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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30+ 2.69% |
$632 - $662
|
1.14K
$24.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $22.1
|
1
$21.7
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-37- 0.22% |
$779 - $816
|
16.9K
$367K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-61- 0.17% |
$1.28K - $1.35K
|
36.6K
$796K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-64- 14.78% |
$1.35K - $1.41K
|
369
$8.01K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-182- 22.11% |
$3.83K - $4.01K
|
641
$13.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-190- 4.98% |
$4K - $4.19K
|
3.62K
$78.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-292- 2.78% |
$6.15K - $6.44K
|
10.2K
$222K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-492- 0.92% |
$10.4K - $10.9K
|
53K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-515- 0.31% |
$10.8K - $11.4K
|
167K
$3.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-569- 2.13% |
$12K - $12.6K
|
26.2K
$569K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-801- 8.44% |
$16.9K - $17.7K
|
8.69K
$189K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-998- 2.91% |
$21K - $22K
|
33.3K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.8K- 19.35% |
$38K - $39.8K
|
7.52K
$163K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.85K- 13.95% |
$38.8K - $40.7K
|
11.4K
$247K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.75K- 6.35% |
$58K - $60.8K
|
40.6K
$883K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.05K- 2.94% |
$64.2K - $67.3K
|
101K
$2.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.71K- 93.39% |
$99.1K - $104K
|
333
$7.23K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.41K- 0.44% |
$114K - $119K
|
1.21M
$26.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.4K- 10.48% |
$156K - $163K
|
63.2K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-9.94K- 79.88% |
$209K - $219K
|
2.5K
$54.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.4K- 28.72% |
$262K - $275K
|
30.9K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.8K- 12.03% |
$289K - $303K
|
101K
$2.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-24.1K- 26.66% |
$508K - $532K
|
66.4K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-28.7K- 9.47% |
$603K - $632K
|
274K
$5.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.6K- 35.41% |
$1.11M - $1.16M
|
95.9K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-737K- 55.7% |
$15.5M - $16.3M
|
586K
$12.7M
|