Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
55.9K+ 30.12% |
$1.22M - $1.26M
|
242K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.6K+ 10.75% |
$1.15M - $1.18M
|
542K
$11.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.2K+ 3.22% |
$900K - $929K
|
1.32M
$28.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
36.9KNew |
$807K - $832K
|
36.9K
$807K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
34.3KNew |
$750K - $774K
|
34.3K
$750K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.8K+ 19.14% |
$651K - $672K
|
185K
$4.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.6K+ 2.32% |
$602K - $621K
|
1.22M
$26.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.4K+ 50.9% |
$467K - $482K
|
63.4K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18.3KNew |
$400K - $413K
|
18.3K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 20.87% |
$373K - $385K
|
99K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16.6K+ 5.81% |
$363K - $374K
|
302K
$6.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
14.9K+ 19.2% |
$325K - $336K
|
92.4K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 8.33% |
$305K - $315K
|
182K
$3.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
12.1K+ 13.2% |
$264K - $272K
|
104K
$2.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11.4K+ 8.0% |
$249K - $257K
|
154K
$3.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$248K - $256K
|
11.4K
$248K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10.7K+ 17.94% |
$234K - $242K
|
70.6K
$1.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
10.5KNew |
$230K - $237K
|
10.5K
$230K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.28K+ 88.14% |
$203K - $209K
|
19.8K
$433K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.52K+ 4.23% |
$186K - $192K
|
210K
$4.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.95K+ 3.33% |
$152K - $157K
|
216K
$4.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.9K+ 7.35% |
$85.1K - $87.8K
|
56.9K
$1.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.9K+ 7.35% |
$85.1K - $87.8K
|
56.9K
$1.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.88K+ 8.16% |
$84.8K - $87.5K
|
51.5K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
3.66K+ 4.21% |
$79.9K - $82.4K
|
90.5K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.48K+ 465.73% |
$76K - $78.4K
|
4.23K
$92.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.24K+ 21.22% |
$70.8K - $73.1K
|
18.5K
$405K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.21K+ 4.49% |
$70K - $72.3K
|
74.6K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.24K+ 30.94% |
$49K - $50.6K
|
9.49K
$208K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.76K+ 4.14% |
$38.3K - $39.6K
|
44.1K
$965K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 10.92% |
$31.1K - $32.1K
|
14.5K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 10.92% |
$31.1K - $32.1K
|
14.5K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.12K+ 10.36% |
$24.4K - $25.2K
|
11.9K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
1.08K+ 2.94% |
$23.6K - $24.3K
|
37.8K
$826K
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.04K+ 3.23% |
$22.8K - $23.5K
|
33.3K
$727K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.01K+ 0.61% |
$22.1K - $22.8K
|
168K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
906+ 5.66% |
$19.8K - $20.4K
|
16.9K
$370K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
675+ 3.09% |
$14.7K - $15.2K
|
22.5K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
656+ 5.33% |
$14.3K - $14.8K
|
13K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
513+ 85.36% |
$11.2K - $11.6K
|
1.11K
$24.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
326+ 0.89% |
$7.12K - $7.35K
|
37.1K
$810K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
318+ 1.04% |
$6.95K - $7.17K
|
31K
$678K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
204+ 0.31% |
$4.46K - $4.6K
|
65.3K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
139+ 9.38% |
$3.04K - $3.13K
|
1.62K
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
92+ 18.44% |
$2.01K - $2.07K
|
591
$12.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
86+ 0.81% |
$1.88K - $1.94K
|
10.7K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
56+ 1.49% |
$1.22K - $1.26K
|
3.81K
$83.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
55+ 14.55% |
$1.2K - $1.24K
|
433
$9.47K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
4New |
$87.4 - $90.2
|
4
$87.4
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.37% |
$65.5 - $67.6
|
823
$18K
|