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 121 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
116,036
shares
|
$2.6 Million
1.27% of portfolio
|
Q1 2025
Added 63.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
112,393
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
107,446
shares
|
$2.41 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
107,187
shares
|
$2.4 Million
1.09% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
102,796
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2025
Added 112.53%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
94,104
shares
|
$2.11 Million
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
92,974
shares
|
$2.08 Million
0.64% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
88,654
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
86,511
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
85,449
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
78,099
shares
|
$1.75 Million
0.26% of portfolio
|
Q2 2023
Reduced 27.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
77,266
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 151.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
75,035
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 434.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
67,968
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
65,558
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
54,122
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
52,366
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
51,221
shares
|
$1.15 Million
0.56% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
48,367
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
47,574
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
42,968
shares
|
$962,483
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
42,543
shares
|
$952,963
0.01% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
41,822
shares
|
$936,812
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
37,610
shares
|
$842,464
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
36,753
shares
|
$823,267
0.22% of portfolio
|
Q3 2025
Added 7.4%
|
|