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 |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-20.7K- 5.62% |
$444K - $460K
|
347K
$7.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.7K+ 42.22% |
$702K - $727K
|
110K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61K+ 4.0% |
$34.6K - $35.8K
|
41.8K
$925K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.44K- 4.1% |
$73.9K - $76.5K
|
80.5K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
14.3KNew |
$307K - $318K
|
14.3K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.82K+ 5.69% |
$39.2K - $40.6K
|
33.9K
$748K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.51K+ 1.2% |
$97K - $100K
|
382K
$8.44M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 3.07% |
$516 - $534
|
806
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 0.3% |
$494 - $512
|
7.66K
$169K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 1.59% |
$23.9K - $24.7K
|
71K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6.59K- 5.22% |
$142K - $147K
|
120K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
44.9K+ 63.04% |
$964K - $998K
|
116K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-598- 0.39% |
$12.9K - $13.3K
|
153K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-617- 6.81% |
$13.3K - $13.7K
|
8.44K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
825+ 4.61% |
$17.7K - $18.3K
|
18.7K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 2.26% |
$215K - $223K
|
454K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 12.03% |
$341K - $353K
|
148K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
103+ 0.34% |
$2.21K - $2.29K
|
30.1K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-211- 1.83% |
$4.53K - $4.69K
|
11.3K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
137+ 4.93% |
$2.94K - $3.05K
|
2.92K
$64.4K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.61K+ 22.53% |
$56.1K - $58.1K
|
14.2K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-39- 0.38% |
$838 - $867
|
10.3K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.35K- 3.85% |
$72K - $74.5K
|
83.7K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 3.56% |
$32.4K - $33.5K
|
43.9K
$970K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.07K+ 2.26% |
$23K - $23.8K
|
48.4K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.01K- 54.99% |
$108K - $111K
|
4.1K
$90.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-258- 0.66% |
$5.54K - $5.74K
|
38.9K
$860K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.98K- 5.69% |
$64.1K - $66.3K
|
49.4K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
169+ 1.34% |
$3.63K - $3.76K
|
12.8K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-33.5K- 23.22% |
$720K - $745K
|
111K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.8K- 4.85% |
$619K - $641K
|
566K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
277+ 2.83% |
$5.95K - $6.16K
|
10.1K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 21.3% |
$45.3K - $46.9K
|
12K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-500- 23.12% |
$10.7K - $11.1K
|
1.66K
$36.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.41K+ 6.01% |
$30.3K - $31.4K
|
24.9K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
885+ 2.77% |
$19K - $19.7K
|
32.8K
$725K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.09K+ 3.34% |
$23.4K - $24.2K
|
33.7K
$744K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
411+ 58.71% |
$8.83K - $9.14K
|
1.11K
$24.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.29K- 1.05% |
$200K - $207K
|
875K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.49K+ 44.55% |
$140K - $144K
|
21.1K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.9K- 21.4% |
$191K - $198K
|
32.7K
$722K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
33K+ 6.14% |
$708K - $733K
|
570K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7KNew |
$509K - $527K
|
23.7K
$524K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 1395.82% |
$499K - $523K
|
24.7K
$545K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.09K+ 18.24% |
$45.3K - $47.5K
|
13.6K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$256K - $268K
|
11.8K
$261K
|
|