NUAG Institutional Ownership
Nuveen Enhanced Yield U.S. Aggregate Bond
1W: -0.6%
1M: -2.7%
3M: -4.7%
YTD: -5.1%
1Y: -5.2%
3Y: +11.3%
5Y: -5.1%
$19.94
-0.04 (-0.18%)
Weekly Expected Move ±0.7%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NUAG
25
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
33M
Total Invested
3
New Positions
9
Increased
10
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 465,182 | 9M | +6,445 | +1.4% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 331,208 | 7M | +136,334 | +70.0% | 37Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 275,886 | 6M | +83,730 | +43.6% | 7Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 133,670 | 3M | +14,252 | +11.9% | 8Q | SEC ↗ |
| 5 | Prospera Financial Services Inc | 75,570 | 2M | +1,254 | +1.7% | 13Q | SEC ↗ |
| 6 | Perigon Wealth Management, LLC | 65,074 | 1M | +5,294 | +8.9% | 9Q | SEC ↗ |
| 7 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 40,483 | 807K | -1,007 | -2.4% | 9Q | SEC ↗ |
| 8 | Apollon Financial, LLC | 30,564 | 609K | -2,964 | -8.8% | 10Q | SEC ↗ |
| 9 | UBS Group AG | 27,096 | 540K | +434 | +1.6% | 37Q | SEC ↗ |
| 10 | McNamara Financial Services, Inc. | 24,009 | 479K | -378 | -1.6% | 26Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC NEW | 20,313 | 405K | — | +0.0% | 1Q | SEC ↗ |
| 12 | MORGAN STANLEY | 18,159 | 362K | -4,271 | -19.0% | 39Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 13,816 | 275K | +635 | +4.8% | 26Q | SEC ↗ |
| 14 | Beaumont Financial Advisors, LLC | 11,567 | 231K | — | +0.0% | 15Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC NEW | 10,375 | 207K | — | +0.0% | 1Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,923 | 198K | -15,196 | -60.5% | 3Q | SEC ↗ |
| 17 | PRIVATE TRUST CO NA NEW | 2,718 | 54K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Steward Partners Investment Advisory, | 1,616 | 32K | — | +0.0% | 28Q | SEC ↗ |
| 19 | ROTHSCHILD INVESTMENT LLC | 865 | 17K | +3 | +0.3% | 3Q | SEC ↗ |
| 20 | OBSIDIAN CIO, LLC | 170 | 3K | -37 | -17.9% | 3Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 0 | 0K | -1,899 | -100.0% | 26Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 0 | 0K | -10,881 | -100.0% | 6Q | SEC ↗ |
| 23 | Advisory Services Network, LLC | 0 | 0K | — | — | 1Q | SEC ↗ |
| 24 | FLOW TRADERS U.S. LLC | 0 | 0K | -21,836 | -100.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 0 | 0K | -80 | -100.0% | 33Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 0 | 0K | -30,335 | -100.0% | 1Q | SEC ↗ |
| 27 | Systelligence, LLC | 0 | 0K | -127,107 | -100.0% | 1Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 0 | 0K | -28,373 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 20,313 | 405K |
| Integrated Wealth Concepts LLC | 10,375 | 207K |
| PRIVATE TRUST CO NA | 2,718 | 54K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Systelligence, LLC | 127,107 | 3M |
| GOLDMAN SACHS GROUP INC | 30,335 | 605K |
| JANE STREET GROUP, LLC | 28,373 | 566K |
| FLOW TRADERS U.S. LLC | 21,836 | 435K |
| NewEdge Advisors, LLC | 10,881 | 217K |
| WELLS FARGO & COMPANY/MN | 1,899 | 38K |
| ROYAL BANK OF CANADA | 80 | 2K |
| Advisory Services Network, LLC | 0 | 0K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +136,334 | +70.0% | 331,208 |
| RAYMOND JAMES FINANCIAL INC | +83,730 | +43.6% | 275,886 |
| JPMORGAN CHASE & CO | +14,252 | +11.9% | 133,670 |
| BANK OF AMERICA CORP /DE | +6,445 | +1.4% | 465,182 |
| Perigon Wealth Management, LLC | +5,294 | +8.9% | 65,074 |
| Prospera Financial Services Inc | +1,254 | +1.7% | 75,570 |
| OSAIC HOLDINGS, INC. | +635 | +4.8% | 13,816 |
| UBS Group AG | +434 | +1.6% | 27,096 |
| ROTHSCHILD INVESTMENT LLC | +3 | +0.3% | 865 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -15,196 | -60.5% | 9,923 |
| MORGAN STANLEY | -4,271 | -19.0% | 18,159 |
| Apollon Financial, LLC | -2,964 | -8.8% | 30,564 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | -1,007 | -2.4% | 40,483 |
| McNamara Financial Services, Inc. | -378 | -1.6% | 24,009 |
| OBSIDIAN CIO, LLC | -37 | -17.9% | 170 |