Purchases and Sales Made in Q4 2022 in Nuveen Esg U.S. Aggregate Bond (NUBD)

NUBD Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q4 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
Feb 09, 2023 Q4 2022
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
171K
New
$3.6M - $3.83M
171K $3.75M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
89.9K
New
$1.89M - $2.02M
89.9K $1.97M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
65.2K
New
$1.37M - $1.46M
65.2K $1.43M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
50.7K
+ 1055.86%
$1.07M - $1.14M
55.5K $1.22M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
39.3K
New
$827K - $880K
39.3K $861K
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
35.5K
+ 69.56%
$748K - $796K
86.5K $1.9M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
35.1K
+ 2.87%
$739K - $787K
1.26M $27.6M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
34.3K
+ 9.25%
$723K - $769K
405K $8.89M
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
23.6K
+ 50.05%
$497K - $529K
70.8K $1.55M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
23.4K
+ 41.44%
$492K - $524K
79.8K $1.75M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
20.5K
+ 27.59%
$432K - $460K
94.9K $2.08M
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
20.1K
+ 17.14%
$424K - $451K
137K $3.01M
Jan 10, 2023 Q4 2022
Umb Bank, N.A.

BUY
 -
19.4K
+ 24.24%
$409K - $435K
99.4K $2.18M
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
15.1K
+ 39.3%
$318K - $339K
53.6K $1.18M
Feb 15, 2023 Q4 2022
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
14.1K
New
$297K - $316K
14.1K $309K
Feb 14, 2023 Q4 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
13.1K
+ 4.95%
$276K - $293K
278K $6.08M
Jan 26, 2023 Q4 2022
Legacy Financial Group LLC

BUY
 -
13.1K
+ 67.99%
$275K - $293K
32.3K $707K
Feb 13, 2023 Q4 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
12.7K
+ 54.34%
$267K - $284K
36K $789K
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
11.6K
+ 12.46%
$245K - $261K
105K $2.3M
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
11.5K
+ 32.15%
$242K - $258K
47.2K $1.04M
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.2K
New
$236K - $252K
11.2K $246K
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
11.2K
New
$236K - $252K
11.2K $246K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
10.2K
New
$214K - $228K
10.2K $223K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
9.43K
New
$199K - $211K
9.43K $207K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.38K
+ 44.96%
$198K - $210K
30.2K $663K
Jan 11, 2023 Q4 2022
Stonnington Group, LLC

BUY
 -
9.3K
New
$196K - $208K
9.3K $204K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
8.51K
+ 234.09%
$179K - $191K
12.1K $266K
Jan 20, 2023 Q4 2022
Charter Oak Capital Management, LLC

BUY
 -
6.78K
+ 3.77%
$143K - $152K
187K $4.09M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.49K
+ 2.2%
$116K - $123K
255K $5.59M
Jan 30, 2023 Q4 2022
Evolution Advisers, Inc.

BUY
 -
4.49K
+ 12.03%
$94.6K - $101K
41.8K $917K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.13K
+ 6.62%
$44.9K - $47.8K
34.3K $752K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
1.66K
New
$35K - $37.2K
1.66K $36.4K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
984
+ 7.75%
$20.7K - $22.1K
13.7K $300K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
818
New
$17.2K - $18.3K
818 $17.9K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
804
New
$16.9K - $18K
804 $17.6K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
514
+ 0.29%
$10.8K - $11.5K
178K $3.91M
Jan 10, 2023 Q4 2022
Boston Standard Wealth Management, LLC

BUY
 -
440
+ 0.52%
$9.27K - $9.86K
84.5K $1.85M
Feb 02, 2023 Q4 2022
Mission Wealth Management, LP

BUY
 -
155
+ 0.53%
$3.26K - $3.47K
29.6K $649K
Jan 09, 2023 Q4 2022
Garrett Investment Advisors LLC

BUY
 -
133
+ 1.34%
$2.8K - $2.98K
10.1K $221K
Jan 31, 2023 Q4 2022
Vahanian & Associates Financial Planning Inc.

BUY
 -
57
+ 0.35%
$1.2K - $1.28K
16.5K $362K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
41
+ 1.11%
$863 - $919
3.72K $81.6K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
BUY
 -
20
New
$421 - $448
20 $438
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
18
+ 0.17%
$379 - $403
10.5K $230K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
Cantor Fitzgerald, L. P.

New York, NY
SELL
 -
-45
- 0.28%
$948 - $1.01K
16K $351K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-98
- 98.0%
$2.06K - $2.2K
2 $43.8
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

SELL
 -
-402
- 2.45%
$8.47K - $9.01K
16K $351K
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

SELL
 -
-713
- 22.39%
$15K - $16K
2.47K $54.2K
Jan 24, 2023 Q4 2022
Aaron Wealth Advisors LLC

SELL
 -
-900
- 8.36%
$19K - $20.2K
9.87K $216K

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