Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149KNew |
$3.21M - $3.36M
|
149K
$3.23M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.7K+ 20.64% |
$1.81M - $1.89M
|
489K
$10.6M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.8K+ 4.46% |
$1.18M - $1.24M
|
1.28M
$27.8M
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
49.1K+ 306.52% |
$1.06M - $1.11M
|
65.1K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.6KNew |
$1.01M - $1.05M
|
46.6K
$1.01M
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
36.7KNew |
$793K - $829K
|
36.7K
$798K
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
36.7KNew |
$792K - $829K
|
36.7K
$797K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30.7K+ 12.91% |
$663K - $693K
|
269K
$5.83M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24.3K+ 15.06% |
$525K - $549K
|
186K
$4.03M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.2K+ 13.22% |
$392K - $410K
|
156K
$3.38M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17.7KNew |
$383K - $400K
|
17.7K
$385K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 11.08% |
$361K - $378K
|
168K
$3.64M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14.7K+ 7.86% |
$317K - $331K
|
201K
$4.37M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.2KNew |
$243K - $254K
|
11.2K
$244K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.36K+ 30.95% |
$202K - $211K
|
39.6K
$860K
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.3KNew |
$201K - $210K
|
9.3K
$202K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.19KNew |
$198K - $208K
|
9.19K
$200K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.3K+ 2.99% |
$179K - $187K
|
286K
$6.21M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.05K+ 8.6% |
$174K - $182K
|
102K
$2.21M
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.31K+ 15.44% |
$158K - $165K
|
54.7K
$1.19M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.76K+ 9.55% |
$146K - $153K
|
77.6K
$1.68M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.24K+ 11.64% |
$135K - $141K
|
59.8K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.23K+ 13.32% |
$134K - $141K
|
53K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
6.23K+ 13.31% |
$134K - $141K
|
53K
$1.15M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.91K+ 17.21% |
$127K - $133K
|
40.2K
$873K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.18K+ 5.76% |
$112K - $117K
|
95.1K
$2.07M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.04KNew |
$109K - $114K
|
5.04K
$109K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.69K+ 10.38% |
$101K - $106K
|
49.9K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.11K+ 4.33% |
$88.8K - $92.9K
|
99K
$2.15M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.32K+ 3.16% |
$71.6K - $74.9K
|
108K
$2.35M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 7.01% |
$59.4K - $62.2K
|
42K
$913K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 2.69% |
$46.3K - $48.4K
|
81.9K
$1.78M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.83K+ 16.26% |
$39.4K - $41.2K
|
13.1K
$283K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.83K+ 16.26% |
$39.4K - $41.2K
|
13.1K
$283K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.61K+ 11.75% |
$34.7K - $36.3K
|
15.3K
$332K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54K+ 4.42% |
$33.2K - $34.7K
|
36.3K
$788K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 2.34% |
$32.9K - $34.4K
|
66.7K
$1.45M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.15KNew |
$24.9K - $26K
|
1.15K
$25K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15KNew |
$24.8K - $25.9K
|
1.15K
$24.9K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.1K+ 3.71% |
$23.7K - $24.8K
|
30.7K
$666K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.08K+ 6.09% |
$23.3K - $24.4K
|
18.8K
$409K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
765+ 2.13% |
$16.5K - $17.3K
|
36.7K
$798K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
697+ 1394.0% |
$15K - $15.7K
|
747
$16.2K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
655+ 0.46% |
$14.1K - $14.8K
|
143K
$3.1M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
630+ 6.2% |
$13.6K - $14.2K
|
10.8K
$235K
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
567+ 5.63% |
$12.2K - $12.8K
|
10.6K
$231K
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
542+ 1.3% |
$11.7K - $12.2K
|
42.4K
$920K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
479+ 2395.0% |
$10.3K - $10.8K
|
499
$10.8K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
447+ 18.09% |
$9.65K - $10.1K
|
2.92K
$63.4K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
362+ 0.77% |
$7.82K - $8.17K
|
47.6K
$1.03M
|