Latest Institutional Purchases of Nuveen Esg Small Cap ETF (NUSC)
This list provides information on the latest institutional transactions involving Nuveen Esg Small Cap ETF (NUSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
246KNew |
$10.3M - $11.4M
|
246K
$10.2M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$560K - $620K
|
13.4K
$554K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.7KNew |
$532K - $589K
|
12.7K
$526K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 118.64% |
$433K - $480K
|
19.1K
$790K
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
8.36KNew |
$349K - $386K
|
8.36K
$345K
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7.1KNew |
$296K - $328K
|
7.1K
$293K
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6.34K+ 106.54% |
$265K - $293K
|
12.3K
$508K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.22KNew |
$259K - $287K
|
6.22K
$257K
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.96KNew |
$249K - $275K
|
5.96K
$246K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.55K+ 29.52% |
$232K - $256K
|
24.3K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.54KNew |
$189K - $210K
|
4.54K
$187K
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$54.9K - $60.8K
|
1.32K
$54.3K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.07KNew |
$44.8K - $49.6K
|
1.07K
$44.4K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
814New |
$34K - $37.6K
|
814
$33.6K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
410New |
$17.1K - $18.9K
|
410
$16.9K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
400New |
$16.7K - $18.5K
|
400
$16.5K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
353+ 48.76% |
$14.7K - $16.3K
|
1.08K
$44.5K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
291+ 2.98% |
$12.1K - $13.4K
|
10K
$415K
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
120+ 2.29% |
$5.01K - $5.54K
|
5.35K
$221K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
117New |
$4.88K - $5.41K
|
117
$4.83K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
115+ 1.15% |
$4.8K - $5.31K
|
10.1K
$418K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 2.21% |
$4.17K - $4.62K
|
4.63K
$191K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
71+ 2.68% |
$2.96K - $3.28K
|
2.72K
$112K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
70+ 1.96% |
$2.92K - $3.23K
|
3.65K
$151K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
64New |
$2.67K - $2.96K
|
64
$2.64K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
54+ 0.91% |
$2.25K - $2.49K
|
5.97K
$247K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 8.65% |
$1.13K - $1.25K
|
339
$14K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$710 - $785
|
5.08K
$210K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.69% |
$292 - $323
|
1.02K
$42.2K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$292 - $323
|
8.97K
$370K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 11.76% |
$83.5 - $92.4
|
19
$785
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.98% |
$83.5 - $92.4
|
206
$8.51K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.23% |
$41.7 - $46.2
|
430
$17.8K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.4K+ 12136.36% |
$519K - $574K
|
13.5K
$556K
|
|
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
$2.71M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
348New |
$13.5K - $15K
|
348
$14.4K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
201+ 9.62% |
$7.82K - $8.64K
|
2.29K
$94.6K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
200+ 1.29% |
$7.78K - $8.59K
|
15.7K
$649K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
199New |
$7.74K - $8.55K
|
199
$8.22K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
148+ 2.12% |
$5.76K - $6.36K
|
7.13K
$294K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
67+ 1.03% |
$2.61K - $2.88K
|
6.56K
$271K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.22KNew |
$313K - $338K
|
8.22K
$339K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.26KNew |
$86.1K - $92.9K
|
2.26K
$93.3K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.41K+ 5.88% |
$53.8K - $58.1K
|
25.4K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.01KNew |
$38.3K - $41.3K
|
1.01K
$41.5K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
464New |
$17.7K - $19.1K
|
464
$19.2K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
334New |
$12.7K - $13.7K
|
334
$13.8K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
196New |
$7.47K - $8.06K
|
196
$8.1K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
167New |
$6.37K - $6.87K
|
167
$6.9K
|