Purchases and Sales Made in Q4 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
17+ 4.61% |
$350 - $380
|
386
$8.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6+ 0.26% |
$123 - $134
|
2.28K
$49.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$20.6 - $22.3
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-50- 15.02% |
$1.03K - $1.12K
|
283
$6.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-129- 17.13% |
$2.65K - $2.88K
|
624
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-306- 2.7% |
$6.3K - $6.84K
|
11K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-313- 48.83% |
$6.44K - $6.99K
|
328
$7.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-330- 0.76% |
$6.79K - $7.37K
|
42.8K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-394- 2.98% |
$8.11K - $8.8K
|
12.8K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-533- 1.01% |
$11K - $11.9K
|
52.5K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-601- 1.67% |
$12.4K - $13.4K
|
35.4K
$768K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-730- 20.69% |
$15K - $16.3K
|
2.8K
$60.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-880- 7.43% |
$18.1K - $19.7K
|
11K
$238K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 10.83% |
$21.1K - $22.9K
|
8.45K
$184K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.43K- 1.39% |
$29.5K - $32K
|
101K
$2.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.48K- 91.43% |
$30.5K - $33.1K
|
139
$3.02K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.54K- 0.56% |
$31.7K - $34.4K
|
272K
$5.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.74K- 8.06% |
$35.8K - $38.9K
|
19.9K
$431K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.75K- 31.66% |
$56.6K - $61.5K
|
5.94K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.06K- 2.32% |
$62.9K - $68.2K
|
129K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.13K- 4.96% |
$64.5K - $70K
|
60.1K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3.32K- 18.12% |
$68.2K - $74.1K
|
15K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.67K- 2.28% |
$75.5K - $81.9K
|
157K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 4.85% |
$100K - $109K
|
95.7K
$2.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.41K- 20.65% |
$111K - $121K
|
20.8K
$451K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.6K- 16.24% |
$136K - $147K
|
34K
$739K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.84K- 7.79% |
$161K - $175K
|
92.7K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.64K- 45.2% |
$198K - $215K
|
11.7K
$254K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.9K- 8.3% |
$224K - $244K
|
120K
$2.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-18.8K- 11.23% |
$387K - $420K
|
149K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-23.4K- 25.0% |
$481K - $522K
|
70.1K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-24.2K- 36.45% |
$498K - $540K
|
42.2K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.7K- 10.23% |
$528K - $574K
|
225K
$4.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.7K- 6.09% |
$735K - $798K
|
550K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-91.5K- 7.54% |
$1.88M - $2.04M
|
1.12M
$24.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-971K- 58.75% |
$20M - $21.7M
|
682K
$14.8M
|