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

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$21.38
+0.04 (+0.19%)
(As of 04/26/2024 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)
66
Total
Institutional Inflows
(last 12 months)
$60.19M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$26.93M
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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
4/26/2024UMB 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%
3/6/2024SageView Advisory Group LLC122,022$2.70M0.1%+26.6%0.976%
2/12/2024Cantor Fitzgerald Investment Advisors L.P.49,508$1.10M0.1%N/A0.396%
2/9/2024Avantax Planning Partners Inc.60,051$1.34M0.1%-5.0%0.480%
2/9/2024BayBridge Capital Group LLC22,957$510K0.5%N/A0.184%
2/9/2024SageView Advisory Group LLC122,022$2.70M0.1%+26.6%0.976%
2/9/2024US 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%
2/9/2024Tidemark LLC1,925$43K0.0%N/A0.015%
2/9/2024Assetmark Inc.109,627$2.44M0.0%+7.1%0.877%
2/7/2024Envestnet Portfolio Solutions Inc.798,888$17.78M0.1%+5.7%6.391%
2/6/2024Cherry Tree Wealth Management LLC14,989$334K0.1%-18.1%0.120%
2/6/2024Private 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%
2/6/2024Vestmark Advisory Solutions Inc.216,091$4.81M0.2%+5.7%1.729%
2/6/2024Axxcess Wealth Management LLC49,230$1.10M0.0%+75.4%0.394%
2/5/2024Mission Wealth Management LP37,819$842K0.0%+7.9%0.303%
2/2/2024 IAG Wealth Partners LLC2,799$62K0.0%-20.7%0.022%
2/2/2024Silver Oak Advisory Group Inc.100,990$2.25M1.3%+15.6%0.808%
2/1/2024Kelman Lazarov Inc.29,448$656K0.1%+35.1%0.236%
1/31/2024Litman Gregory Wealth Management LLC44,276$986K0.1%+19.7%0.354%
1/30/2024Bear Mountain Capital Inc.16,691$368K0.2%N/A0.134%
1/29/2024 Mayport LLC94,104$2.10M1.0%N/A0.753%
1/26/2024Aaron 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%
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1/24/2024 Stratos Wealth Partners LTD.13,195$294K0.0%+15.9%0.106%
1/24/2024Allworth 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%
1/23/2024UMB 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%
1/10/2024Financial 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%
12/14/2023WNY Asset Management LLC11,154$235K0.0%N/A0.089%
11/30/2023Modera Wealth Management LLC15,305$323K0.0%N/A0.122%
11/15/2023Axxcess Wealth Management LLC28,065$592K0.0%N/A0.225%
11/14/2023Sand Hill Global Advisors LLC11,334$239K0.0%+5.1%0.091%
11/13/2023Mariner LLC78,961$1.67M0.0%+48.2%0.632%
11/13/2023LPL Financial LLC251,062$5.30M0.0%+16.3%2.008%
11/13/2023Envestnet Asset Management Inc.586,098$12.37M0.0%-55.7%4.689%
11/13/2023Envestnet Portfolio Solutions Inc.755,688$15.95M0.1%N/A6.046%
11/13/2023WCG Wealth Advisors LLC273,814$5.78M0.4%-9.5%2.191%
11/9/2023UBS Group AG93,516$1.97M0.0%+95.5%0.748%
11/8/2023HighTower Advisors LLC82,492$1.74M0.0%N/A0.660%
11/8/2023New York Life Investment Management LLC33,320$703K0.0%-2.9%0.267%
11/6/2023Vestmark Advisory Solutions Inc.204,463$4.31M0.3%+10.3%1.636%
11/6/2023Avantax Planning Partners Inc.63,184$1.33M0.1%-10.5%0.505%
11/6/2023Silver Oak Advisory Group Inc.87,359$1.84M1.2%+135.6%0.699%
11/3/2023SageView Advisory Group LLC96,373$2.03M0.1%+4.3%0.771%
11/3/2023Private Advisor Group LLC101,621$2.14M0.0%+60.2%0.813%
11/2/2023Gitterman Wealth Management LLC58,913$1.24M0.6%+3.6%0.471%
11/1/2023 Wealthfront Advisers LLC30,880$652K0.0%-28.7%0.247%
10/31/2023Allworth Financial LP2,504$53K0.0%-79.9%0.020%
10/30/2023Kelman Lazarov Inc.21,790$460K0.1%+16.7%0.174%
10/27/2023Assetmark Inc.102,384$2.16M0.0%+10.8%0.819%
10/27/2023Cable 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%
10/24/2023Mission Wealth Management LP35,061$740K0.0%+13.1%0.280%
10/24/2023 Cambridge Investment Research Advisors Inc.1,212,487$25.58M0.1%-0.4%9.700%
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10/23/2023Commonwealth Equity Services LLC102,902$2.17M0.0%+3.9%0.823%
10/20/2023Evolution Advisers Inc.45,308$955K0.7%+2.7%0.362%
10/20/2023 Walkner Condon Financial Advisors LLC40,649$858K0.2%-6.3%0.325%
10/20/2023 Lockerman Financial Group Inc.53,002$1.12M3.0%-0.9%0.424%
10/18/2023Keudell Morrison Wealth Management43,175$911K0.3%+14.2%0.345%
10/18/2023UMB Bank n.a.100,565$2.12M0.0%-2.9%0.805%
10/18/2023 CX Institutional66,370$1.40M0.1%-26.7%0.531%
10/18/2023 Private Trust Co. NA8,692$183K0.0%-8.4%0.070%
10/13/2023Cliftonlarsonallen Wealth Advisors LLC13,098$276K0.0%N/A0.105%
10/13/2023 CGN Advisors LLC47,387$1M0.1%+341.9%0.379%
(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, 99 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 93 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), Envestnet Asset Management Inc. ($299.20K), Aaron Wealth Advisors LLC ($285.13K), Charter Oak Capital Management LLC ($269.55K), WCG Wealth Advisors LLC ($216.11K), Koss Olinger Consulting LLC ($209K), and Financial Network Wealth Management LLC ($171.94K).

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

Institutional investors have bought a total of 5,335,602 shares in the last 24 months. This purchase volume represents approximately $118.38M in transactions.

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

Of the 46 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), Avantax Planning Partners Inc. ($81.04K), UBS Group AG ($74.22K), Walkner Condon Financial Advisors LLC ($58.29K), and CX Institutional ($54.93K).

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

Institutional investors have sold a total of 2,278,560 shares in the last 24 months. This volume of shares sold represents approximately $49.80M in transactions.


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This page (NYSEARCA:NUBD) was last updated on 4/27/2024 by MarketBeat.com Staff

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