Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 81.92% |
$15.9M - $16.3M
|
1.65M
$36.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
744K+ 81.92% |
$15.9M - $16.3M
|
1.65M
$36.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
371KNew |
$7.91M - $8.14M
|
371K
$8.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
115K+ 150.25% |
$2.46M - $2.53M
|
192K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
111KNew |
$2.37M - $2.44M
|
111K
$2.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
37.6KNew |
$802K - $825K
|
37.6K
$824K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34KNew |
$725K - $746K
|
34K
$745K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4K+ 13.02% |
$691K - $711K
|
281K
$6.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
29K+ 16.25% |
$618K - $636K
|
207K
$4.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26K+ 10.22% |
$555K - $570K
|
280K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.9K+ 6.78% |
$425K - $438K
|
314K
$6.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17.7KNew |
$377K - $388K
|
17.7K
$387K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
17.3K+ 11.89% |
$370K - $380K
|
163K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 14.49% |
$358K - $368K
|
133K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$349K - $359K
|
16.4K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3K+ 153.88% |
$348K - $358K
|
26.9K
$590K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 12.9% |
$309K - $318K
|
127K
$2.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6.98K+ 8.62% |
$149K - $153K
|
87.9K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6.43K+ 12.55% |
$137K - $141K
|
57.6K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.93K+ 17.98% |
$105K - $108K
|
32.3K
$709K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.48K+ 1503.36% |
$95.6K - $98.3K
|
4.78K
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.4K+ 4.47% |
$72.5K - $74.6K
|
79.5K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.24K+ 9.05% |
$69K - $71K
|
39K
$854K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.03K+ 14.27% |
$64.7K - $66.5K
|
24.3K
$532K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.88K+ 1.99% |
$61.5K - $63.3K
|
148K
$3.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.55K+ 6.02% |
$54.3K - $55.8K
|
44.8K
$982K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.85K+ 1.89% |
$39.5K - $40.7K
|
99.7K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.65K+ 3.91% |
$35.1K - $36.1K
|
43.7K
$959K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
917+ 4.42% |
$19.6K - $20.1K
|
21.7K
$475K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
820+ 2.26% |
$17.5K - $18K
|
37.1K
$813K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
813+ 3.19% |
$17.3K - $17.8K
|
26.3K
$576K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
651+ 7.7% |
$13.9K - $14.3K
|
9.11K
$200K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
625+ 1.22% |
$13.3K - $13.7K
|
51.8K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
617+ 2.12% |
$13.2K - $13.5K
|
29.8K
$653K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
517+ 18.47% |
$11K - $11.3K
|
3.32K
$72.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
295+ 2.37% |
$6.29K - $6.47K
|
12.7K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
275+ 0.87% |
$5.87K - $6.03K
|
31.7K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240+ 2.23% |
$5.12K - $5.27K
|
11K
$241K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
203+ 0.48% |
$4.33K - $4.45K
|
42.7K
$935K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
175New |
$3.73K - $3.84K
|
175
$3.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147+ 0.18% |
$3.14K - $3.23K
|
83K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
128+ 1.25% |
$2.73K - $2.81K
|
10.4K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
120+ 1.06% |
$2.56K - $2.63K
|
11.5K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
76+ 11.34% |
$1.62K - $1.67K
|
746
$16.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
58+ 17.68% |
$1.24K - $1.27K
|
386
$8.46K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
40+ 0.09% |
$853 - $878
|
44.3K
$971K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33+ 0.44% |
$704 - $724
|
7.61K
$167K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
22+ 0.94% |
$469 - $483
|
2.35K
$51.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 2.25% |
$42.7 - $43.9
|
91
$1.99K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|