Purchases and Sales Made in Q4 2023 in Nuveen Esg U.S. Aggregate Bond (NUBD)

NUBD Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q4 2023. 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
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
271K
+ 149.29%
$5.58M - $6.06M
453K $9.9M
Jan 19, 2024 Q4 2023
Colorado Capital Management, Inc.

BUY
 -
108K
+ 388.52%
$2.23M - $2.42M
136K $2.97M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
94.7K
+ 16.14%
$1.95M - $2.12M
682K $14.9M
Jan 29, 2024 Q4 2023
Mayport, LLC

BUY
 -
94.1K
New
$1.94M - $2.1M
94.1K $2.06M
Jan 12, 2024 Q4 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
58.5K
New
$1.2M - $1.31M
58.5K $1.28M
Feb 13, 2024 Q4 2023
Koss Olinger Consulting, LLC

BUY
 -
51.1K
+ 20.15%
$1.05M - $1.14M
305K $6.66M
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
43.2K
+ 5.72%
$889K - $965K
799K $17.5M
Jan 22, 2024 Q4 2023
Miracle Mile Advisors, LLC

BUY
 -
39.7K
+ 41.23%
$817K - $887K
136K $2.97M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
28.5K
+ 243.16%
$586K - $637K
40.2K $879K
Feb 09, 2024 Q4 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
25.6K
+ 26.61%
$528K - $573K
122K $2.67M
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
23.5K
+ 939.58%
$484K - $526K
26K $569K
Feb 09, 2024 Q4 2023
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
23K
New
$472K - $513K
23K $502K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
22.2K
+ 46.88%
$457K - $496K
69.6K $1.52M
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
21.2K
+ 75.41%
$436K - $473K
49.2K $1.08M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
20K
+ 500950.0%
$412K - $448K
20K $438K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
17.3K
+ 76.64%
$356K - $386K
39.8K $871K
Jan 30, 2024 Q4 2023
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
16.7K
New
$344K - $373K
16.7K $365K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
13.9K
+ 329.2%
$286K - $311K
18.1K $396K
Feb 02, 2024 Q4 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
13.6K
+ 15.6%
$281K - $305K
101K $2.21M
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
12.7K
New
$262K - $284K
12.7K $278K
Feb 06, 2024 Q4 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
11.6K
+ 5.69%
$239K - $260K
216K $4.72M
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
11.6K
+ 14.08%
$239K - $259K
94.1K $2.06M
Jan 26, 2024 Q4 2023
Aaron Wealth Advisors LLC

BUY
 -
10.3K
New
$212K - $230K
10.3K $225K
Jan 26, 2024 Q4 2023
Charter Oak Capital Management, LLC

BUY
 -
10.2K
+ 4.33%
$209K - $227K
245K $5.36M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
9.51K
New
$196K - $212K
9.51K $208K
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.4K
New
$193K - $210K
9.4K $205K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
9.3K
New
$191K - $208K
9.3K $203K
Jan 18, 2024 Q4 2023
Procyon Advisors, LLC

BUY
 -
8K
+ 15.4%
$165K - $179K
60K $1.31M
Feb 01, 2024 Q4 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
7.66K
+ 35.14%
$158K - $171K
29.4K $644K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
7.44K
New
$153K - $166K
7.44K $163K
Jan 31, 2024 Q4 2023
Litman Gregory Wealth Management LLC

BUY
 -
7.29K
+ 19.69%
$150K - $163K
44.3K $968K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
7.24K
+ 7.07%
$149K - $162K
110K $2.4M
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
5.65K
+ 12.13%
$116K - $126K
52.3K $1.14M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
3.7K
+ 3.64%
$76.1K - $82.6K
105K $2.3M
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

BUY
 -
2.76K
+ 7.87%
$56.8K - $61.6K
37.8K $827K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
2.33K
+ 7.54%
$47.9K - $52K
33.2K $726K
Jan 31, 2024 Q4 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
2.11K
+ 5.28%
$43.5K - $47.2K
42.1K $920K
Dec 26, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.02K
+ 5.29%
$41.6K - $45.1K
40.2K $879K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
1.93K
New
$39.6K - $43K
1.93K $42.1K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.81K
+ 15.9%
$37.2K - $40.4K
13.2K $288K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1K
New
$20.6K - $22.3K
1K $21.9K
Jan 10, 2024 Q4 2023
Lex Aurum Advisors, LLC

BUY
 -
745
+ 3.92%
$15.3K - $16.6K
19.7K $431K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
596
+ 1.27%
$12.3K - $13.3K
47.4K $1.04M
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
377
+ 0.48%
$7.76K - $8.42K
79.3K $1.73M
Feb 06, 2024 Q4 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
320
+ 0.54%
$6.59K - $7.15K
59.2K $1.29M
Feb 05, 2024 Q4 2023
Gitterman Wealth Management, LLC

BUY
 -
320
+ 0.54%
$6.59K - $7.15K
59.2K $1.29M
Feb 21, 2024 Q4 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
228
+ 2.04%
$4.69K - $5.09K
11.4K $249K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
50
+ 1.38%
$1.03K - $1.12K
3.67K $80.3K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
39
+ 0.52%
$803 - $871
7.56K $165K

Track Institutional and Insider Activities on NUBD

Follow NUVEEN ESG U.S. AGGREGATE BOND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells NUBD shares.

Notify only if

Insider Trading

Get notified when an Nuveen Esg U.S. Aggregate Bond insider buys or sells NUBD shares.

Notify only if

News

Receive news related to NUVEEN ESG U.S. AGGREGATE BOND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on NUBD