Who owns NUVEEN DYNAMIC?

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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
Guggenheim Capital, LLC Managers 1.5M $15M 31% Dec 2025
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Wells Fargo & Company 1.2M $13M -4% Dec 2025
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UBS Group 888k $8.9M 1% Dec 2025
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Van Eck Associates Corp. 315k $3.2M 5% Dec 2025
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Tyche Wealth Partners 293k $3.0M -1% Dec 2025
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HighTower Advisors 263k $2.6M 2% Dec 2025
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Royal Bank of Canada 253k $2.6M -4% Sep 2025
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LPL Financial 213k $2.1M -15% Dec 2025
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Jane Street 203k $2.0M 149% Dec 2025
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NCP 157k $1.6M 9% Dec 2025
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Intl Fcstone 139k $1.4M 44% Dec 2025
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Advisor Group Holdings 129k $1.3M 216% Dec 2025
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Wiley Bros.-aintree Capital 119k $1.2M 785% Dec 2025
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Commonwealth Equity Services 116k $1.2M -15% Dec 2025
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Regatta Capital Group 102k $1.0M 0% Dec 2025
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Stifel Financial 94k $951k -3% Dec 2025
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Cetera Investment Advisers 91k $916k -7% Dec 2025
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Raymond James Financial 82k $852k 20% Sep 2025
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Ameriprise Financial 71k $732k -1% Sep 2025
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Wedbush Morgan Securities 69k $698k 5% Dec 2025
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Rockefeller Capital Management 61k $612k -14% Dec 2025
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Primoris Wealth Advisors 55k $550k 0% Dec 2025
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Nbc Securities 54k $542k 24% Dec 2025
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River Street Advisors 48k $485k 0% Dec 2025
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Invesco 44k $446k 5% Dec 2025
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Cambridge Investment Research Advisors 43k $428k 12% Dec 2025
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Cohen & Steers Capital Management 40k $403k 0% Dec 2025
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PFG Investments 40k $398k -21% Dec 2025
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Sanctuary Advisors 39k $390k -38% Dec 2025
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Susquehanna International 35k $348k -23% Dec 2025
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Mariner Wealth Advisors 31k $308k -2% Dec 2025
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Aurora Private Wealth 30k $303k 100% Dec 2025
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Apollon Wealth Management 29k $288k 0% Dec 2025
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We Are One Seven 25k $254k 0% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 25k $247k 100% Dec 2025
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Envestnet Asset Management 21k $215k 100% Dec 2025
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Pinnacle Financial Partners 21k $213k 100% Dec 2025
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Virtu Financial 20k $206k -51% Dec 2025
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Congress Park Capital 20k $202k -60% Dec 2025
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Savvy Advisors 20k $201k 33% Dec 2025
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Patriot Financial Group Insurance Agency 19k $191k -15% Dec 2025
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Hanson McClain Advisors 17k $172k 2% Dec 2025
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Colony 16k $157k 100% Dec 2025
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Janney Montgomery Scott 15k $155k -4% Dec 2025
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Mpwm Advisory Solutions 15k $158k 2% Sep 2025
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XTX Topco 15k $151k 100% Dec 2025
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Melfa Wealth Management 15k $146k 0% Dec 2025
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Smith, Moore & Co. 14k $140k 0% Dec 2025
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Concurrent Investment Advisors 13k $135k 0% Dec 2025
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Goss Wealth Management 13k $132k 0% Dec 2025
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Oppenheimer & Co 13k $129k -14% Dec 2025
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Morris Retirement Advisors 13k $127k -7% Dec 2025
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Sonora Investment Management Group 13k $131k 0% Sep 2025
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Readystate Asset Management 12k $124k 100% Dec 2025
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Sykon Capital 11k $113k 0% Dec 2025
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Brian McDonald 11k $111k 0% Dec 2025
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Beacon Bridge Wealth Partners 10k $104k 2% Dec 2025
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Wealthcare Advisory Partners 10k $101k 0% Dec 2025
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Stephens 10k $101k -36% Dec 2025
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SRS Capital Advisors 8.5k $86k 0% Dec 2025
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EverSource Wealth Advisors 7.5k $76k 0% Dec 2025
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Global Retirement Partners 5.6k $56k 100% Dec 2025
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Spire Wealth Management 3.9k $39k 11% Dec 2025
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Ronald Blue Trust 2.0k $20k 0% Dec 2025
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Darren Munn 2.0k $20k 100% Dec 2025
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Us Bancorp 2.0k $20k 100% Dec 2025
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CoreCap Advisors 2.0k $20k 0% Dec 2025
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Highline Wealth Partners 1.0k $10k 0% Dec 2025
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BlackRock 1.00 $10.000000 -96% Dec 2025
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Who sold out of Nuveen Dynamic?

Fund or Company Name Date Sold Shares Held Valued At
LM Advisors Sep 2025 51k $527k
Duncan Williams Asset Management Sep 2025 15k $154k
Citadel Advisors Jun 2025 12k $120k
Hayek-Kallen Investment Management Jun 2025 12k $117k
Hrt Financial Sep 2025 11k $117k
Catalyst Financial Partners Sep 2025 10k $108k
Advisory Services Network Sep 2025 6.1k $64k
Newbridge Financial Services Group Sep 2025 1.0k $10k
Ameritas Advisory Services Sep 2025 706.00 $7.3k
FNY Investment Advisers Sep 2025 600.00 $6.0k
Activest Wealth Management Sep 2025 450.00 $4.7k
Steward Partners Investment Advisory Sep 2025 284.00 $3.0k