Purchases and Sales Made in Q3 2023 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 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
|
- |
756KNew |
$15.9M - $16.7M
|
756K
$16.4M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
161KNew |
$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
$5.5M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
82.5KNew |
$1.74M - $1.82M
|
82.5K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.4KNew |
$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
|
- |
40KNew |
$841K - $882K
|
40K
$868K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.2K+ 60.18% |
$804K - $842K
|
102K
$2.21M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36.7K+ 341.92% |
$772K - $809K
|
47.4K
$1.03M
|
|
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
|
- |
28.1KNew |
$591K - $619K
|
28.1K
$609K
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
27.9KNew |
$586K - $614K
|
27.9K
$605K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.7K+ 48.24% |
$541K - $567K
|
79K
$1.71M
|
|
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
|
- |
22.6KNew |
$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
|
- |
15.3KNew |
$322K - $338K
|
15.3K
$332K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$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
|
- |
11.8KNew |
$249K - $261K
|
11.8K
$257K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.7KNew |
$247K - $259K
|
11.7K
$254K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.2KNew |
$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
$937K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.06K+ 13.09% |
$85.4K - $89.5K
|
35.1K
$761K
|
|
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
$2.23M
|
|
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
|
- |
2.27KNew |
$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
$16.3K
|
|
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
|