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 |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
175New |
$3.73K - $3.84K
|
175
$3.96K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 13.12% |
$40.5K - $41.6K
|
12.6K
$285K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
22+ 0.94% |
$469 - $483
|
2.35K
$53.3K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.2K- 52.64% |
$1.05M - $1.08M
|
44.3K
$1M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 22.84% |
$222K - $228K
|
35.2K
$796K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.19K- 1.53% |
$196K - $202K
|
590K
$13.4M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3K+ 153.88% |
$348K - $358K
|
26.9K
$610K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-913- 4.71% |
$19.5K - $20K
|
18.5K
$418K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$349K - $359K
|
16.4K
$371K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.24K+ 9.05% |
$69K - $71K
|
39K
$883K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
240+ 2.23% |
$5.12K - $5.27K
|
11K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 14.49% |
$358K - $368K
|
133K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.7K- 55.21% |
$697K - $717K
|
26.5K
$600K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
111KNew |
$2.37M - $2.44M
|
111K
$2.52M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.8K- 56.12% |
$913K - $939K
|
33.5K
$758K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.73K- 2.46% |
$58.2K - $59.8K
|
108K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.48K+ 1503.36% |
$95.6K - $98.3K
|
4.78K
$108K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.44KClosed |
$94.8K - $97.5K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17.7KNew |
$377K - $388K
|
17.7K
$400K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.75K- 6.32% |
$123K - $126K
|
85.3K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33+ 0.44% |
$704 - $724
|
7.61K
$172K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
147+ 0.18% |
$3.14K - $3.23K
|
83K
$1.88M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-185- 31.2% |
$3.95K - $4.06K
|
408
$9.24K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.4K+ 4.47% |
$72.5K - $74.6K
|
79.5K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.06K- 99.95% |
$44K - $45.2K
|
1
$22.7
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.3K- 4.12% |
$27.8K - $28.6K
|
30.3K
$687K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
617+ 2.12% |
$13.2K - $13.5K
|
29.8K
$675K
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-154- 1.37% |
$3.28K - $3.38K
|
11.1K
$250K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26K+ 10.22% |
$555K - $570K
|
280K
$6.35M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.9K+ 6.78% |
$425K - $438K
|
314K
$7.11M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.2K- 63.74% |
$1.22M - $1.25M
|
32.5K
$737K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 2.25% |
$42.7 - $43.9
|
91
$2.06K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-464- 0.32% |
$9.9K - $10.2K
|
145K
$3.29M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
76+ 11.34% |
$1.62K - $1.67K
|
746
$16.9K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.28K- 3.77% |
$48.7K - $50.1K
|
58.3K
$1.32M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
625+ 1.22% |
$13.3K - $13.7K
|
51.8K
$1.17M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
917+ 4.42% |
$19.6K - $20.1K
|
21.7K
$490K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.6K- 5.41% |
$674K - $694K
|
553K
$12.5M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4K+ 13.02% |
$691K - $711K
|
281K
$6.37M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.9K- 30.74% |
$381K - $392K
|
40.3K
$912K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
58+ 17.68% |
$1.24K - $1.27K
|
386
$8.74K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
371KNew |
$7.91M - $8.14M
|
371K
$8.4M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
651+ 7.7% |
$13.9K - $14.3K
|
9.11K
$206K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.9K- 17.22% |
$404K - $415K
|
91K
$2.06M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.55K+ 6.02% |
$54.3K - $55.8K
|
44.8K
$1.01M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
295+ 2.37% |
$6.29K - $6.47K
|
12.7K
$288K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.7K- 49.3% |
$355K - $365K
|
17.1K
$388K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34KNew |
$725K - $746K
|
34K
$770K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.3K- 4.12% |
$27.8K - $28.6K
|
30.3K
$687K
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.85K+ 1.89% |
$39.5K - $40.7K
|
99.7K
$2.26M
|