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
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
241K+ 954.73% |
$5.22M - $5.47M
|
266K
$5.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
236KNew |
$5.1M - $5.34M
|
236K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 38.41% |
$2.67M - $2.79M
|
444K
$9.71M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82K+ 140.5% |
$1.78M - $1.86M
|
140K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
52.4K+ 19.55% |
$1.14M - $1.19M
|
320K
$7.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.2KNew |
$871K - $913K
|
40.2K
$881K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
38.5KNew |
$834K - $874K
|
38.5K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34.7K+ 15.45% |
$752K - $788K
|
259K
$5.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.9K+ 10.16% |
$734K - $769K
|
367K
$8.04M
|
|
|
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
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
22.6KNew |
$490K - $514K
|
22.6K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.2K+ 3.09% |
$459K - $481K
|
708K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
18.8KNew |
$407K - $427K
|
18.8K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.2KNew |
$394K - $413K
|
18.2K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.7K+ 25.45% |
$340K - $356K
|
77.4K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 9.23% |
$282K - $295K
|
154K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$256K - $268K
|
11.8K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.6K+ 9.61% |
$250K - $262K
|
132K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.3K+ 27.9% |
$245K - $257K
|
51.9K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$233K - $244K
|
10.7K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9.78KNew |
$212K - $222K
|
9.78K
$214K
|
|
|
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
$857K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.16K+ 10.58% |
$133K - $140K
|
64.3K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.65K+ 6.24% |
$122K - $128K
|
96.2K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.31K+ 0.9% |
$115K - $120K
|
595K
$13M
|
|
|
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
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.39KNew |
$95.1K - $99.6K
|
4.39K
$96.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.98K+ 13.92% |
$86.3K - $90.4K
|
32.6K
$713K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.4K+ 0.91% |
$73.6K - $77.1K
|
377K
$8.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.78KNew |
$60.2K - $63.1K
|
2.78K
$60.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 13.55% |
$49.9K - $52.3K
|
19.3K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.09K+ 18.24% |
$45.3K - $47.5K
|
13.6K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.49K+ 0.25% |
$32.3K - $33.8K
|
595K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
994+ 1.95% |
$21.5K - $22.6K
|
52K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
984+ 8.93% |
$21.3K - $22.3K
|
12K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
954+ 1.86% |
$20.7K - $21.6K
|
52.4K
$1.15M
|
|
|
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
$699K
|
|
|
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
|