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 |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,105
shares
|
$264,131
0.01% of portfolio
|
Q1 2021
Reduced 35.51%
|
|
Canal Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
11,350
shares
|
$247,657
0.04% of portfolio
|
Q2 2023
New holding
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 07, 2024 Q1 2024 |
11,210
shares
|
$244,602
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
10,758
shares
|
$234,739
0.0% of portfolio
|
Q1 2024
Reduced 16.12%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 13, 2024 Q1 2024 |
10,603
shares
|
$231,357
0.01% of portfolio
|
Q1 2024
New holding
|
|
Stordahl Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
10,229
shares
|
$223,196
0.06% of portfolio
|
Q3 2023
Reduced 2.78%
|
|
Aaron Wealth Advisors LLC
|
Apr 25, 2024 Q1 2024 |
9,965
shares
|
$217,436
0.03% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
9,300
shares
|
$202,926
0.0% of portfolio
|
Q4 2023
New holding
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,300
shares
|
$202,926
0.05% of portfolio
|
Q4 2022
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
8,454
shares
|
$184,466
0.05% of portfolio
|
Q4 2023
Reduced 10.83%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
7,882
shares
|
$171,985
0.02% of portfolio
|
Q1 2024
Added 32.69%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
7,575
shares
|
$165,286
0.01% of portfolio
|
Q1 2024
Added 0.25%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,444
shares
|
$96,968
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
3,784
shares
|
$82,566
0.0% of portfolio
|
Q1 2024
Added 3.05%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,033
shares
|
$66,180
0.03% of portfolio
|
Q3 2022
Reduced 8.78%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
2,799
shares
|
$61,074
0.01% of portfolio
|
Q4 2023
Reduced 20.69%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
2,330
shares
|
$50,840
0.0% of portfolio
|
Q1 2024
Added 2.19%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
2,062
shares
|
$44,992
0.01% of portfolio
|
Q1 2024
Reduced 72.28%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
1,925
shares
|
$42,003
0.02% of portfolio
|
Q4 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
1,666
shares
|
$36,352
0.0% of portfolio
|
Q4 2022
Reduced 76.96%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
1,158
shares
|
$25,267
0.0% of portfolio
|
Q1 2024
Added 1.22%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
1,151
shares
|
$25,114
0.01% of portfolio
|
Q1 2024
Reduced 98.03%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,000
shares
|
$21,820
0.0% of portfolio
|
Q4 2023
New holding
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
670
shares
|
$14,619
0.01% of portfolio
|
Q1 2024
Added 7.37%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
593
shares
|
$12,939
0.01% of portfolio
|
Q1 2024
New holding
|