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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
271+ 1.35% |
$5.94K - $6.12K
|
20.4K
$457K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
36+ 0.47% |
$789 - $813
|
7.66K
$172K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.53K- 36.87% |
$121K - $125K
|
9.47K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-11.7K- 9.82% |
$256K - $264K
|
107K
$2.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-375- 1.11% |
$8.22K - $8.46K
|
33.5K
$750K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-321- 0.76% |
$7.03K - $7.24K
|
41.8K
$937K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
25.3K+ 17.05% |
$555K - $571K
|
174K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.74K+ 6.89% |
$60.1K - $61.9K
|
42.5K
$953K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 2.18% |
$33.1K - $34.1K
|
68K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$43.8 - $45.1
|
2.7K
$60.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-982- 6.25% |
$21.5K - $22.2K
|
14.7K
$330K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-623- 6.28% |
$13.6K - $14.1K
|
9.3K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.1K+ 4.46% |
$527K - $543K
|
564K
$12.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.31K+ 12.21% |
$28.7K - $29.5K
|
12K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.09KNew |
$45.8K - $47.2K
|
2.09K
$46.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
708+ 0.84% |
$15.5K - $16K
|
85.4K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.53K+ 7.4% |
$55.5K - $57.1K
|
36.8K
$823K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.33K- 10.64% |
$51K - $52.5K
|
19.5K
$438K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.59K- 6.94% |
$34.9K - $36K
|
21.4K
$478K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-353- 0.15% |
$7.73K - $7.97K
|
242K
$5.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.95K+ 0.96% |
$64.7K - $66.7K
|
311K
$6.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
231+ 29.06% |
$5.06K - $5.21K
|
1.03K
$23K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
83.4K+ 11.25% |
$1.83M - $1.88M
|
825K
$18.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-152- 0.72% |
$3.33K - $3.43K
|
20.9K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
9.27KNew |
$203K - $209K
|
9.27K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
167+ 15.03% |
$3.66K - $3.77K
|
1.28K
$28.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
356+ 2.57% |
$7.8K - $8.03K
|
14.2K
$319K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-9.25K- 5.65% |
$203K - $209K
|
154K
$3.46M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.59K+ 3.2% |
$34.8K - $35.9K
|
51.2K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
237+ 0.71% |
$5.19K - $5.35K
|
33.8K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.8K- 17.49% |
$412K - $424K
|
88.7K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.39K- 77.77% |
$74.2K - $76.4K
|
968
$21.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.1K+ 8.53% |
$484K - $499K
|
281K
$6.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.62K- 13.81% |
$167K - $172K
|
47.6K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-149- 0.61% |
$3.26K - $3.36K
|
24.4K
$547K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.36K+ 17.84% |
$29.8K - $30.7K
|
9K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
184KNew |
$4.03M - $4.15M
|
184K
$4.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.95K+ 90.06% |
$42.7K - $43.9K
|
4.11K
$92K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-183- 5.51% |
$4.01K - $4.13K
|
3.14K
$70.3K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.64K+ 6.27% |
$188K - $193K
|
147K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.4KNew |
$1.27M - $1.3M
|
58.4K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97+ 1.02% |
$2.11K - $2.16K
|
9.6K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 51.27% |
$36.9K - $37.9K
|
5.02K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.08K- 2.49% |
$45.2K - $46.4K
|
81.6K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-424- 10.35% |
$9.21K - $9.46K
|
3.67K
$82.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.09K- 7.65% |
$23.6K - $24.2K
|
13.1K
$294K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-107K- 27.91% |
$2.31M - $2.38M
|
275K
$6.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.16K- 24.67% |
$68.5K - $70.4K
|
9.64K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
12.1KNew |
$262K - $269K
|
12.1K
$270K
|
|