Purchases and Sales Made in Q2 2024 in Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q2 2024. The information is specifically focused on institutions that hold shares of NUVEEN ESG U.S. AGGREGATE BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-70- 0.7% |
$1.49K - $1.54K
|
9.9K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-154- 1.37% |
$3.28K - $3.38K
|
11.1K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-185- 31.2% |
$3.95K - $4.06K
|
408
$8.92K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-344- 1.9% |
$7.34K - $7.55K
|
17.7K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-464- 0.32% |
$9.9K - $10.2K
|
145K
$3.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-525- 3.87% |
$11.2K - $11.5K
|
13.1K
$285K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-750- 5.68% |
$16K - $16.5K
|
12.4K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-804- 10.2% |
$17.1K - $17.6K
|
7.08K
$155K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-827- 4.21% |
$17.6K - $18.1K
|
18.8K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-913- 4.71% |
$19.5K - $20K
|
18.5K
$404K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-925- 1.73% |
$19.7K - $20.3K
|
52.5K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.3K- 4.12% |
$27.8K - $28.6K
|
30.3K
$663K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.3K- 4.12% |
$27.8K - $28.6K
|
30.3K
$663K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-1.7K- 3.4% |
$36.2K - $37.2K
|
48.2K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.7K- 4.98% |
$36.2K - $37.3K
|
32.4K
$708K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.9K- 13.12% |
$40.5K - $41.6K
|
12.6K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.06K- 99.95% |
$44K - $45.2K
|
1
$21.9
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.28K- 3.77% |
$48.7K - $50.1K
|
58.3K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.73K- 2.46% |
$58.2K - $59.8K
|
108K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.44KClosed |
$94.8K - $97.5K
|
0
$0
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.66K- 14.82% |
$121K - $124K
|
32.5K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.75K- 6.32% |
$123K - $126K
|
85.3K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6.01K- 2.23% |
$128K - $132K
|
264K
$5.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-7.14K- 12.28% |
$152K - $157K
|
51K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.19K- 1.53% |
$196K - $202K
|
590K
$12.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-10.2K- 21.19% |
$218K - $225K
|
38K
$832K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 22.84% |
$222K - $228K
|
35.2K
$768K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 29.62% |
$237K - $244K
|
26.4K
$578K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-16.7K- 49.3% |
$355K - $365K
|
17.1K
$375K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.9K- 30.74% |
$381K - $392K
|
40.3K
$881K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.9K- 17.22% |
$404K - $415K
|
91K
$1.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-19.7K- 21.5% |
$421K - $433K
|
72K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.6K- 5.41% |
$674K - $694K
|
553K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.7K- 55.21% |
$697K - $717K
|
26.5K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.8K- 56.12% |
$913K - $939K
|
33.5K
$732K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.2K- 52.64% |
$1.05M - $1.08M
|
44.3K
$968K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.2K- 63.74% |
$1.22M - $1.25M
|
32.5K
$711K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-92.7K- 8.26% |
$1.98M - $2.03M
|
1.03M
$22.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-128K- 15.97% |
$2.72M - $2.8M
|
671K
$14.7M
|