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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
33,856
shares
|
$750,587
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
33,684
shares
|
$746,774
0.01% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
32,804
shares
|
$727,264
0.03% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
32,682
shares
|
$724,559
0.02% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
31,370
shares
|
$695,472
0.12% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,356
shares
|
$695,162
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
30,567
shares
|
$677,670
0.44% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
30,087
shares
|
$667,028
0.13% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,895
shares
|
$574,092
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
25,454
shares
|
$564,315
0.16% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
24,889
shares
|
$551,789
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
24,561
shares
|
$544,517
0.78% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,688
shares
|
$525,162
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
23,175
shares
|
$513,789
0.01% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
22,644
shares
|
$502,017
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
22,644
shares
|
$502,017
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
22,515
shares
|
$499,157
0.0% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
21,818
shares
|
$483,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
21,072
shares
|
$467,166
0.1% of portfolio
|
Q1 2025
Added 44.55%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
19,098
shares
|
$423,402
0.14% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
18,714
shares
|
$414,889
0.03% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,724
shares
|
$392,941
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
17,575
shares
|
$389,637
0.09% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
17,354
shares
|
$384,738
0.13% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
17,070
shares
|
$378,441
0.02% of portfolio
|
Q1 2025
Added 9.82%
|