Berger Financial Group, Inc Nuveen Esg High Yield Corp Bon Transaction History

Berger Financial Group, Inc

$1.04 Billion
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$20.18 - $20.74 $4,722 - $4,853	-234 Reduced 2.28%	10,049 $206,000
Q1 2023 Apr 24, 2023	BUY	$20.04 - $21.23 $4,028 - $4,267	201 Added 1.99%	10,283 $213,000
Q4 2022 Jan 30, 2023	BUY	$19.8 - $20.94 $199,623 - $211,117	10,082 New	10,082 $204,000
Q2 2022 Aug 08, 2022	BUY	N/A	49 Added 0.36%	13,678 $279,000
Q1 2022 May 10, 2022	SELL	N/A	-1,990 Reduced 12.74%	13,629 $315,000

Q4 2021 Jan 26, 2022	BUY	N/A	246 Added 1.6%	15,619 $381,000
Q3 2021 Oct 28, 2021	BUY	N/A	1,000 Added 6.96%	15,373 $380,000
Q2 2021 Jul 29, 2021	SELL	N/A	-33 Reduced 0.23%	14,373 $357,000
Q1 2021 May 12, 2021	BUY	N/A	3,891 Added 37.0%	14,406 $356,000
Q4 2020 Feb 02, 2021	BUY	N/A	10,515 New	10,515 $263,000

Others Institutions Holding NUHY

# of Institutions

55

Shares Held

2.3M

Call Options Held

0

Put Options Held

0

Cambridge Investment Research Advisors, Inc.

340K
Shares

$7.14 Million
0.03% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

244K
Shares

$5.14 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

182K
Shares

$3.83 Million
0.0% of portfolio
Morgan Stanley New York, NY

176K
Shares

$3.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

155K
Shares

$3.26 Million
0.0% of portfolio

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