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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.43K+ 11.71% |
$96.2K - $98.7K
|
42.2K
$915K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 10.73% |
$237K - $243K
|
112K
$2.43M
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.5K+ 10.87% |
$54.2K - $55.6K
|
25.5K
$551K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 1.11% |
$22.3K - $22.8K
|
91.7K
$1.99M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.38K+ 5.3% |
$30K - $30.8K
|
27.4K
$593K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-27.6K- 46.63% |
$600K - $616K
|
31.6K
$684K
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-317- 3.08% |
$6.89K - $7.07K
|
9.97K
$216K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
11.4K+ 56.87% |
$248K - $254K
|
31.4K
$681K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 0.18% |
$44.2K - $45.3K
|
1.12M
$24.3M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.94K+ 32.69% |
$42.2K - $43.3K
|
7.88K
$171K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 3.05% |
$2.43K - $2.5K
|
3.78K
$81.9K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24.4K+ 9.96% |
$530K - $544K
|
270K
$5.84M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.2K+ 6.21% |
$47.7K - $49K
|
37.6K
$813K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.89K+ 16.21% |
$41.1K - $42.2K
|
13.6K
$294K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
53+ 0.16% |
$1.15K - $1.18K
|
34.1K
$738K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-57.4K- 98.03% |
$1.25M - $1.28M
|
1.15K
$24.9K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.52K+ 7.59% |
$54.7K - $56.2K
|
35.7K
$774K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42.4K+ 31.2% |
$922K - $946K
|
178K
$3.86M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
6.1K+ 14.46% |
$132K - $136K
|
48.3K
$1.05M
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.2K- 43.64% |
$568K - $583K
|
33.8K
$732K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.62K+ 6.58% |
$56.9K - $58.4K
|
42.5K
$919K
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.17K- 5.6% |
$25.3K - $26K
|
19.6K
$425K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
869+ 4.37% |
$18.9K - $19.4K
|
20.7K
$449K
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.69K+ 10.84% |
$124K - $127K
|
58.2K
$1.26M
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.75K+ 7.16% |
$212K - $217K
|
146K
$3.16M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 2.21% |
$25.1K - $25.7K
|
53.4K
$1.16M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.21K+ 10.36% |
$157K - $161K
|
76.8K
$1.66M
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.49K+ 7.28% |
$119K - $122K
|
80.9K
$1.75M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 7.66% |
$32.8K - $33.7K
|
21.2K
$460K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
36.3KNew |
$788K - $808K
|
36.3K
$785K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.4K+ 20.24% |
$529K - $543K
|
145K
$3.13M
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 10.83% |
$21.1K - $22.9K
|
8.45K
$183K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.9K+ 329.2% |
$286K - $311K
|
18.1K
$393K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$193K - $210K
|
9.4K
$203K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
$20.6K - $22.3K
|
1K
$21.7K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
51.1K+ 20.15% |
$1.05M - $1.14M
|
305K
$6.59M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.93KNew |
$39.6K - $43K
|
1.93K
$41.7K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-306- 2.7% |
$6.3K - $6.84K
|
11K
$239K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.6K+ 26.61% |
$528K - $573K
|
122K
$2.64M
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-730- 20.69% |
$15K - $16.3K
|
2.8K
$60.6K
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.11K+ 5.28% |
$43.5K - $47.2K
|
42.1K
$911K
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7.29K+ 19.69% |
$150K - $163K
|
44.3K
$959K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
16.7KNew |
$344K - $373K
|
16.7K
$361K
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
94.1KNew |
$1.94M - $2.1M
|
94.1K
$2.04M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 15.9% |
$37.2K - $40.4K
|
13.2K
$286K
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
17+ 4.61% |
$350 - $380
|
386
$8.36K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.3KNew |
$191K - $208K
|
9.3K
$201K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-50- 15.02% |
$1.03K - $1.12K
|
283
$6.13K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-313- 48.83% |
$6.44K - $6.99K
|
328
$7.1K
|