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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-998- 2.91% |
$21K - $22K
|
33.3K
$736K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$322K - $338K
|
15.3K
$338K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$276K - $289K
|
13.1K
$289K
|
|
| Q2 2023 | |||||||
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 10.92% |
$31.1K - $32.1K
|
14.5K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
204+ 0.31% |
$4.46K - $4.6K
|
65.3K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-568- 3.5% |
$12.4K - $12.8K
|
15.7K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-30.2K- 27.88% |
$659K - $680K
|
78.1K
$1.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
55.9K+ 30.12% |
$1.22M - $1.26M
|
242K
$5.34M
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.12K- 9.39% |
$24.2K - $25.3K
|
10.8K
$239K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-159- 19.44% |
$3.43K - $3.59K
|
659
$14.6K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
50New |
$1.08K - $1.13K
|
50
$1.11K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$24.8K - $25.9K
|
1.15K
$25.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17.7KNew |
$383K - $400K
|
17.7K
$392K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
162+ 0.98% |
$3.5K - $3.66K
|
16.7K
$369K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
14.1KNew |
$297K - $316K
|
14.1K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
804New |
$16.9K - $18K
|
804
$17.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-98- 98.0% |
$2.06K - $2.2K
|
2
$44.2
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.66KNew |
$35K - $37.2K
|
1.66K
$36.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
9.3KNew |
$196K - $208K
|
9.3K
$206K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.23K- 10.36% |
$26.5K - $28.9K
|
10.7K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.46K- 2.18% |
$31.5K - $34.3K
|
65.6K
$1.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
45.2KNew |
$972K - $1.06M
|
45.2K
$999K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.17KClosed |
$25.2K - $27.5K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
185New |
$3.98K - $4.33K
|
185
$4.09K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$769K - $837K
|
35.7K
$790K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-292- 8.78% |
$6.28K - $6.84K
|
3.03K
$67K
|
|
| Q2 2022 | |||||||
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-289- 97.31% |
$6.44K - $6.94K
|
8
$177
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-618K- 99.89% |
$13.8M - $14.8M
|
650
$14.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13.7KClosed |
$305K - $329K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
471+ 5.23% |
$10.5K - $11.3K
|
9.48K
$210K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.02% |
$22.3 - $24
|
5.22K
$115K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$20K - $21.6K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
19KNew |
$422K - $455K
|
19K
$419K
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 33.33% |
$11.1K - $12K
|
1K
$22.1K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-400Closed |
$9.55K - $10.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-9.23KClosed |
$220K - $235K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-77.8K- 99.91% |
$1.86M - $1.98M
|
70
$1.55K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.05KClosed |
$192K - $205K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-400- 30.77% |
$9.55K - $10.2K
|
900
$19.9K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13+ 9.42% |
$336 - $342
|
151
$3.34K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3.83KClosed |
$99K - $101K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-120- 17.14% |
$3.11K - $3.16K
|
580
$12.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-844Closed |
$21.8K - $22.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-772Closed |
$19.9K - $20.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41Closed |
$1.06K - $1.07K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71Closed |
$1.83K - $1.85K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.3K- 35.51% |
$111K - $115K
|
7.81K
$173K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-800Closed |
$21.3K - $21.6K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
135KNew |
$3.59M - $3.63M
|
135K
$2.97M
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-466Closed |
$12.6K - $12.8K
|
0
$0
|
|