Congress Wealth Management LLC Nuveen Esg High Yield Corp Bon Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$20.34 - $23.05 $191,907 - $217,476	-9,435 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$22.65 - $24.38 $213,702 - $230,025	9,435 New	9,435 $218,000

Others Institutions Holding NUHY

# of Institutions

53

Shares Held

2.63M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

333K
Shares

$7.14 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

305K
Shares

$6.54 Million
0.02% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

246K
Shares

$5.28 Million
0.02% of portfolio
Mather Group, Llc. Chicago, IL

222K
Shares

$4.75 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

175K
Shares

$3.75 Million
0.0% of portfolio

About NUVEEN ESG HIGH YIELD CORP BON

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