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 110 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 $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
37,615
shares
|
$825,273
0.16% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
37,610
shares
|
$825,163
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
37,610
shares
|
$825,163
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,133
shares
|
$792,758
0.02% of portfolio
|
Q3 2024
Added 95.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,949
shares
|
$788,721
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
34,835
shares
|
$764,279
0.22% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
32,327
shares
|
$709,254
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
32,196
shares
|
$706,380
0.15% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
31,189
shares
|
$684,286
0.03% of portfolio
|
Q3 2024
Reduced 46.47%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
30,353
shares
|
$665,944
0.29% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,352
shares
|
$665,922
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
29,881
shares
|
$655,589
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
28,612
shares
|
$627,747
0.01% of portfolio
|
Q3 2024
Added 124.81%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
26,307
shares
|
$577,175
0.43% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,895
shares
|
$568,136
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,231
shares
|
$553,568
0.0% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
23,839
shares
|
$523,027
0.05% of portfolio
|
Q3 2024
Reduced 46.21%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
22,995
shares
|
$504,510
0.0% of portfolio
|
Q3 2024
Added 35.5%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,299
shares
|
$423,420
0.1% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
18,938
shares
|
$415,499
0.16% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
18,725
shares
|
$410,826
0.1% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,724
shares
|
$388,864
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,640
shares
|
$387,021
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
17,011
shares
|
$373,221
0.01% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
16,691
shares
|
$366,200
0.15% of portfolio
|
Q4 2023
New holding
|