Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
537KNew |
$11.6M - $12.2M
|
537K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
236KNew |
$5.1M - $5.34M
|
236K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.6K+ 145.65% |
$2.05M - $2.15M
|
160K
$3.49M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
85.3K+ 9.17% |
$1.85M - $1.94M
|
1.02M
$22.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52.4K+ 19.55% |
$1.14M - $1.19M
|
320K
$7.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.7K+ 15.45% |
$752K - $788K
|
259K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$233K - $244K
|
10.7K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.31KNew |
$202K - $211K
|
9.31K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
9.21K+ 14.85% |
$199K - $209K
|
71.2K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.9K+ 5.12% |
$149K - $157K
|
142K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.82K+ 21.11% |
$148K - $155K
|
39.2K
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.23K+ 137.83% |
$135K - $141K
|
10.7K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.65K+ 6.24% |
$122K - $128K
|
96.2K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 13.55% |
$49.9K - $52.3K
|
19.3K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
994+ 1.95% |
$21.5K - $22.6K
|
52K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
780New |
$16.9K - $17.7K
|
780
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
700New |
$15.2K - $15.9K
|
700
$15.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
637+ 5.31% |
$13.8K - $14.5K
|
12.6K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
527+ 13.83% |
$11.4K - $12K
|
4.34K
$94.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
483+ 2.1% |
$10.5K - $11K
|
23.5K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
422+ 1.6% |
$9.14K - $9.58K
|
26.7K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
417+ 0.44% |
$9.03K - $9.46K
|
94.4K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
185+ 0.98% |
$4.01K - $4.2K
|
19.1K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92+ 0.48% |
$1.99K - $2.09K
|
19.4K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-311- 2.11% |
$6.74K - $7.06K
|
14.4K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-915- 0.36% |
$19.8K - $20.8K
|
256K
$5.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.45K- 3.86% |
$31.4K - $32.9K
|
36.2K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.78K- 11.68% |
$60.3K - $63.2K
|
21.1K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.87K- 1.7% |
$62.1K - $65.1K
|
166K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-12.8K- 36.7% |
$277K - $290K
|
22.1K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.6K- 54.72% |
$382K - $400K
|
14.6K
$319K
|