Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
537KNew |
$11.6M - $12.2M
|
537K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
328KNew |
$7.11M - $7.45M
|
328K
$7.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
236KNew |
$5.1M - $5.34M
|
236K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
94.6K+ 145.65% |
$2.05M - $2.15M
|
160K
$3.49M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
85.3K+ 9.17% |
$1.85M - $1.94M
|
1.02M
$22.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52.4K+ 19.55% |
$1.14M - $1.19M
|
320K
$7.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.2KNew |
$871K - $913K
|
40.2K
$879K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
38.5KNew |
$834K - $874K
|
38.5K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.7K+ 15.45% |
$752K - $788K
|
259K
$5.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.9K+ 10.16% |
$734K - $769K
|
367K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
25.7KNew |
$558K - $584K
|
25.7K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.6K+ 9.61% |
$250K - $262K
|
132K
$2.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.3K+ 27.9% |
$245K - $257K
|
51.9K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$233K - $244K
|
10.7K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.31KNew |
$202K - $211K
|
9.31K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
9.21K+ 14.85% |
$199K - $209K
|
71.2K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.9K+ 5.12% |
$149K - $157K
|
142K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6.82K+ 21.11% |
$148K - $155K
|
39.2K
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.23K+ 137.83% |
$135K - $141K
|
10.7K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.65K+ 6.24% |
$122K - $128K
|
96.2K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.06KNew |
$110K - $115K
|
5.06K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.6K+ 10.78% |
$99.7K - $104K
|
47.3K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.78KNew |
$60.2K - $63.1K
|
2.78K
$60.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 13.55% |
$49.9K - $52.3K
|
19.3K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
994+ 1.95% |
$21.5K - $22.6K
|
52K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
780New |
$16.9K - $17.7K
|
780
$17.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
730+ 2.34% |
$15.8K - $16.6K
|
31.9K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
700New |
$15.2K - $15.9K
|
700
$15.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
637+ 5.31% |
$13.8K - $14.5K
|
12.6K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
527+ 13.83% |
$11.4K - $12K
|
4.34K
$94.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
483+ 2.1% |
$10.5K - $11K
|
23.5K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
422+ 1.6% |
$9.14K - $9.58K
|
26.7K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
417+ 0.44% |
$9.03K - $9.46K
|
94.4K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
249+ 1.41% |
$5.39K - $5.65K
|
17.9K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
185+ 0.98% |
$4.01K - $4.2K
|
19.1K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92+ 0.48% |
$1.99K - $2.09K
|
19.4K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
33+ 8.17% |
$715 - $749
|
437
$9.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
27+ 0.02% |
$585 - $613
|
126K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 12.37% |
$758 - $794
|
248
$5.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-311- 2.11% |
$6.74K - $7.06K
|
14.4K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-663- 1.74% |
$14.4K - $15K
|
37.5K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-776- 1.83% |
$16.8K - $17.6K
|
41.6K
$909K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-915- 0.36% |
$19.8K - $20.8K
|
256K
$5.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.15K- 6.14% |
$24.9K - $26.1K
|
17.6K
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.45K- 3.86% |
$31.4K - $32.9K
|
36.2K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.78K- 11.68% |
$60.3K - $63.2K
|
21.1K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.87K- 1.7% |
$62.1K - $65.1K
|
166K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.24K- 17.36% |
$135K - $142K
|
29.7K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6.36K- 74.62% |
$138K - $144K
|
2.16K
$47.3K
|