Patriot Financial Group Insurance Agency, LLC Nuveen Enhanced Yield U.S. Agg Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	N/A	75 Added 4.4%	1,781 $38,000
Q1 2022 May 11, 2022	BUY	N/A	77 Added 4.73%	1,706 $39,000
Q2 2021 Jul 30, 2021	BUY	N/A	78 Added 5.03%	1,629 $41,000
Q1 2021 Apr 29, 2021	BUY	N/A	183 Added 13.38%	1,551 $38,000
Q3 2020 Oct 21, 2020	BUY	N/A	63 Added 4.83%	1,368 $35,000

Q2 2020 Jul 10, 2020	SELL	N/A	-98 Reduced 6.99%	1,305 $33,000
Q4 2018 Feb 04, 2019	SELL	N/A	-50 Reduced 3.44%	1,403 $33,000
Q3 2018 Oct 30, 2018	BUY	N/A	1,453 New	1,453 $34,000

Others Institutions Holding NUAG

# of Institutions

Shares Held

1.23M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

370K
Shares

$7.62 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

196K
Shares

$4.04 Million
0.01% of portfolio
Nuveen Asset Management, LLC Chicago, IL

158K
Shares

$3.26 Million
0.0% of portfolio
Beaumont Financial Partners, LLC

70.9K
Shares

$1.46 Million
0.14% of portfolio
Prospera Financial Services Inc

68.9K
Shares

$1.42 Million
0.05% of portfolio

View Full List

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