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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
115,157
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
110,776
shares
|
$2.43 Million
0.87% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
110,072
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
94,104
shares
|
$2.07 Million
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
89,873
shares
|
$1.98 Million
0.8% of portfolio
|
Q1 2025
Added 356.79%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
87,861
shares
|
$1.93 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
86,154
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
83,691
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
83,128
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Reduced 47.9%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
80,460
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
78,099
shares
|
$1.72 Million
0.26% of portfolio
|
Q2 2023
Reduced 27.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
71,047
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
65,558
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
55,050
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 161.46%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
50,698
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
49,397
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
48,367
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
44,383
shares
|
$975,538
0.67% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
43,906
shares
|
$965,053
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
41,843
shares
|
$919,709
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
38,893
shares
|
$854,868
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
37,610
shares
|
$826,667
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
37,097
shares
|
$815,392
0.04% of portfolio
|
Q1 2025
Reduced 65.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
35,157
shares
|
$772,750
0.0% of portfolio
|
Q1 2025
Reduced 39.89%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
34,704
shares
|
$762,793
0.24% of portfolio
|
Q1 2025
Added 13.92%
|