Coston, Mc Isaac & Partners Nuveen Esg U.S. Aggregate Bond Transaction History

Coston, Mc Isaac & Partners

$298 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	SELL	$21.51 - $23.43 $25,231 - $27,483	-1,173 Closed	0 $0
Q2 2022 Sep 21, 2022	BUY	$22.27 - $24.0 $26,122 - $28,152	1,173 New	1,173 $27,000

Others Institutions Holding NUBD

# of Institutions

111

Shares Held

12.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.82M
Shares

$39.4 Million
0.0% of portfolio
First Pacific Financial

931K
Shares

$20.2 Million
6.37% of portfolio
Cambridge Investment Research Advisors, Inc.

913K
Shares

$19.8 Million
0.07% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

686K
Shares

$14.9 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

593K
Shares

$12.9 Million
0.0% of portfolio

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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