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 | 21M | $1.0B | 100% | Mar 2026 |
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| Goldman Sachs Group | 5.2M | $247M | -3% | Mar 2026 |
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| Wells Fargo & Company | 3.5M | $170M | -13% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 3.1M | $146M | 4% | Mar 2026 |
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| Morgan Stanley | 2.3M | $110M | 8% | Mar 2026 |
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| Quent Capital | 2.2M | $103M | 21% | Mar 2026 |
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| Envestnet Asset Management | 1.9M | $91M | 90% | Mar 2026 |
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| Pnc Financial Services | 1.7M | $83M | 9% | Mar 2026 |
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| Mercer Global Advisors | 1.5M | $74M | -10% | Mar 2026 |
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| United Capital Financial Advisers | 1.4M | $68M | -22% | Mar 2026 |
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| CX Institutional | 1.1M | $54M | 1% | Jun 2026 |
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| LPL Financial | 889k | $43M | 5% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 744k | $36M | -57% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 668k | $32M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 625k | $30M | 2% | Mar 2026 |
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| Wealthcare Advisory Partners | 594k | $29M | -1% | Jun 2026 |
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| UBS Group | 490k | $23M | 71% | Mar 2026 |
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| APCM Wealth Management for Individuals | 467k | $22M | 15% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 462k | $22M | 11% | Mar 2026 |
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| Stifel Financial | 383k | $18M | -24% | Mar 2026 |
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| Betterment | 306k | $15M | -6% | Mar 2026 |
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| Raymond James Financial | 278k | $13M | 18% | Mar 2026 |
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| Jane Street | 276k | $13M | 512% | Mar 2026 |
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| Ameriprise Financial | 254k | $12M | 1% | Mar 2026 |
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| Umb Bank N A | 242k | $12M | -54% | Mar 2026 |
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| Sei Investments | 237k | $11M | -4% | Mar 2026 |
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| Td Private Client Wealth | 216k | $10M | -9% | Mar 2026 |
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| Prime Capital Investment Advisors | 208k | $10M | -6% | Mar 2026 |
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| Cercano Management | 207k | $9.9M | -34% | Mar 2026 |
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| Branch Banking & Trust Company | 201k | $9.6M | 11% | Mar 2026 |
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| Hanson McClain Advisors | 192k | $9.2M | -3% | Mar 2026 |
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| Symmetry Partner | 188k | $9.0M | 7% | Mar 2026 |
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| BlackRock | 179k | $8.6M | 13% | Mar 2026 |
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| Warren Averett Asset Management | 179k | $8.6M | 556% | Mar 2026 |
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| TruNorth Capital Management | 177k | $8.5M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 172k | $8.2M | -49% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 168k | $8.1M | 6% | Mar 2026 |
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| Beacon Pointe Advisors | 155k | $7.4M | 24% | Mar 2026 |
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| Trustmark National Bank - Trust Department | 148k | $7.1M | -5% | Mar 2026 |
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| Benjamin Edwards | 142k | $6.8M | 12% | Mar 2026 |
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| Goss Wealth Management | 139k | $6.7M | 594% | Mar 2026 |
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| MY Wealth Management | 138k | $6.6M | 1286% | Mar 2026 |
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| Strategies Wealth Advisors | 134k | $6.4M | 4% | Mar 2026 |
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| GenTrust | 131k | $6.2M | -9% | Mar 2026 |
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| Farther Finance Advisors | 123k | $5.9M | -3% | Jun 2026 |
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| Foster Group | 119k | $5.7M | -2% | Jun 2026 |
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| Royal Bank of Canada | 117k | $5.6M | 100% | Mar 2026 |
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| Independent Advisor Alliance | 115k | $5.5M | 171% | Mar 2026 |
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| HPM Partners | 110k | $5.2M | -2% | Mar 2026 |
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| McAdam | 109k | $5.2M | 3% | Mar 2026 |
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| Advisor Group Holdings | 109k | $5.2M | -3% | Mar 2026 |
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| Karpus Investment Management | 107k | $5.1M | -73% | Mar 2026 |
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| Cullen Frost Bankers | 105k | $5.0M | -28% | Mar 2026 |
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| CLS Investments | 105k | $5.0M | 0% | Mar 2026 |
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| Ackerman Capital Advisors | 103k | $4.9M | -2% | Mar 2026 |
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| Paulson Wealth Management | 102k | $4.9M | -4% | Mar 2026 |
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| Colony | 101k | $4.8M | -4% | Mar 2026 |
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| Aua Capital Management | 101k | $4.8M | -1% | Mar 2026 |
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| Chatham Capital Group | 95k | $4.6M | -1% | Jun 2026 |
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| Precision Wealth Strategies | 93k | $4.4M | -12% | Mar 2026 |
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| Bank Of Montreal | 88k | $4.2M | 100% | Mar 2026 |
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| Apella Capital | 88k | $4.2M | 1% | Jun 2026 |
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| Assetmark | 87k | $4.2M | -53% | Mar 2026 |
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| Brio Consultants | 85k | $4.1M | 0% | Mar 2026 |
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| Bragg Financial Advisors | 80k | $3.8M | 100% | Mar 2026 |
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| GAMMA Investing | 79k | $3.8M | 17% | Jun 2026 |
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| CWM | 79k | $3.8M | -1% | Mar 2026 |
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| Rockefeller Capital Management | 73k | $3.5M | -2% | Mar 2026 |
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| Smithfield Trust Company | 71k | $3.4M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 70k | $3.4M | 568% | Mar 2026 |
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| Ameraudi Asset Management | 70k | $3.4M | 0% | Mar 2026 |
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| James Investment Research | 70k | $3.3M | 43% | Mar 2026 |
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| Crestwood Advisors | 70k | $3.3M | -13% | Mar 2026 |
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| Susquehanna International | 67k | $3.2M | 538% | Mar 2026 |
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| RW Investment Management | 65k | $3.1M | 100% | Mar 2026 |
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| Ascent Group | 64k | $3.0M | -12% | Mar 2026 |
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| Creative Planning | 62k | $3.0M | 111% | Mar 2026 |
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| Kestra Advisory Services | 58k | $2.8M | 40% | Mar 2026 |
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| Citadel Advisors | 56k | $2.7M | -18% | Mar 2026 |
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| Tilson Financial Group | 56k | $2.7M | 0% | Mar 2026 |
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| Eagle Global Advisors | 56k | $2.7M | 4% | Mar 2026 |
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| HighTower Advisors | 55k | $2.6M | -85% | Mar 2026 |
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| Fifth Third Bancorp | 54k | $2.6M | 17724% | Mar 2026 |
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| Detalus Advisors | 53k | $2.5M | -19% | Mar 2026 |
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| Buckingham Strategic Partners | 52k | $2.5M | 100% | Mar 2026 |
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| Columbia River Financial Group | 51k | $2.5M | 1% | Mar 2026 |
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| Horizon Family Wealth | 51k | $2.4M | 16% | Mar 2026 |
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| Old National Trust Company | 51k | $2.4M | -30% | Mar 2026 |
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| Kestra Private Wealth Services | 50k | $2.4M | 82% | Mar 2026 |
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| Phillip James Consulting | 50k | $3.8M | 100% | Mar 2026 |
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| Charles Schwab Trust | 48k | $2.3M | 0% | Jun 2026 |
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| Dynamic Advisors Solutions | 48k | $2.3M | 2% | Jun 2026 |
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| Leisure Capital Management | 48k | $2.3M | -14% | Mar 2026 |
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| Mariner Wealth Advisors | 47k | $2.3M | 2% | Mar 2026 |
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| Davidson Investment Advisors | 47k | $2.3M | 15% | Mar 2026 |
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| Elmwood Wealth Management | 47k | $2.3M | 19% | Jun 2026 |
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| Parkside Financial Bank & Trust | 47k | $2.3M | -4% | Mar 2026 |
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| Altfest L J & Co | 47k | $2.2M | -12% | Mar 2026 |
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| Clifford Group | 47k | $2.2M | 2% | Mar 2026 |
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| Ubs Global Asset Management Americas | 47k | $2.2M | 209% | Mar 2026 |
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| Regal Investment Advisors | 46k | $2.2M | 2% | Mar 2026 |
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| McNaughton Wealth Management | 46k | $2.2M | -3% | Jun 2026 |
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| Hunter Associates | 45k | $2.2M | -6% | Mar 2026 |
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| Sykon Capital | 45k | $2.2M | 38% | Mar 2026 |
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| D. J. St. Germain | 43k | $2.1M | -9% | Mar 2026 |
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| Boston Standard Wealth Management | 42k | $2.0M | 0% | Jun 2026 |
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| Chesley, Taft & Associates | 42k | $2.0M | 0% | Jun 2026 |
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| Captrust Financial Advisors | 41k | $1.9M | 70% | Mar 2026 |
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| Foronjy Financial | 40k | $1.9M | -6% | Mar 2026 |
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| LJI Wealth Management | 40k | $1.9M | -2% | Mar 2026 |
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| Equitable Holdings | 39k | $1.9M | 3% | Mar 2026 |
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| Brandywine Oak Private Wealth | 39k | $1.9M | -1% | Jun 2026 |
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| Financeware | 38k | $1.8M | -2% | Jun 2026 |
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| Steel Peak Wealth Management | 37k | $1.8M | -12% | Jun 2026 |
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| Traveka Wealth | 37k | $1.8M | -4% | Mar 2026 |
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| Eagle Strategies | 37k | $1.8M | -2% | Mar 2026 |
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| Blueprint Financial Advisors | 36k | $1.7M | 53% | Mar 2026 |
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| Blueprint Investment Partners | 36k | $1.7M | 53% | Mar 2026 |
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| Sanctuary Advisors | 36k | $1.7M | -7% | Mar 2026 |
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| Hancock Bank Trust Department | 35k | $1.7M | -47% | Mar 2026 |
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| Merit Financial Group | 35k | $1.7M | -1% | Jun 2026 |
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| OpenArc Corporate Advisory | 35k | $1.7M | 100% | Mar 2026 |
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| Sage Mountain Advisors | 35k | $1.7M | 563% | Mar 2026 |
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| Ashton Thomas Private Wealth | 35k | $1.7M | 0% | Mar 2026 |
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| Private Advisor | 35k | $1.7M | -3% | Mar 2026 |
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| Capital Advisors Wealth Management | 34k | $1.6M | -4% | Mar 2026 |
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| Concurrent Investment Advisors | 34k | $1.6M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 33k | $1.6M | 16% | Mar 2026 |
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| Westside Investment Management | 33k | $1.6M | 1% | Mar 2026 |
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| FC Advisory | 33k | $1.6M | 0% | Jun 2026 |
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| Mml Investors Services | 32k | $1.6M | 18% | Mar 2026 |
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| Old Mission Capital | 32k | $1.5M | 100% | Mar 2026 |
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| Flow Traders US | 31k | $1.5M | 100% | Mar 2026 |
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| Versant Capital Management | 31k | $1.5M | 4% | Jun 2026 |
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| Elequin Capital | 31k | $774k | 100% | Mar 2026 |
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| Hurlow Wealth Management Group | 31k | $1.5M | 1% | Mar 2026 |
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| Grey Fox Wealth Advisors | 31k | $1.5M | -2% | Jun 2026 |
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| Massey, Quick & Co | 30k | $1.4M | -11% | Mar 2026 |
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| Citigroup | 30k | $1.4M | 100% | Mar 2026 |
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| RiverGlades Family Offices | 30k | $1.4M | 100% | Mar 2026 |
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| Strategic Family Wealth Counselors | 30k | $1.4M | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 29k | $1.4M | 133% | Mar 2026 |
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| Opal Wealth Advisors | 29k | $1.4M | 0% | Mar 2026 |
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| Aviance Capital Partners | 29k | $1.4M | 2% | Mar 2026 |
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| KWMG | 29k | $1.4M | -4% | Jun 2026 |
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| Wealth Enhancement Trust Services | 29k | $1.4M | 10% | Mar 2026 |
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| Voisard Asset Management Group | 29k | $1.4M | 0% | Mar 2026 |
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| Aquire Wealth Advisors | 28k | $1.4M | -28% | Mar 2026 |
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| Perigon Wealth Management | 28k | $1.4M | 38% | Mar 2026 |
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| Resources Investment Advisors | 28k | $1.3M | 0% | Mar 2026 |
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| AE Wealth Management | 24k | $1.1M | -28% | Mar 2026 |
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| Confluence Investment Management | 19k | $932k | -68% | Jun 2026 |
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Who sold out of Nuveen Barclays Shrt Term Muni bdfund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 248k | $12M |