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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43K+ 10.92% |
$31.1K - $32.1K
|
14.5K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
204+ 0.31% |
$4.46K - $4.6K
|
65.3K
$1.43M
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17.7KNew |
$383K - $400K
|
17.7K
$388K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$24.8K - $25.9K
|
1.15K
$25.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
162+ 0.98% |
$3.5K - $3.66K
|
16.7K
$365K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
50New |
$1.08K - $1.13K
|
50
$1.09K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
14.1KNew |
$297K - $316K
|
14.1K
$309K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
9.3KNew |
$196K - $208K
|
9.3K
$204K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.66KNew |
$35K - $37.2K
|
1.66K
$36.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
804New |
$16.9K - $18K
|
804
$17.6K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
45.2KNew |
$972K - $1.06M
|
45.2K
$990K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$769K - $837K
|
35.7K
$782K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
185New |
$3.98K - $4.33K
|
185
$4.05K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
19KNew |
$422K - $455K
|
19K
$415K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
471+ 5.23% |
$10.5K - $11.3K
|
9.48K
$208K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.02% |
$22.3 - $24
|
5.22K
$114K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13+ 9.42% |
$336 - $342
|
151
$3.31K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
135KNew |
$3.59M - $3.63M
|
135K
$2.95M
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Private Ocean, LLC
|
BUY
|
- |
1.47KNew |
$36.7K - $39.6K
|
1.47K
$32.2K
|
|