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 30 institutions that hold shares in the stock, with a total of 1.58 Million shares, which have been reported (via 13F filing form) to have a value of $33 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
611,689
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
195,735
shares
|
$4.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
116,020
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 173064.19%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
72,042
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
70,863
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2022
Reduced 17.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
67,583
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
55,641
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
53,905
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
49,781
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
49,697
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 82.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
48,661
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 209.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,019
shares
|
$626,196
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
28,368
shares
|
$591,756
0.0% of portfolio
|
Q4 2024
Added 29.76%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
26,977
shares
|
$562,740
0.26% of portfolio
|
Q4 2024
Added 49.56%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,249
shares
|
$464,114
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
16,531
shares
|
$344,836
0.08% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,517
shares
|
$302,824
0.0% of portfolio
|
Q4 2024
Reduced 48.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
14,235
shares
|
$296,942
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,081
shares
|
$252,009
0.0% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,420
shares
|
$217,361
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,947
shares
|
$186,634
0.0% of portfolio
|
Q3 2024
Added 78.62%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,000
shares
|
$62,580
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,616
shares
|
$33,709
0.0% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
994
shares
|
$20,734
0.0% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
827
shares
|
$17,251
0.0% of portfolio
|
Q3 2024
Reduced 8.52%
|