Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 41.83% |
$2.35M - $2.56M
|
371K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
93.3KNew |
$2.01M - $2.19M
|
93.3K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
78.7KNew |
$1.69M - $1.84M
|
78.7K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
48.4K+ 22.38% |
$1.04M - $1.13M
|
264K
$5.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
45.2KNew |
$972K - $1.06M
|
45.2K
$988K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$769K - $837K
|
35.7K
$781K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.1K+ 75.35% |
$539K - $587K
|
58.3K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
22.9K+ 81.63% |
$492K - $536K
|
50.9K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.9K+ 81.63% |
$492K - $536K
|
50.9K
$1.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
22.3K+ 89.6% |
$480K - $522K
|
47.2K
$1.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
19.2KNew |
$413K - $450K
|
19.2K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 8.14% |
$404K - $440K
|
249K
$5.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18K+ 18.55% |
$388K - $422K
|
115K
$2.52M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
16.3K+ 9.95% |
$350K - $382K
|
180K
$3.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
16K+ 50.71% |
$343K - $374K
|
47.4K
$1.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.7KNew |
$273K - $297K
|
12.7K
$278K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.1KNew |
$260K - $284K
|
12.1K
$265K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10.8K+ 6.43% |
$233K - $254K
|
179K
$3.92M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.3K+ 3.98% |
$222K - $242K
|
270K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.31K+ 15.59% |
$136K - $148K
|
46.8K
$1.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.42K+ 4.84% |
$117K - $127K
|
117K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.33K+ 2.55% |
$93.1K - $101K
|
174K
$3.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.17K+ 12.35% |
$89.8K - $97.8K
|
38K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.7K+ 2.56% |
$79.6K - $86.7K
|
148K
$3.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.38K+ 3.06% |
$51.2K - $55.7K
|
80K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.15K+ 4.39% |
$46.1K - $50.3K
|
51K
$1.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.01K+ 3.73% |
$43.2K - $47K
|
55.9K
$1.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.86K+ 6.14% |
$40K - $43.6K
|
32.2K
$703K
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.51K+ 1.83% |
$32.5K - $35.4K
|
84K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
910+ 0.51% |
$19.6K - $21.3K
|
178K
$3.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
791+ 1.24% |
$17K - $18.5K
|
64.4K
$1.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
774+ 8.45% |
$16.6K - $18.1K
|
9.94K
$217K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
729+ 1.99% |
$15.7K - $17.1K
|
37.3K
$816K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
590+ 0.45% |
$12.7K - $13.8K
|
131K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
558+ 3.6% |
$12K - $13.1K
|
16K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
506+ 5.68% |
$10.9K - $11.9K
|
9.41K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
419+ 4.17% |
$9.01K - $9.82K
|
10.5K
$229K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
280+ 54.16% |
$6.02K - $6.56K
|
797
$17.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
185New |
$3.98K - $4.33K
|
185
$4.04K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60+ 0.55% |
$1.29K - $1.41K
|
11K
$241K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.74% |
$1.14K - $1.24K
|
7.23K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$21.5 - $23.4
|
3.3K
$72.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-120- 3.16% |
$2.58K - $2.81K
|
3.68K
$80.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-142- 0.52% |
$3.05K - $3.33K
|
27K
$590K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-202- 5.97% |
$4.35K - $4.73K
|
3.18K
$69.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-292- 8.78% |
$6.28K - $6.84K
|
3.03K
$66.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-436- 2.43% |
$9.38K - $10.2K
|
17.5K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-493- 0.87% |
$10.6K - $11.6K
|
56.4K
$1.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-545- 1.82% |
$11.7K - $12.8K
|
29.4K
$643K
|