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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-727- 0.61% |
$15.8K - $16.2K
|
119K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-743- 0.29% |
$16.1K - $16.6K
|
259K
$5.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-813- 3.51% |
$17.7K - $18.1K
|
22.4K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-948- 22.2% |
$20.6K - $21.1K
|
3.32K
$74.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 2.73% |
$22K - $22.6K
|
36.1K
$814K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.09K- 7.65% |
$23.6K - $24.2K
|
13.1K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.25K- 6.7% |
$27.1K - $27.8K
|
17.4K
$391K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.28K- 2.6% |
$27.9K - $28.6K
|
48.1K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.36K- 0.43% |
$29.6K - $30.4K
|
318K
$7.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 1.64% |
$30.7K - $31.5K
|
84.7K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 2.2% |
$34K - $34.9K
|
69.5K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.76K- 4.02% |
$38.3K - $39.3K
|
42.1K
$950K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 4.84% |
$40.8K - $41.9K
|
37K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.03K- 11.87% |
$44K - $45.2K
|
15K
$339K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.08K- 2.49% |
$45.2K - $46.4K
|
81.6K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2.21K- 8.27% |
$48K - $49.3K
|
24.6K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.28K- 6.79% |
$49.6K - $50.9K
|
31.4K
$707K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.75K- 15.65% |
$59.7K - $61.3K
|
14.8K
$334K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.91K- 28.91% |
$63.1K - $64.8K
|
7.15K
$161K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.16K- 24.67% |
$68.5K - $70.4K
|
9.64K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.3K- 9.52% |
$71.6K - $73.5K
|
31.4K
$707K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.67K- 1.49% |
$79.6K - $81.8K
|
243K
$5.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.93K- 11.68% |
$85.4K - $87.7K
|
29.8K
$671K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.56K- 4.14% |
$99K - $102K
|
106K
$2.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-4.97K- 19.52% |
$108K - $111K
|
20.5K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.75K- 15.29% |
$168K - $173K
|
42.9K
$968K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.36K- 6.34% |
$181K - $186K
|
123K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.69K- 36.68% |
$189K - $194K
|
15K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.85K- 30.03% |
$214K - $220K
|
23K
$518K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.8K- 33.11% |
$235K - $241K
|
21.9K
$493K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-12.7K- 7.18% |
$275K - $282K
|
164K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.5K- 48.93% |
$444K - $457K
|
21.4K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.7K- 2.71% |
$514K - $528K
|
851K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.5K- 22.17% |
$554K - $569K
|
89.6K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.7K- 4.53% |
$557K - $572K
|
540K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.8K- 29.87% |
$993K - $1.02M
|
107K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-71K- 48.65% |
$1.54M - $1.58M
|
75K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-107K- 27.91% |
$2.31M - $2.38M
|
275K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-168K- 38.65% |
$3.65M - $3.75M
|
267K
$6.03M
|