Latest Institutional Purchases of Nuveen Esg U.S. Aggregate Bond (NUBD)
This list provides information on the latest institutional transactions involving Nuveen Esg U.S. Aggregate Bond (NUBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31.8K+ 36.14% |
$689K - $708K
|
120K
$2.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.68KNew |
$210K - $216K
|
9.68K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.45KNew |
$205K - $211K
|
9.45K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.26K+ 9.94% |
$179K - $184K
|
91.4K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6.79K+ 0.65% |
$147K - $151K
|
1.05M
$23.3M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.25K+ 11.82% |
$114K - $117K
|
49.6K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.64K+ 13.53% |
$79.1K - $81.3K
|
30.6K
$676K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 1.0% |
$66.4K - $68.2K
|
308K
$6.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
834+ 8.44% |
$18.1K - $18.6K
|
10.7K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
573+ 3.09% |
$12.4K - $12.8K
|
19.1K
$422K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
144+ 0.26% |
$3.13K - $3.21K
|
55.2K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
144+ 0.92% |
$3.13K - $3.21K
|
15.7K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109+ 1.01% |
$2.37K - $2.43K
|
10.9K
$241K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
70.2K+ 356.79% |
$1.51M - $1.56M
|
89.9K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
44.9K+ 63.04% |
$964K - $998K
|
116K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
33K+ 6.14% |
$708K - $733K
|
570K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.7K+ 42.22% |
$702K - $727K
|
110K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.3K+ 3.72% |
$565K - $585K
|
734K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.7KNew |
$509K - $527K
|
23.7K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8KNew |
$469K - $485K
|
21.8K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 12.03% |
$341K - $353K
|
148K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
14.3KNew |
$307K - $318K
|
14.3K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 2.26% |
$215K - $223K
|
454K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.51KNew |
$204K - $211K
|
9.51K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.14K+ 2.33% |
$153K - $159K
|
313K
$6.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.49K+ 44.55% |
$140K - $144K
|
21.1K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 4.03% |
$121K - $126K
|
146K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.51K+ 1.2% |
$97K - $100K
|
382K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.32K+ 23.71% |
$92.7K - $96K
|
22.5K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.24K+ 13.92% |
$91.1K - $94.3K
|
34.7K
$767K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.69KNew |
$57.9K - $59.9K
|
2.69K
$59.5K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.61K+ 22.53% |
$56.1K - $58.1K
|
14.2K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 21.3% |
$45.3K - $46.9K
|
12K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.82K+ 5.69% |
$39.2K - $40.6K
|
33.9K
$748K
|
|
|
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 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.53K+ 9.82% |
$32.8K - $34K
|
17.1K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 3.56% |
$32.4K - $33.5K
|
43.9K
$970K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.41K+ 6.01% |
$30.3K - $31.4K
|
24.9K
$550K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 1.59% |
$23.9K - $24.7K
|
71K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.09K+ 3.34% |
$23.4K - $24.2K
|
33.7K
$744K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.07K+ 2.26% |
$23K - $23.8K
|
48.4K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
984+ 10.57% |
$21.1K - $21.9K
|
10.3K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
885+ 2.77% |
$19K - $19.7K
|
32.8K
$725K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
825+ 4.61% |
$17.7K - $18.3K
|
18.7K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
411+ 58.71% |
$8.83K - $9.14K
|
1.11K
$24.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
277+ 2.83% |
$5.95K - $6.16K
|
10.1K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
200+ 3.95% |
$4.3K - $4.45K
|
5.26K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190+ 0.14% |
$4.08K - $4.23K
|
138K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
169+ 1.34% |
$3.63K - $3.76K
|
12.8K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
137+ 4.93% |
$2.94K - $3.05K
|
2.92K
$64.4K
|
|