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 | 21M | $1.0B | 100% | Mar 2026 |
|
| Goldman Sachs Group | 5.2M | $247M | -3% | Mar 2026 |
|
| Wells Fargo & Company | 3.5M | $170M | -13% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 3.1M | $146M | 4% | Mar 2026 |
|
| Morgan Stanley | 2.3M | $110M | 8% | Mar 2026 |
|
| Quent Capital | 2.2M | $103M | 21% | Mar 2026 |
|
| Envestnet Asset Management | 1.9M | $91M | 90% | Mar 2026 |
|
| Pnc Financial Services | 1.7M | $83M | 9% | Mar 2026 |
|
| Mercer Global Advisors | 1.5M | $74M | -10% | Mar 2026 |
|
| United Capital Financial Advisers | 1.4M | $68M | -22% | Mar 2026 |
|
| CX Institutional | 1.1M | $53M | 5% | Mar 2026 |
|
| LPL Financial | 889k | $43M | 5% | Mar 2026 |
|
| CliftonLarsonAllen Wealth Advisors | 744k | $36M | -57% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 665k | $32M | -1% | Dec 2025 |
|
| Commonwealth Equity Services | 625k | $30M | 2% | Mar 2026 |
|
| Wealthcare Advisory Partners | 601k | $29M | -3% | Mar 2026 |
|
| UBS Group | 490k | $23M | 71% | Mar 2026 |
|
| APCM Wealth Management for Individuals | 467k | $22M | 15% | Mar 2026 |
|
| Gerber Kawasaki Wealth & Investment Management | 462k | $22M | 11% | Mar 2026 |
|
| Karpus Investment Management | 399k | $19M | -56% | Dec 2025 |
|
| Stifel Financial | 383k | $18M | -24% | Mar 2026 |
|
| Betterment | 325k | $16M | -4% | Dec 2025 |
|
| Jane Street | 276k | $13M | 512% | Mar 2026 |
|
| Ameriprise Financial | 254k | $12M | 1% | Mar 2026 |
|
| Umb Bank N A | 242k | $12M | -54% | Mar 2026 |
|
| Sei Investments | 237k | $11M | -4% | Mar 2026 |
|
| Raymond James Financial | 235k | $11M | -3% | Dec 2025 |
|
| Td Private Client Wealth | 216k | $10M | -9% | Mar 2026 |
|
| Prime Capital Investment Advisors | 208k | $10M | -6% | Mar 2026 |
|
| Cercano Management | 207k | $9.9M | -34% | Mar 2026 |
|
| Branch Banking & Trust Company | 201k | $9.6M | 11% | Mar 2026 |
|
| Hanson McClain Advisors | 198k | $9.5M | -7% | Dec 2025 |
|
| Symmetry Partner | 188k | $9.0M | 7% | Mar 2026 |
|
| BlackRock | 179k | $8.6M | 13% | Mar 2026 |
|
| TruNorth Capital Management | 177k | $8.5M | 4% | Mar 2026 |
|
| Cetera Investment Advisers | 172k | $8.2M | -49% | Mar 2026 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 168k | $8.1M | 6% | Mar 2026 |
|
| Trustmark National Bank - Trust Department | 148k | $7.1M | -5% | Mar 2026 |
|
| Pure Portfolios Holdings | 143k | $6.9M | 9% | Dec 2025 |
|
| Benjamin Edwards | 142k | $6.8M | 12% | Mar 2026 |
|
| Goss Wealth Management | 139k | $6.7M | 594% | Mar 2026 |
|
| MY Wealth Management | 138k | $6.6M | 1286% | Mar 2026 |
|
| GenTrust | 131k | $6.2M | -9% | Mar 2026 |
|
| Strategies Wealth Advisors | 128k | $6.1M | 1% | Dec 2025 |
|
| Farther Finance Advisors | 126k | $6.0M | 2% | Mar 2026 |
|
| Beacon Pointe Advisors | 125k | $6.0M | 7% | Dec 2025 |
|
| Foster Group | 121k | $5.8M | 0% | Mar 2026 |
|
| Royal Bank of Canada | 117k | $5.6M | 13% | Mar 2026 |
|
| Independent Advisor Alliance | 115k | $5.5M | 171% | Mar 2026 |
|
| Advisor Group Holdings | 113k | $5.4M | -2% | Dec 2025 |
|
| HPM Partners | 110k | $5.2M | -2% | Mar 2026 |
|
| McAdam | 109k | $5.2M | 3% | Mar 2026 |
|
| Cullen Frost Bankers | 105k | $5.0M | -28% | Mar 2026 |
|
| CLS Investments | 105k | $5.0M | 0% | Mar 2026 |
|
| Colony | 105k | $5.0M | 20% | Dec 2025 |
|
| Ackerman Capital Advisors | 103k | $4.9M | -2% | Mar 2026 |
|
| Paulson Wealth Management | 102k | $4.9M | -4% | Mar 2026 |
|
| Aua Capital Management | 101k | $4.8M | -1% | Mar 2026 |
|
| Chatham Capital Group | 96k | $4.6M | -2% | Mar 2026 |
|
| Precision Wealth Strategies | 93k | $4.4M | -12% | Mar 2026 |
|
| Bank Of Montreal | 88k | $4.2M | 100% | Mar 2026 |
|
| Assetmark | 87k | $4.2M | -53% | Mar 2026 |
|
| Apella Capital | 87k | $4.2M | 0% | Mar 2026 |
|
| Brio Consultants | 85k | $4.1M | 0% | Mar 2026 |
|
| Bragg Financial Advisors | 80k | $3.8M | 100% | Mar 2026 |
|
| CWM | 80k | $3.8M | -1% | Dec 2025 |
|
| Rockefeller Capital Management | 73k | $3.5M | -2% | Mar 2026 |
|
| Ascent Group | 72k | $3.5M | 2% | Dec 2025 |
|
| Smithfield Trust Company | 71k | $3.4M | 0% | Mar 2026 |
|
| Janney Montgomery Scott | 70k | $3.4M | 568% | Mar 2026 |
|
| Ameraudi Asset Management | 70k | $3.4M | 0% | Mar 2026 |
|
| James Investment Research | 70k | $3.3M | 43% | Mar 2026 |
|
| Crestwood Advisors | 70k | $3.3M | -13% | Mar 2026 |
|
| GAMMA Investing | 68k | $3.2M | 0% | Mar 2026 |
|
| RW Investment Management | 65k | $3.1M | -5% | Mar 2026 |
|
| Creative Planning | 62k | $3.0M | 111% | Mar 2026 |
|
| Confluence Investment Management | 61k | $2.9M | 6% | Mar 2026 |
|
| Janney Capital Management | 61k | $2.9M | 0% | Dec 2025 |
|
| Kestra Advisory Services | 58k | $2.8M | 40% | Mar 2026 |
|
| Brian McDonald | 57k | $2.8M | -7% | Dec 2025 |
|
| Citadel Advisors | 56k | $2.7M | -18% | Mar 2026 |
|
| Tilson Financial Group | 56k | $2.7M | 0% | Mar 2026 |
|
| HighTower Advisors | 55k | $2.6M | -85% | Mar 2026 |
|
| Eagle Global Advisors | 54k | $2.6M | 29% | Dec 2025 |
|
| Fifth Third Bancorp | 54k | $2.6M | 17724% | Mar 2026 |
|
| Detalus Advisors | 53k | $2.5M | -19% | Mar 2026 |
|
| Buckingham Strategic Partners | 52k | $2.5M | 100% | Mar 2026 |
|
| Columbia River Financial Group | 51k | $2.5M | 1% | Mar 2026 |
|
| Horizon Family Wealth | 51k | $2.4M | 16% | Mar 2026 |
|
| Old National Trust Company | 51k | $2.4M | -30% | Mar 2026 |
|
| Kestra Private Wealth Services | 50k | $2.4M | 82% | Mar 2026 |
|
| Phillip James Consulting | 50k | $3.8M | 100% | Mar 2026 |
|
| Charles Schwab Trust | 48k | $2.3M | 0% | Mar 2026 |
|
| Leisure Capital Management | 48k | $2.3M | -14% | Mar 2026 |
|
| McNaughton Wealth Management | 48k | $2.3M | -11% | Mar 2026 |
|
| Us Bancorp | 48k | $2.3M | -1% | Dec 2025 |
|
| Mariner Wealth Advisors | 47k | $2.3M | 2% | Mar 2026 |
|
| Davidson Investment Advisors | 47k | $2.3M | 15% | Mar 2026 |
|
| Global Retirement Partners | 47k | $2.3M | 12% | Dec 2025 |
|
| Dynamic Advisors Solutions | 47k | $2.3M | 0% | Mar 2026 |
|
| Parkside Financial Bank & Trust | 47k | $2.3M | -4% | Mar 2026 |
|
| Altfest L J & Co | 47k | $2.2M | -12% | Mar 2026 |
|
| Clifford Group | 47k | $2.2M | 2% | Mar 2026 |
|
| Ubs Global Asset Management Americas | 47k | $2.2M | 209% | Mar 2026 |
|
| Hunter Associates | 45k | $2.2M | -6% | Mar 2026 |
|
| Regal Investment Advisors | 45k | $2.2M | 4% | Dec 2025 |
|
| Sykon Capital | 45k | $2.2M | 38% | Mar 2026 |
|
| D. J. St. Germain | 43k | $2.1M | -9% | Mar 2026 |
|
| Steel Peak Wealth Management | 43k | $2.0M | -1% | Mar 2026 |
|
| Boston Standard Wealth Management | 42k | $2.0M | 1% | Mar 2026 |
|
| Chesley, Taft & Associates | 42k | $2.0M | -9% | Mar 2026 |
|
| Foronjy Financial | 40k | $1.9M | -6% | Mar 2026 |
|
| LJI Wealth Management | 40k | $1.9M | -2% | Mar 2026 |
|
| Elmwood Wealth Management | 40k | $1.9M | 3% | Mar 2026 |
|
| Brandywine Oak Private Wealth | 39k | $1.9M | -2% | Mar 2026 |
|
| Equitable Holdings | 39k | $1.9M | 3% | Mar 2026 |
|
| Financeware | 39k | $1.8M | -1% | Mar 2026 |
|
| Traveka Wealth | 37k | $1.8M | -4% | Mar 2026 |
|
| Eagle Strategies | 37k | $1.8M | -2% | Mar 2026 |
|
| Blueprint Financial Advisors | 36k | $1.7M | 53% | Mar 2026 |
|
| Sanctuary Advisors | 36k | $1.7M | -7% | Mar 2026 |
|
| Hancock Bank Trust Department | 35k | $1.7M | -47% | Mar 2026 |
|
| Merit Financial Group | 35k | $1.7M | -2% | Mar 2026 |
|
| OpenArc Corporate Advisory | 35k | $1.7M | 100% | Mar 2026 |
|
| Sage Mountain Advisors | 35k | $1.7M | 563% | Mar 2026 |
|
| Ashton Thomas Private Wealth | 35k | $1.7M | 0% | Mar 2026 |
|
| Private Advisor | 35k | $1.7M | -3% | Mar 2026 |
|
| Capital Advisors Wealth Management | 34k | $1.6M | -4% | Mar 2026 |
|
| Concurrent Investment Advisors | 34k | $1.6M | -1% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 33k | $1.6M | 16% | Mar 2026 |
|
| Westside Investment Management | 33k | $1.6M | 1% | Mar 2026 |
|
| Mml Investors Services | 32k | $1.6M | 18% | Mar 2026 |
|
| FC Advisory | 32k | $1.5M | 0% | Mar 2026 |
|
| SageView Advisory Group | 32k | $1.5M | 0% | Dec 2025 |
|
| Grey Fox Wealth Advisors | 32k | $1.5M | 0% | Mar 2026 |
|
| Flow Traders US | 31k | $1.5M | 100% | Mar 2026 |
|
| Elequin Capital | 31k | $774k | 100% | Mar 2026 |
|
| Hurlow Wealth Management Group | 31k | $1.5M | 1% | Mar 2026 |
|
| Massey, Quick & Co | 30k | $1.4M | -11% | Mar 2026 |
|
| KWMG | 30k | $1.4M | -4% | Mar 2026 |
|
| Citigroup | 30k | $1.4M | 100% | Mar 2026 |
|
| Versant Capital Management | 30k | $1.4M | 0% | Mar 2026 |
|
| RiverGlades Family Offices | 30k | $1.4M | -9% | Mar 2026 |
|
| Strategic Family Wealth Counselors | 30k | $1.4M | 0% | Mar 2026 |
|
| Meritage Portfolio Management | 29k | $1.4M | -8% | Dec 2025 |
|
| Integrated Wealth Concepts | 29k | $1.4M | 133% | Mar 2026 |
|
| Opal Wealth Advisors | 29k | $1.4M | 0% | Mar 2026 |
|
| Aviance Capital Partners | 29k | $1.4M | 2% | Mar 2026 |
|
| Wealth Enhancement Trust Services | 29k | $1.4M | 10% | Mar 2026 |
|
| Voisard Asset Management Group | 29k | $1.4M | 0% | Mar 2026 |
|
| Aquire Wealth Advisors | 28k | $1.4M | -28% | Mar 2026 |
|
| Warren Averett Asset Management | 27k | $1.3M | -6% | Dec 2025 |
|
| AE Wealth Management | 24k | $1.1M | -28% | Mar 2026 |
|
| Susquehanna International | 11k | $504k | -79% | Dec 2025 |
|
Who sold out of Nuveen Barclays Shrt Term Muni bdfund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 327k | $16M |
| Wealth Enhancement Advisory Services | Dec 2025 | 248k | $12M |
| Renaissance Technologies | Sep 2025 | 37k | $1.8M |
| Engineers Gate Manager | Sep 2025 | 30k | $1.5M |