Institutional Ownership Nuveen Enhanced Yield 1 5 Year (NUSA)
This table provides information about the institutional ownership of Nuveen Enhanced Yield 1 5 Year (NUSA). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 813,769 shares, which have been reported (via 13F filing form) to have a value of $19 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
166,783
shares
|
$3.89 Million
0.0% of portfolio
|
Q1 2025
Added 152.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
137,658
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
97,649
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 37.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
84,358
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
77,949
shares
|
$1.82 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,619
shares
|
$760,022
0.0% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
32,252
shares
|
$751,471
0.0% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,346
shares
|
$707,061
0.01% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
28,707
shares
|
$668,873
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
26,209
shares
|
$610,669
0.08% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,797
shares
|
$531,170
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
21,282
shares
|
$495,870
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
18,632
shares
|
$434,125
0.01% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,175
shares
|
$237,077
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,984
shares
|
$232,627
0.0% of portfolio
|
Q1 2025
Reduced 57.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
9,529
shares
|
$222,025
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,708
shares
|
$63,096
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,685
shares
|
$62,560
0.0% of portfolio
|
Q4 2024
Added 65.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,025
shares
|
$23,882
0.0% of portfolio
|
Q4 2024
Reduced 64.35%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
197
shares
|
$4,590
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
131
shares
|
$3,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
93
shares
|
$2,166
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|