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

$20.75 +0.11 (+0.53%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.86M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$892.25K
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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
1/17/2025 Beaumont Financial Advisors LLC14,235$294K0.0%-4.5%0.890%
11/15/2024Jane Street Group LLC28,029$605K0.0%-57.1%1.752%
11/13/2024Principal Street Partners LLC55,641$1.20M0.2%+1.4%3.478%
11/8/2024Prospera Financial Services Inc72,954$1.57M0.0%+0.9%4.560%
11/5/2024Apollon Financial LLC45,662$985K0.3%-6.9%2.854%
8/6/2024Flynn Zito Capital Management LLC14,492$300K0.2%N/A0.906%
7/20/2024Apollon Financial LLC49,030$1.01M0.3%+1.1%3.064%
5/16/2024Jane Street Group LLC196,251$4.10M0.0%+56.1%12.266%
4/15/2024McNamara Financial Services Inc.20,861$436K0.1%+11.9%1.490%
11/13/2023LPL Financial LLC409,250$8.15M0.0%+523.6%25.578%
10/24/2023Raymond James & Associates15,194$303K0.0%+22.0%0.950%
8/8/2023Prospera Financial Services Inc56,903$1.18M0.0%N/A3.556%
8/3/2023CWM LLC1,589$33K0.0%-43.7%0.099%
8/2/2023Bank of Montreal Can10,426$216K0.0%N/A0.652%
8/2/2023 Beaumont Financial Advisors LLC14,909$309K0.0%-28.7%0.932%
7/31/2023LPL Financial LLC65,624$1.36M0.0%+2.3%4.102%
7/26/2023 Janney Montgomery Scott LLC16,995$352K0.0%+3.7%1.214%
7/25/2023Raymond James & Associates12,459$258K0.0%N/A0.890%
7/17/2023Alta Wealth Advisors LLC26,995$559K0.3%-12.4%1.928%
5/8/2023 Beaumont Financial Advisors LLC20,909$440K0.0%-13.6%1.394%
5/5/2023Assetmark 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%
4/10/2023McNamara Financial Services Inc.18,106$381K0.1%+8.6%1.132%
3/6/2023OLD Mission Capital LLC6,505$133K0.0%-55.2%0.407%
2/10/2023Assetmark Inc.3,579$73K0.0%-99.4%0.224%
2/7/2023Bleakley Financial Group LLC20,366$417K0.0%N/A1.273%
2/7/2023Envestnet 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%
1/20/2023Alta Wealth Advisors LLC31,243$639K0.4%-19.9%1.953%
1/20/2023 Miracle Mile Advisors LLC10,542$216K0.0%-22.6%0.659%
1/20/2023CFM Wealth Partners LLC16,673$341K0.1%N/A1.042%
1/20/2023McNamara Financial Services Inc.16,673$341K0.1%+5.8%1.042%
1/13/2023Dynamic Advisor Solutions LLC13,587$278K0.0%-30.5%0.849%
11/14/2022OLD Mission Capital LLC14,518$295K0.0%N/A0.807%
11/10/2022Envestnet Asset Management Inc.297,622$6.05M0.0%-28.3%16.535%
11/10/2022Beaumont Capital Management LLC233,373$4.75M4.7%-4.8%12.965%
11/9/2022Aveo Capital Partners LLC25,269$514K0.1%-87.3%1.404%
11/1/2022Assetmark Inc.614,141$12.49M0.1%-82.0%34.119%
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10/28/2022McNamara Financial Services Inc.15,765$321K0.1%-15.4%0.876%
10/27/2022CWM LLC5,209$106K0.0%N/A0.289%
10/20/2022Dynamic Advisor Solutions LLC19,536$397K0.0%-39.8%1.085%
10/12/2022Sawtooth Solutions LLC19,962$406K0.1%-32.3%0.713%
8/15/2022Atria Wealth Solutions Inc.19,972$430K0.0%N/A0.266%
8/12/2022Axxcess Wealth Management LLC22,754$490K0.0%N/A0.303%
8/11/2022Quantitative Advantage LLC170,823$3.68M0.6%-5.6%2.278%
8/5/2022Ascent Group LLC75,679$1.67M0.2%-56.9%1.009%
8/5/2022Aveo 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%
8/3/2022Envestnet Asset Management Inc.414,836$8.93M0.0%+3.8%5.531%
8/3/2022AE Wealth Management LLC16,371$352K0.0%N/A0.218%
8/3/2022Assetmark Inc.3,412,866$73.48M0.3%-51.7%45.505%
7/28/2022Alta Wealth Advisors LLC39,006$840K0.6%-21.1%0.520%
7/27/2022Csenge Advisory Group47,461$1.02M0.1%-39.5%0.633%
7/27/2022Dynamic Advisor Solutions LLC32,431$698K0.1%-2.5%0.432%
7/22/2022Stratos 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%
7/13/2022Private Advisor Group LLC30,155$649K0.0%-11.4%0.382%
7/13/2022McNamara Financial Services Inc.18,636$401K0.1%+19.5%0.236%
6/10/2022J.W. Cole Advisors Inc.20,412$74K0.0%N/A0.140%
5/17/2022Quantitative Advantage LLC181,008$4.16M0.6%+16.7%1.240%
5/12/2022Private Advisor Group LLC34,047$782K0.0%-1.6%0.233%
5/9/2022Advisors Preferred LLC18,511$424K0.0%+4.6%0.127%
5/9/2022Csenge 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%
5/4/2022Envestnet Asset Management Inc.399,604$9.18M0.0%-4.6%2.737%
4/29/2022Accel Wealth Management1,776$41K0.0%-29.8%0.012%
4/27/2022Wealthpoint LLC19,201$441K0.2%-3.6%0.132%
4/26/2022Stratos Wealth Partners LTD.30,481$700K0.0%N/A0.209%
4/25/2022 Miracle Mile Advisors LLC72,965$1.68M0.1%N/A0.500%
4/11/2022Dynamic Advisor Solutions LLC33,261$764K0.1%-18.6%0.226%
3/1/2022Ascent Group LLC175,372$4.23M0.5%N/A1.193%
2/18/2022Paradigm Financial Partners LLC25,620$621K0.1%N/A0.174%
2/10/2022Private Advisor Group LLC34,608$852K0.0%-37.0%0.235%
2/10/2022Paradigm Financial Partners LLC25,620$621K0.0%N/A0.174%
2/10/2022OLD Mission Capital LLC31,499$776K0.0%N/A0.214%
2/9/2022Beaumont Capital Management LLC269,807$6.64M3.8%+4.8%1.835%
2/8/2022Bank 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%
2/4/2022Envestnet Asset Management Inc.418,792$10.31M0.0%-19.6%2.849%
2/3/2022Advisor Group Holdings Inc.539,308$13.28M0.0%+3.1%3.669%
1/26/2022Dynamic Advisor Solutions LLC40,858$1.01M0.1%+10.2%0.278%
11/16/2021MML Investors Services LLC12,367$307K0.0%+13.1%0.085%
11/12/2021Assetmark 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%
11/5/2021Truist Financial Corp24,189$600K0.0%-2.4%0.166%
11/5/2021Advisor Group Holdings Inc.523,246$12.99M0.0%+1,481.4%3.584%
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11/3/2021Beaumont Capital Management LLC257,384$6.39M5.5%+74.7%1.763%
11/2/2021Raymond 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%
10/27/2021Advisors Preferred LLC17,704$440K0.1%+5.3%0.121%
10/20/2021Csenge Advisory Group64,590$1.61M0.1%N/A0.449%
10/14/2021Private Advisor Group LLC54,911$1.36M0.0%+52.8%0.381%
10/13/2021Alta Wealth Advisors LLC43,665$1.08M0.8%+5.1%0.303%
9/1/2021Sawtooth Solutions LLC323,263$8.06M1.6%+5.3%4.685%
8/24/2021Flow Traders U.S. LLC33,873$845K0.0%N/A0.491%
(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, 18 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), Prospera Financial Services Inc ($1.57M), Principal Street Partners LLC ($1.20M), Apollon Financial LLC ($985K), Jane Street Group LLC ($605K), Alta Wealth Advisors LLC ($559K), and Envestnet Asset Management Inc. ($518K).Learn more on NUAG's institutional investors.

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

Of the 12 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 ($57.53K), Beaumont Financial Advisors LLC ($24.19K), Bleakley Financial Group LLC ($20.37K), Janney Montgomery Scott LLC ($17.00K), and Raymond James & Associates ($15.19K).

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

Institutional investors have bought a total of 579,774 shares in the last 24 months. This purchase volume represents approximately $11.74M in transactions.

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

Of the 9 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. ($611.50K), Envestnet Asset Management Inc. ($272.32K), Jane Street Group LLC ($37.33K), Beaumont Financial Advisors LLC ($9.96K), Simplicity Solutions LLC ($8.69K), OLD Mission Capital LLC ($8.01K), and Alta Wealth Advisors LLC ($3.83K).

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

Institutional investors have sold a total of 956,251 shares in the last 24 months. This volume of shares sold represents approximately $19.63M in transactions.



This page (NYSEARCA:NUAG) was last updated on 1/22/2025 by MarketBeat.com Staff
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