Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
455KNew |
$11.6M - $11.8M
|
455K
$9.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
191KNew |
$4.89M - $4.97M
|
191K
$4.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
178K+ 17.08% |
$4.56M - $4.64M
|
1.22M
$26.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
83.7K+ 28.6% |
$2.14M - $2.17M
|
376K
$8.17M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
78.9KNew |
$2.02M - $2.05M
|
78.9K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.4K+ 68.46% |
$1.65M - $1.67M
|
158K
$3.44M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
55.8K+ 600.0% |
$1.43M - $1.45M
|
65.1K
$1.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
41.8K+ 115.67% |
$1.07M - $1.09M
|
77.8K
$1.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
37.7K+ 29.37% |
$963K - $979K
|
166K
$3.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
35.3KNew |
$903K - $917K
|
35.3K
$767K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
24.8K+ 174.33% |
$634K - $644K
|
39K
$847K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.3K+ 35.1% |
$621K - $632K
|
93.5K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.1K+ 31.24% |
$616K - $626K
|
101K
$2.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22.5K+ 25.95% |
$574K - $584K
|
109K
$2.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
19.4KNew |
$497K - $505K
|
19.4K
$422K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.9K+ 42.23% |
$382K - $388K
|
50.3K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.7K+ 7.12% |
$375K - $381K
|
221K
$4.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.7KNew |
$350K - $356K
|
13.7K
$298K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
12K+ 51.92% |
$307K - $312K
|
35.1K
$763K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$304K - $309K
|
11.9K
$258K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.8KNew |
$302K - $307K
|
11.8K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11.8K+ 5.87% |
$301K - $306K
|
212K
$4.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 28.81% |
$270K - $274K
|
47.2K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$206K - $209K
|
8.05K
$175K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.74K+ 28.99% |
$198K - $201K
|
34.4K
$748K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.97K+ 32.47% |
$127K - $129K
|
20.3K
$440K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.83K+ 6.82% |
$123K - $126K
|
75.7K
$1.64M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.12K+ 3.8% |
$105K - $107K
|
113K
$2.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.04K+ 18.27% |
$103K - $105K
|
26.2K
$568K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.04K+ 18.27% |
$103K - $105K
|
26.2K
$568K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.24K+ 16.91% |
$82.8K - $84.2K
|
22.4K
$486K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.04K+ 12.01% |
$77.8K - $79.1K
|
28.4K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.88K+ 1.26% |
$73.7K - $75K
|
231K
$5.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.72K+ 6.79% |
$69.4K - $70.6K
|
42.7K
$928K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.24K+ 87.18% |
$57.2K - $58.2K
|
4.81K
$104K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.99KNew |
$50.8K - $51.6K
|
1.99K
$43.1K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
1.59K+ 3.81% |
$40.6K - $41.3K
|
43.3K
$940K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.5K+ 12.12% |
$38.4K - $39K
|
13.9K
$301K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.19K+ 4.17% |
$30.3K - $30.8K
|
29.6K
$643K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.18KNew |
$30.2K - $30.7K
|
1.18K
$25.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.32% |
$27.9K - $28.4K
|
84K
$1.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
559+ 1.21% |
$14.3K - $14.5K
|
46.8K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
519+ 1.09% |
$13.3K - $13.5K
|
48.2K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
400New |
$10.2K - $10.4K
|
400
$8.69K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
309+ 1.3% |
$7.9K - $8.03K
|
24K
$522K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
300+ 19.35% |
$7.67K - $7.8K
|
1.85K
$40.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
88+ 0.55% |
$2.25K - $2.29K
|
16K
$347K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
40+ 11.83% |
$1.02K - $1.04K
|
378
$8.21K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8+ 0.1% |
$205 - $208
|
7.95K
$173K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|