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 | 19M | $909M | 19% | Dec 2024 |
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| Envestnet Asset Management | 5.2M | $247M | -12% | Mar 2025 |
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| Goldman Sachs Group | 5.1M | $242M | 7% | Mar 2025 |
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| Wells Fargo & Company | 4.2M | $200M | -13% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 2.5M | $119M | 6% | Dec 2024 |
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| Mercer Global Advisors | 2.5M | $117M | -5% | Mar 2025 |
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| United Capital Financial Advisers | 2.4M | $116M | -1% | Mar 2025 |
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| Morgan Stanley | 2.3M | $110M | 100% | Dec 2024 |
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| Pnc Financial Services | 1.8M | $85M | 11% | Dec 2024 |
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| Commonwealth Equity Services | 1.6M | $75M | 2% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 1.5M | $72M | -12% | Mar 2025 |
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| Quent Capital | 1.4M | $68M | 7% | Mar 2025 |
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| LPL Financial | 729k | $35M | -1% | Mar 2025 |
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| Karpus Investment Management | 721k | $34M | 30% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 662k | $32M | -3% | Mar 2025 |
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| HTLF Bank | 642k | $30M | 0% | Dec 2024 |
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| Jpmorgan Chase & Co | 592k | $28M | -3% | Mar 2025 |
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| Wealthcare Advisory Partners | 590k | $28M | 5% | Mar 2025 |
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| Betterment | 578k | $27M | -36% | Dec 2024 |
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| Stifel Financial | 563k | $27M | 6% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 479k | $23M | -17% | Mar 2025 |
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| UBS Group | 430k | $21M | -16% | Mar 2025 |
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| Sei Investments | 353k | $17M | -4% | Dec 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 352k | $17M | 9% | Dec 2024 |
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| Jane Street | 326k | $16M | -58% | Mar 2025 |
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| Cercano Management | 314k | $15M | 100% | Mar 2025 |
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| Prime Capital Investment Advisors | 305k | $15M | 3% | Dec 2024 |
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| APCM Wealth Management for Individuals | 289k | $14M | -5% | Mar 2025 |
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| Td Private Client Wealth | 249k | $12M | -4% | Mar 2025 |
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| Old National Trust Company | 238k | $11M | -8% | Mar 2025 |
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| CX Institutional | 232k | $11M | 1% | Mar 2025 |
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| Ameriprise Financial | 224k | $11M | 9% | Mar 2025 |
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| Hanson McClain Advisors | 224k | $11M | -6% | Mar 2025 |
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| Branch Banking & Trust Company | 222k | $11M | -13% | Mar 2025 |
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| Cetera Investment Advisers | 218k | $10M | -4% | Dec 2024 |
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| Raymond James Financial | 218k | $10M | -7% | Mar 2025 |
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| Citigroup | 215k | $10M | -11% | Mar 2025 |
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| Trustmark National Bank - Trust Department | 163k | $7.7M | -14% | Mar 2025 |
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| Assetmark | 154k | $7.3M | -2% | Dec 2024 |
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| Farther Finance Advisors | 153k | $7.3M | -9% | Mar 2025 |
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| Symmetry Partner | 145k | $6.9M | 5% | Mar 2025 |
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| Keystone Financial Group | 144k | $3.8M | 2239% | Dec 2024 |
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| Cullen Frost Bankers | 141k | $6.7M | -7% | Mar 2025 |
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| MY Wealth Management | 138k | $6.6M | 0% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 136k | $6.5M | -12% | Mar 2025 |
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| Smithfield Trust Company | 135k | $6.4M | 61% | Dec 2024 |
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| GenTrust | 128k | $6.1M | 3% | Mar 2025 |
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| Beacon Pointe Advisors | 128k | $6.1M | -21% | Dec 2024 |
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| Apella Capital | 128k | $6.0M | -14% | Mar 2025 |
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| Foster Group | 126k | $6.0M | 0% | Mar 2025 |
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| Strategies Wealth Advisors | 126k | $6.0M | -1% | Mar 2025 |
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| HPM Partners | 116k | $5.5M | -6% | Mar 2025 |
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| Chatham Capital Group | 116k | $5.5M | -1% | Mar 2025 |
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| Benjamin Edwards | 111k | $5.3M | 3% | Mar 2025 |
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| Royal Bank of Canada | 108k | $5.1M | 1% | Mar 2025 |
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| Orion Portfolio Solutions | 105k | $5.0M | 1% | Dec 2024 |
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| Integrated Wealth Concepts | 104k | $4.9M | -46% | Dec 2024 |
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| Advisor Group Holdings | 104k | $4.9M | 28% | Mar 2025 |
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| Hunter Associates | 103k | $4.9M | -6% | Mar 2025 |
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| Leisure Capital Management | 102k | $4.8M | 5% | Mar 2025 |
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| Aua Capital Management | 102k | $4.8M | 0% | Mar 2025 |
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| Capital Analysts | 99k | $4.7M | 4% | Dec 2024 |
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| TruNorth Capital Management | 99k | $4.7M | -2% | Mar 2025 |
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| Colony | 93k | $4.4M | -3% | Mar 2025 |
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| Pure Portfolios Holdings | 88k | $4.2M | 5% | Mar 2025 |
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| Flow Traders US | 88k | $4.2M | 100% | Dec 2024 |
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| CWM | 82k | $3.9M | -3% | Mar 2025 |
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| Kestra Advisory Services | 81k | $3.8M | 16% | Dec 2024 |
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| Horizon Family Wealth | 77k | $3.7M | 57% | Mar 2025 |
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| HighTower Advisors | 77k | $3.6M | 6% | Dec 2024 |
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| Rockefeller Capital Management | 75k | $3.6M | 16% | Dec 2024 |
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| RW Investment Management | 75k | $3.5M | 1% | Mar 2025 |
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| Studio Investment Management | 75k | $3.5M | -15% | Dec 2024 |
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| MAI Wealth Advisors | 74k | $3.5M | 2% | Mar 2025 |
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| Sequoia Financial Advisors | 73k | $3.5M | -25% | Mar 2025 |
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| Hancock Bank Trust Department | 73k | $3.5M | -1% | Mar 2025 |
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| Eqis Capital Management | 72k | $3.4M | 1% | Dec 2024 |
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| Davidson Investment Advisors | 72k | $3.4M | -6% | Mar 2025 |
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| Crestwood Advisors | 72k | $3.4M | 13% | Mar 2025 |
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| Oakmont Partners | 72k | $3.4M | 6% | Mar 2025 |
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| Altfest L J & Co | 70k | $3.3M | 1% | Mar 2025 |
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| Ameraudi Asset Management | 70k | $3.3M | 7% | Mar 2025 |
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| Ascent Group | 69k | $3.3M | 155% | Mar 2025 |
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| Detalus Advisors | 68k | $3.2M | -7% | Mar 2025 |
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| Aquire Wealth Advisors | 66k | $3.1M | -23% | Mar 2025 |
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| Janney Capital Management | 62k | $2.9M | 3% | Mar 2025 |
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| Elequin Capital | 60k | $2.9M | 33% | Mar 2025 |
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| First International Bank & Trust | 59k | $2.8M | 8% | Mar 2025 |
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| H D Vest Advisory Services | 59k | $2.8M | 6% | Dec 2024 |
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| Parkside Financial Bank & Trust | 58k | $2.8M | 1% | Mar 2025 |
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| Buckingham Strategic Partners | 57k | $2.7M | 1% | Mar 2025 |
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| McNaughton Wealth Management | 57k | $2.7M | -7% | Mar 2025 |
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| Bank Of Montreal | 56k | $2.7M | 53% | Dec 2024 |
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| Tilson Financial Group | 55k | $2.6M | 0% | Mar 2025 |
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| Steel Peak Wealth Management | 55k | $2.6M | -3% | Mar 2025 |
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| McAdam | 54k | $2.6M | -34% | Mar 2025 |
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| Mariner Wealth Advisors | 52k | $2.5M | 11% | Mar 2025 |
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| LJI Wealth Management | 52k | $2.4M | 0% | Mar 2025 |
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| Columbia River Financial Group | 51k | $2.4M | 7% | Mar 2025 |
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| D. J. St. Germain | 50k | $2.4M | -5% | Mar 2025 |
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| Us Bancorp | 49k | $2.3M | 1% | Mar 2025 |
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| Brandywine Oak Private Wealth | 48k | $2.3M | -1% | Mar 2025 |
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| Confluence Investment Management | 48k | $2.3M | -1% | Mar 2025 |
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| Eagle Global Advisors | 48k | $2.3M | -12% | Mar 2025 |
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| Apollon Wealth Management | 48k | $2.3M | -7% | Mar 2025 |
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| Paulson Wealth Management | 48k | $2.3M | -5% | Mar 2025 |
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| Alaska Permanent Capital Management | 47k | $2.2M | 4% | Mar 2025 |
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| Chesley, Taft & Associates | 47k | $2.2M | 0% | Mar 2025 |
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| James Investment Research | 47k | $2.2M | 1% | Mar 2025 |
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| Clifford Group | 46k | $2.2M | 7% | Mar 2025 |
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| Park Avenue Securities | 45k | $2.2M | 100% | Mar 2025 |
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| Kades & Cheifetz | 44k | $2.1M | 2% | Dec 2024 |
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| Dynamic Advisors Solutions | 44k | $2.1M | 100% | Mar 2025 |
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| Premier Path Wealth Partners | 43k | $2.1M | -4% | Mar 2025 |
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| Ashton Thomas Private Wealth | 42k | $2.0M | -5% | Mar 2025 |
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| Eagle Strategies | 41k | $2.0M | -7% | Mar 2025 |
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| Sanctuary Advisors | 41k | $2.0M | -26% | Dec 2024 |
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| Regal Investment Advisors | 40k | $1.9M | 3% | Mar 2025 |
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| Grey Fox Wealth Advisors | 40k | $1.9M | 10% | Mar 2025 |
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| Hrt Financial | 38k | $1.8M | 100% | Dec 2024 |
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| Boston Standard Wealth Management | 38k | $1.8M | -9% | Mar 2025 |
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| Traveka Wealth | 37k | $1.8M | -6% | Mar 2025 |
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| Brian McDonald | 37k | $1.7M | 2% | Mar 2025 |
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| Warren Averett Asset Management | 36k | $1.7M | -1% | Dec 2024 |
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| Sebold Capital Management | 35k | $1.7M | 0% | Mar 2025 |
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| SageView Advisory Group | 34k | $1.6M | 0% | Mar 2025 |
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| Massmutual Trust | 34k | $1.6M | 3% | Mar 2025 |
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| FC Advisory | 34k | $1.6M | 0% | Mar 2025 |
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| Hurlow Wealth Management Group | 33k | $1.6M | -6% | Mar 2025 |
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| Meritage Portfolio Management | 33k | $1.6M | -1% | Mar 2025 |
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| KWMG | 33k | $1.6M | -58% | Mar 2025 |
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| Financeware | 33k | $1.6M | -19% | Mar 2025 |
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| Freestone Capital Holdings | 32k | $1.5M | 0% | Mar 2025 |
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| One Capital Management | 32k | $1.5M | -4% | Dec 2024 |
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| Bragg Financial Advisors | 32k | $1.5M | -37% | Mar 2025 |
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| RiverGlades Family Offices | 31k | $1.5M | -37% | Mar 2025 |
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| Westside Investment Management | 31k | $1.5M | 0% | Mar 2025 |
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| Captrust Financial Advisors | 31k | $1.5M | -3% | Mar 2025 |
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| GAMMA Investing | 31k | $1.5M | 29% | Mar 2025 |
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| Rsm Us Wealth Management | 31k | $1.5M | 1% | Mar 2025 |
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| Renaissance Technologies | 30k | $1.4M | -32% | Mar 2025 |
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| Resources Investment Advisors | 30k | $1.4M | -6% | Mar 2025 |
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| Strategic Family Wealth Counselors | 30k | $1.4M | 100% | Mar 2025 |
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| Opal Wealth Advisors | 29k | $1.4M | 0% | Mar 2025 |
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| Versant Capital Management | 28k | $1.3M | 11% | Mar 2025 |
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| Lazard Asset Management | 27k | $1.3M | 0% | Mar 2025 |
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| Staley Capital Advisers | 27k | $1.3M | -7% | Mar 2025 |
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| Aviance Capital Partners | 26k | $1.3M | 7% | Mar 2025 |
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| Elmwood Wealth Management | 26k | $1.2M | 30% | Mar 2025 |
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| Private Advisor | 26k | $1.2M | -6% | Mar 2025 |
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| Johnson Financial | 25k | $1.2M | -11% | Mar 2025 |
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| IHT Wealth Management | 16k | $758k | -47% | Dec 2024 |
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| Kestra Private Wealth Services | 16k | $753k | -39% | Mar 2025 |
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| PrairieView Partners | 15k | $696k | -51% | Mar 2025 |
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Who sold out of Nuveen Barclays Shrt Term Muni bdfund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brio Consultants | Dec 2024 | 100k | $4.7M |
| Independent Advisor Alliance | Dec 2024 | 78k | $3.7M |
| Citadel Advisors | Dec 2024 | 54k | $2.6M |
| D.A. Davidson & Co. | Dec 2024 | 37k | $1.8M |