Captrust Financial Advisors »

Nuveen shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Nuveen (NMCO) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Nuveen

Tip: Access up to 7 years of quarterly data

All positions including Nuveen held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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

Quarterly reported holdings in Nuveen by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 28k 11.67
2024-06-30 $309k 28k 11.03
2024-03-31 $296k 28k 10.57

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Nuveen

Morgan Stanley
Bank of America Corporation
Guggenheim Capital, LLC Managers
Robinson Capital Management
Melone Private Wealth
Royal Bank of Canada
Wells Fargo & Company
Capital Investment Advisors
Kennedy Investment Group
Gridiron Partners
Commonwealth Equity Services
Alpine Partners VI
Sanctuary Advisors
Advisor Group Holdings
Raymond James & Associates

View all funds holding Nuveen