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 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
33,654
shares
|
$739,041
0.13% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
33,623
shares
|
$738,361
0.07% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
32,682
shares
|
$717,696
0.02% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
32,594
shares
|
$715,764
0.01% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
32,032
shares
|
$703,422
0.0% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
31,919
shares
|
$700,941
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
30,463
shares
|
$668,967
0.28% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
30,462
shares
|
$668,945
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
29,984
shares
|
$658,448
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,709
shares
|
$652,409
0.0% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
26,923
shares
|
$591,229
0.43% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
26,774
shares
|
$587,957
0.96% of portfolio
|
Q1 2025
Reduced 48.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,895
shares
|
$568,654
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
25,741
shares
|
$565,272
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,688
shares
|
$520,188
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
23,483
shares
|
$515,686
0.0% of portfolio
|
Q4 2024
Reduced 46.98%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,478
shares
|
$515,576
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
23,175
shares
|
$508,923
0.01% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
22,644
shares
|
$497,262
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
22,644
shares
|
$497,262
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
22,050
shares
|
$484,218
0.13% of portfolio
|
Q4 2024
Reduced 36.7%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
21,055
shares
|
$462,367
0.04% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
19,675
shares
|
$432,063
0.17% of portfolio
|
Q4 2024
Reduced 81.51%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
18,807
shares
|
$413,001
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
18,600
shares
|
$408,456
0.15% of portfolio
|
Q1 2025
Reduced 2.73%
|