Latest Institutional Purchases of Nuveen Enhanced Yield U.S. Agg (NUAG)
This list provides information on the latest institutional transactions involving Nuveen Enhanced Yield U.S. Agg (NUAG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.12K+ 9.02% |
$84.9K - $88.8K
|
49.8K
$1.03M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 22.1% |
$2.2M - $2.32M
|
591K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.3K+ 22.97% |
$1.16M - $1.22M
|
301K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$323K - $341K
|
15.7K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.64KNew |
$198K - $209K
|
9.64K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.09K+ 15.75% |
$83.9K - $88.6K
|
30K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.94K+ 78.62% |
$80.9K - $85.4K
|
8.95K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.77KNew |
$77.4K - $81.7K
|
3.77K
$78.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.55K+ 24.46% |
$72.8K - $76.9K
|
18K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.93K+ 15.48% |
$60.2K - $63.5K
|
21.9K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.63K+ 10.69% |
$54K - $57K
|
27.2K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
790+ 1.44% |
$16.2K - $17.1K
|
55.6K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
623+ 0.86% |
$12.8K - $13.5K
|
73K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67New |
$1.38K - $1.45K
|
67
$1.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.22% |
$20.6 - $21.7
|
83
$1.72K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
196New |
$3.98K - $4.09K
|
196
$4.06K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.9KNew |
$532K - $546K
|
25.9K
$536K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
483New |
$9.38K - $10.2K
|
483
$10K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
608+ 3.71% |
$12.5K - $12.9K
|
17K
$352K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.55KNew |
$195K - $204K
|
9.55K
$198K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.4KNew |
$402K - $429K
|
20.4K
$422K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.7KNew |
$329K - $351K
|
16.7K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
633+ 100.0% |
$12.5K - $13.3K
|
1.27K
$26.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
511New |
$10.1K - $10.8K
|
511
$10.6K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
315New |
$6.37K - $6.96K
|
315
$6.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
144+ 0.63% |
$2.91K - $3.18K
|
22.9K
$475K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20KNew |
$419K - $458K
|
20K
$414K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
16.4KNew |
$343K - $375K
|
16.4K
$339K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
408+ 4.21% |
$8.56K - $9.35K
|
10.1K
$209K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
216New |
$4.53K - $4.95K
|
216
$4.48K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
167New |
$3.5K - $3.83K
|
167
$3.46K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
75+ 4.4% |
$1.57K - $1.72K
|
1.78K
$36.9K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$463K - $499K
|
20.4K
$423K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
581New |
$13.2K - $14.2K
|
581
$12K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
156New |
$3.54K - $3.81K
|
156
$3.23K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
25.6KNew |
$628K - $639K
|
25.6K
$531K
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
110New |
$2.8K - $2.84K
|
110
$2.28K
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
BUY
|
- |
3KNew |
$76.6K - $78.3K
|
3K
$62.2K
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
88New |
$2.25K - $2.3K
|
88
$1.82K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.74KNew |
$199K - $225K
|
8.74K
$181K
|
|