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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
6.04K+ 83.57% |
$225K - $251K
|
13.3K
$524K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.69KNew |
$63.1K - $70.3K
|
1.69K
$66.8K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
422New |
$15.8K - $17.6K
|
422
$16.7K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
305+ 314.43% |
$11.4K - $12.7K
|
402
$15.9K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$4.48K - $4.99K
|
120
$4.74K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
109New |
$4.07K - $4.53K
|
109
$4.31K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
26+ 6.22% |
$971 - $1.08K
|
444
$17.5K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
16+ 13.11% |
$597 - $665
|
138
$5.45K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
34.9KNew |
$1.11M - $1.38M
|
34.9K
$1.38M
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
18K+ 27.67% |
$573K - $715K
|
83.3K
$3.29M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.72KNew |
$182K - $227K
|
5.72K
$226K
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
5.26KNew |
$167K - $208K
|
5.26K
$208K
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
5.25KNew |
$167K - $208K
|
5.25K
$207K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.24KNew |
$167K - $208K
|
5.24K
$207K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.14K+ 41.98% |
$163K - $204K
|
17.4K
$687K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.54KNew |
$80.5K - $100K
|
2.54K
$100K
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
667+ 5.7% |
$21.2K - $26.4K
|
12.4K
$488K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
624New |
$19.8K - $24.7K
|
624
$24.7K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
382New |
$12.1K - $15.1K
|
382
$15.1K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
160New |
$5.08K - $6.33K
|
160
$6.32K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
59New |
$1.87K - $2.34K
|
59
$2.33K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
40New |
$1.27K - $1.58K
|
40
$1.58K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.17% |
$254 - $317
|
689
$27.2K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.7KNew |
$1.02M - $1.15M
|
29.7K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.98KNew |
$206K - $232K
|
5.98K
$236K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.59KNew |
$54.8K - $61.7K
|
1.59K
$62.9K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.42KNew |
$48.8K - $55K
|
1.42K
$56K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
599New |
$20.6K - $23.2K
|
599
$23.7K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
518New |
$17.9K - $20.1K
|
518
$20.5K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
44+ 0.27% |
$1.52K - $1.71K
|
16.3K
$644K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
39New |
$1.34K - $1.51K
|
39
$1.54K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
32.3KNew |
$1.09M - $1.2M
|
32.3K
$1.28M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25K+ 100.0% |
$847K - $926K
|
50K
$1.98M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.5KNew |
$694K - $759K
|
20.5K
$810K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10.7K+ 58.27% |
$361K - $395K
|
28.9K
$1.14M
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.43KNew |
$218K - $238K
|
6.43K
$254K
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
5.5KNew |
$186K - $204K
|
5.5K
$217K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$37.5K - $41K
|
1.11K
$43.7K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.06K+ 5.74% |
$35.9K - $39.3K
|
19.5K
$772K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
311New |
$10.5K - $11.5K
|
311
$12.3K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
189New |
$6.4K - $7K
|
189
$7.47K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
24New |
$813 - $889
|
24
$948
|
|
Q1 2023 | |||||||
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13KNew |
$437K - $509K
|
13K
$514K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6KNew |
$357K - $415K
|
10.6K
$420K
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
5.74KNew |
$193K - $225K
|
5.74K
$227K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
740+ 77.41% |
$24.9K - $28.9K
|
1.7K
$67K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
620+ 10.52% |
$20.8K - $24.2K
|
6.51K
$257K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
452New |
$15.2K - $17.7K
|
452
$17.9K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
250New |
$8.4K - $9.78K
|
250
$9.88K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
220New |
$7.39K - $8.6K
|
220
$8.69K
|