Purchases and Sales Made in Q2 2025 in Nuveen Enhanced Yield U.S. Agg (NUAG)
This table provides information about the institutional ownership of Nuveen Enhanced Yield U.S. Agg (NUAG) during Q2 2025. The information is specifically focused on institutions that hold shares of NUVEEN ENHANCED YIELD U.S. AGG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.7K+ 47.9% |
$158K - $162K
|
23.8K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.36K+ 8.13% |
$110K - $113K
|
71.3K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 3.93% |
$43.4K - $44.6K
|
56.1K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.01K+ 3.59% |
$20.7K - $21.2K
|
29.1K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 1.02% |
$41 - $42.1
|
198
$4.16K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.48K- 9.6% |
$91.8K - $94.2K
|
42.2K
$885K
|