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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1.7M | $17M | 100% | Jun 2025 |
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| Wells Fargo & Company | 1.3M | $14M | 3% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 1.1M | $12M | 31% | Sep 2025 |
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| UBS Group | 878k | $9.1M | -5% | Sep 2025 |
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| Van Eck Associates Corp. | 299k | $3.1M | 4% | Sep 2025 |
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| Tyche Wealth Partners | 296k | $3.1M | 1% | Sep 2025 |
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| HighTower Advisors | 257k | $2.7M | -5% | Sep 2025 |
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| Royal Bank of Canada | 253k | $2.6M | -4% | Sep 2025 |
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| LPL Financial | 250k | $2.6M | -6% | Sep 2025 |
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| NCP | 144k | $1.5M | 47% | Sep 2025 |
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| Commonwealth Equity Services | 138k | $1.4M | 1% | Sep 2025 |
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| Regatta Capital Group | 102k | $1.1M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 98k | $1.0M | 18% | Sep 2025 |
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| Stifel Financial | 98k | $1.0M | 7% | Sep 2025 |
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| Intl Fcstone | 97k | $1.0M | 10% | Sep 2025 |
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| Raymond James Financial | 82k | $852k | 20% | Sep 2025 |
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| Jane Street | 81k | $846k | 370% | Sep 2025 |
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| Rockefeller Capital Management | 71k | $737k | -8% | Sep 2025 |
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| Ameriprise Financial | 71k | $732k | -1% | Sep 2025 |
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| Wedbush Morgan Securities | 66k | $688k | 3% | Sep 2025 |
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| Primoris Wealth Advisors | 55k | $567k | -4% | Sep 2025 |
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| LM Advisors | 51k | $527k | 0% | Sep 2025 |
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| Congress Park Capital | 50k | $520k | -58% | Sep 2025 |
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| PFG Investments | 50k | $518k | 0% | Sep 2025 |
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| River Street Advisors | 48k | $500k | 0% | Sep 2025 |
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| Susquehanna International | 45k | $464k | 100% | Sep 2025 |
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| Nbc Securities | 43k | $449k | 20% | Sep 2025 |
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| Invesco | 42k | $440k | 100% | Sep 2025 |
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| Virtu Financial | 41k | $429k | 185% | Sep 2025 |
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| Advisor Group Holdings | 41k | $423k | 13% | Sep 2025 |
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| Cohen & Steers Capital Management | 40k | $416k | -32% | Sep 2025 |
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| Cambridge Investment Research Advisors | 38k | $394k | 1% | Sep 2025 |
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| Mariner Wealth Advisors | 31k | $323k | -1% | Sep 2025 |
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| Apollon Wealth Management | 29k | $297k | 0% | Sep 2025 |
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| We Are One Seven | 25k | $262k | 0% | Sep 2025 |
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| Patriot Financial Group Insurance Agency | 22k | $232k | 3% | Sep 2025 |
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| Hanson McClain Advisors | 17k | $173k | 2% | Sep 2025 |
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| Janney Montgomery Scott | 16k | $167k | 48% | Sep 2025 |
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| Stephens | 16k | $162k | 0% | Sep 2025 |
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| Mpwm Advisory Solutions | 15k | $158k | 2% | Sep 2025 |
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| Savvy Advisors | 15k | $156k | 7% | Sep 2025 |
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| Oppenheimer & Co | 15k | $155k | 0% | Sep 2025 |
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| Duncan Williams Asset Management | 15k | $154k | 100% | Sep 2025 |
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| Melfa Wealth Management | 15k | $151k | 0% | Sep 2025 |
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| Smith, Moore & Co. | 14k | $145k | -3% | Sep 2025 |
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| Morris Retirement Advisors | 14k | $142k | 2% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 13k | $140k | 1% | Sep 2025 |
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| Concurrent Investment Advisors | 13k | $139k | 1% | Sep 2025 |
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| H D Vest Advisory Services | 13k | $132k | -72% | Jun 2025 |
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| Goss Wealth Management | 13k | $135k | 0% | Sep 2025 |
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| Sonora Investment Management Group | 13k | $131k | 0% | Sep 2025 |
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| Hrt Financial | 11k | $117k | 100% | Sep 2025 |
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| Sykon Capital | 11k | $117k | 0% | Sep 2025 |
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| Brian McDonald | 11k | $114k | 0% | Sep 2025 |
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| Catalyst Financial Partners | 10k | $108k | 100% | Sep 2025 |
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| Beacon Bridge Wealth Partners | 10k | $105k | 100% | Sep 2025 |
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| Wealthcare Advisory Partners | 10k | $104k | 0% | Sep 2025 |
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| SRS Capital Advisors | 8.5k | $88k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 7.5k | $78k | 67% | Sep 2025 |
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| Advisory Services Network | 6.1k | $64k | 100% | Sep 2025 |
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| Spire Wealth Management | 3.5k | $36k | 0% | Sep 2025 |
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| Ronald Blue Trust | 2.0k | $21k | 0% | Sep 2025 |
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| CoreCap Advisors | 2.0k | $21k | 0% | Sep 2025 |
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| Highline Wealth Partners | 1.0k | $10k | 100% | Sep 2025 |
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| Us Bancorp | 1.0k | $10k | 100% | Sep 2025 |
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| Newbridge Financial Services Group | 1.0k | $10k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 706.00 | $7.3k | 0% | Sep 2025 |
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| FNY Investment Advisers | 600.00 | $6.0k | 0% | Jun 2025 |
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| Activest Wealth Management | 450.00 | $4.7k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 284.00 | $3.0k | 0% | Sep 2025 |
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| BlackRock | 24.00 | $244.999200 | 4% | Sep 2025 |
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Who sold out of Nuveen Dynamic?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Allspring Global Investments Holdings | Jun 2025 | 236k | $2.4M |
| Envestnet Asset Management | Jun 2025 | 191k | $1.9M |
| Robinson Capital Management | Jun 2025 | 92k | $923k |
| Integrated Capital Management | Jun 2025 | 36k | $359k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 24k | $237k |
| Elequin Capital | Jun 2025 | 17k | $168k |
| Sontag Advisory | Jun 2025 | 14k | $141k |
| Heritage Trust | Jun 2025 | 14k | $141k |
| Mml Investors Services | Jun 2025 | 13k | $134k |
| Hilltop Holdings | Jun 2025 | 12k | $125k |
| Citadel Advisors | Jun 2025 | 12k | $120k |
| Hayek-Kallen Investment Management | Jun 2025 | 12k | $117k |
| Atlantic Trust | Jun 2025 | 10k | $105k |
| Orleans Capital Management Corp | Jun 2025 | 10k | $101k |
| Pnc Financial Services | Jun 2025 | 4.0k | $40k |