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 108 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
32,538
shares
|
$739,914
0.0% of portfolio
|
Q2 2024
Reduced 63.74%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
32,404
shares
|
$736,866
0.15% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
32,340
shares
|
$735,411
0.0% of portfolio
|
Q2 2024
Added 17.98%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
31,714
shares
|
$721,176
0.23% of portfolio
|
Q2 2024
Added 0.87%
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
30,313
shares
|
$689,317
0.26% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
30,312
shares
|
$689,294
0.0% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
29,787
shares
|
$677,356
0.13% of portfolio
|
Q2 2024
Added 2.12%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
26,919
shares
|
$612,138
0.03% of portfolio
|
Q2 2024
Added 153.88%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
26,500
shares
|
$602,610
0.0% of portfolio
|
Q2 2024
Reduced 55.21%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
26,428
shares
|
$600,972
0.0% of portfolio
|
Q2 2024
Reduced 29.62%
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Aug 01, 2024 Q2 2024 |
26,266
shares
|
$597,288
0.45% of portfolio
|
Q2 2024
Added 3.19%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
24,276
shares
|
$552,036
0.13% of portfolio
|
Q2 2024
Added 14.27%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
21,651
shares
|
$492,343
0.02% of portfolio
|
Q2 2024
Added 4.42%
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 15, 2024 Q2 2024 |
18,799
shares
|
$427,489
0.16% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
18,473
shares
|
$420,076
0.02% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
17,956
shares
|
$408,319
0.1% of portfolio
|
Q1 2024
Added 19.79%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
17,724
shares
|
$403,043
0.01% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,724
shares
|
$403,043
0.08% of portfolio
|
Q1 2023
New holding
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
17,673
shares
|
$401,884
0.02% of portfolio
|
Q2 2024
New holding
|
|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
17,134
shares
|
$389,627
0.03% of portfolio
|
Q2 2024
Reduced 49.3%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
16,971
shares
|
$385,920
0.0% of portfolio
|
Q1 2024
Added 0.51%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2024 Q2 2024 |
16,691
shares
|
$379,553
0.15% of portfolio
|
Q4 2023
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
16,369
shares
|
$372,231
0.0% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
13,053
shares
|
$296,825
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
12,727
shares
|
$289,411
0.0% of portfolio
|
Q2 2024
Added 2.37%
|