Purchases and Sales Made in Q1 2023 in Nuveen Esg Emerging Markets Eq (NUEM)
This table provides information about the institutional ownership of Nuveen Esg Emerging Markets Eq (NUEM) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN ESG EMERGING MARKETS EQ.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
816KNew |
$20.6M - $23.5M
|
816K
$23.8M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
123K+ 25.52% |
$3.09M - $3.53M
|
603K
$17.6M
|
|
May 12, 2023
Q1 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
64.2K+ 23.24% |
$1.62M - $1.85M
|
340K
$9.93M
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
52.5K+ 287.47% |
$1.32M - $1.51M
|
70.7K
$2.06M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
41.4K+ 835.14% |
$1.04M - $1.19M
|
46.3K
$1.35M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.5KNew |
$945K - $1.08M
|
37.5K
$1.09M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
36.7KNew |
$925K - $1.06M
|
36.7K
$1.07M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27.9KNew |
$704K - $804K
|
27.9K
$815K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25K+ 12.23% |
$630K - $719K
|
229K
$6.69M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.1K+ 22.98% |
$482K - $550K
|
102K
$2.99M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 67.26% |
$395K - $451K
|
39K
$1.14M
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
15.3KNew |
$385K - $439K
|
15.3K
$445K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.14KNew |
$230K - $263K
|
9.14K
$267K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.77K+ 32.21% |
$221K - $252K
|
36K
$1.05M
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
8.23KNew |
$207K - $237K
|
8.23K
$240K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.12K+ 3.24% |
$205K - $234K
|
258K
$7.54M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.1KNew |
$204K - $233K
|
8.1K
$236K
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
7.45K+ 7.77% |
$188K - $214K
|
103K
$3.01M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.44K+ 51.8% |
$187K - $214K
|
21.8K
$636K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.46KNew |
$87.2K - $99.6K
|
3.46K
$101K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.29K+ 4.85% |
$82.9K - $94.6K
|
71.1K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.13K+ 8.22% |
$78.8K - $90K
|
41.2K
$1.2M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.52K+ 22.48% |
$63.5K - $72.5K
|
13.7K
$400K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.01K+ 4.08% |
$50.8K - $58K
|
51.4K
$1.5M
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.94K+ 8.04% |
$48.8K - $55.8K
|
26K
$760K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.91K+ 4.96% |
$48.2K - $55K
|
40.5K
$1.18M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.83K+ 18.19% |
$46.1K - $52.7K
|
11.9K
$347K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.69KNew |
$42.5K - $48.6K
|
1.69K
$49.2K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.65K+ 11.45% |
$41.5K - $47.3K
|
16K
$467K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.1K+ 10.27% |
$27.6K - $31.5K
|
11.8K
$343K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 3.35% |
$26.5K - $30.2K
|
32.4K
$945K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
992+ 8.97% |
$25K - $28.5K
|
12K
$352K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
966+ 2146.67% |
$24.3K - $27.8K
|
1.01K
$29.5K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
933+ 11.19% |
$23.5K - $26.9K
|
9.27K
$271K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
899+ 2.57% |
$22.7K - $25.9K
|
35.9K
$1.05M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
616+ 3.62% |
$15.5K - $17.7K
|
17.6K
$515K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
559+ 6.54% |
$14.1K - $16.1K
|
9.1K
$266K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500+ 1.68% |
$12.6K - $14.4K
|
30.2K
$882K
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
302+ 0.44% |
$7.61K - $8.69K
|
68.3K
$1.99M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
206+ 2.52% |
$5.19K - $5.93K
|
8.39K
$245K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195+ 2.02% |
$4.91K - $5.61K
|
9.83K
$287K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
194+ 1.2% |
$4.89K - $5.58K
|
16.3K
$476K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
164+ 1.41% |
$4.13K - $4.72K
|
11.8K
$344K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84+ 19.22% |
$2.12K - $2.42K
|
521
$15.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63New |
$1.59K - $1.81K
|
63
$1.84K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40New |
$1.01K - $1.15K
|
40
$1.17K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38New |
$958 - $1.09K
|
38
$1.11K
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 0.24% |
$680 - $777
|
11.4K
$334K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 0.1% |
$75.6 - $86.3
|
3.01K
$87.8K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$50.4 - $57.6
|
8.65K
$252K
|