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 124 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,624,096
shares
|
$35.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
1,047,489
shares
|
$22.9 Million
5.67% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
874,788
shares
|
$19.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
733,872
shares
|
$16 Million
0.07% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
594,866
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
594,728
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
569,691
shares
|
$12.5 Million
9.35% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
443,751
shares
|
$9.7 Million
0.0% of portfolio
|
Q4 2024
Added 38.41%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
377,316
shares
|
$8.25 Million
0.72% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
367,320
shares
|
$8.03 Million
0.3% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
328,483
shares
|
$7.18 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
318,919
shares
|
$6.97 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
306,083
shares
|
$6.69 Million
0.47% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
301,937
shares
|
$6.6 Million
4.18% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,947
shares
|
$5.88 Million
0.09% of portfolio
|
Q3 2023
Added 5.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
266,118
shares
|
$5.82 Million
0.0% of portfolio
|
Q4 2024
Added 954.73%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
259,583
shares
|
$5.67 Million
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
246,360
shares
|
$5.39 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
241,677
shares
|
$5.28 Million
0.53% of portfolio
|
Q2 2023
Added 30.12%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
176,406
shares
|
$3.86 Million
1.82% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
153,801
shares
|
$3.36 Million
0.0% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
144,272
shares
|
$3.15 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
140,383
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 140.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
137,708
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
131,829
shares
|
$2.88 Million
0.01% of portfolio
|
Q4 2024
Added 9.61%
|