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 28 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $30 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
484,112
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Added 1472.4%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
244,962
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 33.76%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Aug 09, 2024 Q2 2024 |
100,000
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.87%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
72,331
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
70,863
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2022
Reduced 17.66%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
65,363
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 66.69%
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
54,851
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2024
Added 1.43%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
52,964
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
49,030
shares
|
$1.06 Million
0.33% of portfolio
|
Q2 2024
Added 1.07%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
41,619
shares
|
$896,057
0.0% of portfolio
|
Q2 2024
Added 10.67%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
25,934
shares
|
$558,359
0.0% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
24,564
shares
|
$528,862
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Namara Financial Services, Inc.
|
Aug 01, 2024 Q2 2024 |
20,163
shares
|
$434,109
0.09% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
18,932
shares
|
$407,605
0.0% of portfolio
|
Q1 2024
Reduced 35.8%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
14,909
shares
|
$320,990
0.03% of portfolio
|
Q2 2023
Reduced 28.7%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
14,492
shares
|
$312,012
0.15% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
14,329
shares
|
$308,503
0.0% of portfolio
|
Q2 2024
Added 0.55%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
6,350
shares
|
$136,715
0.0% of portfolio
|
Q4 2023
Reduced 47.52%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
5,009
shares
|
$107,843
0.0% of portfolio
|
Q2 2024
Added 48.64%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,430
shares
|
$73,847
0.0% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,000
shares
|
$64,590
0.05% of portfolio
|
Q3 2020
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,616
shares
|
$34,792
0.0% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,251
shares
|
$26,934
0.0% of portfolio
|
Q1 2024
Reduced 31.79%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
935
shares
|
$20,130
0.0% of portfolio
|
Q2 2024
Reduced 78.92%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
904
shares
|
$19,463
0.0% of portfolio
|
Q1 2023
Added 9.31%
|