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 109 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,123,056
shares
|
$24.5 Million
0.09% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
908,471
shares
|
$19.8 Million
0.0% of portfolio
|
Q1 2024
Added 33.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
798,624
shares
|
$17.4 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
599,332
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2024
Added 32.28%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
584,797
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2024
Added 6.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
294,158
shares
|
$6.42 Million
0.55% of portfolio
|
Q1 2024
Added 8.04%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
269,545
shares
|
$5.88 Million
0.63% of portfolio
|
Q1 2024
Added 9.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$5.87 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
254,328
shares
|
$5.55 Million
0.26% of portfolio
|
Q1 2024
Added 17.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
248,888
shares
|
$5.43 Million
0.0% of portfolio
|
Q1 2024
Added 10.43%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.27 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
178,419
shares
|
$3.89 Million
0.1% of portfolio
|
Q1 2024
Added 31.2%
|
|
|
Colorado Capital Management, Inc.
|
Apr 15, 2024 Q1 2024 |
145,801
shares
|
$3.18 Million
1.85% of portfolio
|
Q1 2024
Added 7.16%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
May 09, 2024 Q1 2024 |
145,783
shares
|
$3.18 Million
1.49% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
144,773
shares
|
$3.16 Million
0.04% of portfolio
|
Q1 2024
Added 20.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
115,830
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2024
Added 21.1%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
112,359
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2024
Added 10.73%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
110,689
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
109,963
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2024
Added 4.41%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 03, 2024 Q1 2024 |
97,865
shares
|
$2.14 Million
1.21% of portfolio
|
Q1 2024
Reduced 3.09%
|
|
|
Mayport, LLC
|
Apr 22, 2024 Q1 2024 |
94,104
shares
|
$2.05 Million
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
93,512
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 40.6%
|
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
91,704
shares
|
$2 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
91,019
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
89,732
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2024
Added 123.11%
|
|