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