Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
171KNew |
$3.6M - $3.83M
|
171K
$3.71M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
89.9KNew |
$1.89M - $2.02M
|
89.9K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65.2KNew |
$1.37M - $1.46M
|
65.2K
$1.42M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
50.7K+ 1055.86% |
$1.07M - $1.14M
|
55.5K
$1.21M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
39.3KNew |
$827K - $880K
|
39.3K
$853K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
35.5K+ 69.56% |
$748K - $796K
|
86.5K
$1.88M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.1K+ 2.87% |
$739K - $787K
|
1.26M
$27.4M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.3K+ 9.25% |
$723K - $769K
|
405K
$8.81M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
23.6K+ 50.05% |
$497K - $529K
|
70.8K
$1.54M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.4K+ 41.44% |
$492K - $524K
|
79.8K
$1.73M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.9KNew |
$461K - $491K
|
21.9K
$476K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.5K+ 27.59% |
$432K - $460K
|
94.9K
$2.06M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.1K+ 17.14% |
$424K - $451K
|
137K
$2.99M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
19.4K+ 24.24% |
$409K - $435K
|
99.4K
$2.16M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.1K+ 39.3% |
$318K - $339K
|
53.6K
$1.16M
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
14.1KNew |
$297K - $316K
|
14.1K
$306K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.1K+ 4.95% |
$276K - $293K
|
278K
$6.03M
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
13.1K+ 67.99% |
$275K - $293K
|
32.3K
$701K
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
12.7K+ 54.34% |
$267K - $284K
|
36K
$782K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.6K+ 12.46% |
$245K - $261K
|
105K
$2.28M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
11.5K+ 32.15% |
$242K - $258K
|
47.2K
$1.03M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.2KNew |
$236K - $252K
|
11.2K
$244K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.2KNew |
$236K - $252K
|
11.2K
$244K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$214K - $228K
|
10.2K
$221K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.43KNew |
$199K - $211K
|
9.43K
$205K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.38K+ 44.96% |
$198K - $210K
|
30.2K
$657K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
9.3KNew |
$196K - $208K
|
9.3K
$202K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
8.51K+ 234.09% |
$179K - $191K
|
12.1K
$264K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.78K+ 3.77% |
$143K - $152K
|
187K
$4.05M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.49K+ 2.2% |
$116K - $123K
|
255K
$5.53M
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
4.49K+ 12.03% |
$94.6K - $101K
|
41.8K
$908K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.13K+ 6.62% |
$44.9K - $47.8K
|
34.3K
$745K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.66KNew |
$35K - $37.2K
|
1.66K
$36.1K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
984+ 7.75% |
$20.7K - $22.1K
|
13.7K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
818New |
$17.2K - $18.3K
|
818
$17.8K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
804New |
$16.9K - $18K
|
804
$17.5K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
514+ 0.29% |
$10.8K - $11.5K
|
178K
$3.87M
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
440+ 0.52% |
$9.27K - $9.86K
|
84.5K
$1.83M
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
155+ 0.53% |
$3.26K - $3.47K
|
29.6K
$643K
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
133+ 1.34% |
$2.8K - $2.98K
|
10.1K
$219K
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
57+ 0.35% |
$1.2K - $1.28K
|
16.5K
$359K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 1.11% |
$863 - $919
|
3.72K
$80.9K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
20New |
$421 - $448
|
20
$434
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18+ 0.17% |
$379 - $403
|
10.5K
$227K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-45- 0.28% |
$948 - $1.01K
|
16K
$348K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-98- 98.0% |
$2.06K - $2.2K
|
2
$43.4
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-402- 2.45% |
$8.47K - $9.01K
|
16K
$348K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-713- 22.39% |
$15K - $16K
|
2.47K
$53.7K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-900- 8.36% |
$19K - $20.2K
|
9.87K
$214K
|