Gradient Investments LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 06, 2020	SELL	$26.94 - $27.39 $572,798 - $582,366	-21,262 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$26.44 - $27.05 $797,668 - $816,071	-30,169 Reduced 58.66%	21,262 $575,000
Q1 2020 Apr 07, 2020	BUY	$24.95 - $26.91 $48,627 - $52,447	1,949 Added 3.94%	51,431 $1.36 Million
Q4 2019 Jan 15, 2020	BUY	$25.48 - $25.92 $206,974 - $210,548	8,123 Added 19.64%	49,482 $1.27 Million
Q3 2019 Oct 10, 2019	BUY	$25.46 - $25.8 $138,706 - $140,558	5,448 Added 15.17%	41,359 $1.06 Million
Q2 2019 Jul 16, 2019	BUY	N/A	4,571 Added 14.59%	35,911 $912,000
Q1 2019 Apr 11, 2019	BUY	N/A	14,207 Added 82.92%	31,340 $778,000
Q4 2018 Jan 18, 2019	BUY	N/A	17,133 New	17,133 $416,000

Others Institutions Holding NUBD

# of Institutions

110

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.82M
Shares

$39.3 Million
0.0% of portfolio
First Pacific Financial

1.02M
Shares

$22 Million
6.23% of portfolio
Cambridge Investment Research Advisors, Inc.

913K
Shares

$19.8 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

686K
Shares

$14.9 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

593K
Shares

$12.8 Million
0.0% of portfolio

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