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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 7.66% |
$32.8K - $33.7K
|
21.2K
$461K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.38K+ 5.3% |
$30K - $30.8K
|
27.4K
$595K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 2.21% |
$25.1K - $25.7K
|
53.4K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.06K+ 0.97% |
$23.1K - $23.7K
|
111K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
869+ 4.37% |
$18.9K - $19.4K
|
20.7K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
593New |
$12.9K - $13.2K
|
593
$12.9K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
502+ 0.84% |
$10.9K - $11.2K
|
60.6K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
298New |
$6.47K - $6.64K
|
298
$6.47K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 3.05% |
$2.43K - $2.5K
|
3.78K
$82.2K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
89New |
$1.93K - $1.98K
|
89
$1.93K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
86+ 0.51% |
$1.87K - $1.92K
|
17K
$369K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
53+ 0.16% |
$1.15K - $1.18K
|
34.1K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
50+ 2.19% |
$1.09K - $1.11K
|
2.33K
$50.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 7.37% |
$999 - $1.03K
|
670
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
19+ 0.25% |
$413 - $424
|
7.58K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14+ 1.22% |
$304 - $312
|
1.16K
$25.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 0.39% |
$1.52K - $1.56K
|
18.1K
$392K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-172- 1.51% |
$3.74K - $3.83K
|
11.2K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-264- 0.03% |
$5.73K - $5.88K
|
799K
$17.3M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-278- 0.94% |
$6.04K - $6.2K
|
29.2K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-301- 2.36% |
$6.54K - $6.71K
|
12.4K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-317- 3.08% |
$6.89K - $7.07K
|
9.97K
$216K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 1.11% |
$22.3K - $22.8K
|
91.7K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.17K- 5.6% |
$25.3K - $26K
|
19.6K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.07K- 16.12% |
$44.9K - $46.1K
|
10.8K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.79K- 1.88% |
$60.6K - $62.2K
|
146K
$3.17M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 3.28% |
$67K - $68.7K
|
91K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-3.13K- 3.09% |
$67.9K - $69.7K
|
97.9K
$2.13M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.38K- 72.28% |
$117K - $120K
|
2.06K
$44.8K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-10.6K- 42.89% |
$230K - $236K
|
14.1K
$306K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.8K- 12.66% |
$365K - $374K
|
116K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-26.2K- 43.64% |
$568K - $583K
|
33.8K
$734K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-27.6K- 46.63% |
$600K - $616K
|
31.6K
$687K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-27.6K- 46.63% |
$600K - $616K
|
31.6K
$687K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.5K- 40.79% |
$1.14M - $1.17M
|
76.3K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-57.4K- 98.03% |
$1.25M - $1.28M
|
1.15K
$25K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63.9K- 40.6% |
$1.39M - $1.42M
|
93.5K
$2.03M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-744K- 45.03% |
$16.2M - $16.6M
|
908K
$19.7M
|