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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
37,012
shares
|
$834,620
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
36,085
shares
|
$813,716
0.03% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
34,524
shares
|
$778,516
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
34,221
shares
|
$771,683
0.21% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
33,856
shares
|
$763,452
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
33,556
shares
|
$756,687
0.01% of portfolio
|
Q2 2025
Added 34.82%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
31,370
shares
|
$707,393
0.12% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,356
shares
|
$707,077
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,755
shares
|
$693,525
0.0% of portfolio
|
Q2 2025
Added 36.6%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
30,643
shares
|
$690,999
0.44% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
30,060
shares
|
$677,853
0.12% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
29,751
shares
|
$670,885
0.01% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,895
shares
|
$583,932
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
24,412
shares
|
$550,490
0.75% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
22,952
shares
|
$517,567
0.02% of portfolio
|
Q2 2025
Reduced 30.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
22,362
shares
|
$504,263
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
21,861
shares
|
$492,965
0.01% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
21,370
shares
|
$481,893
0.0% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
21,072
shares
|
$475,173
0.09% of portfolio
|
Q1 2025
Added 44.55%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
20,133
shares
|
$453,999
0.03% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
19,098
shares
|
$430,659
0.14% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,724
shares
|
$399,676
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,721
shares
|
$354,508
0.06% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
15,044
shares
|
$339,242
0.01% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
14,999
shares
|
$338,227
0.02% of portfolio
|
Q2 2025
Reduced 36.68%
|