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 110 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,815,486
shares
|
$39.8 Million
0.0% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
930,869
shares
|
$20.4 Million
6.37% of portfolio
|
Q3 2024
Added 2835.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
913,441
shares
|
$20 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
686,374
shares
|
$15.1 Million
0.06% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
593,238
shares
|
$13 Million
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
589,558
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
373,916
shares
|
$8.2 Million
0.74% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
333,439
shares
|
$7.32 Million
0.31% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
320,602
shares
|
$7.03 Million
0.0% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
298,528
shares
|
$6.55 Million
4.86% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
282,179
shares
|
$6.19 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$5.9 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
268,073
shares
|
$5.88 Million
0.66% of portfolio
|
Q3 2024
Added 39.46%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
257,270
shares
|
$5.64 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.3 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
224,699
shares
|
$4.93 Million
0.12% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
168,596
shares
|
$3.7 Million
1.89% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
144,763
shares
|
$3.18 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
140,800
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
137,789
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
134,802
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
126,155
shares
|
$2.77 Million
1.47% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
120,270
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
109,567
shares
|
$2.4 Million
0.02% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
106,971
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.69%
|