Who owns Nuveen Barclays Shrt Term Muni bdfund?
- Ticker: SHM
- CUSIP Number: 78468r739
Tip: Access positions for across all investors
Analyze quarterly positions in Nuveen Barclays Shrt Term Muni bdfund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Nuveen Barclays Shrt Term Muni bdfund stock
Who bought or sold Nuveen Barclays Shrt Term Muni bdfund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 15M | $704M | -1% | Dec 2023 |
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| Goldman Sachs Group | 11M | $501M | 95% | Dec 2023 |
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| Wells Fargo & Company | 8.1M | $386M | 8% | Dec 2023 |
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| Mercer Global Advisors | 3.1M | $146M | -7% | Dec 2023 |
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| United Capital Financial Advisers | 2.6M | $124M | -38% | Dec 2023 |
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| Jane Street | 2.5M | $118M | 148% | Dec 2023 |
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| Pnc Financial Services | 1.8M | $85M | -2% | Dec 2023 |
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| Commonwealth Equity Services | 1.5M | $73M | -11% | Dec 2023 |
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| Quent Capital | 747k | $36M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 646k | $31M | -29% | Dec 2023 |
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| UBS Group | 544k | $26M | 4% | Dec 2023 |
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| HTLF Bank | 481k | $23M | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 476k | $23M | 5% | Mar 2024 |
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| Wealthcare Advisory Partners | 453k | $22M | 13% | Mar 2024 |
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| Stifel Financial | 439k | $21M | -13% | Dec 2023 |
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| H D Vest Advisory Services | 425k | $20M | 5% | Dec 2023 |
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| Old National Trust Company | 394k | $19M | -6% | Mar 2024 |
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| Branch Banking & Trust Company | 360k | $17M | -11% | Dec 2023 |
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| Prime Capital Investment Advisors | 350k | $17M | 2239% | Dec 2023 |
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| Advisor Group Holdings | 313k | $15M | -29% | Dec 2023 |
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| Cullen Frost Bankers | 289k | $14M | 142% | Dec 2023 |
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| Citigroup | 284k | $14M | 5% | Dec 2023 |
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| Hanson McClain Advisors | 280k | $13M | 2% | Dec 2023 |
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| Farther Finance Advisors | 258k | $12M | 741% | Dec 2023 |
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| Assetmark | 231k | $11M | 3% | Dec 2023 |
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| Symmetry Partner | 231k | $11M | 2% | Dec 2023 |
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| Royal Bank of Canada | 230k | $11M | -35% | Dec 2023 |
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| Altfest L J & Co | 195k | $9.3M | -55% | Dec 2023 |
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| APCM Wealth Management for Individuals | 176k | $8.4M | 52% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 175k | $8.4M | -11% | Dec 2023 |
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| Raymond James Financial Services Advisors | 174k | $8.3M | -9% | Dec 2023 |
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| Beacon Pointe Advisors | 168k | $8.0M | -2% | Dec 2023 |
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| Quotient Wealth Partners | 145k | $6.9M | 100% | Dec 2023 |
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| Apella Capital | 145k | $6.8M | 3% | Mar 2024 |
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| Mariner Wealth Advisors | 139k | $6.6M | -9% | Dec 2023 |
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| Foster Group | 137k | $6.5M | 100% | Mar 2024 |
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| Brio Consultants | 131k | $6.3M | -1% | Dec 2023 |
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| GenTrust | 129k | $6.2M | 43% | Dec 2023 |
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| Hunter Associates | 124k | $5.9M | 2% | Dec 2023 |
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| Chatham Capital Group | 124k | $5.9M | -7% | Mar 2024 |
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| Raymond James & Associates | 123k | $5.9M | -11% | Dec 2023 |
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| Charles Schwab Investment Management | 120k | $5.7M | -9% | Dec 2023 |
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| Strategies Wealth Advisors | 119k | $5.7M | -3% | Dec 2023 |
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| Transamerica Financial Advisors | 118k | $5.7M | -4% | Dec 2023 |
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| Davidson Investment Advisors | 117k | $5.6M | -7% | Dec 2023 |
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| CWM | 116k | $5.5M | 0% | Mar 2024 |
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| Eagle Strategies | 115k | $5.5M | 7% | Dec 2023 |
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| Moneywise | 113k | $5.4M | -1% | Dec 2023 |
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| Apollon Wealth Management | 112k | $5.4M | 481% | Dec 2023 |
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| Colony | 111k | $5.3M | 100% | Dec 2023 |
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| Bridgeworth | 111k | $5.3M | 100% | Dec 2023 |
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| Aua Capital Management | 109k | $5.2M | -3% | Mar 2024 |
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| Orion Portfolio Solutions | 106k | $5.1M | -1% | Dec 2023 |
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| Kades & Cheifetz | 106k | $5.1M | -24% | Dec 2023 |
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| HighTower Advisors | 106k | $5.0M | 16% | Dec 2023 |
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| Leisure Capital Management | 104k | $5.0M | -14% | Dec 2023 |
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| Aaron Wealth Advisors | 102k | $4.9M | 0% | Dec 2023 |
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| Johnson Financial | 101k | $4.8M | 1969% | Dec 2023 |
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| Studio Investment Management | 100k | $4.8M | -5% | Dec 2023 |
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| M^T Bank Corporation | 96k | $4.6M | -11% | Dec 2023 |
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| Smithfield Trust Company | 96k | $4.6M | -2% | Dec 2023 |
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| Hancock Bank Trust Department | 95k | $4.5M | -13% | Dec 2023 |
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| Aquire Wealth Advisors | 94k | $4.5M | -2% | Dec 2023 |
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| Crestwood Advisors | 90k | $4.3M | 115% | Dec 2023 |
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| Capital Analysts | 90k | $4.3M | 5% | Dec 2023 |
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| Wealthsource Partners | 85k | $4.1M | -50% | Dec 2023 |
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| KWMG | 82k | $3.9M | 3% | Mar 2024 |
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| James Investment Research | 81k | $3.9M | -3% | Dec 2023 |
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| Detalus Advisors | 80k | $3.8M | -6% | Dec 2023 |
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| Chesley, Taft & Associates | 79k | $3.7M | -9% | Mar 2024 |
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| Tilson Financial Group | 71k | $3.4M | 4% | Dec 2023 |
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| One Capital Management | 68k | $3.3M | -35% | Dec 2023 |
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| Steel Peak Wealth Management | 68k | $3.2M | 100% | Mar 2024 |
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| Kestra Advisory Services | 68k | $3.2M | 110% | Dec 2023 |
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| Flow Traders US | 68k | $3.2M | 28% | Dec 2023 |
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| D. J. St. Germain | 67k | $3.2M | -10% | Dec 2023 |
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| Ameraudi Asset Management | 66k | $3.1M | 0% | Dec 2023 |
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| HPM Partners | 64k | $3.1M | 9% | Dec 2023 |
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| Rockefeller Capital Management | 64k | $3.1M | 51% | Dec 2023 |
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| LWS Wealth Advisors | 63k | $3.0M | 96% | Dec 2023 |
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| Janney Capital Management | 63k | $3.0M | -3% | Dec 2023 |
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| Private Advisor | 61k | $2.9M | -63% | Dec 2023 |
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| AE Wealth Management | 61k | $2.9M | -10% | Dec 2023 |
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| MBM Wealth Consultants | 61k | $2.9M | 10% | Mar 2024 |
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| Captrust Financial Advisors | 59k | $2.8M | 9% | Dec 2023 |
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| McAdam | 58k | $2.8M | 10% | Dec 2023 |
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| First International Bank & Trust | 57k | $2.7M | 0% | Mar 2024 |
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| JFG Wealth Management | 56k | $2.7M | 638% | Dec 2023 |
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| McNaughton Wealth Management | 55k | $2.6M | 21% | Mar 2024 |
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| Eagle Global Advisors | 54k | $2.6M | 8% | Dec 2023 |
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| Buckingham Asset Management | 54k | $2.6M | -4% | Dec 2023 |
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| CI Private Wealth | 52k | $2.5M | 893% | Dec 2023 |
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| Bank Of Montreal | 51k | $2.4M | -34% | Dec 2023 |
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| Us Bancorp | 51k | $2.4M | 6% | Dec 2023 |
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| Telemus Capital | 51k | $2.4M | 115% | Dec 2023 |
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| Sykon Capital | 51k | $2.4M | 100% | Dec 2023 |
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| Summit Financial | 49k | $2.3M | 100% | Dec 2023 |
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| Clifford Group | 48k | $2.3M | 1% | Dec 2023 |
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| Meritage Portfolio Management | 48k | $2.3M | -4% | Dec 2023 |
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| SageView Advisory Group | 47k | $2.2M | -8% | Dec 2023 |
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| Kestra Private Wealth Services | 47k | $2.2M | 395% | Dec 2023 |
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| Traveka Wealth | 47k | $2.2M | 3% | Mar 2024 |
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| Buckingham Strategic Partners | 45k | $2.2M | -10% | Dec 2023 |
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| Tritonpoint Wealth | 42k | $2.0M | 100% | Dec 2023 |
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| Baird Financial | 41k | $2.0M | -26% | Dec 2023 |
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| Dynamic Advisors Solutions | 41k | $1.9M | 14% | Mar 2024 |
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| Global Wealth Strategies & Associates | 40k | $1.9M | -6% | Dec 2023 |
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| Taylor, Cottrill, Erickson & Associates | 39k | $1.9M | -44% | Dec 2023 |
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| Parkside Financial Bank & Trust | 39k | $1.9M | 2% | Dec 2023 |
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| Sebold Capital Management | 39k | $1.9M | -1% | Mar 2024 |
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| Alaska Permanent Capital Management | 39k | $1.8M | 8% | Mar 2024 |
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| Boston Standard Wealth Management | 38k | $1.8M | 16% | Mar 2024 |
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| Strategic Financial | 37k | $1.8M | -9% | Dec 2023 |
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| Premier Path Wealth Partners | 35k | $1.6M | 100% | Dec 2023 |
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| Parkside Investments | 34k | $1.6M | -2% | Mar 2024 |
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| CNB Bank | 34k | $1.6M | -1% | Dec 2023 |
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| FC Advisory | 34k | $1.6M | 0% | Dec 2023 |
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| Hurlow Wealth Management Group | 33k | $1.6M | -46% | Mar 2024 |
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| Creative Planning | 33k | $1.6M | 7% | Dec 2023 |
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| Grey Fox Wealth Advisors | 33k | $1.6M | 0% | Mar 2024 |
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| PrairieView Partners | 33k | $1.6M | -81% | Dec 2023 |
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| Rockwood Wealth Management | 32k | $1.5M | -15% | Dec 2023 |
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| Financeware | 32k | $1.5M | -8% | Mar 2024 |
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| Massmutual Trust | 32k | $1.5M | -8% | Mar 2024 |
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| Opal Wealth Advisors | 31k | $1.5M | -3% | Mar 2024 |
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| Rsm Us Wealth Management | 31k | $1.5M | 100% | Dec 2023 |
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| Westside Investment Management | 30k | $1.5M | -39% | Dec 2023 |
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| Legacy Financial Advisors | 30k | $1.4M | 100% | Dec 2023 |
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| Transcendent Capital Group | 30k | $1.4M | 100% | Dec 2023 |
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| Northern Oak Capital Management | 30k | $1.4M | 0% | Dec 2023 |
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| Brandywine Oak Private Wealth | 29k | $1.4M | 137% | Dec 2023 |
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| Strategic Family Wealth Counselors | 29k | $1.4M | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 29k | $1.4M | 13% | Dec 2023 |
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| Staley Capital Advisers | 29k | $1.4M | -28% | Dec 2023 |
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| Juncture Wealth Strategies | 27k | $1.3M | 0% | Mar 2024 |
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| Lazard Asset Management | 27k | $1.3M | 0% | Dec 2023 |
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| Ackerman Capital Advisors | 27k | $1.3M | -92% | Dec 2023 |
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| Wilbanks Smith & Thomas Asset Management | 26k | $1.3M | 2% | Dec 2023 |
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| Aviance Capital Partners | 26k | $1.2M | -4% | Mar 2024 |
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| Mather Group | 26k | $1.2M | -6% | Mar 2024 |
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| Benjamin F. Edwards & Company | 25k | $1.2M | 152% | Dec 2023 |
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| Honkamp Krueger Financial Services | 25k | $1.2M | -7% | Dec 2023 |
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| Curbstone Financial Management | 25k | $1.2M | 0% | Mar 2024 |
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| Atlantic Edge Private Wealth Management | 25k | $1.2M | 100% | Dec 2023 |
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| Modera Wealth Management | 25k | $1.2M | -25% | Dec 2023 |
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| Laurel Wealth Planning | 24k | $1.2M | -2% | Dec 2023 |
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| Vision Capital Management | 24k | $1.2M | 128% | Dec 2023 |
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| Perigon Wealth Management | 24k | $1.1M | -12% | Dec 2023 |
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| Comprehensive Portfolio Management | 24k | $1.1M | 0% | Dec 2023 |
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| Brown Wealth Management | 22k | $1.1M | 15% | Dec 2023 |
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| TRUE Private Wealth Advisors | 22k | $1.1M | -44% | Dec 2023 |
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| NewEdge Wealth | 20k | $947k | -13% | Dec 2023 |
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| Idaho Trust Bank | 19k | $911k | -52% | Dec 2023 |
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| Sunflower Bank | 18k | $871k | -64% | Dec 2023 |
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| One Wealth Advisors | 18k | $855k | -64% | Mar 2024 |
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| Proquility Private Wealth Partners | 12k | $566k | -65% | Dec 2023 |
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| Spinnaker Investment Group | 9.9k | $474k | -65% | Dec 2023 |
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| Keebeck Wealth Management | 9.4k | $451k | -65% | Dec 2023 |
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| Sepio Capital | 8.5k | $408k | -65% | Dec 2023 |
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| Rockland Trust | 5.9k | $281k | -79% | Mar 2024 |
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Who sold out of Nuveen Barclays Shrt Term Muni bdfund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gateway Advisory | Sep 2023 | 115k | $5.3M |
| Hill Island Financial | Sep 2023 | 39k | $1.8M |