Who owns Nuveen Barclays Shrt Term Muni bdfund?
- Ticker: SHM
- CUSIP Number: 78468r739
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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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 20M | $999M | 100% | Dec 2021 | ||
| Morgan Stanley | 9.3M | $449M | 100% | Mar 2022 | ||
| Envestnet Asset Management | 8.6M | $409M | 1% | Mar 2022 | ||
| Raymond James & Associates | 5.3M | $249M | 4% | Mar 2022 | ||
| Mercer Global Advisors | 4.8M | $228M | 0% | Mar 2022 | ||
| Goldman Sachs Group | 4.5M | $213M | 1% | Mar 2022 | ||
| Aaron Wealth Advisors | 4.3M | $90M | 5665% | Mar 2022 | ||
| Wells Fargo & Company | 2.4M | $116M | 1% | Dec 2021 | ||
| Northwestern Mutual Wealth Management Company | 2.1M | $98M | 11% | Mar 2022 | ||
| Pnc Financial Services | 1.8M | $90M | -2% | Dec 2021 | ||
| Commonwealth Equity Services | 1.8M | $83M | 7% | Mar 2022 | ||
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| Citigroup | 1.5M | $75M | 100% | Dec 2021 | ||
| Financial Engines Advisors L.L.C | 1.2M | $58M | -1% | Mar 2022 | ||
| Caprin Asset Management | 791k | $38M | -5% | Mar 2022 | ||
| Stifel Financial | 766k | $36M | 39% | Mar 2022 | ||
| Trustmark National Bank - Trust Department | 756k | $37M | 4% | Dec 2021 | ||
| Biltmore Wealth Management | 705k | $33M | -1% | Mar 2022 | ||
| Sei Investments | 659k | $31M | 245% | Mar 2022 | ||
| Jane Street | 576k | $27M | -69% | Mar 2022 | ||
| Advisor Group Holdings | 540k | $26M | -5% | Mar 2022 | ||
| Bailard | 520k | $25M | -42% | Mar 2022 | ||
| H D Vest Advisory Services | 456k | $22M | 1% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 427k | $20M | 15% | Mar 2022 | ||
| Estate Counselors | 396k | $19M | 5% | Mar 2022 | ||
| Altfest L J & Co | 382k | $18M | 100% | Mar 2022 | ||
| CX Institutional | 378k | $18M | 45% | Mar 2022 | ||
| APCM Wealth Management for Individuals | 320k | $15M | -6% | Mar 2022 | ||
| Wealthcare Advisory Partners | 317k | $15M | 27% | Mar 2022 | ||
| Manning & Napier Group | 301k | $14M | 71% | Mar 2022 | ||
| Branch Banking & Trust Company | 279k | $13M | -10% | Mar 2022 | ||
| Chatham Capital Group | 268k | $13M | 2% | Mar 2022 | ||
| Goss Wealth Management | 268k | $13M | -1% | Mar 2022 | ||
| Parcion Private Wealth | 258k | $12M | 29% | Mar 2022 | ||
| Beacon Pointe Advisors | 218k | $10M | 1969% | Mar 2022 | ||
| Buckingham Asset Management | 213k | $10M | -32% | Mar 2022 | ||
| Leisure Capital Management | 209k | $9.9M | 36% | Mar 2022 | ||
| People's United Financial | 189k | $8.9M | -41% | Mar 2022 | ||
| Karpus Investment Management | 186k | $8.8M | -45% | Mar 2022 | ||
| Eagle Ridge Investment Management | 184k | $9.0M | 3% | Dec 2021 | ||
| Crestwood Advisors | 178k | $8.4M | 1% | Mar 2022 | ||
| Janney Montgomery Scott | 176k | $8.3M | -2% | Mar 2022 | ||
| Dubuque Bank & Trust | 166k | $7.8M | 74% | Mar 2022 | ||
| Condor Capital Management | 162k | $7.7M | 3% | Mar 2022 | ||
| Staley Capital Advisers | 160k | $7.9M | -4% | Dec 2021 | ||
| CLS Investments | 156k | $7.7M | 0% | Dec 2021 | ||
| Country Club Bank | 152k | $7.2M | 100% | Mar 2022 | ||
| Bank Of Montreal | 151k | $7.5M | 8% | Dec 2021 | ||
| HighTower Advisors | 149k | $7.3M | 64% | Dec 2021 | ||
| Symmetry Partner | 139k | $6.6M | 4% | Mar 2022 | ||
| Country Club Trust Company | 139k | $6.8M | -7% | Dec 2021 | ||
| Meritage Portfolio Management | 135k | $6.4M | 0% | Mar 2022 | ||
| Charles Schwab Investment Management | 134k | $6.3M | 9% | Mar 2022 | ||
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 129k | $6.1M | 0% | Mar 2022 | ||
| Modera Wealth Management | 128k | $6.0M | 190% | Mar 2022 | ||
| James Investment Research | 127k | $6.0M | 0% | Mar 2022 | ||
| Newport Capital Group | 118k | $5.6M | 6% | Mar 2022 | ||
| Ackerman Capital Advisors | 117k | $5.8M | 126% | Dec 2021 | ||
| BDO Wealth Advisors | 115k | $5.5M | -8% | Mar 2022 | ||
| Aua Capital Management | 114k | $5.6M | -2% | Dec 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 110k | $5.2M | 5% | Mar 2022 | ||
| Hunter Associates | 109k | $5.2M | 0% | Mar 2022 | ||
| Aquire Wealth Advisors | 107k | $5.1M | 0% | Mar 2022 | ||
| Peak Financial Advisors | 107k | $5.1M | 100% | Mar 2022 | ||
| Old National Trust Company | 107k | $5.1M | -18% | Mar 2022 | ||
| Capital Analysts | 106k | $5.2M | 14% | Dec 2021 | ||
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 104k | $4.9M | -8% | Mar 2022 | ||
| MY Wealth Management | 104k | $5.1M | 100% | Dec 2021 | ||
| Private Advisor | 101k | $5.0M | 0% | Mar 2022 | ||
| Lee Munder Capital Group | 101k | $4.8M | 100% | Mar 2022 | ||
| Hanson McClain Advisors | 100k | $4.7M | -18% | Mar 2022 | ||
| Quent Capital | 97k | $4.8M | 100% | Dec 2021 | ||
| Captrust Financial Advisors | 97k | $4.6M | -6% | Mar 2022 | ||
| Allen Investment Management | 95k | $4.5M | 0% | Mar 2022 | ||
| Nicolet Advisory Services | 95k | $4.5M | 4% | Mar 2022 | ||
| Cullen Frost Bankers | 92k | $4.4M | -4% | Mar 2022 | ||
| Aveo Capital Partners | 91k | $4.3M | -21% | Mar 2022 | ||
| Chesley, Taft & Associates | 88k | $4.1M | 0% | Mar 2022 | ||
| Moneywise | 84k | $4.0M | 7% | Mar 2022 | ||
| Axiom Financial Strategies | 84k | $3.9M | 1% | Mar 2022 | ||
| GenTrust | 84k | $4.0M | -6% | Mar 2022 | ||
| Rockefeller Capital Management | 82k | $3.8M | 5% | Mar 2022 | ||
| Curbstone Financial Management | 80k | $4.0M | 0% | Dec 2021 | ||
| Janney Capital Management | 80k | $3.8M | 0% | Mar 2022 | ||
| 55i | 74k | $3.5M | 39% | Mar 2022 | ||
| Lenox Wealth Advisors | 74k | $3.5M | -1% | Mar 2022 | ||
| Monticello Wealth Management | 73k | $3.5M | -1% | Mar 2022 | ||
| D. J. St. Germain | 72k | $3.5M | -14% | Dec 2021 | ||
| Eagle Global Advisors | 72k | $3.4M | -2% | Mar 2022 | ||
| PrairieView Partners | 71k | $3.4M | -47% | Mar 2022 | ||
| Bragg Financial Advisors | 71k | $3.4M | -19% | Mar 2022 | ||
| MBM Wealth Consultants | 69k | $3.4M | 17% | Dec 2021 | ||
| Cresset Asset Management | 69k | $3.4M | 247% | Dec 2021 | ||
| Anson Capital | 69k | $3.2M | -38% | Mar 2022 | ||
| Gateway Advisory | 67k | $3.2M | -3% | Mar 2022 | ||
| Ironwood Wealth Management | 67k | $3.3M | -3% | Dec 2021 | ||
| Honkamp Krueger Financial Services | 67k | $3.2M | 1399% | Mar 2022 | ||
| ERTS Wealth Advisors | 65k | $3.1M | 100% | Mar 2022 | ||
| Steel Peak Wealth Management | 65k | $3.1M | 24% | Mar 2022 | ||
| Apella Capital | 63k | $3.0M | -14% | Mar 2022 | ||
| Hohimer Wealth Management | 62k | $2.9M | 123% | Mar 2022 | ||
| Taylor, Cottrill, Erickson & Associates | 61k | $2.9M | -18% | Mar 2022 | ||
| Ameraudi Asset Management | 61k | $2.9M | 0% | Mar 2022 | ||
| Syverson Strege & Co | 59k | $2.8M | -1% | Mar 2022 | ||
| KWMG | 59k | $2.8M | 4% | Mar 2022 | ||
| McAdam | 59k | $2.8M | -37% | Mar 2022 | ||
| Oakmont Partners | 59k | $2.8M | 0% | Mar 2022 | ||
| Mariner Wealth Advisors | 59k | $2.8M | -33% | Mar 2022 | ||
| Riversedge Advisors | 57k | $2.8M | -16% | Dec 2021 | ||
| ARGI Investment Services | 55k | $2.6M | 0% | Mar 2022 | ||
| Hill Island Financial | 55k | $2.6M | -18% | Mar 2022 | ||
| Altus Wealth Management | 55k | $2.6M | 5% | Mar 2022 | ||
| Raymond James Trust | 55k | $2.6M | 5% | Mar 2022 | ||
| Moseley Investment Management | 53k | $2.5M | 1% | Mar 2022 | ||
| Studio Investment Management | 53k | $2.5M | 895% | Mar 2022 | ||
| Strategic Financial | 52k | $2.5M | -5% | Mar 2022 | ||
| Aj Wealth Strategies | 52k | $2.4M | -2% | Mar 2022 | ||
| Visionary Wealth Advisors | 51k | $2.4M | 2% | Mar 2022 | ||
| Advisor OS | 50k | $2.3M | 3% | Mar 2022 | ||
| Alaska Permanent Capital Management | 50k | $2.3M | 17% | Mar 2022 | ||
| Oppenheimer & Co | 49k | $2.4M | 0% | Dec 2021 | ||
| Amg National Trust Bank | 49k | $2.3M | 0% | Mar 2022 | ||
| General Re - New England Asset Management | 49k | $2.3M | 0% | Mar 2022 | ||
| RiverGlades Family Offices | 48k | $2.3M | 2% | Mar 2022 | ||
| CWA Asset Management | 48k | $2.3M | -15% | Mar 2022 | ||
| Massmutual Trust | 47k | $2.2M | 1% | Mar 2022 | ||
| Hancock Bank Trust Department | 45k | $2.2M | -1% | Dec 2021 | ||
| Colony Group | 44k | $2.2M | -3% | Dec 2021 | ||
| Davenport & Co | 44k | $2.1M | 3% | Mar 2022 | ||
| CNB Bank | 44k | $2.1M | 4% | Mar 2022 | ||
| Jpmorgan Chase & Co | 43k | $2.0M | -1% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 43k | $2.1M | -3% | Dec 2021 | ||
| Pettinga Financial Advisors | 42k | $2.0M | 51% | Mar 2022 | ||
| Brian McDonald | 41k | $1.9M | 139% | Mar 2022 | ||
| Peddock Capital Advisors | 41k | $1.9M | -4% | Mar 2022 | ||
| EP Wealth Advisors | 40k | $1.9M | 129% | Mar 2022 | ||
| Westside Investment Management | 40k | $1.9M | 0% | Mar 2022 | ||
| Resources Investment Advisors | 40k | $1.9M | -9% | Mar 2022 | ||
| CliftonLarsonAllen Wealth Advisors | 39k | $1.8M | -29% | Mar 2022 | ||
| Cetera Investment Advisers | 38k | $1.8M | -3% | Mar 2022 | ||
| Sadoff Investment Management | 38k | $1.9M | -2% | Dec 2021 | ||
| Lazard Asset Management | 38k | $1.8M | 0% | Mar 2022 | ||
| Wealthsource Partners | 38k | $1.8M | -28% | Mar 2022 | ||
| Aviance Capital Partners | 37k | $1.8M | 7% | Mar 2022 | ||
| McNaughton Wealth Management | 37k | $1.7M | -5% | Mar 2022 | ||
| FSA Wealth Management | 36k | $1.8M | -5% | Mar 2022 | ||
| Streettalk Advisors | 36k | $1.7M | 100% | Mar 2022 | ||
| Strategic Wealth Advisors | 36k | $1.7M | 100% | Mar 2022 | ||
| Wilbanks Smith & Thomas Asset Management | 36k | $1.7M | -10% | Mar 2022 | ||
| Dynamic Advisors Solutions | 35k | $1.7M | 3% | Mar 2022 | ||
| Canvas Wealth Advisors | 35k | $1.6M | -41% | Mar 2022 | ||
| Mml Investors Services | 34k | $1.6M | -22% | Mar 2022 | ||
| Relaxing Retirement Coach | 32k | $1.5M | -56% | Mar 2022 | ||
| Mutual Advisors | 29k | $1.4M | -23% | Mar 2022 | ||
| Orion Portfolio Solutions | 29k | $1.4M | -40% | Mar 2022 | ||
| Capital One Financial Corp | 19k | $920k | -79% | Mar 2022 | ||
| Proffitt & Goodson | 18k | $860k | -81% | Mar 2022 | ||
| Sontag Advisory | 12k | $587k | -86% | Mar 2022 | ||
| Parsec Financial Management | 4.4k | $208k | -95% | Mar 2022 | ||
Who sold out of Nuveen Barclays Shrt Term Muni bdfund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Eaton Vance Management | Dec 2021 | 515k | $25M |
| Parkside Investments | Dec 2021 | 319k | $16M |
| Stratos Wealth Partners | Dec 2021 | 91k | $4.5M |
| Vista Finance | Dec 2021 | 86k | $4.2M |
| Advisor Partners | Dec 2021 | 44k | $2.1M |
| Lake Street Financial | Dec 2021 | 42k | $2.1M |
| Bristlecone Advisors | Dec 2021 | 36k | $1.8M |