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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.28K- 2.6% |
$27.9K - $28.6K
|
48.1K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-4.97K- 19.52% |
$108K - $111K
|
20.5K
$459K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-30- 6.86% |
$651 - $669
|
407
$9.12K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
573+ 3.09% |
$12.4K - $12.8K
|
19.1K
$428K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.25K- 6.7% |
$27.1K - $27.8K
|
17.4K
$389K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.69KNew |
$57.9K - $59.9K
|
2.69K
$60.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 12.27% |
$1.44K - $1.49K
|
613
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.82K- 20.68% |
$82.1K - $85K
|
14.7K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8KNew |
$469K - $485K
|
21.8K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.17% |
$430 - $445
|
12K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-47.6K- 74.05% |
$1.02M - $1.06M
|
16.7K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
44.9K+ 63.04% |
$964K - $998K
|
116K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
137+ 4.93% |
$2.94K - $3.05K
|
2.92K
$65.3K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.07K+ 2.26% |
$23K - $23.8K
|
48.4K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 21.3% |
$45.3K - $46.9K
|
12K
$269K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
408New |
$8.84K - $9.26K
|
408
$9.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$256K - $268K
|
11.8K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.39KNew |
$95.1K - $99.6K
|
4.39K
$98.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
110+ 0.36% |
$2.38K - $2.5K
|
30.5K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.99K- 10.6% |
$86.4K - $90.5K
|
33.6K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
328KNew |
$7.11M - $7.45M
|
328K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 12.37% |
$758 - $794
|
248
$5.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-12.8K- 36.7% |
$277K - $290K
|
22.1K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
236KNew |
$5.1M - $5.34M
|
236K
$5.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$233K - $244K
|
10.7K
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
780New |
$16.9K - $17.7K
|
780
$17.5K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
14+ 0.04% |
$303 - $320
|
37.6K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.82KNew |
$191K - $202K
|
8.82K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 75.09% |
$27K - $28.6K
|
415
$9.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-113- 29.27% |
$2.44K - $2.58K
|
273
$6.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
590+ 4.52% |
$12.7K - $13.5K
|
13.6K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-533- 2.02% |
$11.5K - $12.2K
|
25.9K
$580K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6+ 0.02% |
$130 - $137
|
38.1K
$852K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.42K- 8.28% |
$30.7K - $32.5K
|
15.7K
$352K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
175New |
$3.73K - $3.84K
|
175
$3.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4KNew |
$349K - $359K
|
16.4K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3K+ 153.88% |
$348K - $358K
|
26.9K
$603K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 2.25% |
$42.7 - $43.9
|
91
$2.04K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34KNew |
$725K - $746K
|
34K
$762K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-925- 1.73% |
$19.7K - $20.3K
|
52.5K
$1.18M
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.06K+ 206100.0% |
$44.8K - $45.9K
|
2.06K
$46.2K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$291K - $298K
|
13.4K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
58KNew |
$1.26M - $1.29M
|
58K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12K+ 109.17% |
$260K - $267K
|
22.9K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.66K+ 28.02% |
$57.9K - $59.4K
|
12.2K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14+ 1.22% |
$304 - $312
|
1.16K
$25.9K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-10.6K- 42.89% |
$230K - $236K
|
14.1K
$315K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-57.4K- 98.03% |
$1.25M - $1.28M
|
1.15K
$25.8K
|
|