Walkner Condon Financial Advisors LLC Nuveen Esg High Yield Corp Bon Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	BUY	$19.59 - $21.87 $196,899 - $219,815	10,051 New	10,051 $198,000
Q2 2022 Aug 04, 2022	SELL	$20.34 - $23.05 $220,282 - $249,631	-10,830 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$22.65 - $24.38 $245,299 - $264,035	10,830 New	10,830 $250 Million
Q3 2021 Nov 04, 2021	SELL	$24.6 - $24.89 $254,560 - $257,561	-10,348 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$24.65 - $24.86 $367,925 - $371,060	-14,926 Reduced 59.06%	10,348 $258,000
Q1 2021 Apr 13, 2021	SELL	$24.43 - $25.1 $70,211 - $72,137	-2,874 Reduced 10.21%	25,274 $625,000
Q4 2020 Jan 12, 2021	BUY	$24.31 - $25.1 $87,637 - $90,485	3,605 Added 14.69%	28,148 $704,000
Q3 2020 Nov 10, 2020	BUY	$23.59 - $24.74 $159,775 - $167,564	6,773 Added 38.11%	24,543 $598,000
Q2 2020 Aug 26, 2020	BUY	$21.61 - $24.37 $384,009 - $433,054	17,770 New	17,770 $419,000

Others Institutions Holding NUHY

# of Institutions

62

Shares Held

2.84M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

344K
Shares

$7.41 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

306K
Shares

$6.58 Million
0.02% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

255K
Shares

$5.49 Million
0.02% of portfolio
Mather Group, Llc. Chicago, IL

222K
Shares

$4.77 Million
0.06% of portfolio
Envestnet Asset Management Inc

174K
Shares

$3.75 Million
0.0% of portfolio

About NUVEEN ESG HIGH YIELD CORP BON

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