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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-306- 2.7% |
$6.3K - $6.84K
|
11K
$244K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-998- 2.91% |
$21K - $22K
|
33.3K
$739K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-61- 0.17% |
$1.28K - $1.35K
|
36.6K
$812K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-30.2K- 27.88% |
$659K - $680K
|
78.1K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-568- 3.5% |
$12.4K - $12.8K
|
15.7K
$347K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.12K- 9.39% |
$24.2K - $25.3K
|
10.8K
$239K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-159- 19.44% |
$3.43K - $3.59K
|
659
$14.6K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-98- 98.0% |
$2.06K - $2.2K
|
2
$44.3
|
|
| 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
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.23K- 10.36% |
$26.5K - $28.9K
|
10.7K
$237K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.17KClosed |
$25.2K - $27.5K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-292- 8.78% |
$6.28K - $6.84K
|
3.03K
$67.2K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-618K- 99.89% |
$13.8M - $14.8M
|
650
$14.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13.7KClosed |
$305K - $329K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$20K - $21.6K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 33.33% |
$11.1K - $12K
|
1K
$22.2K
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-289- 97.31% |
$6.44K - $6.94K
|
8
$177
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-77.8K- 99.91% |
$1.86M - $1.98M
|
70
$1.55K
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-9.23KClosed |
$220K - $235K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.05KClosed |
$192K - $205K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-400Closed |
$9.55K - $10.2K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-400- 30.77% |
$9.55K - $10.2K
|
900
$20K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3.83KClosed |
$99K - $101K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-844Closed |
$21.8K - $22.2K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-120- 17.14% |
$3.11K - $3.16K
|
580
$12.9K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-772Closed |
$19.9K - $20.1K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71Closed |
$1.83K - $1.85K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41Closed |
$1.06K - $1.07K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.3K- 35.51% |
$111K - $115K
|
7.81K
$173K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-800Closed |
$21.3K - $21.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-21.3KClosed |
$573K - $582K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-466Closed |
$12.6K - $12.8K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-305Closed |
$8.22K - $8.35K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-23.6KClosed |
$624K - $638K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-23.5KClosed |
$622K - $636K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.77KClosed |
$46.7K - $47.8K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-452KClosed |
$11.5M - $11.7M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-542Closed |
$13.8K - $14K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 23, 2019
Q1 2019
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7.13KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.3KClosed |
N/A
|
0
$0
|
|