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 126 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
116,036
shares
|
$2.57 Million
1.35% of portfolio
|
Q1 2025
Added 63.04%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
115,157
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
110,776
shares
|
$2.46 Million
0.87% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
110,072
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
94,104
shares
|
$2.09 Million
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
91,391
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
89,873
shares
|
$1.99 Million
0.8% of portfolio
|
Q1 2025
Added 356.79%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
84,741
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
83,691
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
80,460
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
78,099
shares
|
$1.73 Million
0.26% of portfolio
|
Q2 2023
Reduced 27.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
71,047
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
65,558
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
55,050
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Added 161.46%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
50,698
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
49,631
shares
|
$1.1 Million
0.62% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
49,397
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
48,367
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
43,906
shares
|
$973,396
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
41,843
shares
|
$927,659
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
38,893
shares
|
$862,257
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
37,610
shares
|
$833,813
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
37,097
shares
|
$822,440
0.04% of portfolio
|
Q1 2025
Reduced 65.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
35,157
shares
|
$779,430
0.0% of portfolio
|
Q1 2025
Reduced 39.89%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
34,704
shares
|
$769,387
0.24% of portfolio
|
Q1 2025
Added 13.92%
|