Purchases and Sales Made in Q3 2023 in Nuveen Esg U.S. Aggregate Bond (NUBD)

NUBD Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q3 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
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
756K
New
$15.9M - $16.7M
756K $16.4M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
161K
New
$3.39M - $3.55M
161K $3.5M
Oct 10, 2023 Q3 2023
Koss Olinger Consulting, LLC

BUY
 -
99.3K
+ 64.39%
$2.09M - $2.19M
253K $5.51M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
82.5K
New
$1.74M - $1.82M
82.5K $1.79M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
53.4K
New
$1.12M - $1.18M
53.4K $1.16M
Nov 03, 2023 Q3 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
50.3K
+ 135.64%
$1.06M - $1.11M
87.4K $1.9M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
45.7K
+ 95.47%
$961K - $1.01M
93.5K $2.03M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
45.3K
+ 8.37%
$954K - $1M
587K $12.7M
Oct 27, 2023 Q3 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
40K
New
$841K - $882K
40K $868K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
38.2K
+ 60.18%
$804K - $842K
102K $2.21M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
35.1K
+ 16.27%
$740K - $775K
251K $5.45M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
33.2K
+ 33.64%
$699K - $732K
132K $2.86M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
28.1K
New
$591K - $619K
28.1K $610K
Oct 27, 2023 Q3 2023
Colorado Capital Management, Inc.

BUY
 -
27.9K
New
$586K - $614K
27.9K $605K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
25.7K
+ 48.24%
$541K - $567K
79K $1.72M
Oct 04, 2023 Q3 2023
Charter Oak Capital Management, LLC

BUY
 -
25.1K
+ 11.96%
$528K - $554K
235K $5.1M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
22.6K
New
$475K - $498K
22.6K $490K
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
19K
+ 10.26%
$401K - $420K
204K $4.44M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
15.3K
New
$322K - $338K
15.3K $332K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
13.1K
New
$276K - $289K
13.1K $284K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
12.9K
+ 5.04%
$272K - $285K
269K $5.84M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
12.6K
+ 15.05%
$265K - $278K
96.3K $2.09M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
11.8K
New
$249K - $261K
11.8K $257K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
11.7K
New
$247K - $259K
11.7K $255K
Dec 14, 2023 Q3 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
11.2K
New
$235K - $246K
11.2K $242K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
9.94K
+ 10.75%
$209K - $219K
102K $2.22M
Oct 18, 2023 Q3 2023
Keudell

BUY
 -
5.38K
+ 14.22%
$113K - $119K
43.2K $938K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
4.06K
+ 13.09%
$85.4K - $89.5K
35.1K $762K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3.93K
+ 4.25%
$82.7K - $86.7K
96.4K $2.09M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
3.86K
+ 3.89%
$81.1K - $85K
103K $2.24M
Oct 30, 2023 Q3 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
3.11K
+ 16.67%
$65.5K - $68.7K
21.8K $473K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
2.82K
+ 2.19%
$59.3K - $62.1K
131K $2.85M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
2.27K
New
$47.9K - $50.2K
2.27K $49.4K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
2.05K
+ 6.17%
$43.2K - $45.3K
35.3K $767K
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
2.02K
+ 3.56%
$42.6K - $44.6K
58.9K $1.28M
Nov 02, 2023 Q3 2023
Gitterman Wealth Management, LLC

BUY
 -
2.02K
+ 3.56%
$42.6K - $44.6K
58.9K $1.28M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.79K
+ 9.04%
$37.7K - $39.5K
21.6K $469K
Oct 20, 2023 Q3 2023
Evolution Advisers, Inc.

BUY
 -
1.19K
+ 2.69%
$24.9K - $26.1K
45.3K $984K
Oct 10, 2023 Q3 2023
Boston Standard Wealth Management, LLC

BUY
 -
795
+ 1.07%
$16.7K - $17.5K
75.4K $1.64M
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
611
+ 20.94%
$12.9K - $13.5K
3.53K $76.6K
Nov 13, 2023 Q3 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
555
+ 5.15%
$11.7K - $12.2K
11.3K $246K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
479
+ 2.3%
$10.1K - $10.6K
21.3K $463K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
473
+ 0.92%
$9.96K - $10.4K
52K $1.13M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
458
+ 2.47%
$9.64K - $10.1K
19K $412K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
265
+ 2.05%
$5.58K - $5.85K
13.2K $287K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
252
+ 0.83%
$5.3K - $5.56K
30.5K $662K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
162
+ 27.41%
$3.41K - $3.57K
753 $16.4K
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
62
+ 0.17%
$1.31K - $1.37K
37K $803K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
47
+ 0.1%
$989 - $1.04K
46.8K $1.02M

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