Latest Institutional Transactions on Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information on the latest institutional transactions involving Nuveen Esg U.S. Aggregate Bond (NUBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
483+ 2.1% |
$10.5K - $11K
|
23.5K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-311- 2.11% |
$6.74K - $7.06K
|
14.4K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
527+ 13.83% |
$11.4K - $12K
|
4.34K
$94.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
537KNew |
$11.6M - $12.2M
|
537K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.82K+ 21.11% |
$148K - $155K
|
39.2K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.6K- 54.72% |
$382K - $400K
|
14.6K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
700New |
$15.2K - $15.9K
|
700
$15.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
9.21K+ 14.85% |
$199K - $209K
|
71.2K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
422+ 1.6% |
$9.14K - $9.58K
|
26.7K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.31KNew |
$202K - $211K
|
9.31K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.65K+ 6.24% |
$122K - $128K
|
96.2K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
637+ 5.31% |
$13.8K - $14.5K
|
12.6K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.78K- 11.68% |
$60.3K - $63.2K
|
21.1K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-12.8K- 36.7% |
$277K - $290K
|
22.1K
$482K
|
|
|
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 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
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92+ 0.48% |
$1.99K - $2.09K
|
19.4K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
236KNew |
$5.1M - $5.34M
|
236K
$5.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.45K- 3.86% |
$31.4K - $32.9K
|
36.2K
$791K
|
|
|
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 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.87K- 1.7% |
$62.1K - $65.1K
|
166K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
994+ 1.95% |
$21.5K - $22.6K
|
52K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$233K - $244K
|
10.7K
$235K
|
|
|
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
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52.4K+ 19.55% |
$1.14M - $1.19M
|
320K
$7.01M
|
|
|
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 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
185+ 0.98% |
$4.01K - $4.2K
|
19.1K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
85.3K+ 9.17% |
$1.85M - $1.94M
|
1.02M
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.9K+ 5.12% |
$149K - $157K
|
142K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.7K+ 15.45% |
$752K - $788K
|
259K
$5.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
780New |
$16.9K - $17.7K
|
780
$17.1K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.66K+ 17.39% |
$122K - $129K
|
38.2K
$835K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.22% |
$519 - $549
|
11K
$241K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
9.59KNew |
$207K - $219K
|
9.59K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
53.1K+ 18.95% |
$1.15M - $1.21M
|
333K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.54K+ 6.97% |
$120K - $127K
|
85K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 95.6% |
$382K - $404K
|
36.1K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 6.55% |
$121K - $128K
|
79.7K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
37.6KNew |
$813K - $860K
|
37.6K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.1K+ 0.52% |
$66.9K - $70.8K
|
593K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 9.85% |
$3.52M - $3.72M
|
1.82M
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21+ 0.89% |
$454 - $480
|
2.37K
$51.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.27K- 4.79% |
$27.4K - $29K
|
25.2K
$552K
|
|
|
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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 3.69% |
$88.7K - $93.8K
|
107K
$2.34M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.18K+ 3.9% |
$112K - $118K
|
138K
$3.01M
|
|
|
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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.7KNew |
$1.33M - $1.41M
|
61.7K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 20.42% |
$31.2K - $33K
|
8.52K
$186K
|
|