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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,578
shares
|
$318,675
0.07% of portfolio
|
Q4 2024
Reduced 54.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,398
shares
|
$314,740
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,643
shares
|
$298,235
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,622
shares
|
$275,916
0.0% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,547
shares
|
$274,277
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,105
shares
|
$264,615
0.01% of portfolio
|
Q1 2021
Reduced 35.51%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,474
shares
|
$250,821
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
11,455
shares
|
$250,406
0.03% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,022
shares
|
$240,940
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,743
shares
|
$234,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,743
shares
|
$234,841
0.01% of portfolio
|
Q4 2024
Added 137.83%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
10,380
shares
|
$226,906
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
9,895
shares
|
$216,304
0.03% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
9,588
shares
|
$209,593
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
9,313
shares
|
$203,582
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,300
shares
|
$203,298
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,196
shares
|
$201,024
0.01% of portfolio
|
Q3 2024
Reduced 48.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
9,105
shares
|
$199,035
0.05% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,818
shares
|
$192,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,523
shares
|
$186,312
0.02% of portfolio
|
Q3 2024
Added 20.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,640
shares
|
$167,010
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,338
shares
|
$94,828
0.0% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
4,052
shares
|
$88,576
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,316
shares
|
$72,487
0.01% of portfolio
|
Q2 2024
Added 18.47%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,033
shares
|
$66,301
0.03% of portfolio
|
Q3 2022
Reduced 8.78%
|