Institutional Ownership Nuveen Enhanced Yield U.S. Agg (NUAG)
This table provides information about the institutional ownership of Nuveen Enhanced Yield U.S. Agg (NUAG). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $51.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
1,234,319
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
392,765
shares
|
$8.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
152,848
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
152,710
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,607
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
70,863
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2022
Reduced 17.66%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
65,946
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
53,977
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
46,642
shares
|
$968,754
0.23% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,945
shares
|
$933,507
0.0% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
31,689
shares
|
$658,180
0.0% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,019
shares
|
$623,494
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
28,121
shares
|
$584,073
0.29% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,324
shares
|
$546,749
0.0% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
20,557
shares
|
$426,968
0.0% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
16,083
shares
|
$334,043
0.07% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
14,235
shares
|
$295,660
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,081
shares
|
$250,922
0.0% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,000
shares
|
$62,310
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,616
shares
|
$33,564
0.0% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
827
shares
|
$17,176
0.0% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
600
shares
|
$12,462
0.0% of portfolio
|
Q3 2024
Reduced 90.55%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
196
shares
|
$4,070
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
175
shares
|
$3,634
0.0% of portfolio
|
Q3 2024
Reduced 81.28%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
85
shares
|
$1,765
0.0% of portfolio
|
Q1 2025
Added 1.19%
|