Latest Institutional Transactions on Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information on the latest institutional transactions involving Nuveen Esg U.S. Aggregate Bond (NUBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
137+ 1.2% |
$2.97K - $3.11K
|
11.6K
$257K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.41K+ 1.14% |
$73.8K - $77.4K
|
302K
$6.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.9K+ 8.47% |
$518K - $542K
|
306K
$6.79M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.16K+ 10.58% |
$133K - $140K
|
64.3K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.13K- 1.33% |
$24.4K - $25.6K
|
83.9K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-831- 5.08% |
$18K - $18.9K
|
15.5K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
546New |
$11.8K - $12.4K
|
546
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.49K+ 0.25% |
$32.3K - $33.8K
|
595K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 48.87% |
$383K - $401K
|
18.5K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.09K+ 18.24% |
$45.3K - $47.5K
|
13.6K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.4K- 3.21% |
$636K - $666K
|
884K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$256K - $268K
|
11.8K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81- 0.06% |
$1.75K - $1.84K
|
138K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
408New |
$8.84K - $9.26K
|
408
$9.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
241K+ 954.73% |
$5.22M - $5.47M
|
266K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82K+ 140.5% |
$1.78M - $1.86M
|
140K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
27+ 1.14% |
$585 - $613
|
2.4K
$53.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 12.37% |
$1.04K - $1.09K
|
436
$9.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191K- 10.54% |
$4.15M - $4.34M
|
1.62M
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
46+ 1.14% |
$996 - $1.04K
|
4.1K
$90.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.8K- 46.98% |
$451K - $472K
|
23.5K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
103+ 0.34% |
$2.23K - $2.34K
|
30K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.98K+ 13.92% |
$86.3K - $90.4K
|
32.6K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7- 0.09% |
$152 - $159
|
7.63K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2KNew |
$394K - $413K
|
18.2K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
383+ 0.36% |
$8.3K - $8.69K
|
107K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
54+ 7.42% |
$1.17K - $1.23K
|
782
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 29.85% |
$539K - $565K
|
58.5K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9.78KNew |
$212K - $222K
|
9.78K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
18.8KNew |
$407K - $427K
|
18.8K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
984+ 8.93% |
$21.3K - $22.3K
|
12K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-991- 7.9% |
$21.5K - $22.5K
|
11.6K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.17K- 16.14% |
$134K - $140K
|
32K
$710K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.7K+ 25.45% |
$340K - $356K
|
77.4K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.31K+ 0.9% |
$115K - $120K
|
595K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 38.41% |
$2.67M - $2.79M
|
444K
$9.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.39KNew |
$95.1K - $99.6K
|
4.39K
$97.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-491- 0.34% |
$10.6K - $11.1K
|
144K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 9.23% |
$282K - $295K
|
154K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
110+ 0.36% |
$2.38K - $2.5K
|
30.5K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.99K- 10.6% |
$86.4K - $90.5K
|
33.6K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
110+ 0.36% |
$2.38K - $2.5K
|
30.5K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-135- 1.47% |
$2.92K - $3.06K
|
9.06K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.2K+ 3.09% |
$459K - $481K
|
708K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
954+ 1.86% |
$20.7K - $21.6K
|
52.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.4K+ 0.91% |
$73.6K - $77.1K
|
377K
$8.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
249+ 1.41% |
$5.39K - $5.65K
|
17.9K
$397K
|