NUSA Institutional Ownership
Nuveen ESG 1-5 Year U.S. Aggregate Bond
1W: +0.0%
1M: -1.2%
3M: -2.1%
YTD: -2.7%
1Y: -2.5%
3Y: +10.0%
5Y: +4.1%
$22.61
-0.02 (-0.09%)
Weekly Expected Move ±0.4%
$22
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NUSA
26
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
3
New Positions
10
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 267,897 | 6M | +21,046 | +8.5% | 9Q | SEC ↗ |
| 2 | Thrivent Financial for Lutherans | 185,491 | 4M | -7,181 | -3.7% | 4Q | SEC ↗ |
| 3 | MORGAN STANLEY | 164,864 | 4M | +28,042 | +20.5% | 9Q | SEC ↗ |
| 4 | LPL Financial LLC | 115,874 | 3M | +9,762 | +9.2% | 25Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 86,252 | 2M | -4,423 | -4.9% | 9Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 48,755 | 1M | +2,155 | +4.6% | 7Q | SEC ↗ |
| 7 | ASSETMARK, INC | 47,761 | 1M | +3,703 | +8.4% | 9Q | SEC ↗ |
| 8 | Parkside Financial Bank & Trust | 31,836 | 720K | +2,452 | +8.3% | 13Q | SEC ↗ |
| 9 | US BANCORP \DE | 19,890 | 450K | — | +0.0% | 9Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 18,000 | 407K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Financial Connections Group, Inc. | 16,108 | 364K | -1,589 | -9.0% | 4Q | SEC ↗ |
| 12 | Apella Capital, LLC | 16,108 | 364K | — | +0.0% | 2Q | SEC ↗ |
| 13 | Stratos Wealth Partners, LTD. | 15,415 | 349K | — | +0.0% | 29Q | SEC ↗ |
| 14 | FLOW TRADERS U.S. LLC | 13,582 | 307K | -41,847 | -75.5% | 4Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 12,386 | 280K | +10,833 | +697.6% | 26Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 3,370 | 76K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 2,152 | 49K | +3 | +0.1% | 4Q | SEC ↗ |
| 18 | Steward Partners Investment Advisory, | 1,162 | 26K | +319 | +37.8% | 13Q | SEC ↗ |
| 19 | CWM, LLC | 863 | 20K | — | +0.0% | 3Q | SEC ↗ |
| 20 | Cherry Tree Wealth Management, LLC | 624 | 14K | — | +0.0% | 13Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 525 | 12K | — | +0.0% | 13Q | SEC ↗ |
| 22 | SOUTHERN MICHIGAN BANK & TRUST | 400 | 9K | — | +0.0% | 2Q | SEC ↗ |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | 131 | 3K | — | +0.0% | 8Q | SEC ↗ |
| 24 | Allworth Financial LP | 97 | 2K | +1 | +1.0% | 26Q | SEC ↗ |
| 25 | UBS Group AG NEW | 8 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Vestmark Advisory Solutions, Inc. | 0 | 0K | -9,455 | -100.0% | 3Q | SEC ↗ |
| 27 | DHJJ Financial Advisors, Ltd. | 0 | 0K | -1 | -100.0% | 11Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 0 | 0K | -17,210 | -100.0% | 1Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 0 | 0K | -883 | -100.0% | 13Q | SEC ↗ |
| 30 | Envestnet Portfolio Solutions, Inc. | 0 | 0K | -194,979 | -100.0% | 7Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC | 0 | 0K | -11,246 | -100.0% | 3Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 0 | 0K | -18,442 | -100.0% | 1Q | SEC ↗ |
| 33 | TWO SIGMA SECURITIES, LLC | 0 | 0K | -14,235 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 18,000 | 407K |
| Global Retirement Partners, LLC | 3,370 | 76K |
| UBS Group AG | 8 | 0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 194,979 | 4M |
| GOLDMAN SACHS GROUP INC | 18,442 | 417K |
| CITADEL ADVISORS LLC | 17,210 | 389K |
| TWO SIGMA SECURITIES, LLC | 14,235 | 322K |
| JANE STREET GROUP, LLC | 11,246 | 254K |
| Vestmark Advisory Solutions, Inc. | 9,455 | 214K |
| BANK OF AMERICA CORP /DE | 883 | 20K |
| DHJJ Financial Advisors, Ltd. | 1 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +28,042 | +20.5% | 164,864 |
| ENVESTNET ASSET MANAGEMENT INC | +21,046 | +8.5% | 267,897 |
| OSAIC HOLDINGS, INC. | +10,833 | +697.6% | 12,386 |
| LPL Financial LLC | +9,762 | +9.2% | 115,874 |
| ASSETMARK, INC | +3,703 | +8.4% | 47,761 |
| Parkside Financial Bank & Trust | +2,452 | +8.3% | 31,836 |
| RAYMOND JAMES FINANCIAL INC | +2,155 | +4.6% | 48,755 |
| Steward Partners Investment Advisor | +319 | +37.8% | 1,162 |
| Rockefeller Capital Management L.P. | +3 | +0.1% | 2,152 |
| Allworth Financial LP | +1 | +1.0% | 97 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | -41,847 | -75.5% | 13,582 |
| Thrivent Financial for Lutherans | -7,181 | -3.7% | 185,491 |
| Cambridge Investment Research Advis | -4,423 | -4.9% | 86,252 |
| Financial Connections Group, Inc. | -1,589 | -9.0% | 16,108 |