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 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,338
shares
|
$95,349
0.0% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
4,271
shares
|
$93,876
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,098
shares
|
$90,074
0.02% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,098
shares
|
$90,074
0.02% of portfolio
|
Q1 2025
Reduced 54.99%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
3,316
shares
|
$72,885
0.01% of portfolio
|
Q2 2024
Added 18.47%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,033
shares
|
$66,665
0.03% of portfolio
|
Q3 2022
Reduced 8.78%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
2,916
shares
|
$64,093
0.04% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,416
shares
|
$53,103
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,925
shares
|
$42,311
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,663
shares
|
$36,552
0.0% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,650
shares
|
$36,267
0.0% of portfolio
|
Q4 2024
Added 1395.82%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,111
shares
|
$24,419
0.0% of portfolio
|
Q1 2025
Added 58.71%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
806
shares
|
$17,715
0.01% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
780
shares
|
$17,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
613
shares
|
$13,473
0.0% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
437
shares
|
$9,605
0.0% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
436
shares
|
$9,583
0.0% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
415
shares
|
$9,121
0.0% of portfolio
|
Q3 2024
Reduced 75.09%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
408
shares
|
$8,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
273
shares
|
$6,000
0.0% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
248
shares
|
$5,451
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
151
shares
|
$3,318
0.0% of portfolio
|
Q3 2021
Added 9.42%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
70
shares
|
$1,538
0.0% of portfolio
|
Q1 2022
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|