Purchases and Sales Made in Q1 2022 in Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q1 2022. The information is specifically focused on institutions that hold shares of NUVEEN ESG U.S. AGGREGATE BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 25.0% |
$11.9K - $12.8K
|
1.5K
$32.6K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-584- 49.49% |
$13.9K - $14.9K
|
596
$12.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1K- 5.16% |
$24K - $25.6K
|
18.4K
$401K
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.18K- 1.41% |
$28.3K - $30.2K
|
82.8K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.63K- 3.38% |
$38.9K - $41.5K
|
46.6K
$1.01M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.65K- 13.66% |
$39.5K - $42.2K
|
10.5K
$227K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.93K- 27.43% |
$142K - $151K
|
15.7K
$341K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-6.55K- 13.97% |
$156K - $167K
|
40.3K
$875K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.05KClosed |
$192K - $205K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8.97K- 11.37% |
$214K - $229K
|
69.9K
$1.52M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-9.23KClosed |
$220K - $235K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.2K- 2.72% |
$244K - $261K
|
366K
$7.95M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11.8K- 5.57% |
$282K - $302K
|
201K
$4.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-12.3KClosed |
$293K - $313K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 45.1% |
$368K - $393K
|
18.7K
$407K
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.1K- 41.27% |
$384K - $411K
|
22.9K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.7K- 13.28% |
$446K - $477K
|
122K
$2.65M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 45.32% |
$462K - $494K
|
23.4K
$507K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.2K- 16.5% |
$1.03M - $1.1M
|
218K
$4.75M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-43.3KClosed |
$1.03M - $1.1M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.2K- 23.62% |
$1.08M - $1.15M
|
146K
$3.17M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-47.4K- 43.52% |
$1.13M - $1.21M
|
61.6K
$1.34M
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-55.8K- 85.71% |
$1.33M - $1.42M
|
9.3K
$202K
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-77.8K- 99.91% |
$1.86M - $1.98M
|
70
$1.52K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-429K- 94.27% |
$10.2M - $10.9M
|
26.1K
$566K
|