Purchases and Sales Made in Q4 2023 in Nuveen Esg High Yield Corp Bon (NUHY)
This table provides information about the institutional ownership of Nuveen Esg High Yield Corp Bon (NUHY) during Q4 2023. The information is specifically focused on institutions that hold shares of NUVEEN ESG HIGH YIELD CORP BON.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30K+ 38.79% |
$586K - $635K
|
107K
$2.27M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.2K+ 74.55% |
$433K - $469K
|
51.9K
$1.1M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22KNew |
$430K - $466K
|
22K
$465K
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
20KNew |
$390K - $422K
|
20K
$422K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.2K+ 11.43% |
$317K - $344K
|
158K
$3.35M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 16.11% |
$232K - $252K
|
85.7K
$1.81M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.68K+ 6.81% |
$91.4K - $99.1K
|
73.4K
$1.55M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.49K+ 1.7% |
$87.7K - $95K
|
269K
$5.67M
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 20.31% |
$72.6K - $78.7K
|
22K
$465K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.95K+ 7.26% |
$57.6K - $62.4K
|
43.6K
$920K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.91K+ 10.42% |
$56.8K - $61.5K
|
30.8K
$651K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 1.87% |
$56.4K - $61.1K
|
157K
$3.33M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 13.73% |
$42.9K - $46.5K
|
18.2K
$384K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.97K+ 7.6% |
$38.6K - $41.8K
|
27.9K
$590K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 5.15% |
$34.2K - $37.1K
|
35.8K
$756K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.74K+ 0.72% |
$34K - $36.8K
|
244K
$5.16M
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.06K+ 67.2% |
$20.6K - $22.3K
|
2.63K
$55.4K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
930New |
$18.2K - $19.7K
|
930
$19.6K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
780+ 2.76% |
$15.2K - $16.5K
|
29.1K
$614K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
750New |
$14.6K - $15.9K
|
750
$15.8K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
156+ 1.39% |
$3.05K - $3.3K
|
11.4K
$240K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
110New |
$2.15K - $2.33K
|
110
$2.32K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 75.32% |
$1.13K - $1.23K
|
135
$2.85K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
42New |
$820 - $889
|
42
$887
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
32+ 1.18% |
$625 - $677
|
2.75K
$58K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.06% |
$215 - $233
|
19.2K
$405K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.0% |
$117 - $127
|
1.3M
$27.5M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.01% |
$19.5 - $21.2
|
10.2K
$215K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-57- 0.65% |
$1.11K - $1.21K
|
8.74K
$185K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 36.11% |
$1.27K - $1.38K
|
115
$2.43K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-83- 13.41% |
$1.62K - $1.76K
|
536
$11.3K
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-114- 0.6% |
$2.23K - $2.41K
|
18.8K
$398K
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-167- 0.85% |
$3.26K - $3.53K
|
19.5K
$411K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-550- 9.13% |
$10.7K - $11.6K
|
5.48K
$116K
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-575- 5.0% |
$11.2K - $12.2K
|
10.9K
$231K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-939- 2.7% |
$18.3K - $19.9K
|
33.8K
$714K
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.06K- 3.14% |
$20.7K - $22.4K
|
32.7K
$691K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 4.75% |
$25.6K - $27.7K
|
26.2K
$554K
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.7K- 11.91% |
$52.7K - $57.1K
|
20K
$422K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.3K- 8.49% |
$631K - $683K
|
348K
$7.35M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-71K- 37.19% |
$1.39M - $1.5M
|
120K
$2.53M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-197K- 64.36% |
$3.84M - $4.16M
|
109K
$2.3M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-207K- 70.69% |
$4.04M - $4.37M
|
85.7K
$1.81M
|