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 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,624,096
shares
|
$35.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,016,207
shares
|
$22.4 Million
6.23% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
884,076
shares
|
$19.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
707,582
shares
|
$15.6 Million
0.06% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
594,866
shares
|
$13.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
594,728
shares
|
$13.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
536,741
shares
|
$11.8 Million
8.73% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
443,751
shares
|
$9.78 Million
0.0% of portfolio
|
Q4 2024
Added 38.41%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
377,316
shares
|
$8.32 Million
0.72% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
367,320
shares
|
$8.1 Million
0.3% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
328,483
shares
|
$7.24 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
320,487
shares
|
$7.07 Million
0.74% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
306,083
shares
|
$6.75 Million
0.47% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
301,937
shares
|
$6.66 Million
4.18% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$5.93 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
266,118
shares
|
$5.87 Million
0.0% of portfolio
|
Q4 2024
Added 954.73%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
259,408
shares
|
$5.72 Million
0.12% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
256,355
shares
|
$5.65 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.33 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
235,536
shares
|
$5.19 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
165,729
shares
|
$3.65 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
159,568
shares
|
$3.52 Million
0.09% of portfolio
|
Q4 2024
Added 145.65%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
153,801
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
144,272
shares
|
$3.18 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
141,701
shares
|
$3.12 Million
0.03% of portfolio
|
Q4 2024
Added 5.12%
|