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 109 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
82,880
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2024
Added 4.46%
|
|
Boston Standard Wealth Management, LLC
|
Apr 11, 2024 Q1 2024 |
80,885
shares
|
$1.76 Million
0.4% of portfolio
|
Q1 2024
Added 7.28%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
78,099
shares
|
$1.7 Million
0.26% of portfolio
|
Q2 2023
Reduced 27.88%
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
76,812
shares
|
$1.68 Million
0.23% of portfolio
|
Q1 2024
Added 10.36%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
76,267
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2024
Reduced 40.79%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
76,090
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2024
Added 8.49%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
65,558
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2022
Reduced 2.18%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
60,553
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2024
Added 0.84%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
59,168
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
58,162
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
Added 22.69%
|
|
Lockerman Financial Group, Inc.
|
Apr 15, 2024 Q1 2024 |
58,156
shares
|
$1.27 Million
2.56% of portfolio
|
Q1 2024
Added 10.84%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
58,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
53,425
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2024
Added 2.21%
|
|
Evolution Advisers, Inc.
|
May 03, 2024 Q1 2024 |
51,210
shares
|
$1.12 Million
0.66% of portfolio
|
Q1 2024
Added 13.03%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
51,146
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2024
Added 3.89%
|
|
Keudell
|
May 07, 2024 Q1 2024 |
49,890
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2024
Added 16.44%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
48,281
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2024
Added 14.46%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
45,561
shares
|
$994,141
0.0% of portfolio
|
Q1 2024
New holding
|
|
Litman Gregory Wealth Management LLC
|
May 03, 2024 Q1 2024 |
44,276
shares
|
$966,102
0.09% of portfolio
|
Q4 2023
Added 19.69%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
42,467
shares
|
$926,629
0.0% of portfolio
|
Q1 2024
Added 6.58%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
42,247
shares
|
$921,829
0.02% of portfolio
|
Q1 2024
Added 11.71%
|
|
Cable Hill Partners, LLC
Portland, OR |
Apr 29, 2024 Q1 2024 |
42,087
shares
|
$918,338
0.14% of portfolio
|
Q4 2023
Added 5.28%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
37,553
shares
|
$819,406
0.0% of portfolio
|
Q1 2024
Added 6.21%
|
|
Legacy Financial Group LLC
|
Apr 10, 2024 Q1 2024 |
36,257
shares
|
$791,127
0.16% of portfolio
|
Q1 2024
New holding
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
35,729
shares
|
$779,606
0.0% of portfolio
|
Q1 2024
Added 7.59%
|