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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
14,825
shares
|
$334,303
0.08% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14,652
shares
|
$330,402
0.01% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,398
shares
|
$324,674
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,036
shares
|
$316,511
0.0% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
13,867
shares
|
$312,700
0.12% of portfolio
|
Q2 2025
Added 34.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,643
shares
|
$307,649
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
13,607
shares
|
$306,837
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,280
shares
|
$299,464
0.0% of portfolio
|
Q1 2025
Reduced 43.45%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
13,117
shares
|
$295,788
0.03% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,105
shares
|
$272,967
0.01% of portfolio
|
Q1 2021
Reduced 35.51%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
12,072
shares
|
$272,223
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
12,003
shares
|
$270,667
0.02% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,920
shares
|
$246,246
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
10,718
shares
|
$241,690
0.11% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,920
shares
|
$223,696
0.05% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
9,680
shares
|
$218,284
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
9,635
shares
|
$217,269
0.0% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
9,602
shares
|
$216,525
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,450
shares
|
$213,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,300
shares
|
$209,715
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,995
shares
|
$202,837
0.0% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,444
shares
|
$190,412
0.01% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
7,628
shares
|
$172,011
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
7,147
shares
|
$161,164
0.06% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
5,016
shares
|
$113,110
0.02% of portfolio
|
Q2 2025
Added 51.27%
|