Institutional Ownership Nuveen Enhanced Yield U.S. Agg (NUAG)
This table provides information about the institutional ownership of Nuveen Enhanced Yield U.S. Agg (NUAG). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
591,123
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 22.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
301,226
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
72,954
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
70,863
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2022
Reduced 17.66%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
55,641
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
53,905
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
49,781
shares
|
$1.03 Million
0.25% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,019
shares
|
$622,293
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,029
shares
|
$581,041
0.0% of portfolio
|
Q3 2024
Reduced 57.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,191
shares
|
$563,669
0.0% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,305
shares
|
$483,112
0.0% of portfolio
|
Q3 2024
Reduced 44.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,862
shares
|
$453,199
0.0% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
18,037
shares
|
$373,907
0.19% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
16,531
shares
|
$342,687
0.08% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,708
shares
|
$325,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
14,235
shares
|
$295,091
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
11,365
shares
|
$235,596
0.0% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,643
shares
|
$199,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,947
shares
|
$185,471
0.0% of portfolio
|
Q3 2024
Added 78.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,768
shares
|
$78,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,430
shares
|
$71,103
0.0% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,000
shares
|
$62,190
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,616
shares
|
$33,499
0.0% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
994
shares
|
$20,605
0.0% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
827
shares
|
$17,143
0.0% of portfolio
|
Q3 2024
Reduced 8.52%
|