Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-374- 4.08% |
$14.3K - $15.4K
|
8.79K
$366K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-340- 1.43% |
$13K - $14K
|
23.5K
$978K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-292- 1.95% |
$11.1K - $12K
|
14.7K
$613K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-222- 3.48% |
$8.46K - $9.13K
|
6.16K
$256K
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-177- 0.29% |
$6.75K - $7.28K
|
60.2K
$2.51M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-168- 7.64% |
$6.4K - $6.91K
|
2.03K
$84.6K
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-148- 0.91% |
$5.64K - $6.09K
|
16.1K
$670K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-145- 0.85% |
$5.53K - $5.97K
|
17K
$708K
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-141- 1.55% |
$5.37K - $5.8K
|
8.96K
$373K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-135- 5.99% |
$5.15K - $5.55K
|
2.12K
$88.3K
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-134- 2.52% |
$5.11K - $5.51K
|
5.18K
$216K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-119- 0.3% |
$4.54K - $4.9K
|
39.8K
$1.66M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-119- 1.07% |
$4.54K - $4.9K
|
11K
$458K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-117- 1.13% |
$4.46K - $4.81K
|
10.3K
$427K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-103- 6.35% |
$3.93K - $4.24K
|
1.52K
$63.3K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-66- 0.74% |
$2.52K - $2.72K
|
8.82K
$368K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-64- 1.22% |
$2.44K - $2.63K
|
5.2K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-41- 0.63% |
$1.56K - $1.69K
|
6.49K
$270K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 4.46% |
$1.56K - $1.69K
|
878
$36.6K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 3.98% |
$1.14K - $1.23K
|
724
$30.2K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29- 0.39% |
$1.11K - $1.19K
|
7.34K
$306K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 0.17% |
$991 - $1.07K
|
15.1K
$630K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15Closed |
$572 - $617
|
0
$0
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-15- 0.61% |
$572 - $617
|
2.45K
$102K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 0.71% |
$572 - $617
|
2.09K
$87.1K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.15% |
$229 - $247
|
3.89K
$162K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.27% |
$114 - $123
|
1.12K
$46.7K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 1.29% |
$114 - $123
|
229
$9.54K
|
|
Q1 2024 | |||||||
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.43K- 22.82% |
$128K - $143K
|
11.6K
$483K
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.08K- 16.02% |
$115K - $128K
|
16.1K
$673K
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.33K- 2.98% |
$49.7K - $55.3K
|
43.3K
$1.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-977- 3.68% |
$36.5K - $40.6K
|
25.6K
$1.07M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-735- 28.6% |
$27.4K - $30.6K
|
1.84K
$76.5K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-384- 64.0% |
$14.3K - $16K
|
216
$9K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-281- 5.15% |
$10.5K - $11.7K
|
5.18K
$216K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-200- 8.99% |
$7.47K - $8.32K
|
2.03K
$84.4K
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-14- 0.62% |
$523 - $582
|
2.23K
$92.8K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 0.09% |
$112 - $125
|
3.26K
$136K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.35K- 33.22% |
$265K - $330K
|
16.8K
$699K
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.16K- 37.35% |
$132K - $165K
|
6.98K
$291K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.85K- 19.75% |
$122K - $152K
|
15.6K
$652K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.67K- 29.62% |
$84.7K - $106K
|
6.33K
$264K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-770- 58.03% |
$24.5K - $30.5K
|
557
$23.2K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-103- 0.23% |
$3.27K - $4.08K
|
44.5K
$1.86M
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-8.5K- 99.84% |
$293K - $330K
|
14
$583
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.86K- 26.12% |
$202K - $228K
|
16.6K
$691K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.28KClosed |
$182K - $205K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.84K- 59.07% |
$98K - $110K
|
1.97K
$82.1K
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-521- 1.61% |
$18K - $20.2K
|
31.8K
$1.33M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-68- 0.64% |
$2.34K - $2.64K
|
10.5K
$437K
|