Institutional Ownership Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,577,084
shares
|
$35.3 Million
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
1,083,576
shares
|
$24.3 Million
4.47% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
863,300
shares
|
$19.3 Million
0.05% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
824,530
shares
|
$18.5 Million
0.08% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
564,453
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
409,041
shares
|
$9.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
408,896
shares
|
$9.16 Million
0.19% of portfolio
|
Q3 2025
Reduced 48.87%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
374,191
shares
|
$8.38 Million
0.77% of portfolio
|
Q3 2025
Added 17.83%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
310,870
shares
|
$6.96 Million
3.17% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
280,930
shares
|
$6.29 Million
0.1% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
275,279
shares
|
$6.17 Million
0.48% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$6.02 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
242,339
shares
|
$5.43 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.41 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
237,185
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
217,171
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 95.54%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
197,032
shares
|
$4.41 Million
0.3% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
183,799
shares
|
$4.12 Million
2.53% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
173,755
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
154,495
shares
|
$3.46 Million
1.34% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
134,836
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2025
Added 47.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
133,948
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Added 78.63%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
128,624
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
124,358
shares
|
$2.79 Million
0.47% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
123,697
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 6.27%
|
|