Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
446KNew |
$8.82M - $9.39M
|
446K
$9.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2KNew |
$478K - $509K
|
24.2K
$505K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.4KNew |
$402K - $429K
|
20.4K
$425K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.7KNew |
$329K - $351K
|
16.7K
$348K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9KNew |
$215K - $229K
|
10.9K
$227K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.85K+ 40.93% |
$116K - $123K
|
20.1K
$420K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.55K+ 7.35% |
$50.3K - $53.6K
|
37.2K
$777K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
908+ 5.76% |
$17.9K - $19.1K
|
16.7K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
633+ 100.0% |
$12.5K - $13.3K
|
1.27K
$26.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
511New |
$10.1K - $10.8K
|
511
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
405+ 1.13% |
$8K - $8.52K
|
36.4K
$759K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
404+ 2.02% |
$7.98K - $8.5K
|
20.4K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$1.74K - $1.85K
|
88
$1.84K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11+ 0.21% |
$217 - $231
|
5.22K
$109K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-565- 46.12% |
$11.2K - $11.9K
|
660
$13.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-938- 81.28% |
$18.5K - $19.7K
|
216
$4.51K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.4K- 5.29% |
$47.4K - $50.4K
|
43K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.4K- 4.45% |
$47.4K - $50.5K
|
51.6K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.08K- 22.58% |
$60.8K - $64.7K
|
10.5K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.1K- 68.19% |
$101K - $107K
|
2.38K
$49.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.95K- 30.45% |
$118K - $125K
|
13.6K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-7.76K- 19.9% |
$153K - $163K
|
31.2K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-8.01K- 55.19% |
$158K - $169K
|
6.51K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.1K- 99.28% |
$1.15M - $1.22M
|
421
$8.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-218K- 54.54% |
$4.31M - $4.59M
|
182K
$3.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-272K- 91.5% |
$5.38M - $5.73M
|
25.3K
$528K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-611K- 99.42% |
$12.1M - $12.8M
|
3.58K
$74.7K
|