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 111 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 $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
106,388
shares
|
$2.36 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
94,104
shares
|
$2.08 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
93,998
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
90,510
shares
|
$2 Million
0.4% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
85,028
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
83,383
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,685
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
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%
|
|
|
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%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
64,958
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
61,967
shares
|
$1.37 Million
0.77% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
61,697
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
58,371
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,180
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
52,500
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
51,426
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
51,015
shares
|
$1.13 Million
2.07% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
44,287
shares
|
$980,957
0.0% of portfolio
|
Q2 2024
Reduced 52.64%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
42,695
shares
|
$945,694
0.1% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
42,358
shares
|
$938,229
0.02% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
41,192
shares
|
$912,402
0.0% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
40,551
shares
|
$898,204
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
38,197
shares
|
$846,063
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
38,177
shares
|
$845,620
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
38,054
shares
|
$842,896
0.04% of portfolio
|
Q3 2024
Added 0.02%
|