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 $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
4,389
shares
|
$98,971
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,355
shares
|
$98,205
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,109
shares
|
$92,657
0.01% of portfolio
|
Q3 2025
Added 90.06%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,098
shares
|
$92,409
0.02% of portfolio
|
Q1 2025
Reduced 54.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,674
shares
|
$82,848
0.02% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
3,140
shares
|
$70,807
0.06% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,033
shares
|
$68,394
0.03% of portfolio
|
Q3 2022
Reduced 8.78%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
2,695
shares
|
$60,772
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,440
shares
|
$55,022
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,925
shares
|
$43,408
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,111
shares
|
$25,053
0.0% of portfolio
|
Q1 2025
Added 58.71%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
795
shares
|
$17,927
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
780
shares
|
$17,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
613
shares
|
$13,823
0.0% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
436
shares
|
$9,831
0.0% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
415
shares
|
$9,358
0.0% of portfolio
|
Q3 2024
Reduced 75.09%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
408
shares
|
$9,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
407
shares
|
$9,177
0.0% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
273
shares
|
$6,156
0.0% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
248
shares
|
$5,592
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
151
shares
|
$3,405
0.0% of portfolio
|
Q3 2021
Added 9.42%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
70
shares
|
$1,578
0.0% of portfolio
|
Q1 2022
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|