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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
137+ 4.93% |
$2.94K - $3.05K
|
2.92K
$64.6K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
103+ 0.34% |
$2.21K - $2.29K
|
30.1K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 12.27% |
$1.44K - $1.49K
|
613
$13.6K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 3.07% |
$516 - $534
|
806
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23+ 0.3% |
$494 - $512
|
7.66K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.17% |
$430 - $445
|
12K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16+ 0.67% |
$344 - $356
|
2.42K
$53.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
328KNew |
$7.11M - $7.45M
|
328K
$7.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
236KNew |
$5.1M - $5.34M
|
236K
$5.22M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 1395.82% |
$499K - $523K
|
24.7K
$547K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$256K - $268K
|
11.8K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$233K - $244K
|
10.7K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.39KNew |
$95.1K - $99.6K
|
4.39K
$97.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.09K+ 18.24% |
$45.3K - $47.5K
|
13.6K
$301K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
780New |
$16.9K - $17.7K
|
780
$17.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
527+ 13.83% |
$11.4K - $12K
|
4.34K
$96.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
408New |
$8.84K - $9.26K
|
408
$9.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
110+ 0.36% |
$2.38K - $2.5K
|
30.5K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 12.37% |
$1.04K - $1.09K
|
436
$9.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
46+ 1.14% |
$996 - $1.04K
|
4.1K
$90.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
33+ 8.17% |
$715 - $749
|
437
$9.69K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.82KNew |
$191K - $202K
|
8.82K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
590+ 4.52% |
$12.7K - $13.5K
|
13.6K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
14+ 0.04% |
$303 - $320
|
37.6K
$834K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6+ 0.02% |
$130 - $137
|
38.1K
$844K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34KNew |
$725K - $746K
|
34K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$349K - $359K
|
16.4K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3K+ 153.88% |
$348K - $358K
|
26.9K
$597K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
517+ 18.47% |
$11K - $11.3K
|
3.32K
$73.5K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
175New |
$3.73K - $3.84K
|
175
$3.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 2.25% |
$42.7 - $43.9
|
91
$2.02K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
58KNew |
$1.26M - $1.29M
|
58K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$291K - $298K
|
13.4K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12K+ 109.17% |
$260K - $267K
|
22.9K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.66K+ 28.02% |
$57.9K - $59.4K
|
12.2K
$270K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.06K+ 206100.0% |
$44.8K - $45.9K
|
2.06K
$45.7K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14+ 1.22% |
$304 - $312
|
1.16K
$25.7K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
94.1KNew |
$1.94M - $2.1M
|
94.1K
$2.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
16.7KNew |
$344K - $373K
|
16.7K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$193K - $210K
|
9.4K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.3KNew |
$191K - $208K
|
9.3K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.93KNew |
$39.6K - $43K
|
1.93K
$42.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1KNew |
$20.6K - $22.3K
|
1K
$22.2K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$322K - $338K
|
15.3K
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$276K - $289K
|
13.1K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.9K+ 5.04% |
$272K - $285K
|
269K
$5.96M
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
55.9K+ 30.12% |
$1.22M - $1.26M
|
242K
$5.36M
|
|