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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
869+ 4.37% |
$18.9K - $19.4K
|
20.7K
$449K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
593New |
$12.9K - $13.2K
|
593
$12.8K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
502+ 0.84% |
$10.9K - $11.2K
|
60.6K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
298New |
$6.47K - $6.64K
|
298
$6.45K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 3.05% |
$2.43K - $2.5K
|
3.78K
$81.9K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
89New |
$1.93K - $1.98K
|
89
$1.93K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
86+ 0.51% |
$1.87K - $1.92K
|
17K
$367K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
53+ 0.16% |
$1.15K - $1.18K
|
34.1K
$738K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
50+ 2.19% |
$1.09K - $1.11K
|
2.33K
$50.4K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 7.37% |
$999 - $1.03K
|
670
$14.5K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
19+ 0.25% |
$413 - $424
|
7.58K
$164K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14+ 1.22% |
$304 - $312
|
1.16K
$25.1K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
94.1KNew |
$1.94M - $2.1M
|
94.1K
$2.04M
|
|
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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.6K+ 26.61% |
$528K - $573K
|
122K
$2.64M
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
16.7KNew |
$344K - $373K
|
16.7K
$361K
|
|
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
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.3KNew |
$191K - $208K
|
9.3K
$201K
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7.29K+ 19.69% |
$150K - $163K
|
44.3K
$959K
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.11K+ 5.28% |
$43.5K - $47.2K
|
42.1K
$911K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.93KNew |
$39.6K - $43K
|
1.93K
$41.7K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 15.9% |
$37.2K - $40.4K
|
13.2K
$286K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
$20.6K - $22.3K
|
1K
$21.7K
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
17+ 4.61% |
$350 - $380
|
386
$8.36K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$322K - $338K
|
15.3K
$331K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$276K - $289K
|
13.1K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.9K+ 5.04% |
$272K - $285K
|
269K
$5.82M
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
55.9K+ 30.12% |
$1.22M - $1.26M
|
242K
$5.23M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$248K - $256K
|
11.4K
$246K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 10.92% |
$31.1K - $32.1K
|
14.5K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
204+ 0.31% |
$4.46K - $4.6K
|
65.3K
$1.41M
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17.7KNew |
$383K - $400K
|
17.7K
$384K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.15KNew |
$24.9K - $26K
|
1.15K
$24.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$24.8K - $25.9K
|
1.15K
$24.9K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
162+ 0.98% |
$3.5K - $3.66K
|
16.7K
$361K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
50New |
$1.08K - $1.13K
|
50
$1.08K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
14.1KNew |
$299K - $316K
|
14.1K
$305K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
9.3KNew |
$197K - $208K
|
9.3K
$201K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.66KNew |
$35.2K - $37.2K
|
1.66K
$36K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
804New |
$17K - $18K
|
804
$17.4K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
45.2KNew |
N/A
|
45.2K
$979K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
N/A
|
35.7K
$774K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
185New |
N/A
|
185
$4.01K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60+ 0.55% |
N/A
|
11K
$238K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
40.5KNew |
N/A
|
40.5K
$876K
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
19KNew |
N/A
|
19K
$411K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
471+ 5.23% |
N/A
|
9.48K
$205K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
5.22K
$113K
|