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Nuveen Dynamic shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Nuveen Dynamic (NDMO) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Nuveen Dynamic

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All positions including Nuveen Dynamic held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Dynamic by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 22k 10.39
2025-06-30 $220k 22k 10.07
2025-03-31 $206k 20k 10.26
2024-12-31 $167k 17k 10.02

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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