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Nuveen Dynamic shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Nuveen Dynamic (NDMO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Nuveen Dynamic

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Dynamic held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Dynamic by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $139k 13k 10.39
2025-06-30 $134k 13k 10.07
2025-03-31 $136k 13k 10.26

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Top funds holding Nuveen Dynamic

Morgan Stanley
Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Van Eck Associates Corp.
Tyche Wealth Partners
HighTower Advisors
Royal Bank of Canada
LPL Financial
NCP
Commonwealth Equity Services
Regatta Capital Group
Cetera Investment Advisers
Stifel Financial
Intl Fcstone

View all funds holding Nuveen Dynamic