2K
$371K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
6.65KNew |
$150K - $176K
|
6.65K
$221K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
26.3KNew |
$592K - $698K
|
26.3K
$874K
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
88.9KNew |
$2M - $2.36M
|
88.9K
$2.95M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
673New |
$15.1K - $17.8K
|
673
$22.4K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.3KNew |
$29.2K - $34.4K
|
1.3K
$43.1K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3KNew |
$70.3K - $83.4K
|
3K
$99.7K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
244New |
$5.71K - $6.78K
|
244
$8.11K
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7.68K+ 70.08% |
$180K - $213K
|
18.6K
$620K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
151New |
$3.54K - $4.2K
|
151
$5.02K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.59KNew |
$37.2K - $44.1K
|
1.59K
$52.8K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-32.6K- 99.59% |
$764K - $907K
|
133
$4.42K
|
|
Q2 2022 | |||||||
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-16Closed |
$424 - $504
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.7KNew |
$471K - $559K
|
17.7K
$590K
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.91KNew |
$130K - $155K
|
4.91K
$163K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.1KClosed |
$267K - $318K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-219- 33.44% |
$5.81K - $6.9K
|
436
$14.5K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.44K- 14.4% |
$38.1K - $45.3K
|
8.54K
$284K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
116New |
$3.08K - $3.66K
|
116
$3.86K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.49K- 22.76% |
$66.1K - $78.5K
|
8.45K
$281K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-300Closed |
$7.96K - $9.46K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-832- 12.08% |
$22.1K - $26.2K
|
6.06K
$201K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
130+ 13.83% |
$3.45K - $4.1K
|
1.07K
$35.6K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.3KClosed |
$261K - $311K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-19KClosed |
$534K - $637K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-416Closed |
$11.7K - $13.9K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
275New |
$8.62K - $9.74K
|
275
$9.14K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
373New |
$11.7K - $13.2K
|
373
$12.4K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-223Closed |
$6.99K - $7.9K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65KClosed |
$188K - $208K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-600Closed |
$20.5K - $22.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-310Closed |
$10.6K - $11.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.06KClosed |
$70.4K - $76.7K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
30+ 4.17% |
$1.01K - $1.14K
|
749
$24.9K
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-221Closed |
$7.47K - $8.42K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.2K+ 424.59% |
$233K - $274K
|
10.1K
$337K
|