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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

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Quarterly reported holdings in Nuveen by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 29k 10.86
2025-06-30 $306k 29k 10.73
2025-03-31 $300k 28k 10.70
2024-12-31 $297k 28k 10.61
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)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Nuveen

Gridiron Partners
Morgan Stanley
UBS Group
Guggenheim Capital, LLC Managers
Melone Private Wealth
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial
Cohen & Steers Capital Management
Advisors Asset Management
Commonwealth Equity Services
LPL Financial
Capital Investment Advisors
Hennion & Walsh Asset Management
Advisor Group Holdings

View all funds holding Nuveen