Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-117K- 11.34% |
$2.53M - $2.67M
|
913K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-31.9K- 10.16% |
$690K - $730K
|
282K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-27.1K- 46.47% |
$585K - $619K
|
31.2K
$677K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-20.5K- 46.21% |
$443K - $468K
|
23.8K
$518K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-13.4K- 27.72% |
$289K - $306K
|
34.8K
$757K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.9K- 8.71% |
$278K - $294K
|
135K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.53K- 48.12% |
$184K - $195K
|
9.2K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6.26K- 2.38% |
$135K - $143K
|
257K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 6.55% |
$121K - $128K
|
79.7K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.98K- 20.5% |
$108K - $114K
|
19.3K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.64K- 21.43% |
$100K - $106K
|
17K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 3.69% |
$88.7K - $93.8K
|
107K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.43K- 5.43% |
$52.6K - $55.7K
|
42.4K
$920K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.48K- 3.46% |
$31.9K - $33.8K
|
41.2K
$895K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.42K- 8.28% |
$30.7K - $32.5K
|
15.7K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.3K- 7.35% |
$28.1K - $29.7K
|
16.4K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.27K- 4.79% |
$27.4K - $29K
|
25.2K
$548K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 75.09% |
$27K - $28.6K
|
415
$9.01K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.04K- 2.37% |
$22.4K - $23.7K
|
42.7K
$927K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-787- 2.02% |
$17K - $18K
|
38.2K
$829K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-556- 0.38% |
$12K - $12.7K
|
145K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-533- 2.02% |
$11.5K - $12.2K
|
25.9K
$562K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-460- 3.7% |
$9.94K - $10.5K
|
12K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-345- 0.67% |
$7.46K - $7.89K
|
51.4K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-261- 5.46% |
$5.64K - $5.97K
|
4.52K
$98.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-208- 0.64% |
$4.49K - $4.76K
|
32.2K
$699K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-113- 29.27% |
$2.44K - $2.58K
|
273
$5.93K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 2.41% |
$389 - $412
|
728
$15.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15- 0.12% |
$324 - $343
|
12.5K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 0.04% |
$281 - $297
|
32.3K
$702K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.2K- 52.64% |
$1.05M - $1.08M
|
44.3K
$962K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 22.84% |
$222K - $228K
|
35.2K
$764K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-7.14K- 12.28% |
$152K - $157K
|
51K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-925- 1.73% |
$19.7K - $20.3K
|
52.5K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-185- 31.2% |
$3.95K - $4.06K
|
408
$8.86K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-70- 0.7% |
$1.49K - $1.54K
|
9.9K
$215K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-57.4K- 98.03% |
$1.25M - $1.28M
|
1.15K
$25K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-10.6K- 42.89% |
$230K - $236K
|
14.1K
$306K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.48K- 91.43% |
$30.5K - $33.1K
|
139
$3.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-306- 2.7% |
$6.3K - $6.84K
|
11K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-50- 15.02% |
$1.03K - $1.12K
|
283
$6.15K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-998- 2.91% |
$21K - $22K
|
33.3K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-61- 0.17% |
$1.28K - $1.35K
|
36.6K
$796K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-30.2K- 27.88% |
$659K - $680K
|
78.1K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-568- 3.5% |
$12.4K - $12.8K
|
15.7K
$340K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.12K- 9.39% |
$24.2K - $25.3K
|
10.8K
$235K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-159- 19.44% |
$3.43K - $3.59K
|
659
$14.3K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-98- 98.0% |
$2.06K - $2.2K
|
2
$43.4
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.46K- 2.18% |
$31.5K - $34.3K
|
65.6K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.23K- 10.36% |
$26.5K - $28.9K
|
10.7K
$232K
|
|