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 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 9.23% |
$282K - $295K
|
154K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.24K- 17.36% |
$135K - $142K
|
29.7K
$649K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
249+ 1.41% |
$5.39K - $5.65K
|
17.9K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-86.7K- 81.51% |
$1.88M - $1.97M
|
19.7K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
328KNew |
$7.11M - $7.45M
|
328K
$7.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
25.7KNew |
$558K - $584K
|
25.7K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
27+ 0.02% |
$585 - $613
|
126K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
730+ 2.34% |
$15.8K - $16.6K
|
31.9K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-663- 1.74% |
$14.4K - $15K
|
37.5K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.75K- 12.23% |
$211K - $221K
|
69.9K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.6K+ 9.61% |
$250K - $262K
|
132K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-776- 1.83% |
$16.8K - $17.6K
|
41.6K
$909K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.9K+ 10.16% |
$734K - $769K
|
367K
$8.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.2KNew |
$871K - $913K
|
40.2K
$879K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
33+ 8.17% |
$715 - $749
|
437
$9.55K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6.36K- 74.62% |
$138K - $144K
|
2.16K
$47.3K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
38.5KNew |
$834K - $874K
|
38.5K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.3K+ 27.9% |
$245K - $257K
|
51.9K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.15K- 6.14% |
$24.9K - $26.1K
|
17.6K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.78KNew |
$60.2K - $63.1K
|
2.78K
$60.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 12.37% |
$758 - $794
|
248
$5.42K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.06KNew |
$110K - $115K
|
5.06K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.6K+ 10.78% |
$99.7K - $104K
|
47.3K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.5K- 20.56% |
$488K - $511K
|
87K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
527+ 13.83% |
$11.4K - $12K
|
4.34K
$94.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-311- 2.11% |
$6.74K - $7.06K
|
14.4K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
483+ 2.1% |
$10.5K - $11K
|
23.5K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
537KNew |
$11.6M - $12.2M
|
537K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.82K+ 21.11% |
$148K - $155K
|
39.2K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.6K- 54.72% |
$382K - $400K
|
14.6K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
700New |
$15.2K - $15.9K
|
700
$15.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
9.21K+ 14.85% |
$199K - $209K
|
71.2K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
422+ 1.6% |
$9.14K - $9.58K
|
26.7K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.31KNew |
$202K - $211K
|
9.31K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
637+ 5.31% |
$13.8K - $14.5K
|
12.6K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.65K+ 6.24% |
$122K - $128K
|
96.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-12.8K- 36.7% |
$277K - $290K
|
22.1K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.78K- 11.68% |
$60.3K - $63.2K
|
21.1K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.6K+ 145.65% |
$2.05M - $2.15M
|
160K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-915- 0.36% |
$19.8K - $20.8K
|
256K
$5.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.45K- 3.86% |
$31.4K - $32.9K
|
36.2K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
236KNew |
$5.1M - $5.34M
|
236K
$5.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92+ 0.48% |
$1.99K - $2.09K
|
19.4K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.23K+ 137.83% |
$135K - $141K
|
10.7K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
417+ 0.44% |
$9.03K - $9.46K
|
94.4K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.87K- 1.7% |
$62.1K - $65.1K
|
166K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
994+ 1.95% |
$21.5K - $22.6K
|
52K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$233K - $244K
|
10.7K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
185+ 0.98% |
$4.01K - $4.2K
|
19.1K
$418K
|