Who owns NUVEEN DYNAMIC?
- Ticker: NDMO
- CUSIP Number: 67079x102
Tip: Access positions for across all investors
Analyze quarterly positions in Nuveen Dynamic with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Nuveen Dynamic stock
Who bought or sold NUVEEN DYNAMIC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.8M | $19M | -2% | Mar 2024 |
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| Wells Fargo & Company | 748k | $8.1M | 27% | Mar 2024 |
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| UBS Group | 618k | $6.7M | 4% | Mar 2024 |
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| Bank of America Corporation | 526k | $5.7M | -14% | Mar 2024 |
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| Van Eck Associates Corp. | 302k | $3.3M | -23% | Mar 2024 |
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| Tyche Wealth Partners | 231k | $2.5M | 42% | Mar 2024 |
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| Royal Bank of Canada | 148k | $1.6M | 14% | Mar 2024 |
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| Wedbush Morgan Securities | 145k | $1.4M | -1% | Dec 2023 |
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| Rockefeller Capital Management | 138k | $1.4M | -48% | Dec 2023 |
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| Commonwealth Equity Services | 130k | $1.4M | 587% | Mar 2024 |
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| Advisor Group Holdings | 107k | $1.2M | -30% | Mar 2024 |
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| Regatta Capital Group | 102k | $1.1M | 0% | Mar 2024 |
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| Stifel Financial | 88k | $955k | 8% | Mar 2024 |
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| Ameriprise Financial | 78k | $853k | 25% | Mar 2024 |
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| LM Advisors | 60k | $657k | 0% | Mar 2024 |
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| Atomi Financial Group | 59k | $647k | -7% | Mar 2024 |
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| Primoris Wealth Advisors | 53k | $577k | 51% | Mar 2024 |
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| Elequin Capital | 44k | $435k | 100% | Dec 2023 |
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| Raymond James & Associates | 38k | $417k | -41% | Mar 2024 |
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| NewEdge Wealth | 34k | $367k | -4% | Mar 2024 |
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| LPL Financial | 32k | $346k | -9% | Mar 2024 |
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| Fairhaven Wealth Management | 31k | $340k | 186% | Mar 2024 |
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| Moors & Cabot | 30k | $327k | -50% | Mar 2024 |
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| HighTower Advisors | 28k | $300k | 100% | Mar 2024 |
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| Morris Retirement Advisors | 27k | $298k | 12% | Mar 2024 |
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| Apollon Wealth Management | 23k | $253k | 0% | Mar 2024 |
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| Nbc Securities | 23k | $248k | 23% | Mar 2024 |
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| Cetera Investment Advisers | 22k | $241k | 100% | Mar 2024 |
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| Wayne Hummer Investments | 21k | $233k | 8% | Mar 2024 |
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| Beacon Bridge Wealth Partners | 21k | $225k | -22% | Mar 2024 |
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| Single Point Partners | 17k | $186k | 0% | Mar 2024 |
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| River Street Advisors | 17k | $185k | 100% | Mar 2024 |
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| Goss Wealth Management | 16k | $178k | 7% | Mar 2024 |
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| Oppenheimer & Co | 16k | $176k | 1% | Mar 2024 |
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| Janney Montgomery Scott | 15k | $157k | -30% | Mar 2024 |
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| Nomura Holdings | 14k | $156k | -49% | Mar 2024 |
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| Melfa Wealth Management | 14k | $153k | 100% | Mar 2024 |
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| Archetype Wealth Partners | 14k | $139k | 100% | Dec 2023 |
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| Virtu Financial | 14k | $148k | 100% | Mar 2024 |
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| Whittier Trust | 14k | $147k | 100% | Mar 2024 |
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| Creative Planning | 13k | $142k | 100% | Mar 2024 |
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| Sykon Capital | 11k | $123k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 11k | $118k | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 10k | $113k | 0% | Mar 2024 |
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| Brian McDonald | 9.0k | $98k | 39% | Mar 2024 |
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| VisionPoint Advisory Group | 5.8k | $63k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 4.6k | $50k | -3% | Mar 2024 |
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| Laffer Investments | 3.2k | $35k | 100% | Mar 2024 |
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| Harbor Investment Advisory | 2.5k | $27k | 0% | Mar 2024 |
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| Spire Wealth Management | 2.0k | $22k | 0% | Mar 2024 |
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| Ronald Blue Trust | 2.0k | $22k | 0% | Mar 2024 |
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| Tower Research Capital | 1.3k | $14k | 100% | Mar 2024 |
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| FNY Investment Advisers | 600.00 | $6.0k | 100% | Mar 2024 |
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| BlackRock | 21.00 | $231.000000 | 100% | Mar 2024 |
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Who sold out of Nuveen Dynamic?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisors Asset Management | Sep 2023 | 100k | $982k |
| Weiss Asset Management LP[1 | Dec 2023 | 96k | $948k |
| Landscape Capital Management | Dec 2023 | 75k | $741k |
| Logan Stone Capital | Dec 2023 | 68k | $678k |
| Stephens | Sep 2023 | 58k | $570k |
| Wolverine Asset Management | Dec 2023 | 41k | $408k |
| JGP Wealth Management | Dec 2023 | 17k | $165k |
| Jane Street | Dec 2023 | 15k | $149k |
| Branch Banking & Trust Company | Dec 2023 | 12k | $119k |
| Advisory Services Network | Dec 2023 | 11k | $112k |
| Susquehanna International | Sep 2023 | 10k | $99k |
| Arlington Capital Management | Dec 2023 | 10k | $99k |
| Plante Moran Financial Advisors | Dec 2023 | 1.0k | $9.9k |