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 125 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 $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,399,352
shares
|
$30.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
1,047,489
shares
|
$23 Million
5.67% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
874,788
shares
|
$19.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
733,872
shares
|
$16.1 Million
0.07% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
569,691
shares
|
$12.5 Million
9.35% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
566,039
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
453,774
shares
|
$9.97 Million
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
435,538
shares
|
$9.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
381,830
shares
|
$8.39 Million
0.72% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
346,659
shares
|
$7.62 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
318,919
shares
|
$7.01 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
313,218
shares
|
$6.88 Million
0.57% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
304,856
shares
|
$6.7 Million
4.52% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$5.91 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
259,583
shares
|
$5.71 Million
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
246,360
shares
|
$5.41 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.31 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
176,406
shares
|
$3.88 Million
1.82% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
153,203
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
147,684
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
146,035
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
137,898
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
131,749
shares
|
$2.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
119,589
shares
|
$2.63 Million
1.41% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
116,036
shares
|
$2.55 Million
1.35% of portfolio
|
Q1 2025
Added 63.04%
|