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 | 2.0M | $20M | 0% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 1.4M | $15M | -2% | Mar 2026 |
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| Wells Fargo & Company | 1.3M | $14M | 6% | Mar 2026 |
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| UBS Group | 842k | $8.7M | -5% | Mar 2026 |
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| Bank of America Corporation | 490k | $5.0M | 100% | Mar 2026 |
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| Stephens | 375k | $3.9M | 3652% | Mar 2026 |
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| Van Eck Associates Corp. | 315k | $3.2M | 5% | Dec 2025 |
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| Royal Bank of Canada | 300k | $3.1M | 19% | Mar 2026 |
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| LPL Financial | 299k | $3.1M | 40% | Mar 2026 |
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| Tyche Wealth Partners | 294k | $3.0M | 0% | Mar 2026 |
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| HighTower Advisors | 272k | $2.8M | 4% | Mar 2026 |
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| Advisor Group Holdings | 129k | $1.3M | 216% | Dec 2025 |
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| Independent Advisor Alliance | 121k | $1.2M | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 119k | $1.2M | 785% | Dec 2025 |
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| Commonwealth Equity Services | 117k | $1.2M | 1% | Mar 2026 |
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| Regatta Capital Group | 102k | $1.0M | 0% | Mar 2026 |
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| Stifel Financial | 89k | $913k | -6% | Mar 2026 |
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| Cetera Investment Advisers | 89k | $912k | -2% | Mar 2026 |
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| Raymond James Financial | 88k | $890k | 8% | Dec 2025 |
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| Ameriprise Financial | 83k | $853k | 24% | Mar 2026 |
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| Wedbush Morgan Securities | 71k | $729k | 2% | Mar 2026 |
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| Rockefeller Capital Management | 61k | $624k | 0% | Mar 2026 |
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| Nbc Securities | 58k | $599k | 8% | Mar 2026 |
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| Primoris Wealth Advisors | 55k | $561k | 0% | Mar 2026 |
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| River Street Advisors | 48k | $495k | 0% | Mar 2026 |
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| Invesco | 44k | $454k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 43k | $438k | 0% | Mar 2026 |
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| Cohen & Steers Capital Management | 40k | $403k | 0% | Dec 2025 |
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| PFG Investments | 40k | $407k | 0% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 38k | $392k | 101% | Mar 2026 |
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| Sanctuary Advisors | 35k | $364k | -9% | Mar 2026 |
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| Susquehanna International | 35k | $348k | -23% | Dec 2025 |
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| Mariner Wealth Advisors | 30k | $313k | -1% | Mar 2026 |
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| Aurora Private Wealth | 30k | $303k | 0% | Mar 2026 |
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| Congress Park Capital | 30k | $309k | 50% | Mar 2026 |
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| Apollon Wealth Management | 29k | $299k | 2% | Mar 2026 |
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| We Are One Seven | 25k | $254k | 0% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 25k | $255k | 1% | Mar 2026 |
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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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| Savvy Advisors | 20k | $205k | 0% | Mar 2026 |
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| Jane Street | 17k | $179k | -91% | Mar 2026 |
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| Hanson McClain Advisors | 17k | $172k | 2% | Dec 2025 |
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| Fifth Third Bancorp | 16k | $162k | 100% | Mar 2026 |
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| Colony | 16k | $157k | 100% | Dec 2025 |
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| Mpwm Advisory Solutions | 15k | $156k | -2% | Mar 2026 |
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| Bayban | 15k | $154k | 0% | Mar 2026 |
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| XTX Topco | 15k | $151k | 100% | Dec 2025 |
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| Melfa Wealth Management | 15k | $150k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 13k | $138k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 13k | $135k | -15% | Mar 2026 |
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| Goss Wealth Management | 13k | $134k | 0% | Mar 2026 |
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| Morris Retirement Advisors | 13k | $131k | 1% | Mar 2026 |
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| Sykon Capital | 11k | $116k | 0% | Mar 2026 |
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| Brian McDonald | 11k | $111k | 0% | Dec 2025 |
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| Wealthcare Advisory Partners | 10k | $103k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 7.5k | $77k | 0% | Mar 2026 |
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| Vision Retirement | 6.9k | $71k | 0% | Mar 2026 |
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| Global Retirement Partners | 5.6k | $56k | 100% | Dec 2025 |
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| Spire Wealth Management | 3.9k | $40k | 0% | Mar 2026 |
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| Farther Finance Advisors | 2.0k | $21k | 100% | Mar 2026 |
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| Ronald Blue Trust | 2.0k | $21k | 0% | Mar 2026 |
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| Us Bancorp | 2.0k | $20k | 100% | Dec 2025 |
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| Highline Wealth Partners | 1.0k | $10k | 0% | Mar 2026 |
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| FNY Investment Advisers | 600.00 | $6.0k | 100% | Mar 2026 |
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| Activest Wealth Management | 450.00 | $4.6k | 100% | Mar 2026 |
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| LM Advisors | 447.00 | $43k | 100% | Mar 2026 |
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Who sold out of Nuveen Dynamic?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| NCP | Dec 2025 | 157k | $1.6M |
| Intl Fcstone | Dec 2025 | 139k | $1.4M |
| Balyasny Asset Management | Dec 2025 | 102k | $1.0M |
| Rivernorth Capital Management | Dec 2025 | 90k | $909k |
| Envestnet Asset Management | Dec 2025 | 21k | $215k |
| Smith, Moore & Co. | Dec 2025 | 14k | $140k |
| Oppenheimer & Co | Dec 2025 | 13k | $129k |
| Citadel Advisors | Dec 2025 | 13k | $126k |
| Readystate Asset Management | Dec 2025 | 12k | $124k |
| Beacon Bridge Wealth Partners | Dec 2025 | 10k | $104k |
| SRS Capital Advisors | Dec 2025 | 8.5k | $86k |
| Advisory Services Network | Sep 2025 | 6.1k | $64k |
| Darren Munn | Dec 2025 | 2.0k | $20k |
| CoreCap Advisors | Dec 2025 | 2.0k | $20k |