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 | $759M | 9% | Mar 2024 |
|
| Wells Fargo & Company | 8.5M | $401M | 5% | Mar 2024 |
|
| Goldman Sachs Group | 7.5M | $357M | -28% | Mar 2024 |
|
| Envestnet Asset Management | 6.1M | $291M | 100% | Mar 2024 |
|
| Morgan Stanley | 5.7M | $268M | 100% | Mar 2024 |
|
| Mercer Global Advisors | 2.9M | $140M | -4% | Mar 2024 |
|
| United Capital Financial Advisers | 2.5M | $121M | -2% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 2.2M | $105M | 100% | Mar 2024 |
|
| Pnc Financial Services | 1.7M | $82M | -4% | Mar 2024 |
|
| Commonwealth Equity Services | 1.5M | $73M | 1% | Mar 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 1.5M | $71M | 8% | Jun 2024 |
|
| Quent Capital | 1.0M | $48M | 15% | Jun 2024 |
|
| Financial Engines Advisors L.L.C | 761k | $36M | 100% | Mar 2024 |
|
| LPL Financial | 679k | $32M | 100% | Mar 2024 |
|
| Jpmorgan Chase & Co | 592k | $28M | -8% | Mar 2024 |
|
| UBS Group | 530k | $25M | -3% | Mar 2024 |
|
| Stifel Financial | 525k | $25M | 20% | Mar 2024 |
|
| HTLF Bank | 504k | $24M | -3% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 468k | $22M | -2% | Jun 2024 |
|
| Wealthcare Advisory Partners | 453k | $22M | 13% | Mar 2024 |
|
| Sei Investments | 426k | $20M | 100% | Mar 2024 |
|
| Prime Capital Investment Advisors | 414k | $20M | 18% | Mar 2024 |
|
| Old National Trust Company | 343k | $16M | -13% | Jun 2024 |
|
| Citigroup | 304k | $14M | 7% | Mar 2024 |
|
| Hanson McClain Advisors | 278k | $13M | 1% | Jun 2024 |
|
| Symmetry Partner | 256k | $12M | 75% | Jun 2024 |
|
| Trustmark National Bank - Trust Department | 255k | $12M | 100% | Mar 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 254k | $12M | 100% | Mar 2024 |
|
| Cetera Investment Advisers | 231k | $11M | 100% | Mar 2024 |
|
| Branch Banking & Trust Company | 225k | $11M | -38% | Mar 2024 |
|
| Farther Finance Advisors | 217k | $10M | -16% | Mar 2024 |
|
| Ameriprise Financial | 214k | $10M | 100% | Mar 2024 |
|
| APCM Wealth Management for Individuals | 203k | $9.6M | 15% | Jun 2024 |
|
| H D Vest Advisory Services | 195k | $9.2M | -54% | Mar 2024 |
|
| CX Institutional | 191k | $9.0M | 5069% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 189k | $8.9M | 0% | Jun 2024 |
|
| Beacon Pointe Advisors | 184k | $8.7M | 9% | Mar 2024 |
|
| Renaissance Technologies | 183k | $8.7M | -42% | Mar 2024 |
|
| Altfest L J & Co | 180k | $8.5M | -8% | Mar 2024 |
|
| Cullen Frost Bankers | 174k | $8.2M | -40% | Mar 2024 |
|
| Royal Bank of Canada | 167k | $8.0M | -27% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 163k | $7.7M | -7% | Mar 2024 |
|
| Assetmark | 161k | $7.6M | -30% | Mar 2024 |
|
| Apella Capital | 144k | $6.8M | 0% | Jun 2024 |
|
| Goss Wealth Management | 140k | $6.6M | 100% | Mar 2024 |
|
| Foster Group | 137k | $6.5M | 100% | Mar 2024 |
|
| Brio Consultants | 135k | $6.4M | 3% | Mar 2024 |
|
| Karpus Investment Management | 134k | $6.4M | 100% | Mar 2024 |
|
| Advisor Group Holdings | 134k | $6.3M | -57% | Mar 2024 |
|
| GenTrust | 129k | $6.1M | 0% | Mar 2024 |
|
| Charles Schwab Investment Management | 128k | $6.1M | 7% | Mar 2024 |
|
| Mariner Wealth Advisors | 128k | $6.1M | -8% | Mar 2024 |
|
| Hunter Associates | 124k | $5.9M | 0% | Mar 2024 |
|
| Chatham Capital Group | 122k | $5.7M | -1% | Jun 2024 |
|
| Strategies Wealth Advisors | 117k | $5.5M | -2% | Mar 2024 |
|
| Cercano Management | 110k | $5.2M | 100% | Mar 2024 |
|
| Aua Capital Management | 109k | $5.2M | -3% | Mar 2024 |
|
| HPM Partners | 107k | $5.1M | 68% | Mar 2024 |
|
| Orion Portfolio Solutions | 106k | $5.0M | -1% | Mar 2024 |
|
| Aaron Wealth Advisors | 102k | $4.8M | 0% | Jun 2024 |
|
| Leisure Capital Management | 102k | $4.8M | -2% | Mar 2024 |
|
| TruNorth Capital Management | 99k | $4.7M | 8% | Jun 2024 |
|
| Smithfield Trust Company | 96k | $4.6M | 0% | Mar 2024 |
|
| Davidson Investment Advisors | 95k | $4.5M | -18% | Mar 2024 |
|
| Capital Analysts | 95k | $4.5M | 6% | Mar 2024 |
|
| Hancock Bank Trust Department | 93k | $4.4M | -3% | Mar 2024 |
|
| CWM | 93k | $4.4M | -20% | Jun 2024 |
|
| Aquire Wealth Advisors | 92k | $4.4M | -1% | Mar 2024 |
|
| Studio Investment Management | 90k | $4.3M | -11% | Mar 2024 |
|
| Brian McDonald | 89k | $4.2M | 100% | Mar 2024 |
|
| RW Investment Management | 87k | $4.1M | 1% | Mar 2024 |
|
| Johnson Financial | 87k | $4.1M | -14% | Mar 2024 |
|
| Jane Street | 87k | $4.1M | -97% | Mar 2024 |
|
| HighTower Advisors | 85k | $4.0M | -19% | Mar 2024 |
|
| Colony | 84k | $4.0M | -25% | Mar 2024 |
|
| KWMG | 82k | $3.9M | 0% | Jun 2024 |
|
| Detalus Advisors | 82k | $3.9M | 2% | Mar 2024 |
|
| Confluence Investment Management | 80k | $3.8M | 6% | Jun 2024 |
|
| Paulson Wealth Management | 79k | $3.7M | -7% | Jun 2024 |
|
| Kestra Advisory Services | 77k | $3.7M | 13% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 77k | $3.6M | 205% | Mar 2024 |
|
| McAdam | 75k | $3.6M | 9% | Jun 2024 |
|
| James Investment Research | 74k | $3.5M | -9% | Mar 2024 |
|
| Eqis Capital Management | 72k | $3.4M | 100% | Mar 2024 |
|
| Moneywise | 70k | $3.3M | -20% | Jun 2024 |
|
| Rockefeller Capital Management | 69k | $3.3M | 8% | Mar 2024 |
|
| Kades & Cheifetz | 67k | $3.2M | -37% | Mar 2024 |
|
| Ameraudi Asset Management | 66k | $3.1M | 0% | Mar 2024 |
|
| Apollon Wealth Management | 64k | $3.0M | -23% | Jun 2024 |
|
| M^T Bank Corporation | 64k | $3.0M | -34% | Mar 2024 |
|
| Janney Capital Management | 63k | $3.0M | 0% | Jun 2024 |
|
| Crestwood Advisors | 62k | $2.9M | -31% | Mar 2024 |
|
| One Capital Management | 61k | $2.9M | -10% | Mar 2024 |
|
| Raymond James & Associates | 61k | $2.9M | -8% | Jun 2024 |
|
| MBM Wealth Consultants | 61k | $2.9M | 10% | Mar 2024 |
|
| First International Bank & Trust | 60k | $2.8M | 5% | Jun 2024 |
|
| Steel Peak Wealth Management | 60k | $2.8M | -13% | Jun 2024 |
|
| Kestra Private Wealth Services | 58k | $2.7M | 23% | Mar 2024 |
|
| D. J. St. Germain | 57k | $2.7M | -10% | Jun 2024 |
|
| Chesley, Taft & Associates | 57k | $2.7M | -28% | Jun 2024 |
|
| Tilson Financial Group | 56k | $2.6M | -2% | Jun 2024 |
|
| Captrust Financial Advisors | 55k | $2.6M | -7% | Mar 2024 |
|
| McNaughton Wealth Management | 54k | $2.6M | 0% | Jun 2024 |
|
| Private Advisor | 54k | $2.6M | -12% | Mar 2024 |
|
| Buckingham Asset Management | 54k | $2.6M | 1% | Mar 2024 |
|
| Eagle Global Advisors | 54k | $2.5M | 0% | Mar 2024 |
|
| IHT Wealth Management | 52k | $2.5M | -4% | Mar 2024 |
|
| CI Private Wealth | 52k | $2.4M | -1% | Mar 2024 |
|
| Bank Of Montreal | 50k | $2.4M | -3% | Mar 2024 |
|
| Clifford Group | 50k | $2.4M | 2% | Mar 2024 |
|
| JFG Wealth Management | 49k | $2.3M | -12% | Mar 2024 |
|
| RiverGlades Family Offices | 48k | $2.3M | 100% | Mar 2024 |
|
| Us Bancorp | 48k | $2.3M | -7% | Mar 2024 |
|
| Premier Path Wealth Partners | 47k | $2.2M | 11% | Jun 2024 |
|
| Traveka Wealth | 46k | $2.1M | -2% | Jun 2024 |
|
| Sykon Capital | 45k | $2.1M | -11% | Mar 2024 |
|
| PrairieView Partners | 44k | $2.1M | 34% | Mar 2024 |
|
| Dynamic Advisors Solutions | 44k | $2.1M | 6% | Jun 2024 |
|
| Parkside Financial Bank & Trust | 42k | $2.0M | 7% | Mar 2024 |
|
| Meritage Portfolio Management | 42k | $2.0M | -13% | Mar 2024 |
|
| Oakmont Partners | 41k | $1.9M | 5% | Jun 2024 |
|
| Baird Financial | 40k | $1.9M | -3% | Mar 2024 |
|
| Sebold Capital Management | 39k | $1.9M | -1% | Mar 2024 |
|
| Bragg Financial Advisors | 39k | $1.8M | 100% | Mar 2024 |
|
| Alaska Permanent Capital Management | 39k | $1.8M | 0% | Jun 2024 |
|
| Warren Averett Asset Management | 39k | $1.8M | 100% | Mar 2024 |
|
| Taylor, Cottrill, Erickson & Associates | 39k | $1.8M | -2% | Mar 2024 |
|
| Regal Investment Advisors | 38k | $1.8M | 100% | Mar 2024 |
|
| Boston Standard Wealth Management | 38k | $1.8M | -1% | Jun 2024 |
|
| Parkside Investments | 34k | $1.6M | 0% | Jun 2024 |
|
| Thrivent Financial for Lutherans | 34k | $1.6M | 100% | Mar 2024 |
|
| Integrated Wealth Concepts | 34k | $1.6M | 100% | Mar 2024 |
|
| Westside Investment Management | 34k | $1.6M | 13% | Jun 2024 |
|
| CNB Bank | 34k | $1.6M | 0% | Mar 2024 |
|
| Tritonpoint Wealth | 34k | $2.0M | -21% | Mar 2024 |
|
| FC Advisory | 33k | $1.6M | 0% | Jun 2024 |
|
| Grey Fox Wealth Advisors | 33k | $1.6M | 0% | Mar 2024 |
|
| Kovitz Investment Group Partners | 33k | $1.6M | 100% | Mar 2024 |
|
| Financeware | 32k | $1.5M | -8% | Mar 2024 |
|
| Rockwood Wealth Management | 32k | $1.5M | -1% | Mar 2024 |
|
| Hurlow Wealth Management Group | 31k | $1.5M | -7% | Jun 2024 |
|
| Creative Planning | 31k | $1.5M | -6% | Mar 2024 |
|
| Brandywine Oak Private Wealth | 31k | $1.5M | 5% | Mar 2024 |
|
| Rsm Us Wealth Management | 31k | $1.4M | -2% | Mar 2024 |
|
| AE Wealth Management | 30k | $1.4M | -52% | Mar 2024 |
|
| Northern Oak Capital Management | 29k | $1.4M | -1% | Mar 2024 |
|
| Steward Partners Investment Advisory | 29k | $1.4M | 1% | Mar 2024 |
|
| Opal Wealth Advisors | 29k | $1.4M | -7% | Jun 2024 |
|
| Strategic Family Wealth Counselors | 29k | $1.4M | 0% | Mar 2024 |
|
| Staley Capital Advisers | 29k | $1.4M | 0% | Mar 2024 |
|
| Summit Financial | 28k | $1.3M | -43% | Mar 2024 |
|
| Equitable Holdings | 25k | $1.2M | -22% | Mar 2024 |
|
| Transcendent Capital Group | 25k | $1.2M | -17% | Jun 2024 |
|
| Mml Investors Services | 24k | $1.1M | -66% | Mar 2024 |
|
| SageView Advisory Group | 14k | $1.4M | -69% | Mar 2024 |
|
| Quotient Wealth Partners | 14k | $650k | -84% | Jun 2024 |
|
| Eagle Strategies | 8.6k | $406k | -93% | Mar 2024 |
|
| Transamerica Financial Advisors | 632.00 | $30k | -99% | Mar 2024 |
|
| Massmutual Trust | 196.00 | $9.2k | -99% | Jun 2024 |
|
Who sold out of Nuveen Barclays Shrt Term Muni bdfund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2023 | 68k | $3.2M |
| Buckingham Strategic Partners | Dec 2023 | 45k | $2.2M |
| Legacy Financial Advisors | Dec 2023 | 30k | $1.4M |