Purchases and Sales Made in Q4 2024 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q4 2024. The information is specifically focused on institutions that hold shares of NUVEEN ESG SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
111KNew |
$4.65M - $5.15M
|
111K
$4.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.9KNew |
$3.8M - $4.2M
|
90.9K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
73.1KNew |
$3.05M - $3.38M
|
73.1K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
73KNew |
$3.05M - $3.37M
|
73K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.5K+ 11.35% |
$2.9M - $3.21M
|
682K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.2K+ 0.97% |
$2.77M - $3.06M
|
6.92M
$300M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
48.3KNew |
$2.02M - $2.23M
|
48.3K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
37K+ 3.13% |
$1.54M - $1.71M
|
1.22M
$52.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.2K+ 3.43% |
$1.34M - $1.49M
|
971K
$42.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6K+ 4.25% |
$903K - $1M
|
531K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.3K+ 3.65% |
$848K - $939K
|
577K
$25M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
18.8K+ 8.55% |
$784K - $867K
|
238K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14KNew |
$585K - $648K
|
14K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$560K - $620K
|
13.4K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.7KNew |
$532K - $589K
|
12.7K
$553K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3K+ 27.84% |
$514K - $569K
|
56.5K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
11.4KNew |
$475K - $526K
|
11.4K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 118.64% |
$433K - $480K
|
19.1K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10.2KNew |
$426K - $471K
|
10.2K
$442K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.94K+ 5.99% |
$415K - $459K
|
176K
$7.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
9.08KNew |
$379K - $420K
|
9.08K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.55K+ 177.94% |
$357K - $395K
|
13.4K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
8.36KNew |
$349K - $386K
|
8.36K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.15K+ 4.95% |
$298K - $330K
|
151K
$6.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.14K+ 18.78% |
$298K - $330K
|
45.2K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7.1KNew |
$296K - $328K
|
7.1K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.96KNew |
$291K - $322K
|
6.96K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
6.36KNew |
$266K - $294K
|
6.36K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6.34K+ 106.54% |
$265K - $293K
|
12.3K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
6.27KNew |
$262K - $289K
|
6.27K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.22KNew |
$259K - $287K
|
6.22K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.1KNew |
$255K - $282K
|
6.1K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
6.06KNew |
$253K - $280K
|
6.06K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.96KNew |
$249K - $275K
|
5.96K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.85K+ 124.72% |
$244K - $270K
|
10.5K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.64K+ 4.9% |
$235K - $261K
|
121K
$5.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.48KNew |
$229K - $253K
|
5.48K
$238K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
5.45KNew |
$227K - $252K
|
5.45K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.83KNew |
$202K - $223K
|
4.83K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.59K+ 1.68% |
$191K - $212K
|
278K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.54KNew |
$189K - $210K
|
4.54K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.53K+ 11.41% |
$189K - $209K
|
44.3K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.87K+ 13.41% |
$161K - $179K
|
32.7K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.6K+ 32.25% |
$150K - $166K
|
14.7K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.59K+ 71.52% |
$150K - $166K
|
8.62K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.31K+ 19.49% |
$138K - $153K
|
20.3K
$879K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.01K+ 22.01% |
$126K - $139K
|
16.7K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.91K+ 6.38% |
$122K - $135K
|
48.6K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.44K+ 4.02% |
$102K - $113K
|
63.1K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.19K+ 2.14% |
$91.2K - $101K
|
104K
$4.52M
|