Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
184KNew |
$4.03M - $4.15M
|
184K
$4.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
56.6K+ 17.83% |
$1.24M - $1.28M
|
374K
$8.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.4K+ 47.54% |
$952K - $981K
|
135K
$3.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.74K+ 3.96% |
$104K - $107K
|
124K
$2.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.95K+ 90.06% |
$42.7K - $43.9K
|
4.11K
$92.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.36K+ 17.84% |
$29.8K - $30.7K
|
9K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
76+ 0.25% |
$1.67K - $1.72K
|
30.6K
$691K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-149- 0.61% |
$3.26K - $3.36K
|
24.4K
$550K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-183- 5.51% |
$4.01K - $4.13K
|
3.14K
$70.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.62K- 13.81% |
$167K - $172K
|
47.6K
$1.07M
|