Latest Institutional Transactions on Nuveen Esg Small Cap ETF (NUSC)
This table provides information on the latest institutional transactions involving Nuveen Esg Small Cap ETF (NUSC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$710 - $785
|
5.08K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.59K- 24.25% |
$66.2K - $73.3K
|
4.95K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-650- 72.95% |
$27.1K - $30K
|
241
$10.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
291+ 2.98% |
$12.1K - $13.4K
|
10K
$426K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 13.07% |
$84.2K - $93.1K
|
14.4K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.1K- 66.13% |
$430K - $476K
|
5.67K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.48K- 33.22% |
$96.3K - $106K
|
4.98K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
200+ 1.29% |
$7.78K - $8.59K
|
15.7K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.83K- 11.67% |
$71K - $78.4K
|
13.8K
$586K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 75.58% |
$2.53K - $2.79K
|
21
$890
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
67+ 1.03% |
$2.61K - $2.88K
|
6.56K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
148+ 2.12% |
$5.76K - $6.36K
|
7.13K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
348New |
$13.5K - $15K
|
348
$14.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-30- 0.51% |
$1.17K - $1.29K
|
5.81K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-44- 86.27% |
$1.71K - $1.89K
|
7
$297
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.4K+ 12136.36% |
$519K - $574K
|
13.5K
$570K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-332- 2.15% |
$12.9K - $14.3K
|
15.1K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.18K+ 3.43% |
$84.7K - $93.6K
|
65.6K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 0.86% |
$817 - $902
|
2.42K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
201+ 9.62% |
$7.82K - $8.64K
|
2.29K
$97.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
199New |
$7.74K - $8.55K
|
199
$8.43K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
167New |
$6.37K - $6.87K
|
167
$7.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.26KNew |
$86.1K - $92.9K
|
2.26K
$95.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.41K+ 5.88% |
$53.8K - $58.1K
|
25.4K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
464New |
$17.7K - $19.1K
|
464
$19.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15Closed |
$572 - $617
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334New |
$12.7K - $13.7K
|
334
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.22KNew |
$313K - $338K
|
8.22K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-66- 0.74% |
$2.52K - $2.72K
|
8.82K
$374K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
163New |
$6.21K - $6.71K
|
163
$6.91K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.01KNew |
$38.3K - $41.3K
|
1.01K
$42.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
196New |
$7.47K - $8.06K
|
196
$8.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
305+ 314.43% |
$11.4K - $12.7K
|
402
$17K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
26+ 6.22% |
$971 - $1.08K
|
444
$18.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-977- 3.68% |
$36.5K - $40.6K
|
25.6K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
66.4KNew |
$2.48M - $2.76M
|
66.4K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
16+ 13.11% |
$597 - $665
|
138
$5.85K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
109New |
$4.07K - $4.53K
|
109
$4.62K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-281- 5.15% |
$10.5K - $11.7K
|
5.18K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-384- 64.0% |
$14.3K - $16K
|
216
$9.15K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
422New |
$15.8K - $17.6K
|
422
$17.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$4.48K - $4.99K
|
120
$5.08K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-735- 28.6% |
$27.4K - $30.6K
|
1.84K
$77.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.3KNew |
$421K - $469K
|
11.3K
$478K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.14K+ 41.98% |
$163K - $204K
|
17.4K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-770- 58.03% |
$24.5K - $30.5K
|
557
$23.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
160New |
$5.08K - $6.33K
|
160
$6.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
624New |
$19.8K - $24.7K
|
624
$26.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
382New |
$12.1K - $15.1K
|
382
$16.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40New |
$1.27K - $1.58K
|
40
$1.69K
|
|