Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
33K+ 6.14% |
$708K - $733K
|
570K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7KNew |
$509K - $527K
|
23.7K
$520K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.7K+ 6.44% |
$229K - $237K
|
176K
$3.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.86K+ 19.98% |
$82.9K - $85.8K
|
23.2K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
194+ 0.73% |
$4.17K - $4.31K
|
26.9K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
175+ 0.07% |
$3.76K - $3.89K
|
260K
$5.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-523- 2.73% |
$11.2K - $11.6K
|
18.6K
$408K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.57K- 0.49% |
$33.7K - $34.9K
|
319K
$7M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.51K- 6.94% |
$53.9K - $55.8K
|
33.7K
$739K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.76K- 9.8% |
$80.9K - $83.7K
|
34.7K
$761K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.81K- 19.67% |
$82K - $84.8K
|
15.6K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.26K- 8.75% |
$178K - $184K
|
86.2K
$1.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-8.3K- 8.63% |
$178K - $184K
|
87.9K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.9K- 21.4% |
$191K - $198K
|
32.7K
$718K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.95K- 7.02% |
$214K - $221K
|
132K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10K- 3.9% |
$215K - $222K
|
246K
$5.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-25.2K- 48.52% |
$542K - $561K
|
26.8K
$588K
|