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 108 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,652,706
shares
|
$37.5 Million
0.0% of portfolio
|
Q1 2024
Added 33.27%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,030,311
shares
|
$23.4 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
671,118
shares
|
$15.2 Million
0.06% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
590,141
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
553,181
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
370,861
shares
|
$8.41 Million
0.75% of portfolio
|
Q2 2024
New holding
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
314,103
shares
|
$7.12 Million
0.51% of portfolio
|
Q2 2024
Added 6.78%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
281,285
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2024
Added 13.02%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
280,325
shares
|
$6.36 Million
0.28% of portfolio
|
Q2 2024
Added 10.22%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$6.1 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
263,533
shares
|
$5.98 Million
0.6% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.48 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
207,405
shares
|
$4.7 Million
0.11% of portfolio
|
Q2 2024
Added 16.25%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
192,223
shares
|
$4.36 Million
0.52% of portfolio
|
Q2 2024
Added 150.25%
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
163,136
shares
|
$3.7 Million
1.99% of portfolio
|
Q2 2024
Added 11.89%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
147,656
shares
|
$3.35 Million
0.04% of portfolio
|
Q2 2024
Added 1.99%
|
|
Financial Network Wealth Management LLC
Draper, UT |
Aug 09, 2024 Q2 2024 |
145,319
shares
|
$3.3 Million
1.21% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
132,613
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2024
Added 14.49%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
126,855
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2024
Added 12.9%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
111,074
shares
|
$2.52 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
107,962
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Aug 01, 2024 Q2 2024 |
99,718
shares
|
$2.26 Million
1.21% of portfolio
|
Q2 2024
Added 1.89%
|
|
Mayport, LLC
|
Jul 18, 2024 Q2 2024 |
94,104
shares
|
$2.13 Million
0.74% of portfolio
|
Q4 2023
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
91,032
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2024
Reduced 17.22%
|
|
Boston Standard Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
87,861
shares
|
$1.99 Million
0.42% of portfolio
|
Q2 2024
Added 8.62%
|