Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
40+ 0.13% |
$864 - $915
|
30.4K
$659K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
32+ 0.42% |
$692 - $732
|
7.64K
$166K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 0.71% |
$583 - $617
|
3.81K
$82.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.22% |
$519 - $549
|
11K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
23+ 0.22% |
$497 - $526
|
10.4K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21+ 0.89% |
$454 - $480
|
2.37K
$51.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
18+ 4.66% |
$389 - $412
|
404
$8.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
14+ 0.04% |
$303 - $320
|
37.6K
$817K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6+ 0.02% |
$130 - $137
|
38.1K
$826K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.03% |
$86.4 - $91.5
|
11.5K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 0.04% |
$281 - $297
|
32.3K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15- 0.12% |
$324 - $343
|
12.5K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 2.41% |
$389 - $412
|
728
$15.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-113- 29.27% |
$2.44K - $2.58K
|
273
$5.93K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-208- 0.64% |
$4.49K - $4.76K
|
32.2K
$699K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-261- 5.46% |
$5.64K - $5.97K
|
4.52K
$98.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-345- 0.67% |
$7.46K - $7.89K
|
51.4K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-460- 3.7% |
$9.94K - $10.5K
|
12K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-533- 2.02% |
$11.5K - $12.2K
|
25.9K
$562K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-556- 0.38% |
$12K - $12.7K
|
145K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-787- 2.02% |
$17K - $18K
|
38.2K
$829K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.04K- 2.37% |
$22.4K - $23.7K
|
42.7K
$927K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 75.09% |
$27K - $28.6K
|
415
$9.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.27K- 4.79% |
$27.4K - $29K
|
25.2K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.3K- 7.35% |
$28.1K - $29.7K
|
16.4K
$355K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.42K- 8.28% |
$30.7K - $32.5K
|
15.7K
$341K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.48K- 3.46% |
$31.9K - $33.8K
|
41.2K
$894K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.43K- 5.43% |
$52.6K - $55.7K
|
42.4K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 3.69% |
$88.7K - $93.8K
|
107K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.64K- 21.43% |
$100K - $106K
|
17K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.98K- 20.5% |
$108K - $114K
|
19.3K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 6.55% |
$121K - $128K
|
79.7K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6.26K- 2.38% |
$135K - $143K
|
257K
$5.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.53K- 48.12% |
$184K - $195K
|
9.2K
$200K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.9K- 8.71% |
$278K - $294K
|
135K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-13.4K- 27.72% |
$289K - $306K
|
34.8K
$756K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-20.5K- 46.21% |
$443K - $468K
|
23.8K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-27.1K- 46.47% |
$585K - $619K
|
31.2K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-31.9K- 10.16% |
$690K - $730K
|
282K
$6.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-117K- 11.34% |
$2.53M - $2.67M
|
913K
$19.8M
|