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 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
9.75KNew |
$336K - $378K
|
9.75K
$413K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.44KNew |
$222K - $250K
|
6.44K
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.98KNew |
$206K - $232K
|
5.98K
$253K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
2.99K+ 54.72% |
$103K - $116K
|
8.45K
$358K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.59KNew |
$54.8K - $61.7K
|
1.59K
$67.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.42KNew |
$48.8K - $55K
|
1.42K
$60K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
599New |
$20.6K - $23.2K
|
599
$25.4K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
518New |
$17.9K - $20.1K
|
518
$21.9K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
44+ 0.27% |
$1.52K - $1.71K
|
16.3K
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
39New |
$1.34K - $1.51K
|
39
$1.65K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
32.3KNew |
$1.09M - $1.2M
|
32.3K
$1.37M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25K+ 100.0% |
$847K - $926K
|
50K
$2.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.5KNew |
$694K - $759K
|
20.5K
$868K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10.7K+ 58.27% |
$361K - $395K
|
28.9K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.43KNew |
$218K - $238K
|
6.43K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
5.5KNew |
$186K - $204K
|
5.5K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$37.5K - $41K
|
1.11K
$46.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.06K+ 5.74% |
$35.9K - $39.3K
|
19.5K
$828K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
311New |
$10.5K - $11.5K
|
311
$13.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
189New |
$6.4K - $7K
|
189
$8.01K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
24New |
$813 - $889
|
24
$1.02K
|
|
| Q1 2023 | |||||||
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13KNew |
$437K - $509K
|
13K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6KNew |
$357K - $415K
|
10.6K
$450K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
5.74KNew |
$193K - $225K
|
5.74K
$243K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
740+ 77.41% |
$24.9K - $28.9K
|
1.7K
$71.9K
|
|
|
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
$276K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
452New |
$15.2K - $17.7K
|
452
$19.2K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
250New |
$8.4K - $9.78K
|
250
$10.6K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
220New |
$7.39K - $8.6K
|
220
$9.32K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
114New |
$3.83K - $4.46K
|
114
$4.83K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17New |
$571 - $665
|
17
$720
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$134 - $156
|
4
$169
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
219KNew |
$7.14M - $8.14M
|
219K
$9.27M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
24.4KNew |
$794K - $906K
|
24.4K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
20.7KNew |
$674K - $768K
|
20.7K
$875K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
19.6KNew |
$639K - $728K
|
19.6K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
16.4KNew |
$536K - $611K
|
16.4K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.4K+ 21848.08% |
$371K - $423K
|
11.4K
$484K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.98KNew |
$228K - $259K
|
6.98K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.41KNew |
$209K - $238K
|
6.41K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
430New |
$14K - $16K
|
430
$18.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
428New |
$14K - $15.9K
|
428
$18.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
374New |
$12.2K - $13.9K
|
374
$15.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
339+ 17.56% |
$11.1K - $12.6K
|
2.27K
$96.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
68New |
$2.22K - $2.53K
|
68
$2.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
33New |
$1.08K - $1.23K
|
33
$1.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$32.6 - $37.2
|
1
$42.4
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.9KNew |
$381K - $459K
|
11.9K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.03KNew |
$225K - $270K
|
7.03K
$298K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.49K+ 7.01% |
$112K - $134K
|
53.3K
$2.26M
|
|