NuShares Enhanced Yield U.S. Aggregate Bond ETF (NUAG) Institutional Ownership

$20.67
-0.05 (-0.24%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for NuShares Enhanced Yield U.S. Aggregate Bond ETF (NYSEARCA:NUAG)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$10.12M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$229.18K
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NUAG Institutional Buying and Selling by Quarter

NuShares Enhanced Yield U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jane Street Group LLC196,251$4.10M0.0%+56.1%12.266%
4/15/2024 McNamara Financial Services Inc.20,861$436K0.1%+11.9%1.490%
11/13/2023 LPL Financial LLC409,250$8.15M0.0%+523.6%25.578%
10/24/2023 Raymond James & Associates15,194$303K0.0%+22.0%0.950%
8/8/2023Prospera Financial Services Inc56,903$1.18M0.0%N/A3.556%
8/3/2023 CWM LLC1,589$33K0.0%-43.7%0.099%
8/2/2023 Bank of Montreal Can10,426$216K0.0%N/A0.652%
8/2/2023 Beaumont Financial Advisors LLC14,909$309K0.0%-28.7%0.932%
7/31/2023 LPL Financial LLC65,624$1.36M0.0%+2.3%4.102%
7/26/2023 Janney Montgomery Scott LLC16,995$352K0.0%+3.7%1.214%
7/25/2023 Raymond James & Associates12,459$258K0.0%N/A0.890%
7/17/2023 Alta Wealth Advisors LLC26,995$559K0.3%-12.4%1.928%
5/8/2023 Beaumont Financial Advisors LLC20,909$440K0.0%-13.6%1.394%
5/5/2023 Assetmark Inc.2,638$55K0.0%-26.3%0.176%
4/28/2023 Janney Montgomery Scott LLC16,387$344K0.0%+50.6%1.092%
4/27/2023Simplicity Solutions LLC11,672$245K0.0%-42.7%0.778%
4/10/2023 McNamara Financial Services Inc.18,106$381K0.1%+8.6%1.132%
3/6/2023 OLD Mission Capital LLC6,505$133K0.0%-55.2%0.407%
2/10/2023 Assetmark Inc.3,579$73K0.0%-99.4%0.224%
2/7/2023 Bleakley Financial Group LLC20,366$417K0.0%N/A1.273%
2/7/2023 Envestnet Asset Management Inc.25,301$518K0.0%-91.5%1.581%
2/1/2023 Janney Montgomery Scott LLC10,884$223K0.0%N/A0.680%
1/25/2023 Beaumont Financial Advisors LLC24,192$495K0.0%N/A1.512%
1/20/2023 Alta Wealth Advisors LLC31,243$639K0.4%-19.9%1.953%
1/20/2023 Miracle Mile Advisors LLC10,542$216K0.0%-22.6%0.659%
1/20/2023 CFM Wealth Partners LLC16,673$341K0.1%N/A1.042%
1/20/2023 McNamara Financial Services Inc.16,673$341K0.1%+5.8%1.042%
1/13/2023 Dynamic Advisor Solutions LLC13,587$278K0.0%-30.5%0.849%
11/14/2022 OLD Mission Capital LLC14,518$295K0.0%N/A0.807%
11/10/2022 Envestnet Asset Management Inc.297,622$6.05M0.0%-28.3%16.535%
11/10/2022 Beaumont Capital Management LLC233,373$4.75M4.7%-4.8%12.965%
11/9/2022 Aveo Capital Partners LLC25,269$514K0.1%-87.3%1.404%
11/1/2022 Assetmark Inc.614,141$12.49M0.1%-82.0%34.119%
10/28/2022 McNamara Financial Services Inc.15,765$321K0.1%-15.4%0.876%
10/27/2022 CWM LLC5,209$106K0.0%N/A0.289%
10/20/2022 Dynamic Advisor Solutions LLC19,536$397K0.0%-39.8%1.085%
10/12/2022Sawtooth Solutions LLC19,962$406K0.1%-32.3%0.713%
8/15/2022 Atria Wealth Solutions Inc.19,972$430K0.0%N/A0.266%
8/12/2022 Axxcess Wealth Management LLC22,754$490K0.0%N/A0.303%
8/11/2022Quantitative Advantage LLC170,823$3.68M0.6%-5.6%2.278%
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8/5/2022 Ascent Group LLC75,679$1.67M0.2%-56.9%1.009%
8/5/2022 Aveo Capital Partners LLC198,542$4.28M0.7%-6.5%2.647%
8/4/2022Beaumont Financial Partners LLC86,065$1.85M0.2%-20.0%1.148%
8/3/2022 Envestnet Asset Management Inc.414,836$8.93M0.0%+3.8%5.531%
8/3/2022 AE Wealth Management LLC16,371$352K0.0%N/A0.218%
8/3/2022 Assetmark Inc.3,412,866$73.48M0.3%-51.7%45.505%
7/28/2022 Alta Wealth Advisors LLC39,006$840K0.6%-21.1%0.520%
7/27/2022 Csenge Advisory Group47,461$1.02M0.1%-39.5%0.633%
7/27/2022 Dynamic Advisor Solutions LLC32,431$698K0.1%-2.5%0.432%
7/22/2022 Stratos Wealth Partners LTD.23,722$511K0.0%-22.2%0.300%
7/15/2022 Miracle Mile Advisors LLC13,756$296K0.0%-81.1%0.174%
7/13/2022 Private Advisor Group LLC30,155$649K0.0%-11.4%0.382%
7/13/2022 McNamara Financial Services Inc.18,636$401K0.1%+19.5%0.236%
6/10/2022 J.W. Cole Advisors Inc.20,412$74K0.0%N/A0.140%
5/17/2022Quantitative Advantage LLC181,008$4.16M0.6%+16.7%1.240%
5/12/2022 Private Advisor Group LLC34,047$782K0.0%-1.6%0.233%
5/9/2022 Advisors Preferred LLC18,511$424K0.0%+4.6%0.127%
5/9/2022 Csenge Advisory Group78,512$1.80M0.1%N/A0.538%
5/9/2022Beaumont Financial Partners LLC107,618$2.47M0.2%+1.9%0.737%
5/4/2022Commonwealth Equity Services LLC9,692$222K0.0%-6.7%0.066%
5/4/2022 Envestnet Asset Management Inc.399,604$9.18M0.0%-4.6%2.737%
4/29/2022 Accel Wealth Management1,776$41K0.0%-29.8%0.012%
4/27/2022Wealthpoint LLC19,201$441K0.2%-3.6%0.132%
4/26/2022 Stratos Wealth Partners LTD.30,481$700K0.0%N/A0.209%
4/25/2022 Miracle Mile Advisors LLC72,965$1.68M0.1%N/A0.500%
4/11/2022 Dynamic Advisor Solutions LLC33,261$764K0.1%-18.6%0.226%
3/1/2022 Ascent Group LLC175,372$4.23M0.5%N/A1.193%
2/18/2022 Paradigm Financial Partners LLC25,620$621K0.1%N/A0.174%
2/10/2022 Private Advisor Group LLC34,608$852K0.0%-37.0%0.235%
2/10/2022 Paradigm Financial Partners LLC25,620$621K0.0%N/A0.174%
2/10/2022 OLD Mission Capital LLC31,499$776K0.0%N/A0.214%
2/9/2022 Beaumont Capital Management LLC269,807$6.64M3.8%+4.8%1.835%
2/8/2022 Bank of America Corp DE90,429$2.23M0.0%-11.5%0.615%
2/7/2022Quantitative Advantage LLC155,138$3.82M0.6%+0.5%1.055%
2/7/2022Beaumont Financial Partners LLC105,640$2.60M0.2%-10.3%0.719%
2/4/2022 Envestnet Asset Management Inc.418,792$10.31M0.0%-19.6%2.849%
2/3/2022 Advisor Group Holdings Inc.539,308$13.28M0.0%+3.1%3.669%
1/26/2022 Dynamic Advisor Solutions LLC40,858$1.01M0.1%+10.2%0.278%
11/16/2021 MML Investors Services LLC12,367$307K0.0%+13.1%0.085%
11/12/2021 Assetmark Inc.6,934,122$172.09M0.8%+1,024,142.5%47.494%
11/9/2021Sawtooth Solutions LLC359,277$8.92M1.4%+11.1%2.461%
11/5/2021 Truist Financial Corp24,189$600K0.0%-2.4%0.166%
11/5/2021 Advisor Group Holdings Inc.523,246$12.99M0.0%+1,481.4%3.584%
11/3/2021 Beaumont Capital Management LLC257,384$6.39M5.5%+74.7%1.763%
11/2/2021 Raymond James & Associates14,900$370K0.0%-8.0%0.102%
11/1/2021Wealthpoint LLC18,353$455K0.2%N/A0.126%
10/29/2021Commonwealth Equity Services LLC10,370$257K0.0%-9.2%0.071%
10/27/2021 Advisors Preferred LLC17,704$440K0.1%+5.3%0.121%
10/20/2021 Csenge Advisory Group64,590$1.61M0.1%N/A0.449%
10/14/2021 Private Advisor Group LLC54,911$1.36M0.0%+52.8%0.381%
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10/13/2021 Alta Wealth Advisors LLC43,665$1.08M0.8%+5.1%0.303%
9/1/2021Sawtooth Solutions LLC323,263$8.06M1.6%+5.3%4.685%
8/24/2021 Flow Traders U.S. LLC33,873$845K0.0%N/A0.491%
8/16/2021 Bank of America Corp DE107,164$2.67M0.0%-8.1%1.553%
8/13/2021 OLD Mission Capital LLC84,175$2.10M0.1%N/A1.220%
8/12/2021 Private Advisor Group LLC35,935$896K0.0%+6.7%0.521%
8/10/2021 Dynamic Advisor Solutions LLC36,915$920K0.1%+2.6%0.535%
8/4/2021 Envestnet Asset Management Inc.512,518$12.78M0.0%-15.6%7.428%
8/4/2021 McNamara Financial Services Inc.15,434$385K0.1%+85.8%0.224%
8/4/2021Beaumont Financial Partners LLC119,454$2.98M0.2%-55.6%1.731%
(Data available from 1/1/2016 forward)

NUAG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUAG shares?

During the previous two years, 31 institutional investors and hedge funds held shares of NuShares Enhanced Yield U.S. Aggregate Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($8.15M), Beaumont Capital Management LLC ($4.75M), Jane Street Group LLC ($4.10M), Quantitative Advantage LLC ($3.68M), Beaumont Financial Partners LLC ($1.85M), Ascent Group LLC ($1.67M), and Prospera Financial Services Inc ($1.18M).Learn more on NUAG's institutional investors.

Which institutional investors have been buying NuShares Enhanced Yield U.S. Aggregate Bond ETF stock?

Of the 17 institutional investors that purchased NuShares Enhanced Yield U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($345.09K), Jane Street Group LLC ($70.54K), Prospera Financial Services Inc ($56.90K), Beaumont Financial Advisors LLC ($24.19K), Axxcess Wealth Management LLC ($22.75K), J.W. Cole Advisors Inc. ($20.41K), and Bleakley Financial Group LLC ($20.37K).

How much institutional buying is happening at NuShares Enhanced Yield U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 698,437 shares in the last 24 months. This purchase volume represents approximately $14.29M in transactions.

Which NuShares Enhanced Yield U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold NuShares Enhanced Yield U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($7.06M), Envestnet Asset Management Inc. ($389.54K), Aveo Capital Partners LLC ($186.97K), Ascent Group LLC ($100.01K), Miracle Mile Advisors LLC ($62.28K), Csenge Advisory Group ($31.05K), and Alta Wealth Advisors LLC ($22.05K).

How much institutional selling is happening at NuShares Enhanced Yield U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 7,966,371 shares in the last 24 months. This volume of shares sold represents approximately $166.81M in transactions.


This page (NYSEARCA:NUAG) was last updated on 5/18/2024 by MarketBeat.com Staff

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