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Nuveen ESG U.S. Aggregate Bond ETF (NUBD) Institutional Ownership

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$21.68
-0.08 (-0.37%)
(As of 05/17/2024 06:40 PM ET)
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Institutional Ownership Changes (13F Filings) for Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$56.46M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$24.09M
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NUBD Institutional Buying and Selling by Quarter

Nuveen ESG U.S. Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Axxcess Wealth Management LLC51,146$1.12M0.0%+3.9%0.318%
5/8/2024 US Bancorp DE58,162$1.28M0.0%+22.7%0.361%
5/7/2024 Keudell Morrison Wealth Management49,890$1.10M0.3%+16.4%0.310%
5/4/2024 Evolution Advisers Inc.51,210$1.13M0.6%+13.0%0.318%
5/4/2024 Silver Oak Advisory Group Inc.97,865$2.15M1.2%-3.1%0.608%
5/1/2024 Cherry Tree Wealth Management LLC17,956$394K0.1%+19.8%0.112%
5/1/2024 Mission Wealth Management LP42,247$928K0.0%+11.7%0.262%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.42,052$924K0.1%-15.1%0.261%
4/30/2024 Private Advisor Group LLC109,963$2.42M0.0%+4.4%0.683%
4/29/2024Commonwealth Equity Services LLC112,359$2.47M0.0%+10.7%0.698%
4/27/2024 BayBridge Capital Group LLC25,453$545K0.5%+10.9%0.158%
4/26/2024 UMB Bank n.a.91,704$2.02M0.0%-1.1%0.570%
4/25/2024 Cambridge Investment Research Advisors Inc.1,123,056$24.67M0.1%+0.2%7.108%
4/24/2024 First Pacific Financial31,439$691K0.2%+56.9%0.199%
4/23/2024 Charter Oak Capital Management LLC269,545$5.92M0.6%+10.0%1.706%
4/18/2024 Miracle Mile Advisors LLC178,419$3.92M0.1%+31.2%1.129%
4/16/2024 Lockerman Financial Group Inc.58,156$1.28M2.4%+10.8%0.368%
4/16/2024 Colorado Capital Management Inc.145,801$3.20M1.9%+7.2%0.923%
4/16/2024 Wealth Enhancement Advisory Services LLC42,467$933K0.0%+6.6%0.269%
4/15/2024 Sandbox Financial Partners LLC19,626$431K0.2%-5.6%0.124%
4/15/2024 Wealthcare Advisory Partners LLC20,734$456K0.0%+4.4%0.131%
4/12/2024 CGN Advisors LLC76,812$1.69M0.2%+10.4%0.486%
4/12/2024 AdvisorNet Financial Inc53,425$1.17M0.1%+2.2%0.338%
4/11/2024 Boston Standard Wealth Management LLC80,885$1.78M0.4%+7.3%0.512%
4/10/2024 LexAurum Advisors LLC21,245$467K0.1%+7.7%0.170%
4/10/2024 Park Avenue Securities LLC144,773$3.18M0.0%+20.2%1.158%
4/10/2024 Legacy Financial Group LLC36,257$797K0.2%N/A0.290%
3/6/2024 SageView Advisory Group LLC122,022$2.70M0.1%+26.6%0.976%
2/12/2024 Cantor Fitzgerald Investment Advisors L.P.49,508$1.10M0.1%N/A0.396%
2/9/2024 Avantax Planning Partners Inc.60,051$1.34M0.1%-5.0%0.480%
2/9/2024 BayBridge Capital Group LLC22,957$510K0.5%N/A0.184%
2/9/2024 SageView Advisory Group LLC122,022$2.70M0.1%+26.6%0.976%
2/9/2024 US Bancorp DE47,406$1.06M0.0%+1.3%0.379%
2/9/2024 Cambridge Investment Research Advisors Inc.1,121,023$24.95M0.1%-7.5%8.968%
2/9/2024 Tidemark LLC1,925$43K0.0%N/A0.015%
2/9/2024 Assetmark Inc.109,627$2.44M0.0%+7.1%0.877%
2/7/2024 Envestnet Portfolio Solutions Inc.798,888$17.78M0.1%+5.7%6.391%
2/6/2024 Cherry Tree Wealth Management LLC14,989$334K0.1%-18.1%0.120%
2/6/2024 Private Advisor Group LLC105,320$2.34M0.0%+3.6%0.843%
2/6/2024 Wealthcare Advisory Partners LLC19,865$442K0.0%-8.1%0.159%
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2/6/2024 Vestmark Advisory Solutions Inc.216,091$4.81M0.2%+5.7%1.729%
2/6/2024 Axxcess Wealth Management LLC49,230$1.10M0.0%+75.4%0.394%
2/5/2024 Mission Wealth Management LP37,819$842K0.0%+7.9%0.303%
2/2/2024 IAG Wealth Partners LLC2,799$62K0.0%-20.7%0.022%
2/2/2024 Silver Oak Advisory Group Inc.100,990$2.25M1.3%+15.6%0.808%
2/1/2024 Kelman Lazarov Inc.29,448$656K0.1%+35.1%0.236%
1/31/2024 Litman Gregory Wealth Management LLC44,276$986K0.1%+19.7%0.354%
1/30/2024 Bear Mountain Capital Inc.16,691$368K0.2%N/A0.134%
1/29/2024 Mayport LLC94,104$2.10M1.0%N/A0.753%
1/26/2024 Aaron Wealth Advisors LLC10,282$229K0.0%N/A0.082%
1/26/2024 Charter Oak Capital Management LLC245,127$5.46M0.6%+4.3%1.961%
1/24/2024 Stratos Wealth Partners LTD.13,195$294K0.0%+15.9%0.106%
1/24/2024 Allworth Financial LP26,031$579K0.0%+939.6%0.208%
1/24/2024 Private Trust Co. NA5,940$132K0.0%-31.7%0.048%
1/24/2024 Walkner Condon Financial Advisors LLC34,049$758K0.2%-16.2%0.272%
1/23/2024 UMB Bank n.a.92,729$2.06M0.0%-7.8%0.742%
1/22/2024 Miracle Mile Advisors LLC135,989$3.03M0.1%+41.2%1.088%
1/19/2024 AdvisorNet Financial Inc52,270$1.16M0.1%+12.1%0.418%
1/19/2024 Colorado Capital Management Inc.136,053$3.03M2.0%+388.5%1.088%
1/18/2024 Sandbox Financial Partners LLC20,791$463K0.2%-20.7%0.166%
1/18/2024 Lockerman Financial Group Inc.52,469$1.17M2.7%-1.0%0.420%
1/18/2024 Procyon Advisors LLC59,956$1.34M0.1%+15.4%0.480%
1/18/2024 First Pacific Financial20,042$446K0.1%+500,950.0%0.160%
1/16/2024 Raymond James Financial Services Advisors Inc.11,684$260K0.0%-45.2%0.093%
1/16/2024 Raymond James & Associates35,356$787K0.0%-1.7%0.283%
1/12/2024 CX Institutional42,181$939K0.1%-36.4%0.337%
1/12/2024 CGC Financial Services LLC58,511$1.30M0.6%N/A0.468%
1/11/2024 LexAurum Advisors LLC19,734$439K0.1%+3.9%0.158%
1/10/2024 Financial Network Wealth Management LLC148,572$3.31M1.4%-11.2%1.189%
1/5/2024 CGN Advisors LLC69,601$1.55M0.2%+46.9%0.557%
12/14/2023 WNY Asset Management LLC11,154$235K0.0%N/A0.089%
11/30/2023 Modera Wealth Management LLC15,305$323K0.0%N/A0.122%
11/15/2023 Axxcess Wealth Management LLC28,065$592K0.0%N/A0.225%
11/14/2023 Sand Hill Global Advisors LLC11,334$239K0.0%+5.1%0.091%
11/13/2023 Mariner LLC78,961$1.67M0.0%+48.2%0.632%
11/13/2023 LPL Financial LLC251,062$5.30M0.0%+16.3%2.008%
11/13/2023 Envestnet Asset Management Inc.586,098$12.37M0.0%-55.7%4.689%
11/13/2023 Envestnet Portfolio Solutions Inc.755,688$15.95M0.1%N/A6.046%
11/13/2023 WCG Wealth Advisors LLC273,814$5.78M0.4%-9.5%2.191%
11/9/2023 UBS Group AG93,516$1.97M0.0%+95.5%0.748%
11/8/2023 HighTower Advisors LLC82,492$1.74M0.0%N/A0.660%
11/8/2023 New York Life Investment Management LLC33,320$703K0.0%-2.9%0.267%
11/6/2023 Vestmark Advisory Solutions Inc.204,463$4.31M0.3%+10.3%1.636%
11/6/2023 Avantax Planning Partners Inc.63,184$1.33M0.1%-10.5%0.505%
11/6/2023 Silver Oak Advisory Group Inc.87,359$1.84M1.2%+135.6%0.699%
11/3/2023 SageView Advisory Group LLC96,373$2.03M0.1%+4.3%0.771%
11/3/2023 Private Advisor Group LLC101,621$2.14M0.0%+60.2%0.813%
11/2/2023 Gitterman Wealth Management LLC58,913$1.24M0.6%+3.6%0.471%
11/1/2023 Wealthfront Advisers LLC30,880$652K0.0%-28.7%0.247%
10/31/2023 Allworth Financial LP2,504$53K0.0%-79.9%0.020%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
10/30/2023 Kelman Lazarov Inc.21,790$460K0.1%+16.7%0.174%
10/27/2023 Assetmark Inc.102,384$2.16M0.0%+10.8%0.819%
10/27/2023 Cable Hill Partners LLC39,975$843K0.1%N/A0.320%
10/27/2023 Colorado Capital Management Inc.27,850$588K0.4%N/A0.223%
10/26/2023 Park Avenue Securities LLC131,311$2.77M0.0%+2.2%1.050%
10/25/2023 Miracle Mile Advisors LLC96,288$2.03M0.1%+15.1%0.770%
10/24/2023 Legacy Financial Group LLC35,328$745K0.0%+6.2%0.283%
10/24/2023 IAG Wealth Partners LLC3,529$74K0.0%+20.9%0.028%
10/24/2023 Stratos Wealth Partners LTD.11,385$240K0.0%-13.9%0.091%
10/24/2023 Mission Wealth Management LP35,061$740K0.0%+13.1%0.280%
(Data available from 1/1/2016 forward)

NUBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUBD shares?

During the previous two years, 98 institutional investors and hedge funds held shares of Nuveen ESG U.S. Aggregate Bond ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($24.67M), Envestnet Portfolio Solutions Inc. ($17.78M), Envestnet Asset Management Inc. ($12.37M), Charter Oak Capital Management LLC ($5.92M), Colony Group LLC ($5.85M), WCG Wealth Advisors LLC ($5.78M), and Koss Olinger Consulting LLC ($5.35M).Learn more on NUBD's institutional investors.

Which institutional investors have been buying Nuveen ESG U.S. Aggregate Bond ETF stock?

Of the 92 institutional investors that purchased Nuveen ESG U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($798.89K), Charter Oak Capital Management LLC ($269.55K), WCG Wealth Advisors LLC ($216.11K), Financial Network Wealth Management LLC ($171.94K), Koss Olinger Consulting LLC ($157.69K), Private Advisor Group LLC ($149.25K), and Colorado Capital Management Inc. ($145.80K).

How much institutional buying is happening at Nuveen ESG U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 4,594,699 shares in the last 24 months. This purchase volume represents approximately $100.40M in transactions.

Which Nuveen ESG U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 47 institutional investors that sold Nuveen ESG U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($936.03K), Aaron Wealth Advisors LLC ($277.75K), Cambridge Investment Research Advisors Inc. ($266.50K), UBS Group AG ($74.22K), Walkner Condon Financial Advisors LLC ($58.29K), CX Institutional ($54.93K), and LPL Financial LLC ($45.82K).

How much institutional selling is happening at Nuveen ESG U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 2,230,105 shares in the last 24 months. This volume of shares sold represents approximately $48.61M in transactions.


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This page (NYSEARCA:NUBD) was last updated on 5/20/2024 by MarketBeat.com Staff

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