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

$21.79 +0.06 (+0.28%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$71.67M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$12.71M
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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
1/21/2025Stewardship Advisors LLC235,536$5.13M1.4%N/A1.463%
1/17/2025 Avior Wealth Management LLC10,743$234K0.0%+137.8%0.067%
1/17/2025 Atomi Financial Group Inc.10,743$234K0.0%N/A0.067%
1/17/2025 Lockerman Financial Group Inc.52,009$1.13M1.9%+1.9%0.323%
1/16/2025 Colorado Capital Management Inc.165,729$3.61M1.7%-1.7%1.029%
1/15/2025 CGN Advisors LLC320,487$6.98M0.7%+19.6%1.991%
1/15/2025 Wealthcare Advisory Partners LLC19,316$421K0.0%+13.6%0.120%
1/15/2025 First Pacific Financial1,016,207$22.13M5.1%+9.2%6.312%
1/14/2025 Park Avenue Securities LLC141,701$3.09M0.0%+5.1%0.880%
1/13/2025 Miracle Mile Advisors LLC259,408$5.65M0.1%+15.4%1.611%
12/26/2024JPMorgan Chase & Co.38,197$867K0.0%+17.4%0.237%
11/25/2024Sanctuary Advisors LLC14,709$323K0.0%N/A0.091%
11/15/2024SGL Investment Advisors Inc.9,588$210K0.1%N/A0.060%
11/15/2024Jane Street Group LLC25,231$573K0.0%-4.8%0.157%
11/15/2024SageView Advisory Group LLC106,971$2.43M0.1%-3.7%0.664%
11/15/2024IHT Wealth Management LLC36,133$820K0.0%+95.6%0.224%
11/15/2024HighTower Advisors LLC79,685$1.81M0.0%-6.6%0.495%
11/14/2024Flow Traders U.S. LLC58,180$1.32M0.1%N/A0.361%
11/13/2024FMR LLC5,403$123K0.0%+10,094.3%0.034%
11/13/2024D.A. Davidson & CO.22,995$522K0.0%+35.5%0.143%
11/13/2024Private Trust Co. NA8,523$193K0.0%+20.4%0.053%
11/8/2024Silver Oak Advisory Group Inc.126,155$2.86M1.5%+26.5%0.784%
11/7/2024Westfuller Advisors LLC298,528$6.78M4.9%N/A1.854%
11/6/2024OneDigital Investment Advisors LLC28,612$649K0.0%+124.8%0.178%
11/5/2024Harbour Investments Inc.9,196$209K0.0%-48.1%0.057%
11/1/2024Assetmark Inc.120,270$2.73M0.0%+11.4%0.747%
10/31/2024Keudell Morrison Wealth Management34,835$791K0.2%-27.7%0.216%
10/25/2024Cantor Fitzgerald Investment Advisors L.P.40,480$919K0.1%-5.6%0.251%
10/24/2024 Wealth Enhancement Advisory Services LLC41,192$935K0.0%-3.5%0.256%
10/22/2024Litman Gregory Wealth Management LLC23,839$541K0.0%-46.2%0.148%
10/22/2024Private Advisor Group LLC109,567$2.49M0.0%+20.4%0.681%
10/21/2024Koss Olinger Consulting LLC373,916$8.49M0.7%+0.8%2.322%
10/17/2024LexAurum Advisors LLC19,299$438K0.1%-20.5%0.120%
10/16/2024Legacy Financial Group LLC37,615$854K0.2%+1.5%0.234%
10/15/2024 First Pacific Financial930,869$21.13M4.9%+2,835.2%5.782%
10/11/2024 Procyon Advisors LLC15,715$357K0.0%-8.3%0.098%
10/9/2024 Colorado Capital Management Inc.168,596$3.83M1.9%+3.3%1.047%
10/9/2024 UMB Bank n.a.93,998$2.13M0.0%+30.6%0.584%
10/7/2024 Miracle Mile Advisors LLC224,699$5.10M0.1%+8.3%1.396%
10/7/2024Boston Standard Wealth Management LLC90,510$2.06M0.4%+3.0%0.562%
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10/3/2024 Park Avenue Securities LLC134,802$3.06M0.0%-8.7%0.837%
8/16/2024Creative Planning44,287$966K0.0%-52.6%0.275%
8/12/2024WCG Wealth Advisors LLC314,103$6.85M0.5%+6.8%1.951%
8/10/2024Axxcess Wealth Management LLC51,771$1.13M0.0%+1.2%0.322%
8/8/2024Envestnet Asset Management Inc.553,181$12.07M0.0%-5.4%3.436%
8/6/2024Koss Olinger Consulting LLC370,861$8.09M0.7%N/A2.303%
8/6/2024Financial Gravity Asset Management Inc.9,105$199K0.0%+7.7%0.057%
8/5/2024Private Advisor Group LLC91,032$1.99M0.0%-17.2%0.565%
8/2/2024Silver Oak Advisory Group Inc.99,718$2.18M1.2%+1.9%0.619%
8/1/2024Crestwood Advisors Group LLC34,000$742K0.0%N/A0.211%
7/31/2024Commonwealth Equity Services LLC126,855$2.77M0.0%+12.9%0.788%
7/29/2024 UMB Bank n.a.71,984$1.57M0.0%-21.5%0.447%
7/27/2024Evolution Advisers Inc.57,638$1.26M0.7%+12.6%0.358%
7/26/2024Walkner Condon Financial Advisors LLC32,404$707K0.2%-5.0%0.201%
7/26/2024Cambridge Investment Research Advisors Inc.1,030,311$22.48M0.1%-8.3%6.399%
7/26/2024Bank of New York Mellon Corp442,192$9.65M0.0%+7.1%2.747%
7/24/2024Charter Oak Capital Management LLC263,533$5.75M0.6%-2.2%1.637%
7/24/2024Diversified LLC37,596$820K0.1%N/A0.234%
7/19/2024Cantor Fitzgerald Investment Advisors L.P.42,898$936K0.1%+2.0%0.266%
7/18/2024 Miracle Mile Advisors LLC207,405$4.53M0.1%+16.2%1.288%
7/17/2024 Lockerman Financial Group Inc.51,015$1.11M2.0%-12.3%0.317%
7/17/2024Keudell Morrison Wealth Management48,195$1.05M0.3%-3.4%0.299%
7/17/2024 AdvisorNet Financial Inc52,500$1.15M0.1%-1.7%0.326%
7/17/2024IAG Wealth Partners LLC3,316$72K0.0%+18.5%0.021%
7/16/2024Envestnet Portfolio Solutions Inc.671,118$14.64M0.1%-16.0%4.168%
7/11/2024CX Institutional38,048$830K0.0%-21.2%0.236%
7/10/2024Boston Standard Wealth Management LLC87,861$1.92M0.4%+8.6%0.546%
7/10/2024 CGN Advisors LLC192,223$4.19M0.5%+150.3%1.194%
7/9/2024 Park Avenue Securities LLC147,656$3.22M0.0%+2.0%0.917%
5/24/2024Cetera Advisors LLC12,173$267K0.0%+28.0%0.076%
5/14/2024Axxcess Wealth Management LLC51,146$1.12M0.0%+3.9%0.318%
5/8/2024US Bancorp DE58,162$1.28M0.0%+22.7%0.361%
5/7/2024Keudell Morrison Wealth Management49,890$1.10M0.3%+16.4%0.310%
5/4/2024Evolution Advisers Inc.51,210$1.13M0.6%+13.0%0.318%
5/4/2024Silver Oak Advisory Group Inc.97,865$2.15M1.2%-3.1%0.608%
5/1/2024Cherry Tree Wealth Management LLC17,956$394K0.1%+19.8%0.112%
5/1/2024Mission Wealth Management LP42,247$928K0.0%+11.7%0.262%
5/1/2024Cantor Fitzgerald Investment Advisors L.P.42,052$924K0.1%-15.1%0.261%
4/30/2024Private 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%
4/27/2024BayBridge 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%
4/25/2024Cambridge 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%
4/23/2024Charter 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%
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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%
4/11/2024Boston Standard Wealth Management LLC80,885$1.78M0.4%+7.3%0.512%
4/10/2024LexAurum Advisors LLC21,245$467K0.1%+7.7%0.170%
4/10/2024 Park Avenue Securities LLC144,773$3.18M0.0%+20.2%1.158%
4/10/2024Legacy 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%
(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, 101 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. ($22.48M), First Pacific Financial ($22.13M), Envestnet Portfolio Solutions Inc. ($14.64M), Envestnet Asset Management Inc. ($12.07M), Bank of New York Mellon Corp ($9.65M), Koss Olinger Consulting LLC ($8.49M), and CGN Advisors LLC ($6.98M).Learn more on NUBD's institutional investors.

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

Of the 94 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: First Pacific Financial ($1.02M), Envestnet Portfolio Solutions Inc. ($798.89K), Koss Olinger Consulting LLC ($485.28K), Westfuller Advisors LLC ($298.53K), Stewardship Advisors LLC ($235.54K), CGN Advisors LLC ($234.48K), and Miracle Mile Advisors LLC ($183.77K).

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

Institutional investors have bought a total of 5,934,215 shares in the last 24 months. This purchase volume represents approximately $130.26M in transactions.

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

Of the 51 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. ($798.00K), Cambridge Investment Research Advisors Inc. ($259.25K), Envestnet Portfolio Solutions Inc. ($127.51K), CX Institutional ($58.55K), Creative Planning ($49.23K), LPL Financial LLC ($45.82K), and UMB Bank n.a. ($39.54K).

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

Institutional investors have sold a total of 1,872,472 shares in the last 24 months. This volume of shares sold represents approximately $40.50M in transactions.


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