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Nuveen Churchill Direct Lending (NCDL) Institutional Ownership

Nuveen Churchill Direct Lending logo
$16.91 +0.08 (+0.48%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Nuveen Churchill Direct Lending (NYSE:NCDL)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$15.35M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$572.32K
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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
11/25/2024 World Investment Advisors LLC18,849$328K0.0%N/A0.035%
11/18/2024 Sunbelt Securities Inc.7,496$131K0.0%+36.6%0.014%
11/15/2024 Stifel Financial Corp533,494$9.29M0.0%-0.9%0.979%
11/7/2024 Tranquility Partners LLC48,960$853K0.3%+207.4%0.089%
11/7/2024 Caprock Group LLC27,002$485K0.0%N/A0.049%
11/1/2024 Hudson Value Partners LLC21,609$376K0.1%N/A0.039%
10/31/2024 Confluence Investment Management LLC118,161$2.06M0.0%+0.9%0.216%
10/31/2024 Dudley Capital Management LLC11,714$204K0.1%N/A0.021%
10/30/2024 Catalina Capital Group LLC10,449$182K0.1%N/A0.019%
10/29/2024 Farther 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%
10/23/2024 Mount 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%
10/16/2024 Opal 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%
9/16/2024 Point72 DIFC Ltd7,640$133K0.0%-61.9%0.014%
9/16/2024 Cubist Systematic Strategies LLC3,111$54K0.0%-33.3%0.006%
8/26/2024 Ariadne Wealth Management LP28,997$520K0.3%N/A0.053%
8/16/2024 Sunbelt Securities Inc.5,487$95K0.0%N/A0.010%
8/14/2024 Cubist Systematic Strategies LLC3,111$54K0.0%-33.3%0.006%
8/14/2024 Point72 DIFC Ltd7,640$133K0.0%-61.9%0.014%
8/14/2024 Marshall Wace LLP79,467$1.38M0.0%+15.2%0.144%
8/14/2024 Mount Yale Investment Advisors LLC14,790$257K0.0%N/A0.027%
8/9/2024 Renaissance Technologies LLC31,200$543K0.0%N/A0.057%
8/6/2024 Acadian Asset Management LLC50,472$871K0.0%N/A0.092%
8/2/2024 Beacon Bridge Wealth Partners LLC13,007$226K0.1%N/A0.024%
7/25/2024 Tranquility 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%
7/12/2024 Opal Wealth Advisors LLC68,507$1.19M0.4%N/A0.124%
7/10/2024 Aprio Wealth Management LLC15,615$272K0.0%N/A0.028%
7/1/2024 Confluence Investment Management LLC117,085$2.04M0.0%+13.7%0.213%
5/1/2024 Capstone 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, 25 institutional investors and hedge funds held shares of Nuveen Churchill Direct Lending. The most heavily invested institutionals were Stifel Financial Corp ($9.29M), Opal Wealth Advisors LLC ($3.39M), Hennion & Walsh Asset Management Inc. ($2.75M), Confluence Investment Management LLC ($2.06M), Marshall Wace LLP ($1.38M), Aprio Wealth Management LLC ($953K), and Acadian Asset Management LLC ($871K).Learn more on NCDL's institutional investors.

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

Of the 22 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: Opal Wealth Advisors LLC ($194.64K), Hennion & Walsh Asset Management Inc. ($157.80K), Aprio Wealth Management LLC ($54.69K), Acadian Asset Management LLC ($50.47K), Tranquility Partners LLC ($48.96K), Capstone Investment Advisors LLC ($40.67K), and Mount Yale Investment Advisors LLC ($39.16K).

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

Institutional investors have bought a total of 879,035 shares in the last 24 months. This purchase volume represents approximately $15.35M 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), and Cubist Systematic Strategies LLC ($3.10K).

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

Institutional investors have sold a total of 32,886 shares in the last 24 months. This volume of shares sold represents approximately $572.32K in transactions.



This page (NYSE:NCDL) was last updated on 12/21/2024 by MarketBeat.com Staff
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