Who owns NUVEEN DYNAMIC?
- Ticker: NDMO
- CUSIP Number: 67079x102
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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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 610k | $6.0M | -38% | Dec 2023 |
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| UBS Group | 595k | $5.9M | -4% | Dec 2023 |
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| Wells Fargo & Company | 588k | $5.8M | 25% | Dec 2023 |
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| Van Eck Associates Corp. | 392k | $3.9M | 33% | Dec 2023 |
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| Tyche Wealth Partners | 231k | $2.5M | 42% | Mar 2024 |
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| Advisor Group Holdings | 153k | $1.5M | -23% | Dec 2023 |
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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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| Royal Bank of Canada | 130k | $1.3M | 12% | Dec 2023 |
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| Regatta Capital Group | 102k | $1.1M | 0% | Mar 2024 |
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| Weiss Asset Management LP[1 | 96k | $948k | 100% | Dec 2023 |
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| Stifel Financial | 82k | $807k | 119% | Dec 2023 |
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| Landscape Capital Management | 75k | $741k | 100% | Dec 2023 |
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| Logan Stone Capital | 68k | $678k | 100% | Dec 2023 |
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| Atomi Financial Group | 64k | $631k | -11% | Dec 2023 |
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| LM Advisors | 60k | $598k | 100% | Dec 2023 |
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| Moors & Cabot | 60k | $595k | 9% | Dec 2023 |
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| Elequin Capital | 44k | $435k | 100% | Dec 2023 |
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| Wolverine Asset Management | 41k | $408k | 100% | Dec 2023 |
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| Raymond James & Associates | 38k | $417k | -41% | Mar 2024 |
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| NewEdge Wealth | 36k | $351k | -6% | Dec 2023 |
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| Primoris Wealth Advisors | 35k | $347k | 17% | Dec 2023 |
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| Nomura Holdings | 28k | $277k | 100% | Dec 2023 |
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| Beacon Bridge Wealth Partners | 27k | $263k | 1% | Dec 2023 |
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| Morris Retirement Advisors | 24k | $241k | 5% | Dec 2023 |
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| Apollon Wealth Management | 23k | $231k | -22% | Dec 2023 |
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| Nbc Securities | 23k | $248k | 23% | Mar 2024 |
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| Janney Montgomery Scott | 21k | $203k | -10% | Dec 2023 |
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| Wayne Hummer Investments | 20k | $196k | 46% | Dec 2023 |
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| Commonwealth Equity Services | 19k | $188k | -65% | Dec 2023 |
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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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| Jane Street | 15k | $149k | 100% | Dec 2023 |
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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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| Branch Banking & Trust Company | 12k | $119k | -7% | Dec 2023 |
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| Advisory Services Network | 11k | $112k | -3% | Dec 2023 |
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| Sykon Capital | 11k | $112k | 0% | Dec 2023 |
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| Fairhaven Wealth Management | 11k | $108k | 0% | Dec 2023 |
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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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| VisionPoint Advisory Group | 5.8k | $57k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 4.7k | $47k | 0% | Dec 2023 |
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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 | $20k | 0% | Dec 2023 |
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| Plante Moran Financial Advisors | 1.0k | $9.9k | 100% | Dec 2023 |
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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 |
| JGP Wealth Management | Dec 2023 | 17k | $165k |
| Creative Planning | Sep 2023 | 16k | $158k |
| Hayek-Kallen Investment Management | Sep 2023 | 15k | $144k |
| Peak Asset Management | Sep 2023 | 15k | $143k |
| Arlington Capital Management | Dec 2023 | 10k | $99k |