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 114 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,815,486
shares
|
$39.7 Million
0.0% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,016,207
shares
|
$22.2 Million
6.23% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
913,441
shares
|
$20 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
686,374
shares
|
$15 Million
0.06% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
593,238
shares
|
$13 Million
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
589,558
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
536,741
shares
|
$11.7 Million
8.73% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
373,916
shares
|
$8.17 Million
0.74% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
333,439
shares
|
$7.29 Million
0.31% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
320,602
shares
|
$7.01 Million
0.0% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
320,487
shares
|
$7.01 Million
0.74% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
298,528
shares
|
$6.53 Million
4.86% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
282,179
shares
|
$6.17 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$5.88 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
259,408
shares
|
$5.67 Million
0.12% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
256,355
shares
|
$5.6 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.28 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
235,536
shares
|
$5.15 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
165,729
shares
|
$3.62 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
159,568
shares
|
$3.49 Million
0.09% of portfolio
|
Q4 2024
Added 145.65%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
144,763
shares
|
$3.16 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
141,701
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
140,800
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
137,789
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
126,155
shares
|
$2.76 Million
1.47% of portfolio
|
Q3 2024
Added 26.51%
|