NUBD Institutional Ownership
Nuveen ESG U.S. Aggregate Bond
1W: -0.4%
1M: -2.6%
3M: -4.4%
YTD: -5.1%
1Y: -5.1%
3Y: +9.1%
5Y: -6.9%
$21.09
-0.06 (-0.28%)
Weekly Expected Move ±0.7%
$21
$21
$21
$21
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NUBD
134
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
309M
Total Invested
10
New Positions
55
Increased
46
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (148 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,073,233 | $44M | +102,471 | +5.2% | 23Q | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1,726,746 | $36M | +82,298 | +5.0% | 11Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,662,364 | $35M | +121,176 | +7.9% | 32Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 945,022 | $20M | +43,341 | +4.8% | 31Q | SEC ↗ |
| 5 | WCG Wealth Advisors LLC | 539,366 | $11M | -221,696 | -29.1% | 17Q | SEC ↗ |
| 6 | LPL Financial LLC | 519,090 | $11M | +22,353 | +4.5% | 34Q | SEC ↗ |
| 7 | CGN Advisors LLC | 452,900 | $10M | +28,993 | +6.8% | 17Q | SEC ↗ |
| 8 | Composition Wealth, LLC | 426,103 | $9M | +24,796 | +6.2% | 27Q | SEC ↗ |
| 9 | Westfuller Advisors, LLC | 313,124 | $7M | -3,909 | -1.2% | 8Q | SEC ↗ |
| 10 | Focus Partners Wealth | 310,210 | $7M | -5,858 | -1.9% | 11Q | SEC ↗ |
| 11 | Koss-Olinger Consulting, LLC | 302,281 | $6M | +19,859 | +7.0% | 9Q | SEC ↗ |
| 12 | Charter Oak Capital Management, LLC | 271,726 | $6M | +1,379 | +0.5% | 22Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 261,325 | $6M | -1,634 | -0.6% | 15Q | SEC ↗ |
| 14 | MERCER GLOBAL ADVISORS INC /ADV NEW | 236,677 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 204,117 | $4M | +172,216 | +539.8% | 12Q | SEC ↗ |
| 16 | Perigon Wealth Management, LLC | 184,954 | $4M | -19,111 | -9.4% | 8Q | SEC ↗ |
| 17 | ASSETMARK, INC | 179,602 | $4M | -16,556 | -8.4% | 28Q | SEC ↗ |
| 18 | Colorado Capital Management, Inc. | 161,515 | $3M | +537 | +0.3% | 12Q | SEC ↗ |
| 19 | Boston Standard Wealth Management, LLC | 149,955 | $3M | +15,805 | +11.8% | 30Q | SEC ↗ |
| 20 | XY Planning Network, Inc. NEW | 143,312 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Vestmark Advisory Solutions, Inc. | 143,046 | $3M | -27,961 | -16.4% | 21Q | SEC ↗ |
| 22 | PARK AVENUE SECURITIES LLC | 134,567 | $3M | +7,812 | +6.2% | 22Q | SEC ↗ |
| 23 | Beacon Pointe Advisors, LLC | 127,066 | $3M | +15,439 | +13.8% | 3Q | SEC ↗ |
| 24 | Evolution Advisers, Inc. | 125,902 | $3M | -1,282 | -1.0% | 19Q | SEC ↗ |
| 25 | RETIREMENT CAPITAL STRATEGIES | 125,258 | $3M | +136 | +0.1% | 8Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 115,102 | $2M | -11,147 | -8.8% | 17Q | SEC ↗ |
| 27 | UBS Group AG | 114,583 | $2M | -8,160 | -6.6% | 34Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 111,560 | $2M | -21,746 | -16.3% | 34Q | SEC ↗ |
| 29 | Silver Oak Advisory Group, Inc. | 101,739 | $2M | -423 | -0.4% | 18Q | SEC ↗ |
| 30 | MAYPORT, LLC | 94,104 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 31 | Olde Wealth Management, LLC | 89,440 | $2M | -2,915 | -3.2% | 4Q | SEC ↗ |
| 32 | UMB Bank, n.a. | 87,833 | $2M | -809 | -0.9% | 34Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 75,742 | $2M | +7,427 | +10.9% | 12Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 71,710 | $2M | +4,784 | +7.1% | 3Q | SEC ↗ |
| 35 | CITIGROUP INC | 68,207 | $1M | +11,446 | +20.2% | 6Q | SEC ↗ |
| 36 | rebel Financial LLC | 66,482 | $1M | +28,705 | +76.0% | 2Q | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 66,242 | $1M | -12,737 | -16.1% | 7Q | SEC ↗ |
| 38 | Cetera Investment Advisers | 59,927 | $1M | +80 | +0.1% | 10Q | SEC ↗ |
| 39 | A&I FINANCIAL SERVICES, LLC | 55,431 | $1M | -2,652 | -4.6% | 7Q | SEC ↗ |
| 40 | COLDSTREAM CAPITAL MANAGEMENT INC | 54,996 | $1M | -55,796 | -50.4% | 5Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 51,664 | $1M | +3,996 | +8.4% | 8Q | SEC ↗ |
| 42 | Creative Planning | 46,058 | $971K | +317 | +0.7% | 12Q | SEC ↗ |
| 43 | NewEdge Advisors, LLC | 44,251 | $933K | +12,298 | +38.5% | 3Q | SEC ↗ |
| 44 | Wealthfront Advisers LLC | 44,238 | $933K | +739 | +1.7% | 19Q | SEC ↗ |
| 45 | OneDigital Investment Advisors LLC | 42,748 | $902K | +622 | +1.5% | 11Q | SEC ↗ |
| 46 | CANTOR FITZGERALD INVESTMENT ADVISORS | 42,379 | $894K | -463 | -1.1% | 11Q | SEC ↗ |
| 47 | Private Advisor Group, LLC NEW | 39,255 | $828K | — | +0.0% | 1Q | SEC ↗ |
| 48 | US BANCORP \DE | 38,284 | $807K | +433 | +1.1% | 23Q | SEC ↗ |
| 49 | OSAIC HOLDINGS, INC. | 37,363 | $788K | +17,648 | +89.5% | 26Q | SEC ↗ |
| 50 | D.A. DAVIDSON & CO. | 36,291 | $765K | +197 | +0.5% | 22Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 236,677 | $5M |
| XY Planning Network, Inc. | 143,312 | $3M |
| Private Advisor Group, LLC | 39,255 | $828K |
| Valtinson Bruner Financial Planning | 13,319 | $281K |
| Triad Wealth Partners, LLC | 11,901 | $251K |
| Johnson Financial Group, LLC | 10,682 | $225K |
| Financial Gravity Companies, Inc. | 3,720 | $78K |
| Buck Wealth Strategies, LLC | 2,663 | $56K |
| FRANKLIN RESOURCES INC | 1,773 | $37K |
| FIDUCIARY FINANCIAL ADVISORS | 1,000 | $21K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 823,369 | $17M |
| FLOW TRADERS U.S. LLC | 79,416 | $2M |
| Mariner, LLC | 52,826 | $1M |
| Independent Advisor Alliance | 43,711 | $922K |
| Davis Wealth Advisors, LLC | 14,405 | $304K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,932 | $273K |
| LexAurum Advisors, LLC | 12,464 | $263K |
| Stordahl Capital Management, Inc. | 9,128 | $193K |
| FLAGSHIP HARBOR ADVISORS, LLC | 4,585 | $97K |
| PRIVATE TRUST CO NA | 4,109 | $87K |
| Kestra Advisory Services, LLC | 3,714 | $78K |
| Arkos Global Advisors | 3,391 | $72K |
| Lloyd Advisory Services, LLC. | 1,748 | $37K |
| MAI Capital Management | 682 | $14K |
| IFC & Insurance Marketing, Inc. | 450 | $9K |
| Western Wealth Management, LLC | 422 | $9K |
| WealthShield Partners, LLC | 248 | $5K |
| EQ WEALTH ADVISORS, LLC | 149 | $3K |
| Ashton Thomas Private Wealth, LLC | 0 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +172,216 | +539.8% | 204,117 |
| ENVESTNET ASSET MANAGEMENT INC | +121,176 | +7.9% | 1,662,364 |
| MORGAN STANLEY | +102,471 | +5.2% | 2,073,233 |
| Bank of New York Mellon Corp | +82,298 | +5.0% | 1,726,746 |
| Cambridge Investment Research Advis | +43,341 | +4.8% | 945,022 |
| CGN Advisors LLC | +28,993 | +6.8% | 452,900 |
| rebel Financial LLC | +28,705 | +76.0% | 66,482 |
| Composition Wealth, LLC | +24,796 | +6.2% | 426,103 |
| LPL Financial LLC | +22,353 | +4.5% | 519,090 |
| Koss-Olinger Consulting, LLC | +19,859 | +7.0% | 302,281 |
| OSAIC HOLDINGS, INC. | +17,648 | +89.5% | 37,363 |
| Boston Standard Wealth Management, | +15,805 | +11.8% | 149,955 |
| Beacon Pointe Advisors, LLC | +15,439 | +13.8% | 127,066 |
| NewEdge Advisors, LLC | +12,298 | +38.5% | 44,251 |
| CITIGROUP INC | +11,446 | +20.2% | 68,207 |
| Wealthcare Advisory Partners LLC | +8,260 | +34.1% | 32,499 |
| PARK AVENUE SECURITIES LLC | +7,812 | +6.2% | 134,567 |
| HighTower Advisors, LLC | +7,427 | +10.9% | 75,742 |
| Canal Capital Management, LLC | +5,926 | +42.3% | 19,934 |
| MISSION WEALTH MANAGEMENT, LP | +5,780 | +22.0% | 32,062 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| First Pacific Financial | -1,241,966 | -99.3% | 8,360 |
| WCG Wealth Advisors LLC | -221,696 | -29.1% | 539,366 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -55,796 | -50.4% | 54,996 |
| GOLDMAN SACHS GROUP INC | -31,695 | -49.2% | 32,669 |
| JANE STREET GROUP, LLC | -29,475 | -73.9% | 10,394 |
| Vestmark Advisory Solutions, Inc. | -27,961 | -16.4% | 143,046 |
| ROYAL BANK OF CANADA | -21,746 | -16.3% | 111,560 |
| Perigon Wealth Management, LLC | -19,111 | -9.4% | 184,954 |
| ASSETMARK, INC | -16,556 | -8.4% | 179,602 |
| Rockefeller Capital Management L.P. | -12,737 | -16.1% | 66,242 |
| WELLS FARGO & COMPANY/MN | -11,147 | -8.8% | 115,102 |
| SageView Advisory Group, LLC | -9,478 | -26.4% | 26,374 |
| Legacy Financial Group LLC | -9,003 | -43.0% | 11,910 |
| Atria Investments, Inc | -8,513 | -19.8% | 34,419 |
| UBS Group AG | -8,160 | -6.6% | 114,583 |
| Focus Partners Wealth | -5,858 | -1.9% | 310,210 |
| LOCKERMAN FINANCIAL GROUP, INC. | -5,714 | -23.3% | 18,777 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,161 | -15.4% | 22,942 |
| Westfuller Advisors, LLC | -3,909 | -1.2% | 313,124 |
| Olde Wealth Management, LLC | -2,915 | -3.2% | 89,440 |