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 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
71+ 2.68% |
$2.96K - $3.28K
|
2.72K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
71New |
$2.96K - $3.28K
|
71
$3.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
70+ 1.96% |
$2.92K - $3.23K
|
3.65K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
64New |
$2.67K - $2.96K
|
64
$2.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
64+ 1.22% |
$2.67K - $2.96K
|
5.3K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
54+ 0.91% |
$2.25K - $2.49K
|
5.97K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
53+ 1.68% |
$2.21K - $2.45K
|
3.21K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
33+ 0.06% |
$1.38K - $1.52K
|
53.4K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
29+ 0.18% |
$1.21K - $1.34K
|
16.4K
$711K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 8.65% |
$1.13K - $1.25K
|
339
$14.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
19+ 0.12% |
$793 - $878
|
15.3K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
17+ 0.34% |
$710 - $785
|
5.08K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.56% |
$543 - $601
|
2.34K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.69% |
$292 - $323
|
1.02K
$44.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$292 - $323
|
8.97K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.03% |
$125 - $139
|
11K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.98% |
$83.5 - $92.4
|
206
$8.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.05% |
$83.5 - $92.4
|
3.91K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 11.76% |
$83.5 - $92.4
|
19
$824
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1- 0.02% |
$41.7 - $46.2
|
6.25K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9- 0.11% |
$376 - $416
|
8.06K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 3.24% |
$459 - $508
|
329
$14.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 0.17% |
$501 - $554
|
7.02K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18- 0.22% |
$751 - $832
|
8.1K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-20- 0.17% |
$835 - $924
|
12.1K
$523K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-21- 0.44% |
$877 - $970
|
4.8K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-22- 0.03% |
$918 - $1.02K
|
67.4K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-27- 0.17% |
$1.13K - $1.25K
|
15.4K
$668K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-38- 0.35% |
$1.59K - $1.76K
|
10.9K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.35% |
$1.67K - $1.85K
|
11.4K
$493K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 4.3% |
$1.92K - $2.13K
|
1.02K
$44.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-66- 0.84% |
$2.75K - $3.05K
|
7.82K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-69- 0.01% |
$2.88K - $3.19K
|
781K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-70- 4.74% |
$2.92K - $3.23K
|
1.41K
$61.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-73- 3.89% |
$3.05K - $3.37K
|
1.8K
$78.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-85- 1.38% |
$3.55K - $3.93K
|
6.06K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-90- 0.74% |
$3.76K - $4.16K
|
12K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-90- 1.13% |
$3.76K - $4.16K
|
7.91K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-100- 0.16% |
$4.17K - $4.62K
|
63K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-105- 5.17% |
$4.38K - $4.85K
|
1.93K
$83.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-121- 2.29% |
$5.05K - $5.59K
|
5.15K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-142- 2.73% |
$5.93K - $6.56K
|
5.06K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-148- 1.96% |
$6.18K - $6.84K
|
7.39K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 1.81% |
$6.26K - $6.93K
|
8.14K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-155- 2.92% |
$6.47K - $7.16K
|
5.15K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-161- 1.1% |
$6.72K - $7.44K
|
14.5K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-165- 2.16% |
$6.89K - $7.62K
|
7.48K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-167- 2.03% |
$6.97K - $7.72K
|
8.06K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 0.91% |
$8.35K - $9.24K
|
21.8K
$945K
|