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 $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,061
shares
|
$198,979
0.01% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
7,633
shares
|
$167,620
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,058
shares
|
$111,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
4,389
shares
|
$96,382
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,338
shares
|
$95,262
0.0% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,098
shares
|
$89,992
0.02% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
3,316
shares
|
$72,819
0.01% of portfolio
|
Q2 2024
Added 18.47%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,033
shares
|
$66,604
0.03% of portfolio
|
Q3 2022
Reduced 8.78%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
2,779
shares
|
$61,026
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,400
shares
|
$52,704
0.0% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,163
shares
|
$47,499
0.0% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,925
shares
|
$42,273
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
782
shares
|
$17,172
0.01% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
780
shares
|
$17,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
700
shares
|
$15,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
546
shares
|
$11,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
437
shares
|
$9,596
0.0% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
436
shares
|
$9,574
0.0% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
415
shares
|
$9,113
0.0% of portfolio
|
Q3 2024
Reduced 75.09%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
408
shares
|
$8,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
273
shares
|
$5,995
0.0% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
248
shares
|
$5,446
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
151
shares
|
$3,315
0.0% of portfolio
|
Q3 2021
Added 9.42%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
70
shares
|
$1,537
0.0% of portfolio
|
Q1 2022
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|