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 125 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $304 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
18,807
shares
|
$417,139
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,473
shares
|
$409,731
0.01% of portfolio
|
Q4 2024
Reduced 48.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
18,200
shares
|
$403,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
17,889
shares
|
$396,778
0.03% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
17,724
shares
|
$393,118
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
17,575
shares
|
$389,813
0.09% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
15,543
shares
|
$344,743
0.01% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,578
shares
|
$323,340
0.07% of portfolio
|
Q4 2024
Reduced 54.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,398
shares
|
$319,347
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,643
shares
|
$302,601
0.0% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,567
shares
|
$300,916
0.05% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,622
shares
|
$279,955
0.0% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,105
shares
|
$268,488
0.01% of portfolio
|
Q1 2021
Reduced 35.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,006
shares
|
$266,293
0.0% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,830
shares
|
$262,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
11,592
shares
|
$257,110
0.03% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,556
shares
|
$256,312
0.0% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,743
shares
|
$238,279
0.01% of portfolio
|
Q4 2024
Added 137.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,743
shares
|
$238,279
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
10,380
shares
|
$230,228
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
9,895
shares
|
$219,471
0.03% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
9,777
shares
|
$216,853
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
9,313
shares
|
$206,562
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
9,300
shares
|
$206,274
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
9,105
shares
|
$201,948
0.05% of portfolio
|
Q2 2024
Added 7.7%
|