Who owns NUVEEN DYNAMIC?

Tip: Access positions for across all investors

Analyze quarterly positions in Nuveen Dynamic with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Wells Fargo & Company 1.6M $17M 22% Jun 2026
 View chart
Guggenheim Capital, LLC Managers 1.4M $14M -5% Jun 2026
 View chart
UBS Group 551k $5.7M -35% Jun 2026
 View chart
Bank of America Corporation 480k $5.0M -2% Jun 2026
 View chart
Van Eck Associates Corp. 352k $3.7M -9% Jun 2026
 View chart
Royal Bank of Canada 309k $3.2M 3% Jun 2026
 View chart
LPL Financial 306k $3.2M 3% Jun 2026
 View chart
Tyche Wealth Partners 294k $3.1M 0% Jun 2026
 View chart
HighTower Advisors 293k $3.0M 8% Jun 2026
 View chart
Stephens 120k $1.2M -68% Jun 2026
 View chart
Commonwealth Equity Services 117k $1.2M 0% Jun 2026
 View chart
Advisors Asset Management 114k $1.2M 100% Jun 2026
 View chart
Raymond James Financial 107k $1.1M 17% Jun 2026
 View chart
Cetera Investment Advisers 105k $1.1M 18% Jun 2026
 View chart
Regatta Capital Group 102k $1.1M 0% Jun 2026
 View chart
Advisor Group Holdings 101k $1.1M 75% Jun 2026
 View chart
Wiley Bros.-aintree Capital 96k $997k -15% Jun 2026
 View chart
Ameriprise Financial 91k $944k 9% Jun 2026
 View chart
Stifel Financial 89k $927k 0% Jun 2026
 View chart
Wedbush Morgan Securities 74k $768k 4% Jun 2026
 View chart
Nbc Securities 70k $729k 20% Jun 2026
 View chart
Sanctuary Advisors 70k $726k 97% Jun 2026
 View chart
Mariner Wealth Advisors 68k $704k 123% Jun 2026
 View chart
Primoris Wealth Advisors 55k $568k 0% Jun 2026
 View chart
Rockefeller Capital Management 54k $559k -12% Jun 2026
 View chart
Us Bancorp 52k $538k 2484% Jun 2026
 View chart
River Street Advisors 48k $501k 0% Jun 2026
 View chart
LM Advisors 43k $452k 9619% Jun 2026
 View chart
Invesco 43k $449k -2% Jun 2026
 View chart
Cambridge Investment Research Advisors 43k $444k 0% Jun 2026
 View chart
Cohen & Steers Capital Management 40k $416k 0% Jun 2026
 View chart
PFG Investments 40k $413k 0% Jun 2026
 View chart
Susquehanna International 38k $398k -3% Jun 2026
 View chart
Congress Park Capital 30k $312k 0% Jun 2026
 View chart
Apollon Wealth Management 29k $302k 0% Jun 2026
 View chart
Jane Street 27k $277k 53% Jun 2026
 View chart
Thurston, Springer, Miller, Herd & Titak 25k $263k 2% Jun 2026
 View chart
We Are One Seven 25k $260k -1% Jun 2026
 View chart
Aurora Private Wealth 25k $255k -19% Jun 2026
 View chart
Savvy Advisors 20k $208k 0% Jun 2026
 View chart
Fifth Third Bancorp 20k $205k 25% Jun 2026
 View chart
Patriot Financial Group Insurance Agency 19k $199k -50% Jun 2026
 View chart
Venture Visionary Partners 18k $190k 100% Jun 2026
 View chart
Hanson McClain Advisors 18k $183k 2% Jun 2026
 View chart
Janney Montgomery Scott 15k $155k 13% Jun 2026
 View chart
Melfa Wealth Management 15k $151k 0% Jun 2026
 View chart
Mpwm Advisory Solutions 14k $147k -7% Jun 2026
 View chart
Concurrent Investment Advisors 14k $147k 5% Jun 2026
 View chart
Worth Asset Management 14k $140k 100% Jun 2026
 View chart
Morris Retirement Advisors 13k $135k 2% Jun 2026
 View chart
Savant Capital Management 12k $127k 100% Jun 2026
 View chart
Sykon Capital 11k $117k 0% Jun 2026
 View chart
Wealthcare Advisory Partners 11k $112k 8% Jun 2026
 View chart
SRS Capital Advisors 8.5k $88k 100% Jun 2026
 View chart
EverSource Wealth Advisors 7.5k $78k 0% Jun 2026
 View chart
Vision Retirement 6.9k $72k 0% Jun 2026
 View chart
Global Retirement Partners 5.6k $59k 1% Jun 2026
 View chart
Spire Wealth Management 4.9k $51k 26% Jun 2026
 View chart
Clear Street Group 3.3k $35k 100% Jun 2026
 View chart
Ronald Blue Trust 1.7k $17k -17% Jun 2026
 View chart
Highline Wealth Partners 1.0k $10k 0% Jun 2026
 View chart
Goss Wealth Management 715.00 $7.4k -95% Jun 2026
 View chart
Ameritas Advisory Services 706.00 $7.3k 100% Jun 2026
 View chart
FNY Investment Advisers 600.00 $6.0k 0% Jun 2026
 View chart

Who sold out of Nuveen Dynamic?

Fund or Company Name Date Sold Shares Held Valued At
Independent Advisor Alliance Mar 2026 121k $1.2M
Colony Mar 2026 16k $160k
Bayban Mar 2026 15k $154k
Farther Finance Advisors Mar 2026 2.0k $21k
Advisory Services Network Mar 2026 1.1k $11k