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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-442- 0.26% |
$9.84K - $10.6K
|
169K
$3.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-500- 33.33% |
$11.1K - $12K
|
1K
$21.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-646- 6.05% |
$14.4K - $15.5K
|
10K
$218K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$20K - $21.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.13K- 0.86% |
$25.2K - $27.1K
|
131K
$2.84M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.42K- 3.68% |
$31.6K - $34.1K
|
37.2K
$808K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.51K- 4.33% |
$33.6K - $36.2K
|
33.3K
$723K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.51KClosed |
$33.6K - $36.2K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.64K- 76.03% |
$36.5K - $39.4K
|
517
$11.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.85KClosed |
$41.2K - $44.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.88K- 0.14% |
$41.9K - $45.2K
|
1.32M
$28.7M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.05K- 16.94% |
$45.7K - $49.2K
|
10.1K
$218K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2.3K- 3.28% |
$51.1K - $55.1K
|
67.6K
$1.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.49K- 10.65% |
$55.4K - $59.7K
|
20.9K
$453K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.68K- 12.99% |
$59.8K - $64.4K
|
18K
$390K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.46K- 17.74% |
$77K - $83K
|
16K
$348K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.96K- 3.91% |
$88.1K - $95K
|
97.2K
$2.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-6.61K- 11.91% |
$147K - $159K
|
48.9K
$1.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.66K- 2.5% |
$148K - $160K
|
260K
$5.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.82K- 39.37% |
$152K - $164K
|
10.5K
$228K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.12K- 4.39% |
$181K - $195K
|
177K
$3.84M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8.46KClosed |
$188K - $203K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-11.2K- 71.65% |
$250K - $270K
|
4.45K
$96.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 4.87% |
$263K - $283K
|
231K
$5.01M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.2K- 44.57% |
$294K - $317K
|
16.4K
$357K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13.2K- 21.49% |
$295K - $318K
|
48.3K
$1.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13.7KClosed |
$305K - $329K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.9K- 12.26% |
$399K - $430K
|
128K
$2.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-19.5K- 41.77% |
$433K - $467K
|
27.1K
$589K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-20.7K- 24.53% |
$460K - $496K
|
63.6K
$1.38M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-22.9KClosed |
$510K - $550K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-31.3K- 46.1% |
$697K - $751K
|
36.6K
$795K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-32.6K- 32.74% |
$726K - $783K
|
67K
$1.46M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-37K- 18.43% |
$823K - $887K
|
164K
$3.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.5K- 44.66% |
$1.61M - $1.74M
|
89.8K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-276K- 96.24% |
$6.15M - $6.62M
|
10.8K
$234K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-618K- 99.89% |
$13.8M - $14.8M
|
650
$14.1K
|