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 114 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
38,177
shares
|
$834,549
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
37,610
shares
|
$822,154
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
37,610
shares
|
$822,154
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
36,164
shares
|
$790,545
0.15% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,133
shares
|
$789,867
0.02% of portfolio
|
Q3 2024
Added 95.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,949
shares
|
$785,845
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
31,189
shares
|
$681,791
0.03% of portfolio
|
Q3 2024
Reduced 46.47%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
30,353
shares
|
$663,516
0.29% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,352
shares
|
$663,494
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
29,881
shares
|
$653,198
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
28,612
shares
|
$625,458
0.01% of portfolio
|
Q3 2024
Added 124.81%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
26,729
shares
|
$584,295
0.42% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,895
shares
|
$566,064
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$551,549
0.0% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,478
shares
|
$513,229
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
22,050
shares
|
$482,013
0.13% of portfolio
|
Q4 2024
Reduced 36.7%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
21,055
shares
|
$460,262
0.04% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
19,391
shares
|
$423,887
0.09% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
19,316
shares
|
$422,247
0.01% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
19,123
shares
|
$418,028
0.14% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
18,725
shares
|
$409,328
0.1% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,724
shares
|
$387,446
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,640
shares
|
$385,610
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
16,691
shares
|
$364,865
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
16,374
shares
|
$357,935
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|