Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
1.23MNew |
$25.2M - $26M
|
1.23M
$25.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.7K+ 31.62% |
$748K - $773K
|
153K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 194.22% |
$354K - $366K
|
26.3K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.02K+ 10.39% |
$143K - $148K
|
74.6K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.32K+ 11.71% |
$67.7K - $70K
|
31.7K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.14K+ 4.24% |
$23.3K - $24.1K
|
28.1K
$589K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72+ 0.13% |
$1.47K - $1.52K
|
54K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.51% |
$20.4 - $21.1
|
196
$4.11K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.19% |
$20.4 - $21.1
|
85
$1.78K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-448- 2.71% |
$9.14K - $9.44K
|
16.1K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.69K- 7.6% |
$34.5K - $35.7K
|
20.6K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.14K- 6.31% |
$64K - $66.1K
|
46.6K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.75K- 9.56% |
$96.9K - $100K
|
44.9K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.1K- 8.46% |
$124K - $128K
|
65.9K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.9K- 21.91% |
$875K - $904K
|
153K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-219K- 35.79% |
$4.47M - $4.61M
|
393K
$8.23M
|