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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.57K+ 34.67% |
$77.5K - $79.6K
|
13.9K
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.75K- 15.29% |
$168K - $173K
|
42.9K
$949K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-30- 6.86% |
$651 - $669
|
407
$8.99K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
834+ 8.44% |
$18.1K - $18.6K
|
10.7K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
144+ 0.26% |
$3.13K - $3.21K
|
55.2K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-743- 0.29% |
$16.1K - $16.6K
|
259K
$5.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-813- 3.51% |
$17.7K - $18.1K
|
22.4K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.68KNew |
$210K - $216K
|
9.68K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6.79K+ 0.65% |
$147K - $151K
|
1.05M
$23.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2.21K- 8.27% |
$48K - $49.3K
|
24.6K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
144+ 0.92% |
$3.13K - $3.21K
|
15.7K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109+ 1.01% |
$2.37K - $2.43K
|
10.9K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.64K+ 13.53% |
$79.1K - $81.3K
|
30.6K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-948- 22.2% |
$20.6K - $21.1K
|
3.32K
$73.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.26K+ 9.94% |
$179K - $184K
|
91.4K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.28K- 6.79% |
$49.6K - $50.9K
|
31.4K
$693K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.36K- 6.34% |
$181K - $186K
|
123K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.25K+ 11.82% |
$114K - $117K
|
49.6K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.36K- 0.43% |
$29.6K - $30.4K
|
318K
$7.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 1.0% |
$66.4K - $68.2K
|
308K
$6.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-12.7K- 7.18% |
$275K - $282K
|
164K
$3.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 1.64% |
$30.7K - $31.5K
|
84.7K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.67K- 1.49% |
$79.6K - $81.8K
|
243K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.3K- 9.52% |
$71.6K - $73.5K
|
31.4K
$693K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
573+ 3.09% |
$12.4K - $12.8K
|
19.1K
$422K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.25K- 6.7% |
$27.1K - $27.8K
|
17.4K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.45KNew |
$205K - $211K
|
9.45K
$209K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31.8K+ 36.14% |
$689K - $708K
|
120K
$2.64M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.69KNew |
$57.9K - $59.9K
|
2.69K
$59.5K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-70.3K- 65.44% |
$1.51M - $1.56M
|
37.1K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.82K- 20.68% |
$82.1K - $85K
|
14.7K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-159K- 26.77% |
$3.42M - $3.54M
|
436K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-225K- 13.84% |
$4.83M - $5M
|
1.4M
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 12.27% |
$1.44K - $1.49K
|
613
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.51KNew |
$204K - $211K
|
9.51K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190+ 0.14% |
$4.08K - $4.23K
|
138K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.3K- 39.89% |
$501K - $519K
|
35.2K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 4.03% |
$121K - $126K
|
146K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 43.45% |
$219K - $227K
|
13.3K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-47.6K- 74.05% |
$1.02M - $1.06M
|
16.7K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.24K+ 13.92% |
$91.1K - $94.3K
|
34.7K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
70.2K+ 356.79% |
$1.51M - $1.56M
|
89.9K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.32K+ 23.71% |
$92.7K - $96K
|
22.5K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16+ 0.67% |
$344 - $356
|
2.42K
$53.4K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.53K+ 9.82% |
$32.8K - $34K
|
17.1K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.17% |
$430 - $445
|
12K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-151K- 56.73% |
$3.24M - $3.36M
|
115K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8KNew |
$469K - $485K
|
21.8K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.14K+ 2.33% |
$153K - $159K
|
313K
$6.92M
|
|