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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63.9K- 40.6% |
$1.39M - $1.42M
|
93.5K
$2.04M
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-57.4K- 98.03% |
$1.25M - $1.28M
|
1.15K
$25.1K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.5K- 40.79% |
$1.14M - $1.17M
|
76.3K
$1.66M
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-27.6K- 46.63% |
$600K - $616K
|
31.6K
$690K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-27.6K- 46.63% |
$600K - $616K
|
31.6K
$690K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.2K- 43.64% |
$568K - $583K
|
33.8K
$737K
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-10.6K- 42.89% |
$230K - $236K
|
14.1K
$307K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.38K- 72.28% |
$117K - $120K
|
2.06K
$45K
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-3.13K- 3.09% |
$67.9K - $69.7K
|
97.9K
$2.14M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 3.28% |
$67K - $68.7K
|
91K
$1.99M
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.79K- 1.88% |
$60.6K - $62.2K
|
146K
$3.18M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.07K- 16.12% |
$44.9K - $46.1K
|
10.8K
$235K
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.17K- 5.6% |
$25.3K - $26K
|
19.6K
$428K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 1.11% |
$22.3K - $22.8K
|
91.7K
$2M
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-317- 3.08% |
$6.89K - $7.07K
|
9.97K
$217K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-301- 2.36% |
$6.54K - $6.71K
|
12.4K
$271K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-278- 0.94% |
$6.04K - $6.2K
|
29.2K
$636K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-264- 0.03% |
$5.73K - $5.88K
|
799K
$17.4M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-172- 1.51% |
$3.74K - $3.83K
|
11.2K
$245K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.48K- 91.43% |
$30.5K - $33.1K
|
139
$3.03K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 10.83% |
$21.1K - $22.9K
|
8.45K
$184K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-730- 20.69% |
$15K - $16.3K
|
2.8K
$61.1K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-313- 48.83% |
$6.44K - $6.99K
|
328
$7.16K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-306- 2.7% |
$6.3K - $6.84K
|
11K
$241K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-50- 15.02% |
$1.03K - $1.12K
|
283
$6.18K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-998- 2.91% |
$21K - $22K
|
33.3K
$727K
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-292- 2.78% |
$6.15K - $6.44K
|
10.2K
$223K
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-61- 0.17% |
$1.28K - $1.35K
|
36.6K
$799K
|
|
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
$342K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5- 0.05% |
$109 - $113
|
9.29K
$203K
|
|
Q1 2023 | |||||||
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.12K- 9.39% |
$24.2K - $25.3K
|
10.8K
$236K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-159- 19.44% |
$3.43K - $3.59K
|
659
$14.4K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 76.96% |
$118K - $125K
|
1.67K
$36.4K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-98- 98.0% |
$2.08K - $2.2K
|
2
$43.6
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.46K- 2.18% |
N/A
|
65.6K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.23K- 10.36% |
N/A
|
10.7K
$233K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-292- 8.78% |
N/A
|
3.03K
$66.2K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-618K- 99.89% |
N/A
|
650
$14.2K
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13.7KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.85KClosed |
N/A
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 33.33% |
N/A
|
1K
$21.8K
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-289- 97.31% |
N/A
|
8
$175
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-233- 2.38% |
N/A
|
9.54K
$208K
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-77.8K- 99.91% |
N/A
|
70
$1.53K
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-9.23KClosed |
N/A
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.05KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-400Closed |
N/A
|
0
$0
|