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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Who bought or sold NUVEEN DYNAMIC this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |