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 123 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,498,260
shares
|
$33.8 Million
0.0% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,054,279
shares
|
$23.8 Million
4.53% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
851,115
shares
|
$19.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
799,770
shares
|
$18 Million
0.29% of portfolio
|
Q2 2025
Added 130.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
741,144
shares
|
$16.7 Million
0.07% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
540,378
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
481,528
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
374,191
shares
|
$8.44 Million
0.77% of portfolio
|
Q3 2025
Added 17.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
369,935
shares
|
$8.34 Million
0.58% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
307,916
shares
|
$6.94 Million
3.91% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
275,279
shares
|
$6.21 Million
0.51% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$6.06 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
267,188
shares
|
$6.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.65%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
258,840
shares
|
$5.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
242,692
shares
|
$5.47 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.45 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
183,799
shares
|
$4.14 Million
2.53% of portfolio
|
Q3 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
163,741
shares
|
$3.69 Million
1.56% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
148,439
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
146,539
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
134,836
shares
|
$3.04 Million
0.06% of portfolio
|
Q3 2025
Added 47.54%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
124,358
shares
|
$2.8 Million
0.47% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
123,392
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
118,862
shares
|
$2.68 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
116,036
shares
|
$2.62 Million
1.27% of portfolio
|
Q1 2025
Added 63.04%
|