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 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 0.3% |
$494 - $512
|
7.66K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.17% |
$430 - $445
|
12K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16+ 0.67% |
$344 - $356
|
2.42K
$53.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-39- 0.38% |
$838 - $867
|
10.3K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-211- 1.83% |
$4.53K - $4.69K
|
11.3K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-258- 0.66% |
$5.54K - $5.74K
|
38.9K
$855K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-282- 1.5% |
$6.06K - $6.27K
|
18.5K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-287- 1.11% |
$6.17K - $6.38K
|
25.5K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-500- 23.12% |
$10.7K - $11.1K
|
1.66K
$36.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-523- 2.73% |
$11.2K - $11.6K
|
18.6K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-598- 0.39% |
$12.9K - $13.3K
|
153K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-617- 6.81% |
$13.3K - $13.7K
|
8.44K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.17K- 2.25% |
$25K - $25.9K
|
50.7K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.57K- 0.49% |
$33.7K - $34.9K
|
319K
$7.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.51K- 6.94% |
$53.9K - $55.8K
|
33.7K
$740K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.98K- 5.69% |
$64.1K - $66.3K
|
49.4K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.35K- 3.85% |
$72K - $74.5K
|
83.7K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.44K- 4.1% |
$73.9K - $76.5K
|
80.5K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.76K- 9.8% |
$80.9K - $83.7K
|
34.7K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.81K- 19.67% |
$82K - $84.8K
|
15.6K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.82K- 20.68% |
$82.1K - $85K
|
14.7K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.01K- 54.99% |
$108K - $111K
|
4.1K
$90.1K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6.59K- 5.22% |
$142K - $147K
|
120K
$2.63M
|
|
|
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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.29K- 1.05% |
$200K - $207K
|
875K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.95K- 7.02% |
$214K - $221K
|
132K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10K- 3.9% |
$215K - $222K
|
246K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 43.45% |
$219K - $227K
|
13.3K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-20.7K- 5.62% |
$444K - $460K
|
347K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.3K- 39.89% |
$501K - $519K
|
35.2K
$773K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-25.2K- 48.52% |
$542K - $561K
|
26.8K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.1K- 94.45% |
$603K - $624K
|
1.65K
$36.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.8K- 4.85% |
$619K - $641K
|
566K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-33.5K- 23.22% |
$720K - $745K
|
111K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-47.6K- 74.05% |
$1.02M - $1.06M
|
16.7K
$367K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-70.3K- 65.44% |
$1.51M - $1.56M
|
37.1K
$815K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-76.4K- 47.9% |
$1.64M - $1.7M
|
83.1K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-151K- 56.73% |
$3.24M - $3.36M
|
115K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-159K- 26.77% |
$3.42M - $3.54M
|
436K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-225K- 13.84% |
$4.83M - $5M
|
1.4M
$30.8M
|