Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
453K+ 130.71% |
$9.84M - $10.1M
|
800K
$18M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.9K+ 7.07% |
$2.15M - $2.21M
|
1.5M
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.4KNew |
$1.27M - $1.3M
|
58.4K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
56.7K+ 18.11% |
$1.23M - $1.26M
|
370K
$8.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
48.4KNew |
$1.05M - $1.08M
|
48.4K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.8KNew |
$864K - $888K
|
39.8K
$897K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.2K+ 2010.06% |
$720K - $740K
|
34.8K
$785K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31.8K+ 36.14% |
$689K - $708K
|
120K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
28.2K+ 197.37% |
$613K - $629K
|
42.5K
$959K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 6.12% |
$603K - $619K
|
482K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
18.8K+ 20.87% |
$407K - $418K
|
109K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
12.1KNew |
$262K - $269K
|
12.1K
$272K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 34.41% |
$260K - $267K
|
46.8K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.68KNew |
$210K - $216K
|
9.68K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.45KNew |
$205K - $211K
|
9.45K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.67K+ 34.82% |
$188K - $193K
|
33.6K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.64K+ 6.27% |
$188K - $193K
|
147K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.26K+ 9.94% |
$179K - $184K
|
91.4K
$2.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.24K+ 36.6% |
$179K - $184K
|
30.8K
$694K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.27K+ 0.99% |
$158K - $162K
|
741K
$16.7M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6.79K+ 0.65% |
$147K - $151K
|
1.05M
$23.8M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.25K+ 11.82% |
$114K - $117K
|
49.6K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.64K+ 13.53% |
$79.1K - $81.3K
|
30.6K
$689K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.57K+ 34.67% |
$77.5K - $79.6K
|
13.9K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 1.0% |
$66.4K - $68.2K
|
308K
$6.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$58.5K - $60.1K
|
2.7K
$60.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.69K+ 23.72% |
$58.4K - $60K
|
14K
$317K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.38K+ 45.17% |
$51.6K - $53K
|
7.63K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 51.27% |
$36.9K - $37.9K
|
5.02K
$113K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.42K+ 7.58% |
$30.8K - $31.6K
|
20.1K
$454K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
834+ 8.44% |
$18.1K - $18.6K
|
10.7K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
755+ 0.51% |
$16.4K - $16.8K
|
148K
$3.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
573+ 3.09% |
$12.4K - $12.8K
|
19.1K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
562+ 0.7% |
$12.2K - $12.5K
|
81K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
499+ 30.01% |
$10.8K - $11.1K
|
2.16K
$48.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
144+ 0.26% |
$3.13K - $3.21K
|
55.2K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
144+ 0.92% |
$3.13K - $3.21K
|
15.7K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109+ 1.01% |
$2.37K - $2.43K
|
10.9K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97+ 1.02% |
$2.11K - $2.16K
|
9.6K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
24+ 0.99% |
$521 - $535
|
2.44K
$55K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 0.39% |
$369 - $379
|
4.36K
$98.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 1.36% |
$239 - $245
|
795
$17.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-27- 0.09% |
$586 - $602
|
30.1K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-28- 0.37% |
$608 - $624
|
7.63K
$172K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-30- 6.86% |
$651 - $669
|
407
$9.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-421- 4.07% |
$9.14K - $9.39K
|
9.92K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-424- 10.35% |
$9.21K - $9.46K
|
3.67K
$82.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-483- 1.39% |
$10.5K - $10.8K
|
34.2K
$772K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-633- 1.8% |
$13.7K - $14.1K
|
34.5K
$779K
|