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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.5K- 1.14% |
$31.6K - $33.6K
|
130K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.72K- 9.81% |
$36.2K - $38.5K
|
15.8K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.25K- 4.75% |
$47.4K - $50.4K
|
45.2K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.2K- 8.44% |
$67.5K - $71.8K
|
34.8K
$755K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.3K- 99.97% |
$69.5K - $74K
|
1
$21.7
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3.85K- 5.89% |
$81K - $86.2K
|
61.4K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-4.15K- 8.16% |
$87.5K - $93.1K
|
46.8K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.16K- 8.16% |
$87.5K - $93.1K
|
46.8K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.38K- 22.6% |
$92.1K - $98K
|
15K
$325K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.22K- 8.94% |
$110K - $117K
|
53.1K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 76.96% |
$117K - $125K
|
1.67K
$36.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.82K- 3.93% |
$122K - $130K
|
142K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-9.26K- 34.3% |
$195K - $207K
|
17.7K
$385K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-13.2K- 28.17% |
$278K - $295K
|
33.6K
$730K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17K- 26.42% |
$358K - $381K
|
47.4K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17.9K- 9.98% |
$377K - $401K
|
161K
$3.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.3K- 99.73% |
$385K - $410K
|
50
$1.09K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-19.1K- 34.13% |
$401K - $427K
|
36.8K
$799K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.6K- 18.77% |
$456K - $485K
|
93.6K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.1K- 13.25% |
$486K - $517K
|
151K
$3.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-27.8K- 8.13% |
$584K - $622K
|
314K
$6.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.4K- 2.34% |
$620K - $659K
|
1.23M
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-32.2K- 11.92% |
$678K - $722K
|
238K
$5.17M
|