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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$21,940
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
728
shares
|
$15,972
0.01% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
415
shares
|
$9,105
0.0% of portfolio
|
Q3 2024
Reduced 75.09%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
404
shares
|
$8,863
0.0% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
388
shares
|
$8,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
283
shares
|
$6,209
0.0% of portfolio
|
Q4 2023
Reduced 15.02%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
273
shares
|
$5,989
0.0% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
151
shares
|
$3,312
0.0% of portfolio
|
Q3 2021
Added 9.42%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
70
shares
|
$1,535
0.0% of portfolio
|
Q1 2022
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|