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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
70.2K+ 356.79% |
$1.51M - $1.56M
|
89.9K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
44.9K+ 63.04% |
$964K - $998K
|
116K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
34K+ 161.46% |
$731K - $756K
|
55.1K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
33K+ 6.14% |
$708K - $733K
|
570K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.7K+ 42.22% |
$702K - $727K
|
110K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
31.3K+ 3.08% |
$672K - $696K
|
1.05M
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.3K+ 3.72% |
$565K - $585K
|
734K
$16.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7KNew |
$509K - $527K
|
23.7K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8KNew |
$469K - $485K
|
21.8K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 12.03% |
$341K - $353K
|
148K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
14.3KNew |
$307K - $318K
|
14.3K
$314K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
10.7K+ 6.44% |
$229K - $237K
|
176K
$3.88M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 2.26% |
$215K - $223K
|
454K
$9.97M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
9.88KNew |
$212K - $220K
|
9.88K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.51KNew |
$204K - $211K
|
9.51K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.14K+ 2.33% |
$153K - $159K
|
313K
$6.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.49K+ 44.55% |
$140K - $144K
|
21.1K
$463K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.87K+ 15.23% |
$126K - $130K
|
44.4K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 4.03% |
$121K - $126K
|
146K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.51K+ 1.2% |
$97K - $100K
|
382K
$8.39M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.32K+ 23.71% |
$92.7K - $96K
|
22.5K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.27KNew |
$91.8K - $95K
|
4.27K
$93.9K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.24K+ 13.92% |
$91.1K - $94.3K
|
34.7K
$763K
|
|
|
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 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.92K+ 0.97% |
$62.7K - $64.9K
|
305K
$6.7M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.61K+ 22.53% |
$56.1K - $58.1K
|
14.2K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 21.3% |
$45.3K - $46.9K
|
12K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.82K+ 5.69% |
$39.2K - $40.6K
|
33.9K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61K+ 4.0% |
$34.6K - $35.8K
|
41.8K
$920K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.53K+ 9.82% |
$32.8K - $34K
|
17.1K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 3.56% |
$32.4K - $33.5K
|
43.9K
$965K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.41K+ 6.01% |
$30.3K - $31.4K
|
24.9K
$547K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 1.59% |
$23.9K - $24.7K
|
71K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.09K+ 3.34% |
$23.4K - $24.2K
|
33.7K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.07K+ 2.26% |
$23K - $23.8K
|
48.4K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
984+ 10.57% |
$21.1K - $21.9K
|
10.3K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
885+ 2.77% |
$19K - $19.7K
|
32.8K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
825+ 4.61% |
$17.7K - $18.3K
|
18.7K
$411K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
411+ 58.71% |
$8.83K - $9.14K
|
1.11K
$24.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
277+ 2.83% |
$5.95K - $6.16K
|
10.1K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
200+ 3.95% |
$4.3K - $4.45K
|
5.26K
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
194+ 0.73% |
$4.17K - $4.31K
|
26.9K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190+ 0.14% |
$4.08K - $4.23K
|
138K
$3.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
175+ 0.07% |
$3.76K - $3.89K
|
260K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
169+ 1.34% |
$3.63K - $3.76K
|
12.8K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
137+ 4.93% |
$2.94K - $3.05K
|
2.92K
$64.1K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
103+ 0.34% |
$2.21K - $2.29K
|
30.1K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
68+ 0.63% |
$1.46K - $1.51K
|
10.8K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 12.27% |
$1.44K - $1.49K
|
613
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 3.07% |
$516 - $534
|
806
$17.7K
|