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 26 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
323,307
shares
|
$6.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
152,710
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
137,062
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
83,105
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
71,306
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
70,863
shares
|
$1.51 Million
0.14% of portfolio
|
Q3 2022
Reduced 17.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
56,096
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,924
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
42,163
shares
|
$900,601
0.19% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
38,293
shares
|
$817,938
0.0% of portfolio
|
Q2 2025
Added 88.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
34,075
shares
|
$727,842
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,019
shares
|
$641,205
0.0% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
29,131
shares
|
$622,238
0.27% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,815
shares
|
$615,488
0.0% of portfolio
|
Q2 2025
Reduced 35.89%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
24,774
shares
|
$529,172
0.0% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
23,786
shares
|
$508,068
0.1% of portfolio
|
Q2 2025
Added 47.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,151
shares
|
$366,345
0.0% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
14,235
shares
|
$304,059
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
10,881
shares
|
$232,418
0.0% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,000
shares
|
$64,080
0.05% of portfolio
|
Q3 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,616
shares
|
$34,517
0.0% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
600
shares
|
$12,816
0.0% of portfolio
|
Q3 2024
Reduced 90.55%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
198
shares
|
$4,229
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
175
shares
|
$3,738
0.0% of portfolio
|
Q3 2024
Reduced 81.28%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
85
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
Added 1.19%
|