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Nuveen Churchill Direct Lending (NCDL) Institutional Ownership

Nuveen Churchill Direct Lending logo
$16.94 +0.07 (+0.39%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen Churchill Direct Lending (NYSE:NCDL)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$25.76M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$611.15K
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NCDL Institutional Buying and Selling by Quarter

Nuveen Churchill Direct Lending Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Procyon Advisors LLC63,704$1.07M0.1%+67.6%0.117%
1/15/2025 Hennion & Walsh Asset Management Inc.211,589$3.55M0.2%+34.1%0.388%
1/14/2025 Accurate Wealth Management LLC66,070$1.08M0.2%+348.1%0.121%
1/13/2025 Pallas Capital Advisors LLC24,302$408K0.0%-8.7%0.045%
1/13/2025 Adams Asset Advisors LLC31,012$520K0.1%N/A0.057%
1/13/2025 Aprio Wealth Management LLC111,604$1.87M0.3%+104.1%0.205%
12/26/2024JPMorgan Chase & Co.386,703$6.74M0.0%+1,045,043.2%0.710%
11/25/2024World Investment Advisors LLC18,849$328K0.0%N/A0.035%
11/18/2024Sunbelt Securities Inc.7,496$131K0.0%+36.6%0.014%
11/15/2024Stifel Financial Corp533,494$9.29M0.0%-0.9%0.979%
11/7/2024Tranquility Partners LLC48,960$853K0.3%+207.4%0.089%
11/7/2024Caprock Group LLC27,002$485K0.0%N/A0.049%
11/1/2024Hudson Value Partners LLC21,609$376K0.1%N/A0.039%
10/31/2024 Confluence Investment Management LLC118,161$2.06M0.0%+0.9%0.216%
10/31/2024Dudley Capital Management LLC11,714$204K0.1%N/A0.021%
10/30/2024Catalina Capital Group LLC10,449$182K0.1%N/A0.019%
10/29/2024Farther Finance Advisors LLC3,201$56K0.0%+119.8%0.006%
10/25/2024 Pallas Capital Advisors LLC26,616$451K0.0%N/A0.049%
10/24/2024 Wealth Enhancement Advisory Services LLC47,702$831K0.0%+82.8%0.087%
10/23/2024Mount Yale Investment Advisors LLC39,162$682K0.1%+164.8%0.071%
10/23/2024 Hennion & Walsh Asset Management Inc.157,803$2.75M0.1%+99.7%0.287%
10/16/2024Opal Wealth Advisors LLC194,638$3.39M1.1%+184.1%0.354%
10/11/2024 Procyon Advisors LLC38,005$662K0.0%N/A0.069%
10/8/2024 Aprio Wealth Management LLC54,688$953K0.2%+250.2%0.099%
9/16/2024Point72 DIFC Ltd7,640$133K0.0%-61.9%0.014%
9/16/2024Cubist Systematic Strategies LLC3,111$54K0.0%-33.3%0.006%
8/26/2024Ariadne Wealth Management LP28,997$520K0.3%N/A0.053%
8/16/2024Sunbelt Securities Inc.5,487$95K0.0%N/A0.010%
8/14/2024Cubist Systematic Strategies LLC3,111$54K0.0%-33.3%0.006%
8/14/2024Point72 DIFC Ltd7,640$133K0.0%-61.9%0.014%
8/14/2024Marshall Wace LLP79,467$1.38M0.0%+15.2%0.144%
8/14/2024Mount Yale Investment Advisors LLC14,790$257K0.0%N/A0.027%
8/9/2024Renaissance Technologies LLC31,200$543K0.0%N/A0.057%
8/6/2024Acadian Asset Management LLC50,472$871K0.0%N/A0.092%
8/2/2024Beacon Bridge Wealth Partners LLC13,007$226K0.1%N/A0.024%
7/25/2024Tranquility Partners LLC15,925$277K0.1%N/A0.029%
7/20/2024 Hennion & Walsh Asset Management Inc.79,018$1.38M0.1%+182.3%0.144%
7/16/2024 Wealth Enhancement Advisory Services LLC26,091$454K0.0%+50.1%0.047%
7/12/2024Opal Wealth Advisors LLC68,507$1.19M0.4%N/A0.124%
7/10/2024 Aprio Wealth Management LLC15,615$272K0.0%N/A0.028%
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7/1/2024 Confluence Investment Management LLC117,085$2.04M0.0%+13.7%0.213%
5/1/2024Capstone Investment Advisors LLC40,670$734K0.0%N/A0.074%
4/17/2024 Hennion & Walsh Asset Management Inc.27,995$506K0.0%N/A0.051%
(Data available from 1/1/2016 forward)

NCDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NCDL shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Nuveen Churchill Direct Lending. The most heavily invested institutionals were Stifel Financial Corp ($9.29M), JPMorgan Chase & Co. ($6.74M), Hennion & Walsh Asset Management Inc. ($3.55M), Opal Wealth Advisors LLC ($3.39M), Confluence Investment Management LLC ($2.06M), Aprio Wealth Management LLC ($1.87M), and Marshall Wace LLP ($1.38M).Learn more on NCDL's institutional investors.

Which institutional investors have been buying Nuveen Churchill Direct Lending stock?

Of the 25 institutional investors that purchased Nuveen Churchill Direct Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($386.67K), Hennion & Walsh Asset Management Inc. ($211.59K), Opal Wealth Advisors LLC ($194.64K), Aprio Wealth Management LLC ($111.60K), Procyon Advisors LLC ($63.70K), Accurate Wealth Management LLC ($51.32K), and Acadian Asset Management LLC ($50.47K).

How much institutional buying is happening at Nuveen Churchill Direct Lending?

Institutional investors have bought a total of 1,484,438 shares in the last 24 months. This purchase volume represents approximately $25.76M in transactions.

Which Nuveen Churchill Direct Lending major shareholders have been selling company stock?

The following institutional investors have sold Nuveen Churchill Direct Lending stock in the last 24 months: Point72 DIFC Ltd ($24.79K), Stifel Financial Corp ($5K), Cubist Systematic Strategies LLC ($3.10K), and Pallas Capital Advisors LLC ($2.31K).

How much institutional selling is happening at Nuveen Churchill Direct Lending?

Institutional investors have sold a total of 35,200 shares in the last 24 months. This volume of shares sold represents approximately $611.15K in transactions.



This page (NYSE:NCDL) was last updated on 1/22/2025 by MarketBeat.com Staff
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