Nuveen ESG Small-Cap ETF (NUSC) Institutional Ownership

$39.21
-0.07 (-0.18%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Nuveen ESG Small-Cap ETF (BATS:NUSC)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$178.31M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$56.79M
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NUSC Institutional Buying and Selling by Quarter

Nuveen ESG Small-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024First Pacific Financial165,277$6.87M1.9%+4.0%0.582%
4/24/2024Capasso Planning Partners LLC11,594$482K0.2%-22.8%0.041%
4/23/2024 BSW Wealth Partners115,466$4.80M0.8%-1.2%0.407%
4/23/2024 Raymond James Financial Services Advisors Inc.66,277$2.76M0.0%+1.6%0.233%
4/22/2024 PFG Investments LLC48,441$2.02M0.1%+6.4%0.171%
4/22/2024 Laurel Wealth Planning LLC23,530$979K0.7%-11.3%0.083%
4/19/2024 RTD Financial Advisors Inc.15,241$634K0.1%+7.2%0.054%
4/18/2024 Arlington Financial Advisors LLC48,372$2.01M0.4%+1.7%0.170%
4/16/2024 DeDora Capital Inc.74,948$3.12M1.0%+11.4%0.264%
4/16/2024 Colorado Capital Management Inc.141,046$5.87M3.4%-1.1%0.497%
4/16/2024 Wealth Enhancement Advisory Services LLC101,332$4.21M0.0%-3.0%0.357%
4/15/2024 Sandbox Financial Partners LLC14,918$620K0.3%-24.0%0.053%
4/15/2024 S.A. Mason LLC1,835$76K0.0%-28.6%0.006%
4/15/2024 Revolve Wealth Partners LLC19,717$820K0.1%+23.1%0.069%
4/12/2024 Dynamic Advisor Solutions LLC117,373$4.88M0.2%+4.2%0.413%
4/12/2024 Capital Advisors Wealth Management LLC5,067$211K0.0%N/A0.018%
4/12/2024 Global Assets Advisory LLC11,272$469K0.0%N/A0.040%
4/11/2024 Pioneer Wealth Management Group24,515$1.02M0.6%-4.4%0.086%
4/10/2024 LexAurum Advisors LLC7,592$316K0.1%+11.5%0.027%
4/10/2024 Abacus Wealth Partners LLC1,184,317$49.26M8.3%+0.7%4.222%
4/9/2024 Mather Group LLC.919$36K0.0%N/A0.003%
4/2/2024 Stonehearth Capital Management LLC60,347$2.51M1.1%+0.8%0.215%
4/1/2024 IMPACTfolio LLC51,916$2.16M1.3%-82.2%0.185%
3/22/2024PNC Financial Services Group Inc.2,254$88K0.0%-17.0%0.008%
3/6/2024SageView Advisory Group LLC89,937$3.48M0.1%+10.2%0.321%
2/28/2024EP Wealth Advisors LLC7,880$308K0.0%N/A0.028%
2/21/2024Adroit Compliance LLC34,877$1.36M0.4%N/A0.124%
2/16/2024Clarity Asset Management Inc.2,225$87K0.1%N/A0.008%
2/14/2024Wescott Financial Advisory Group LLC37,399$1.46M0.2%+2.6%0.133%
2/13/2024Jones Financial Companies Lllp26,374$1.03M0.0%-6.4%0.094%
2/12/2024Tradition Wealth Management LLC14,619$572K0.1%+5.7%0.052%
2/12/2024Dodds Wealth LLC12,104$473K0.2%N/A0.043%
2/12/2024Stifel Financial Corp130,079$5.09M0.0%+2.0%0.464%
2/12/2024Palisades Hudson Asset Management L.P.36,736$1.44M0.7%+4.3%0.131%
2/9/2024Orion Portfolio Solutions LLC27,424$1.06M0.0%+6.4%0.098%
2/9/2024SageView Advisory Group LLC89,937$3.48M0.1%+10.2%0.321%
2/9/2024Cambridge Investment Research Advisors Inc.137,209$5.37M0.0%-7.4%0.489%
2/9/2024Assetmark Inc.7,529$294K0.0%+6.6%0.027%
2/9/2024Milestone Investment Advisors LLC2,241$88K0.0%-38.2%0.008%
2/9/2024Corient Private Wealth LLC57,797$2.26M0.0%+1.4%0.206%
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2/9/2024D.A. Davidson & CO.10,603$415K0.0%-13.9%0.038%
2/9/2024Wells Fargo & Company MN294,369$11.51M0.0%-5.0%1.049%
2/9/2024UBS Group AG452,169$17.68M0.0%-7.6%1.612%
2/9/2024 Laurel Wealth Planning LLC26,513$1.04M0.7%-21.3%0.095%
2/8/2024Level Four Advisory Services LLC16,782$656K0.0%-33.2%0.060%
2/8/2024Beacon Pointe Advisors LLC47,283$1.85M0.0%+148.7%0.169%
2/8/2024Savvy Advisors Inc.6,532$255K0.2%N/A0.023%
2/8/2024Klaas Financial Asset Advisors LLC34,877$1.36M0.3%-17.9%0.124%
2/8/2024US Financial Advisors LLC22,373$875K0.3%+6.6%0.080%
2/8/2024Pacific Sun Financial Corp15,146$592K0.4%-11.4%0.054%
2/8/2024First United Bank & Trust7,430$291K0.1%+6.1%0.026%
2/7/2024Envestnet Portfolio Solutions Inc.39,202$1.53M0.0%-3.8%0.140%
2/7/2024Collaborative Wealth Managment Inc.6,439$252K0.1%-5.9%0.023%
2/7/2024VisionPoint Advisory Group LLC1,452$57K0.0%N/A0.005%
2/7/2024Principal Securities Inc.721$28K0.0%N/A0.003%
2/7/2024 Abacus Wealth Partners LLC1,175,616$45.97M7.8%+3.9%4.191%
2/7/2024Neumann Capital Management LLC20,804$813K0.3%+4.5%0.074%
2/6/2024Private Advisor Group LLC22,452$878K0.0%-5.8%0.080%
2/6/2024 Wealthcare Advisory Partners LLC5,244$205K0.0%N/A0.019%
2/6/2024Vestmark Advisory Solutions Inc.15,801$618K0.0%-2.2%0.056%
2/6/2024Merit Financial Group LLC15,570$609K0.0%+2.7%0.056%
2/6/2024Great Valley Advisor Group Inc.5,458$214K0.0%N/A0.019%
2/6/2024New York Life Investment Management LLC6,331$248K0.0%-29.6%0.023%
2/5/2024Savant Capital LLC23,174$906K0.0%-22.0%0.083%
2/5/2024Mission Wealth Management LP799,955$31.28M1.0%-2.3%2.852%
2/5/2024First Ascent Asset Management LLC83,266$3.26M0.4%+27.7%0.297%
2/5/2024Brio Consultants LLC33,958$1.33M0.2%+11.9%0.121%
2/2/2024IAG Wealth Partners LLC2,198$86K0.0%-10.8%0.008%
2/2/2024Silver Oak Advisory Group Inc.11,941$467K0.3%+46.0%0.043%
2/1/2024RWA Wealth Partners LLC58,243$2.28M0.0%N/A0.208%
2/1/2024Sage Advisory Services Ltd.Co.7,049$276K0.1%+5.0%0.025%
2/1/2024 CWM LLC20,806$814K0.0%+10.5%0.074%
2/1/2024 Vicus Capital38,202$1.49M0.2%-17.1%0.136%
2/1/2024Cable Hill Partners LLC99,572$3.80M0.5%+19.2%0.355%
1/31/2024Castle Wealth Management LLC5,248$205K0.1%N/A0.019%
1/31/2024Litman Gregory Wealth Management LLC5,273$206K0.0%N/A0.019%
1/30/2024 Signet Financial Management LLC5,630$220K0.0%N/A0.020%
1/29/2024 Moneywise Inc.5,259$206K0.1%N/A0.019%
1/29/2024 McNamara Financial Services Inc.5,864$229K0.1%-5.7%0.021%
1/26/2024Capasso Planning Partners LLC15,022$587K0.3%+16.0%0.054%
1/26/2024Financial Connections Group Inc.16,399$641K0.4%-43.4%0.058%
1/25/2024Eastern Bank126,585$4.95M0.2%+1.2%0.451%
1/25/2024 BSW Wealth Partners116,829$4.57M0.9%-0.2%0.417%
1/25/2024Vahanian & Associates Financial Planning Inc.12,360$483K1.9%+5.7%0.044%
1/24/2024 Stratos Wealth Partners LTD.16,813$657K0.0%-3.8%0.060%
1/24/2024Allworth Financial LP116,136$4.54M0.0%+5.5%0.414%
1/24/2024Sowell Financial Services LLC21,566$843K0.0%-37.0%0.077%
1/24/2024 International Assets Investment Management LLC5,435$213K0.0%N/A0.019%
1/24/2024Private Trust Co. NA4,525$177K0.0%+18.7%0.016%
1/24/2024 Walkner Condon Financial Advisors LLC34,688$1.36M0.3%+16.3%0.124%
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1/24/2024 Corundum Group Inc.62,904$2.46M1.2%+7.4%0.224%
1/23/2024WealthShield Partners LLC32,871$1.29M0.2%+5.8%0.117%
1/23/2024White Lighthouse Investment Management Inc.12,565$491K0.1%-15.8%0.045%
1/23/2024UMB Bank n.a.27,532$1.08M0.0%-0.9%0.098%
1/23/2024TIAA Trust National Association1,575,408$61.60M0.2%-16.5%5.616%
1/22/2024Bensler LLC10,961$429K0.1%N/A0.039%
1/18/2024 Relyea Zuckerberg Hanson LLC26,550$1.04M0.2%-33.1%0.095%
1/18/2024 DeDora Capital Inc.67,256$2.63M0.9%+8.6%0.240%
1/18/2024 Sandbox Financial Partners LLC19,629$767K0.4%-13.2%0.070%
1/18/2024Good Life Advisors LLC8,238$322K0.0%-7.5%0.029%
(Data available from 1/1/2016 forward)

NUSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUSC shares?

During the previous two years, 222 institutional investors and hedge funds held shares of Nuveen ESG Small-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($162.48M), TIAA FSB ($83.97M), TIAA Trust National Association ($61.60M), Abacus Wealth Partners LLC ($49.26M), Mission Wealth Management LP ($31.28M), Royal Bank of Canada ($29.24M), and LPL Financial LLC ($18.62M).Learn more on NUSC's institutional investors.

Which institutional investors have been buying Nuveen ESG Small-Cap ETF stock?

Of the 198 institutional investors that purchased Nuveen ESG Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($1.89M), Bank of America Corp DE ($1.28M), Abacus Wealth Partners LLC ($1.18M), Mission Wealth Management LP ($320.19K), Envestnet Asset Management Inc. ($231.82K), IMPACTfolio LLC ($185.32K), and LPL Financial LLC ($183.69K).

How much institutional buying is happening at Nuveen ESG Small-Cap ETF?

Institutional investors have bought a total of 8,995,335 shares in the last 24 months. This purchase volume represents approximately $323.15M in transactions.

Which Nuveen ESG Small-Cap ETF major shareholders have been selling company stock?

Of the 110 institutional investors that sold Nuveen ESG Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Compass Ion Advisors LLC ($635.69K), Bank of America Corp DE ($598.85K), IMPACTfolio LLC ($336.04K), TIAA Trust National Association ($311.99K), Sowell Financial Services LLC ($203.92K), UBS Group AG ($111.59K), and Cambridge Investment Research Advisors Inc. ($107.54K).

How much institutional selling is happening at Nuveen ESG Small-Cap ETF?

Institutional investors have sold a total of 3,346,082 shares in the last 24 months. This volume of shares sold represents approximately $118.83M in transactions.


This page (BATS:NUSC) was last updated on 4/25/2024 by MarketBeat.com Staff

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