Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 22.1% |
$2.2M - $2.32M
|
591K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.3K+ 22.97% |
$1.16M - $1.22M
|
301K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$323K - $341K
|
15.7K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.64KNew |
$198K - $209K
|
9.64K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.09K+ 15.75% |
$83.9K - $88.6K
|
30K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.94K+ 78.62% |
$80.9K - $85.4K
|
8.95K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.77KNew |
$77.4K - $81.7K
|
3.77K
$77.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.55K+ 24.46% |
$72.8K - $76.9K
|
18K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.93K+ 15.48% |
$60.2K - $63.5K
|
21.9K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.63K+ 10.69% |
$54K - $57K
|
27.2K
$561K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 2.15% |
$23.4K - $24.7K
|
54.1K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
790+ 1.44% |
$16.2K - $17.1K
|
55.6K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
623+ 0.86% |
$12.8K - $13.5K
|
73K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67New |
$1.38K - $1.45K
|
67
$1.38K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
47+ 0.23% |
$966 - $1.02K
|
20.2K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.22% |
$20.6 - $21.7
|
83
$1.71K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 8.52% |
$1.58K - $1.67K
|
827
$17.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-257- 20.54% |
$5.28K - $5.57K
|
994
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-760- 81.28% |
$15.6K - $16.5K
|
175
$3.61K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.96K- 20.69% |
$60.9K - $64.3K
|
11.4K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.37K- 6.87% |
$69.2K - $73K
|
45.7K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.75K- 90.55% |
$118K - $125K
|
600
$12.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 44.0% |
$376K - $397K
|
23.3K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.3K- 57.12% |
$767K - $809K
|
28K
$579K
|