Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
899K+ 2835.2% |
$19.4M - $20.6M
|
931K
$20.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
299KNew |
$6.45M - $6.83M
|
299K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 9.85% |
$3.52M - $3.72M
|
1.82M
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
106KNew |
$2.3M - $2.43M
|
106K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
75.9K+ 39.46% |
$1.64M - $1.73M
|
268K
$5.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65KNew |
$1.4M - $1.49M
|
65K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.7KNew |
$1.33M - $1.41M
|
61.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.4KNew |
$1.26M - $1.33M
|
58.4K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.2KNew |
$1.26M - $1.33M
|
58.2K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
53.1K+ 18.95% |
$1.15M - $1.21M
|
333K
$7.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.3K+ 13.98% |
$850K - $899K
|
321K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
37.6KNew |
$813K - $860K
|
37.6K
$822K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 6.58% |
$786K - $832K
|
590K
$12.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
26.4K+ 26.51% |
$571K - $605K
|
126K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22K+ 30.58% |
$476K - $503K
|
94K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.5K+ 20.36% |
$401K - $424K
|
110K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 95.6% |
$382K - $404K
|
36.1K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.6KNew |
$381K - $403K
|
17.6K
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17.3K+ 8.34% |
$374K - $396K
|
225K
$4.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.9K+ 124.81% |
$343K - $363K
|
28.6K
$625K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.3K+ 2.27% |
$330K - $349K
|
686K
$15M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.7KNew |
$318K - $336K
|
14.7K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 10.99% |
$301K - $319K
|
141K
$3.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.3K+ 11.4% |
$266K - $281K
|
120K
$2.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
9.59KNew |
$207K - $219K
|
9.59K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.82KNew |
$191K - $202K
|
8.82K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.02K+ 35.5% |
$130K - $138K
|
23K
$503K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.66K+ 17.39% |
$122K - $129K
|
38.2K
$835K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.66K+ 17.39% |
$122K - $129K
|
38.2K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.54K+ 6.97% |
$120K - $127K
|
85K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
5.46K+ 3.35% |
$118K - $125K
|
169K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.18K+ 3.9% |
$112K - $118K
|
138K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
4.33K+ 7.51% |
$93.5K - $99K
|
62K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.05KNew |
$87.6K - $92.7K
|
4.05K
$88.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.1K+ 0.52% |
$66.9K - $70.8K
|
593K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.06K+ 0.82% |
$66K - $69.9K
|
374K
$8.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.65K+ 3.01% |
$57.2K - $60.6K
|
90.5K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.49K+ 7.43% |
$53.7K - $56.8K
|
35.9K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 20.42% |
$31.2K - $33K
|
8.52K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
769+ 4.28% |
$16.6K - $17.6K
|
18.7K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
590+ 4.52% |
$12.7K - $13.5K
|
13.6K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
538+ 1.45% |
$11.6K - $12.3K
|
37.6K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
399+ 3.61% |
$8.62K - $9.13K
|
11.5K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
388New |
$8.38K - $8.87K
|
388
$8.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
356+ 0.43% |
$7.69K - $8.14K
|
83.4K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
270+ 0.67% |
$5.83K - $6.17K
|
40.6K
$886K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
139+ 0.74% |
$3K - $3.18K
|
18.9K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
94+ 0.32% |
$2.03K - $2.15K
|
29.9K
$653K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
41+ 0.16% |
$886 - $938
|
26.3K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
40+ 0.13% |
$864 - $915
|
30.4K
$664K
|