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Nuveen Dynamic shares owned by Regatta Capital Group

Quarter-by-quarter ownership of Nuveen Dynamic (NDMO) shares owned by Regatta Capital Group from 13F filings

Historical chart of Regatta Capital Group investment in Nuveen Dynamic

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All positions including Nuveen Dynamic held by Regatta Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Dynamic by Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 102k 10.89
2023-12-31 $1.0M 102k 9.91
2023-09-30 $488k 50k 9.81
2023-06-30 $506k 50k 10.17
2023-03-31 $494k 50k 9.94
2022-12-31 $494k 50k 9.94

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View all positions for Regatta Capital Group

Top funds holding Nuveen Dynamic

Morgan Stanley
Wells Fargo & Company
UBS Group
Bank of America Corporation
Van Eck Associates Corp.
Tyche Wealth Partners
Royal Bank of Canada
Wedbush Morgan Securities
Rockefeller Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Regatta Capital Group
Stifel Financial
Ameriprise Financial
LM Advisors

View all funds holding Nuveen Dynamic