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
Morgan Stanley 1.7M $18M -5% Jun 2024
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Wells Fargo & Company 1.1M $12M 27% Sep 2024
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Bank of America Corporation 547k $6.1M 1% Sep 2024
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Van Eck Associates Corp. 295k $3.2M 14% Sep 2024
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Tyche Wealth Partners 278k $3.1M 3% Sep 2024
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Commonwealth Equity Services 218k $2.4M 0% Sep 2024
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Guggenheim Capital, LLC Managers 178k $2.0M 100% Sep 2024
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Royal Bank of Canada 164k $1.8M -2% Sep 2024
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Sanctuary Advisors 158k $1.7M -3% Sep 2024
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LPL Financial 127k $1.4M 81% Sep 2024
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Wedbush Morgan Securities 126k $1.4M -5% Sep 2024
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NCP 107k $1.2M 3% Sep 2024
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Regatta Capital Group 102k $1.1M 0% Sep 2024
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HighTower Advisors 97k $1.1M 253% Jun 2024
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Stifel Financial 88k $952k 1% Jun 2024
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Rockefeller Capital Management 79k $848k -44% Jun 2024
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Congress Park Capital 73k $813k 100% Sep 2024
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Primoris Wealth Advisors 63k $695k 2% Sep 2024
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LM Advisors 60k $669k -1% Sep 2024
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Atomi Financial Group 58k $653k -2% Sep 2024
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Advisor Group Holdings 55k $619k -48% Sep 2024
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Wolverine Asset Management 42k $466k 100% Sep 2024
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International Assets Investment Management 40k $3.6M 1021% Sep 2024
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Raymond James & Associates 40k $446k 5% Sep 2024
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Blake Schutter Theil Wealth Advisors 36k $405k 100% Sep 2024
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Nbc Securities 34k $378k 14% Sep 2024
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NewEdge Wealth 32k $359k 0% Sep 2024
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Fairhaven Wealth Management 31k $350k 0% Sep 2024
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Cambridge Investment Research Advisors 30k $340k 180% Sep 2024
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Mariner Wealth Advisors 30k $336k 100% Sep 2024
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Thurston, Springer, Miller, Herd & Titak 28k $312k 100% Sep 2024
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Morris Retirement Advisors 28k $311k 0% Sep 2024
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Cetera Investment Advisers 24k $260k 9% Jun 2024
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Apollon Wealth Management 20k $224k -14% Sep 2024
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Kestra Advisory Services 20k $221k 10% Sep 2024
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WMG Financial Advisors 19k $209k 6% Sep 2024
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Susquehanna International 18k $205k 100% Sep 2024
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River Street Advisors 17k $190k 0% Sep 2024
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Savant Capital Management 15k $169k 100% Sep 2024
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Beacon Bridge Wealth Partners 15k $165k 1% Sep 2024
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Janney Montgomery Scott 15k $162k 0% Sep 2024
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Archetype Wealth Partners 14k $157k 0% Sep 2024
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Everstar Asset Management 14k $156k 100% Sep 2024
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Goss Wealth Management 13k $142k -20% Jun 2024
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Sykon Capital 11k $126k -31% Sep 2024
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Savvy Advisors 11k $122k 100% Sep 2024
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Melfa Wealth Management 10k $112k -29% Sep 2024
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Moors & Cabot 10k $112k 0% Sep 2024
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Brian McDonald 9.0k $101k 0% Sep 2024
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VisionPoint Advisory Group 5.8k $65k 0% Sep 2024
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EverSource Wealth Advisors 4.5k $50k 12% Sep 2024
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Steward Partners Investment Advisory 4.5k $49k -2% Jun 2024
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Spire Wealth Management 3.5k $39k 75% Sep 2024
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Ronald Blue Trust 2.0k $22k 0% Sep 2024
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CoreCap Advisors 2.0k $22k 0% Sep 2024
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Wayne Hummer Investments 1.5k $17k -94% Sep 2024
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Qube Research & Technologies 1.1k $11k 100% Jun 2024
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FNY Investment Advisers 600.00 $6.0k 100% Sep 2024
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Activest Wealth Management 450.00 $5.0k 100% Sep 2024
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Tower Research Capital 373.00 $4.0k -70% Jun 2024
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BlackRock 22.00 $245.999600 100% Sep 2024
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BlackRock 22.00 $232.999800 5% Jun 2024
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Who sold out of Nuveen Dynamic?

Fund or Company Name Date Sold Shares Held Valued At
Single Point Partners Jun 2024 17k $184k
Oppenheimer & Co Mar 2024 16k $176k
Nomura Holdings Jun 2024 14k $154k
Journey Strategic Wealth Jun 2024 12k $127k
Hilltop Holdings Jun 2024 11k $123k
Laffer Investments Jun 2024 3.2k $35k
Jpmorgan Chase & Co Jun 2024 22.00 $238.000400