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 122 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,398
shares
|
$322,515
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
14,223
shares
|
$318,595
0.11% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,643
shares
|
$305,603
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
13,607
shares
|
$304,796
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
12,962
shares
|
$290,348
0.06% of portfolio
|
Q3 2025
Reduced 12.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
12,415
shares
|
$278,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,105
shares
|
$271,152
0.01% of portfolio
|
Q1 2021
Reduced 35.51%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
12,027
shares
|
$269,404
0.11% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
12,003
shares
|
$268,867
0.02% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
11,025
shares
|
$246,959
0.01% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,680
shares
|
$216,832
0.0% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,635
shares
|
$215,824
0.0% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
9,602
shares
|
$215,084
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
9,469
shares
|
$212,105
0.01% of portfolio
|
Q3 2025
Reduced 36.87%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,300
shares
|
$208,320
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
9,297
shares
|
$208,252
0.04% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
9,274
shares
|
$207,737
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,995
shares
|
$201,488
0.0% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,465
shares
|
$189,616
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
7,664
shares
|
$171,673
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
7,537
shares
|
$168,828
0.06% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
5,016
shares
|
$112,358
0.02% of portfolio
|
Q2 2025
Added 51.27%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
4,389
shares
|
$98,313
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,109
shares
|
$92,041
0.01% of portfolio
|
Q3 2025
Added 90.06%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,674
shares
|
$82,297
0.02% of portfolio
|
Q3 2025
Reduced 10.35%
|
|