Purchases and Sales Made in Q1 2023 in Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN ESG U.S. AGGREGATE BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
303+ 0.35% |
$6.54K - $6.84K
|
86.8K
$1.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
298+ 2.45% |
$6.43K - $6.73K
|
12.4K
$273K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
181+ 1.13% |
$3.91K - $4.09K
|
16.2K
$356K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
162+ 0.98% |
$3.5K - $3.66K
|
16.7K
$366K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58+ 0.55% |
$1.25K - $1.31K
|
10.5K
$231K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
52+ 0.04% |
$1.12K - $1.17K
|
130K
$2.85M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
50New |
$1.08K - $1.13K
|
50
$1.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 0.86% |
$691 - $723
|
3.76K
$82.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 2.89% |
$497 - $519
|
820
$18K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
19+ 0.2% |
$410 - $429
|
9.45K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5+ 0.84% |
$108 - $113
|
601
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$21.6 - $22.6
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 1.66% |
$540 - $565
|
1.48K
$32.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-29- 0.09% |
$626 - $655
|
32.2K
$707K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-67- 0.31% |
$1.45K - $1.51K
|
21.8K
$479K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-159- 19.44% |
$3.43K - $3.59K
|
659
$14.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-300- 2.0% |
$6.48K - $6.77K
|
14.7K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-890- 9.02% |
$19.2K - $20.1K
|
8.98K
$197K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.12K- 9.39% |
$24.2K - $25.3K
|
10.8K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.52K- 2.48% |
$32.9K - $34.4K
|
59.9K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.51K- 22.21% |
$75.8K - $79.3K
|
12.3K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-4.06K- 2.37% |
$87.5K - $91.6K
|
167K
$3.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-4.88K- 14.53% |
$105K - $110K
|
28.7K
$630K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.5K- 12.24% |
$140K - $147K
|
46.6K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.91K- 7.95% |
$171K - $179K
|
91.5K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.78K- 15.8% |
$189K - $198K
|
46.8K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.25K- 5.18% |
$200K - $209K
|
169K
$3.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-13.1K- 15.47% |
$282K - $295K
|
71.4K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45.8K- 17.98% |
$989K - $1.03M
|
209K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-69.6K- 5.53% |
$1.5M - $1.57M
|
1.19M
$26.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-259K- 82.5% |
$5.59M - $5.84M
|
54.9K
$1.2M
|