Purchases and Sales Made in Q1 2023 in Nuveen Enhanced Yield U.S. Agg (NUAG)
This table provides information about the institutional ownership of Nuveen Enhanced Yield U.S. Agg (NUAG) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN ENHANCED YIELD U.S. AGG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44K+ 218.53% |
$897K - $938K
|
64.2K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.55KNew |
$195K - $204K
|
9.55K
$197K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.5K+ 50.56% |
$112K - $117K
|
16.4K
$338K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.76KNew |
$35.8K - $37.4K
|
1.76K
$36.2K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.62K+ 4.46% |
$33.1K - $34.6K
|
38K
$784K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.43K+ 8.59% |
$29.2K - $30.5K
|
18.1K
$374K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
663+ 1.78% |
$13.5K - $14.1K
|
37.9K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
279+ 17.26% |
$5.68K - $5.95K
|
1.9K
$39.1K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
275+ 0.64% |
$5.6K - $5.86K
|
43.2K
$892K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 9.31% |
$1.57K - $1.64K
|
904
$18.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-67- 0.64% |
$1.36K - $1.43K
|
10.5K
$216K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-76- 86.36% |
$1.55K - $1.62K
|
12
$248
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-209- 49.64% |
$4.26K - $4.45K
|
212
$4.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-418- 1.34% |
$8.51K - $8.91K
|
30.8K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-941- 26.29% |
$19.2K - $20.1K
|
2.64K
$54.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 9.26% |
$25.6K - $26.8K
|
12.3K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.4K- 45.98% |
$48.9K - $51.1K
|
2.82K
$58.2K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.28K- 13.57% |
$66.9K - $70K
|
20.9K
$432K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.12K- 20.22% |
$104K - $109K
|
20.2K
$417K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.69K- 42.69% |
$177K - $185K
|
11.7K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.5K- 17.31% |
$641K - $671K
|
150K
$3.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.5K- 70.76% |
$743K - $778K
|
15.1K
$311K
|