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 | 16M | $779M | 2% | Sep 2024 |
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| Envestnet Asset Management | 5.9M | $283M | -3% | Sep 2024 |
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| Goldman Sachs Group | 5.8M | $273M | -23% | Jun 2024 |
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| Morgan Stanley | 5.6M | $263M | -1% | Jun 2024 |
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| Wells Fargo & Company | 4.7M | $228M | -44% | Sep 2024 |
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| Mercer Global Advisors | 2.9M | $135M | -3% | Jun 2024 |
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| United Capital Financial Advisers | 2.5M | $122M | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 2.4M | $115M | 0% | Sep 2024 |
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| Pnc Financial Services | 1.6M | $78M | 0% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 1.6M | $77M | 6% | Sep 2024 |
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| Commonwealth Equity Services | 1.6M | $75M | -6% | Sep 2024 |
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| Quent Capital | 1.1M | $53M | 9% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 723k | $35M | -5% | Sep 2024 |
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| LPL Financial | 694k | $33M | 4% | Sep 2024 |
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| Stifel Financial | 654k | $31M | 25% | Jun 2024 |
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| HTLF Bank | 640k | $31M | 27% | Sep 2024 |
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| Jpmorgan Chase & Co | 548k | $26M | -6% | Sep 2024 |
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| Wealthcare Advisory Partners | 497k | $24M | 5% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 468k | $22M | -2% | Jun 2024 |
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| Renaissance Technologies | 420k | $20M | 99% | Sep 2024 |
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| Sei Investments | 367k | $18M | -14% | Sep 2024 |
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| Karpus Investment Management | 347k | $17M | 128% | Sep 2024 |
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| Prime Capital Investment Advisors | 296k | $14M | -5% | Sep 2024 |
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| Old National Trust Company | 296k | $14M | -14% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 280k | $13M | 10% | Jun 2024 |
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| Citigroup | 278k | $13M | 3% | Sep 2024 |
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| Hanson McClain Advisors | 265k | $13M | -5% | Sep 2024 |
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| Branch Banking & Trust Company | 234k | $11M | 4% | Jun 2024 |
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| Cetera Investment Advisers | 233k | $11M | 1% | Jun 2024 |
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| Td Private Client Wealth | 228k | $11M | 0% | Sep 2024 |
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| APCM Wealth Management for Individuals | 220k | $11M | 8% | Sep 2024 |
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| CX Institutional | 199k | $9.6M | 4% | Sep 2024 |
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| Raymond James Financial Services Advisors | 197k | $9.5M | 4% | Sep 2024 |
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| Integrated Wealth Concepts | 191k | $9.2M | 567% | Sep 2024 |
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| Farther Finance Advisors | 191k | $9.2M | -7% | Sep 2024 |
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| Trustmark National Bank - Trust Department | 190k | $9.1M | -25% | Sep 2024 |
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| Cullen Frost Bankers | 176k | $8.5M | -2% | Sep 2024 |
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| Beacon Pointe Advisors | 161k | $7.8M | -17% | Sep 2024 |
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| Assetmark | 158k | $7.6M | 0% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 154k | $7.4M | -2% | Sep 2024 |
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| Apella Capital | 154k | $7.4M | 7% | Sep 2024 |
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| Strategies Wealth Advisors | 140k | $6.8M | 21% | Sep 2024 |
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| MY Wealth Management | 139k | $6.7M | 1607% | Sep 2024 |
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| Foster Group | 127k | $6.1M | -3% | Sep 2024 |
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| Benjamin Edwards | 124k | $6.0M | 10752% | Sep 2024 |
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| GenTrust | 124k | $6.0M | 0% | Sep 2024 |
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| Hunter Associates | 122k | $5.9M | -1% | Sep 2024 |
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| Chatham Capital Group | 122k | $5.9M | 0% | Sep 2024 |
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| Charles Schwab Investment Management | 120k | $5.8M | -2% | Sep 2024 |
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| HPM Partners | 117k | $5.7M | 7% | Sep 2024 |
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| Brio Consultants | 117k | $5.6M | -15% | Sep 2024 |
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| Royal Bank of Canada | 111k | $5.3M | -30% | Sep 2024 |
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| Aua Capital Management | 109k | $5.3M | 0% | Sep 2024 |
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| Colony | 107k | $5.1M | 44% | Sep 2024 |
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| Orion Portfolio Solutions | 105k | $5.0M | -1% | Sep 2024 |
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| TruNorth Capital Management | 103k | $5.0M | 4% | Sep 2024 |
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| Aaron Wealth Advisors | 102k | $4.9M | 0% | Sep 2024 |
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| Leisure Capital Management | 98k | $4.7M | 3% | Sep 2024 |
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| Advisor Group Holdings | 96k | $4.6M | -28% | Sep 2024 |
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| Symmetry Partner | 93k | $4.5M | -64% | Sep 2024 |
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| Benjamin F. Edwards & Company | 93k | $4.4M | 21% | Jun 2024 |
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| Aquire Wealth Advisors | 90k | $4.3M | -3% | Sep 2024 |
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| Altfest L J & Co | 89k | $4.3M | -25% | Sep 2024 |
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| CWM | 89k | $4.3M | -4% | Sep 2024 |
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| Jane Street | 88k | $4.2M | -84% | Sep 2024 |
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| Studio Investment Management | 88k | $4.2M | -2% | Sep 2024 |
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| Brian McDonald | 88k | $4.2M | 1% | Sep 2024 |
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| H D Vest Advisory Services | 87k | $4.1M | -55% | Jun 2024 |
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| Hancock Bank Trust Department | 86k | $4.1M | -7% | Jun 2024 |
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| Smithfield Trust Company | 84k | $4.0M | 0% | Sep 2024 |
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| MBM Wealth Consultants | 83k | $4.0M | 22% | Sep 2024 |
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| Confluence Investment Management | 83k | $4.0M | 4% | Sep 2024 |
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| KWMG | 83k | $4.0M | 2% | Sep 2024 |
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| Davidson Investment Advisors | 82k | $3.8M | -14% | Jun 2024 |
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| RW Investment Management | 81k | $3.9M | -7% | Sep 2024 |
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| McAdam | 81k | $3.9M | 7% | Sep 2024 |
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| Pure Portfolios Holdings | 79k | $3.8M | 100% | Sep 2024 |
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| HighTower Advisors | 75k | $3.5M | -12% | Jun 2024 |
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| Eqis Capital Management | 72k | $3.4M | -2% | Sep 2024 |
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| Alera Investment Advisors | 71k | $3.4M | 100% | Jun 2024 |
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| Kestra Advisory Services | 70k | $3.4M | -8% | Sep 2024 |
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| Detalus Advisors | 70k | $3.3M | -3% | Sep 2024 |
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| Rockefeller Capital Management | 68k | $3.2M | -1% | Jun 2024 |
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| Ameraudi Asset Management | 66k | $3.2M | 0% | Sep 2024 |
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| Janney Capital Management | 63k | $3.0M | 0% | Sep 2024 |
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| Apollon Wealth Management | 63k | $3.0M | -2% | Sep 2024 |
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| McNaughton Wealth Management | 58k | $2.8M | 6% | Sep 2024 |
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| Paulson Wealth Management | 57k | $2.7M | -27% | Sep 2024 |
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| Steel Peak Wealth Management | 57k | $2.7M | -4% | Sep 2024 |
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| First International Bank & Trust | 56k | $2.7M | -7% | Sep 2024 |
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| Sanctuary Advisors | 56k | $2.7M | -36% | Sep 2024 |
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| Tilson Financial Group | 56k | $2.6M | 0% | Sep 2024 |
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| Raymond James & Associates | 56k | $2.7M | -9% | Sep 2024 |
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| D. J. St. Germain | 55k | $2.7M | -3% | Sep 2024 |
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| Oakmont Partners | 55k | $2.7M | 34% | Sep 2024 |
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| Buckingham Strategic Partners | 54k | $2.6M | 100% | Sep 2024 |
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| Eagle Global Advisors | 54k | $2.5M | 0% | Jun 2024 |
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| LJI Wealth Management | 52k | $2.5M | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 51k | $2.5M | -49% | Sep 2024 |
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| Us Bancorp | 51k | $2.4M | 1% | Sep 2024 |
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| Buckingham Asset Management | 50k | $2.4M | -8% | Jun 2024 |
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| Crestwood Advisors | 50k | $2.4M | -9% | Sep 2024 |
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| Brandywine Oak Private Wealth | 49k | $2.4M | -1% | Sep 2024 |
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| Eagle Strategies | 48k | $2.3M | 460% | Sep 2024 |
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| James Investment Research | 48k | $2.3M | 0% | Sep 2024 |
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| Chesley, Taft & Associates | 47k | $2.3M | -17% | Sep 2024 |
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| Parkside Financial Bank & Trust | 47k | $2.3M | 9% | Sep 2024 |
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| RiverGlades Family Offices | 47k | $2.2M | -1% | Sep 2024 |
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| Premier Path Wealth Partners | 46k | $2.2M | -1% | Sep 2024 |
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| Alaska Permanent Capital Management | 45k | $2.2M | 17% | Sep 2024 |
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| Dynamic Advisors Solutions | 44k | $2.1M | 0% | Sep 2024 |
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| Kestra Private Wealth Services | 44k | $2.1M | -23% | Sep 2024 |
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| Northern Trust | 44k | $2.1M | 100% | Sep 2024 |
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| Kades & Cheifetz | 44k | $2.1M | -4% | Sep 2024 |
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| Private Advisor | 43k | $2.1M | -13% | Sep 2024 |
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| Rockwood Wealth Management | 43k | $2.1M | -4% | Sep 2024 |
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| Clifford Group | 43k | $2.1M | -4% | Sep 2024 |
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| Traveka Wealth | 42k | $2.0M | -8% | Sep 2024 |
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| Resources Investment Advisors | 40k | $1.9M | -16% | Sep 2024 |
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| Regal Investment Advisors | 40k | $1.9M | 4% | Sep 2024 |
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| Financeware | 39k | $1.9M | 10% | Sep 2024 |
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| Sykon Capital | 39k | $1.9M | 100% | Sep 2024 |
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| PrairieView Partners | 38k | $1.9M | 11% | Sep 2024 |
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| Boston Standard Wealth Management | 38k | $1.8M | 0% | Sep 2024 |
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| Meritage Portfolio Management | 38k | $1.8M | -8% | Sep 2024 |
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| Rsm Us Wealth Management | 37k | $1.8M | -2% | Sep 2024 |
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| Bragg Financial Advisors | 37k | $1.7M | -5% | Jun 2024 |
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| Grey Fox Wealth Advisors | 37k | $1.8M | -4% | Sep 2024 |
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| Captrust Financial Advisors | 36k | $1.7M | -33% | Sep 2024 |
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| M^T Bank Corporation | 36k | $1.7M | -7% | Sep 2024 |
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| Sebold Capital Management | 35k | $1.7M | -1% | Sep 2024 |
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| Westside Investment Management | 34k | $1.6M | 0% | Sep 2024 |
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| One Capital Management | 34k | $1.6M | -9% | Sep 2024 |
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| FC Advisory | 33k | $1.6M | 0% | Sep 2024 |
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| SageView Advisory Group | 33k | $1.6M | 0% | Sep 2024 |
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| Moneywise | 32k | $1.5M | -54% | Sep 2024 |
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| Hurlow Wealth Management Group | 32k | $1.5M | 3% | Sep 2024 |
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| Advisor Resource Council | 31k | $1.5M | 100% | Sep 2024 |
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| CI Private Wealth | 30k | $1.4M | -43% | Sep 2024 |
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| Northern Oak Capital Management | 29k | $1.4M | 0% | Sep 2024 |
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| Opal Wealth Advisors | 29k | $1.4M | 0% | Sep 2024 |
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| Modera Wealth Management | 29k | $1.4M | 17% | Sep 2024 |
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| Strategic Family Wealth Counselors | 29k | $1.4M | 0% | Sep 2024 |
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| Staley Capital Advisers | 29k | $1.4M | 0% | Sep 2024 |
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| Lazard Asset Management | 27k | $1.3M | 0% | Sep 2024 |
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| Massmutual Trust | 27k | $1.3M | 13638% | Sep 2024 |
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| Aviance Capital Partners | 27k | $1.3M | -1% | Sep 2024 |
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| Mather Group | 26k | $1.3M | 2% | Sep 2024 |
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| CNB Bank | 26k | $1.2M | -12% | Sep 2024 |
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| Tritonpoint Wealth | 26k | $1.2M | -21% | Sep 2024 |
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| Taylor, Cottrill, Erickson & Associates | 24k | $1.2M | -38% | Sep 2024 |
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| Susquehanna International | 23k | $1.1M | -76% | Sep 2024 |
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| Steward Partners Investment Advisory | 22k | $1.0M | -24% | Jun 2024 |
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| Parkside Investments | 21k | $1.0M | -38% | Sep 2024 |
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| Kovitz Investment Group Partners | 20k | $973k | -39% | Sep 2024 |
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| Washington Trust Company | 20k | $977k | -23% | Sep 2024 |
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| Thrivent Financial for Lutherans | 14k | $692k | -58% | Sep 2024 |
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| Goss Wealth Management | 9.2k | $435k | -93% | Jun 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 |
|---|---|---|---|
| Cercano Management | Mar 2024 | 110k | $5.2M |
| WCG Wealth Advisors | Jun 2024 | 29k | $1.3M |