Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
592K+ 2271.93% |
$13.2M - $14.2M
|
618K
$13.4M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
116K+ 616.3% |
$2.57M - $2.77M
|
134K
$2.92M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
113K+ 109.57% |
$2.52M - $2.71M
|
216K
$4.69M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
103KNew |
$2.3M - $2.47M
|
103K
$2.24M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.7K+ 39.08% |
$1.06M - $1.15M
|
170K
$3.69M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.7K+ 3.16% |
$973K - $1.05M
|
1.43M
$31M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.2K+ 19.76% |
$962K - $1.04M
|
262K
$5.68M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.2K+ 19.76% |
$962K - $1.04M
|
262K
$5.68M
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
42.6K+ 41.95% |
$949K - $1.02M
|
144K
$3.13M
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
40.5KNew |
$901K - $971K
|
40.5K
$878K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
25.3K+ 48.3% |
$563K - $607K
|
77.7K
$1.69M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
21.9K+ 5.98% |
$487K - $525K
|
388K
$8.42M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
19KNew |
$422K - $455K
|
19K
$412K
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
15.5KNew |
$345K - $372K
|
15.5K
$336K
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
14.8K+ 69.56% |
$329K - $354K
|
36K
$781K
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.9KNew |
$265K - $286K
|
11.9K
$258K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.6K+ 11.51% |
$257K - $277K
|
112K
$2.43M
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
11.5KNew |
$255K - $275K
|
11.5K
$249K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3KNew |
$252K - $272K
|
11.3K
$246K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.16KNew |
$204K - $220K
|
9.16K
$199K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.91KNew |
$198K - $214K
|
8.91K
$193K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
8.78K+ 54.54% |
$196K - $211K
|
24.9K
$540K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.25KNew |
$161K - $174K
|
7.25K
$157K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.08K+ 21.94% |
$135K - $146K
|
33.8K
$734K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.38K+ 12.02% |
$75.2K - $81K
|
31.5K
$683K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.3K+ 329900.0% |
$73.5K - $79.2K
|
3.3K
$71.6K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.81K+ 5.19% |
$62.5K - $67.4K
|
56.9K
$1.24M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.02K+ 7.12% |
$44.9K - $48.4K
|
30.3K
$658K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.91K+ 11.6% |
$42.4K - $45.7K
|
18.3K
$398K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.85K+ 10.54% |
$41.1K - $44.3K
|
19.4K
$420K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.63K+ 92.61% |
$36.3K - $39.1K
|
3.39K
$73.5K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51KNew |
$33.6K - $36.2K
|
1.51K
$32.7K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.17KNew |
$26.1K - $28.2K
|
1.17K
$25.5K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
914+ 9.11% |
$20.4K - $21.9K
|
10.9K
$238K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
471+ 5.23% |
$10.5K - $11.3K
|
9.48K
$206K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
215+ 0.72% |
$4.79K - $5.16K
|
30K
$651K
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
187+ 0.46% |
$4.16K - $4.49K
|
40.5K
$879K
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
185+ 0.66% |
$4.12K - $4.44K
|
28K
$609K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
185+ 0.66% |
$4.12K - $4.44K
|
28K
$609K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.23K - $2.4K
|
100
$2.17K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.93% |
$1.47K - $1.58K
|
7.18K
$156K
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
58+ 0.11% |
$1.29K - $1.39K
|
53.8K
$1.17M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 0.64% |
$534 - $576
|
3.8K
$82.6K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.02% |
$22.3 - $24
|
5.22K
$113K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13- 0.05% |
$290 - $312
|
23.7K
$513K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-233- 2.38% |
$5.19K - $5.59K
|
9.54K
$207K
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-289- 97.31% |
$6.44K - $6.94K
|
8
$174
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-310- 0.37% |
$6.9K - $7.44K
|
82.5K
$1.79M
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-392- 2.13% |
$8.73K - $9.41K
|
18.1K
$392K
|