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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
16,374
shares
|
$359,245
0.02% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
15,715
shares
|
$344,787
0.02% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,643
shares
|
$299,327
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,547
shares
|
$275,281
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,105
shares
|
$265,583
0.01% of portfolio
|
Q1 2021
Reduced 35.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,985
shares
|
$262,950
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,474
shares
|
$251,739
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
11,455
shares
|
$251,322
0.03% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,022
shares
|
$241,822
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
10,380
shares
|
$227,737
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
9,895
shares
|
$217,096
0.03% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
9,588
shares
|
$210,360
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,300
shares
|
$204,042
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,196
shares
|
$201,760
0.01% of portfolio
|
Q3 2024
Reduced 48.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
9,105
shares
|
$199,763
0.05% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,818
shares
|
$193,466
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,523
shares
|
$186,994
0.02% of portfolio
|
Q3 2024
Added 20.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,640
shares
|
$167,621
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,517
shares
|
$99,102
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
4,052
shares
|
$88,900
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,811
shares
|
$83,613
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,316
shares
|
$72,753
0.01% of portfolio
|
Q2 2024
Added 18.47%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,033
shares
|
$66,544
0.03% of portfolio
|
Q3 2022
Reduced 8.78%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,373
shares
|
$52,063
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,925
shares
|
$42,234
0.02% of portfolio
|
Q4 2023
New holding
|