Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 33.27% |
$4.93M - $5.05M
|
908K
$19.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 33.27% |
$4.93M - $5.05M
|
908K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 32.28% |
$3.18M - $3.26M
|
599K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.2KNew |
$1.29M - $1.32M
|
59.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
58KNew |
$1.26M - $1.29M
|
58K
$1.26M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.5K+ 134.92% |
$1.12M - $1.15M
|
89.7K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49.5K+ 123.11% |
$1.08M - $1.1M
|
89.7K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.6KNew |
$990K - $1.02M
|
45.6K
$989K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
42.4K+ 31.2% |
$922K - $946K
|
178K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
38.2K+ 17.69% |
$831K - $852K
|
254K
$5.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
36.3KNew |
$788K - $808K
|
36.3K
$787K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.4K+ 6.25% |
$747K - $767K
|
585K
$12.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24.4K+ 9.96% |
$530K - $544K
|
270K
$5.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.4K+ 20.24% |
$529K - $543K
|
145K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.5K+ 10.43% |
$510K - $524K
|
249K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22KNew |
$479K - $491K
|
22K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.9K+ 8.04% |
$475K - $488K
|
294K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.2K+ 21.1% |
$438K - $450K
|
116K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$421K - $432K
|
19.4K
$421K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5KNew |
$314K - $322K
|
14.5K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$291K - $298K
|
13.4K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12K+ 109.17% |
$260K - $267K
|
22.9K
$498K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
11.4K+ 56.87% |
$248K - $254K
|
31.4K
$683K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 10.73% |
$237K - $243K
|
112K
$2.44M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
10.8K+ 22.69% |
$234K - $240K
|
58.2K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.6KNew |
$230K - $236K
|
10.6K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
9.75K+ 7.16% |
$212K - $217K
|
146K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.48KNew |
$206K - $211K
|
9.48K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.21K+ 10.36% |
$157K - $161K
|
76.8K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
7.05K+ 16.44% |
$153K - $157K
|
49.9K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
6.1K+ 14.46% |
$132K - $136K
|
48.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.96K+ 8.49% |
$129K - $133K
|
76.1K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.9K+ 13.03% |
$128K - $132K
|
51.2K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.69K+ 10.84% |
$124K - $127K
|
58.2K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.49K+ 7.28% |
$119K - $122K
|
80.9K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.64K+ 4.41% |
$101K - $103K
|
110K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.44KNew |
$96.5K - $99.1K
|
4.44K
$96.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.43K+ 11.71% |
$96.2K - $98.7K
|
42.2K
$917K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 4.46% |
$76.9K - $79K
|
82.9K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.97K+ 19.79% |
$64.4K - $66.1K
|
18K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.66K+ 28.02% |
$57.9K - $59.4K
|
12.2K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.62K+ 6.58% |
$56.9K - $58.4K
|
42.5K
$922K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.52K+ 7.59% |
$54.7K - $56.2K
|
35.7K
$776K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.5K+ 10.87% |
$54.2K - $55.6K
|
25.5K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.2K+ 6.21% |
$47.7K - $49K
|
37.6K
$815K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.06K+ 206100.0% |
$44.8K - $45.9K
|
2.06K
$44.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 0.18% |
$44.2K - $45.3K
|
1.12M
$24.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.94K+ 32.69% |
$42.2K - $43.3K
|
7.88K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.92K+ 3.89% |
$41.6K - $42.7K
|
51.1K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.89K+ 16.21% |
$41.1K - $42.2K
|
13.6K
$295K
|