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NCDL Institutional Ownership

Nuveen Churchill Direct Lending Corp.
1W: -2.6% 1M: -12.5% 3M: -12.6% YTD: -18.3% 1Y: -19.4%
$11.02
-0.16 (-1.42%)
 
Weekly Expected Move ±2.3%
$11 $11 $11 $11 $12
NYSE · Financial Services · Asset Management · Tech Score Strong Sell · Power 36 · $544.2M mcap · 42M float · 0.470% daily turnover · Short 57% of daily vol

Institutional Ownership — NCDL

79
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
$195M
Total Invested
13
New Positions
19
Increased
35
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (99 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Blue Owl Capital Holdings LP 2,143,626 $$24M — +0.0% 8Q SEC ↗
2 Corient Private Wealth LP 1,613,098 $$18M -119,521 -6.9% 9Q SEC ↗
3 UBS Group AG 997,794 $$11M +315,661 +46.3% 10Q SEC ↗
4 ARES MANAGEMENT LLC 958,826 $$11M +383,988 +66.8% 10Q SEC ↗
5 BROWN BROTHERS HARRIMAN & CO 921,978 $$10M — +0.0% 4Q SEC ↗
6 Invesco Ltd. 893,252 $$10M -285 -0.0% 4Q SEC ↗
7 VAN ECK ASSOCIATES CORP 767,952 $$8M +254,335 +49.5% 5Q SEC ↗
8 Opal Wealth Advisors, LLC 634,271 $$7M +9,056 +1.4% 9Q SEC ↗
9 Diameter Capital Partners LP 604,645 $$7M -774,716 -56.2% 3Q SEC ↗
10 TWO SIGMA INVESTMENTS, LP 552,184 $$6M -78,563 -12.5% 9Q SEC ↗
11 Cresset Asset Management, LLC 465,308 $$5M +418,400 +892.0% 6Q SEC ↗
12 MORGAN STANLEY 456,477 $$5M +87,046 +23.6% 10Q SEC ↗
13 Hennion & Walsh Asset Management, Inc. 442,680 $$5M +12,646 +2.9% 10Q SEC ↗
14 Callodine Capital Management, LP 398,400 $$4M -51,600 -11.5% 10Q SEC ↗
15 Centurion Wealth Management LLC NEW 312,308 $$3M — +0.0% 1Q SEC ↗
16 STIFEL FINANCIAL CORP 306,647 $$3M -29,100 -8.7% 9Q SEC ↗
17 Bulldog Investors, LLP 251,034 $$3M +26,212 +11.7% 3Q SEC ↗
18 WELLS FARGO & COMPANY/MN 242,483 $$3M -68,787 -22.1% 10Q SEC ↗
19 Nuveen, LLC 226,765 $$2M — +0.0% 6Q SEC ↗
20 BANK OF AMERICA CORP /DE 222,515 $$2M +74,606 +50.4% 10Q SEC ↗
21 GraniteShares Advisors LLC 201,777 $$2M +26,400 +15.1% 7Q SEC ↗
22 AMERIPRISE FINANCIAL INC 178,339 $$2M -29,206 -14.1% 9Q SEC ↗
23 Saba Capital Management, L.P. NEW 177,776 $$2M — +0.0% 1Q SEC ↗
24 Adams Asset Advisors, LLC 132,279 $$1M +41,258 +45.3% 7Q SEC ↗
25 Trexquant Investment LP 130,728 $$1M -71,683 -35.4% 7Q SEC ↗
26 Closed-End Fund Advisors, Inc. 126,329 $$1M +33,372 +35.9% 3Q SEC ↗
27 Aprio Wealth Management, LLC 105,017 $$1M -11,392 -9.8% 9Q SEC ↗
28 WEALTH ENHANCEMENT ADVISORY SERVICES, 87,739 $$967K +398 +0.5% 10Q SEC ↗
29 Vise Technologies, Inc. 86,465 $$953K -8,787 -9.2% 3Q SEC ↗
30 Almitas Capital LLC 70,160 $$773K — +0.0% 3Q SEC ↗
31 CONFLUENCE INVESTMENT MANAGEMENT LLC 68,907 $$759K +164 +0.2% 10Q SEC ↗
32 NEUBERGER BERMAN GROUP LLC 63,750 $$703K -6,035 -8.6% 6Q SEC ↗
33 RENAISSANCE TECHNOLOGIES LLC 63,000 $$694K -89,024 -58.6% 9Q SEC ↗
34 COMMONWEALTH EQUITY SERVICES, LLC 59,077 $$651K — +0.0% 8Q SEC ↗
35 Lido Advisors, LLC 57,510 $$634K +3,722 +6.9% 5Q SEC ↗
36 BEARING POINT CAPITAL, LLC NEW 54,700 $$603K — +0.0% 1Q SEC ↗
37 Accurate Wealth Management, LLC 43,862 $$483K -7,212 -14.1% 8Q SEC ↗
38 World Investment Advisors 43,297 $$477K — +0.0% 8Q SEC ↗
39 GOLDMAN SACHS GROUP INC 42,659 $$470K -82,963 -66.0% 8Q SEC ↗
40 Global Retirement Partners, LLC NEW 41,378 $$456K — +0.0% 1Q SEC ↗
41 Procyon Advisors, LLC 39,584 $$436K — +0.0% 8Q SEC ↗
42 NOTTINGHAM ADVISORS, INC. 39,353 $$434K +15,158 +62.6% 2Q SEC ↗
43 Hudson Value Partners, LLC 37,720 $$416K — +0.0% 8Q SEC ↗
44 NewEdge Wealth, LLC 35,232 $$388K -54,544 -60.8% 3Q SEC ↗
45 Beacon Bridge Wealth Partners, LLC 33,113 $$365K +681 +2.1% 9Q SEC ↗
46 XTX Topco Ltd NEW 29,633 $$327K — +0.0% 1Q SEC ↗
47 BI Asset Management Fondsmaeglerselska 29,621 $$326K -125,901 -81.0% 6Q SEC ↗
48 Virtus Investment Advisers, LLC 26,180 $$289K -2,382 -8.3% 6Q SEC ↗
49 Gotham Asset Management, LLC 20,000 $$220K — +0.0% 6Q SEC ↗
50 Snowden Capital Advisors LLC 18,124 $$200K +882 +5.1% 9Q SEC ↗

Recent Activity

New Positions (13)
Sold Out (20)
HolderPrev SharesPrev Value
MILLENNIUM MANAGEMENT LLC 112,037 $$1M
JANE STREET GROUP, LLC 97,707 $$1M
Merit Financial Group, LLC 45,831 $$505K
SUSQUEHANNA INTERNATIONAL GROUP, LL 39,027 $$430K
MQS Management LLC 36,045 $$397K
NewGen Asset Management Ltd 27,900 $$307K
VARCOV Co. 27,834 $$307K
Quadrature Capital Ltd 25,370 $$280K
CITADEL ADVISORS LLC 24,836 $$274K
Whipplewood Advisors, LLC 22,937 $$253K
Quent Capital, LLC 20,000 $$220K
Brevan Howard Capital Management LP 19,224 $$212K
Modera Wealth Management, LLC 18,843 $$208K
Quantbot Technologies LP 17,472 $$193K
Virtu Financial LLC 15,112 $$167K
Mutual Advisors, LLC 13,218 $$146K
GRIMES & Co WEALTH MANAGEMENT, LLC 12,285 $$135K
LPL Financial LLC 12,119 $$134K
Dynamic Technology Lab Private Ltd 10,894 $$120K
Atlatl Advisers LLC 10,851 $$120K
Biggest Increases (20)
HolderAddedChange %Total Shares
Cresset Asset Management, LLC +418,400 +892.0% 465,308
ARES MANAGEMENT LLC +383,988 +66.8% 958,826
UBS Group AG +315,661 +46.3% 997,794
VAN ECK ASSOCIATES CORP +254,335 +49.5% 767,952
MORGAN STANLEY +87,046 +23.6% 456,477
BANK OF AMERICA CORP /DE +74,606 +50.4% 222,515
Adams Asset Advisors, LLC +41,258 +45.3% 132,279
Closed-End Fund Advisors, Inc. +33,372 +35.9% 126,329
GraniteShares Advisors LLC +26,400 +15.1% 201,777
Bulldog Investors, LLP +26,212 +11.7% 251,034
NOTTINGHAM ADVISORS, INC. +15,158 +62.6% 39,353
Hennion & Walsh Asset Management, I +12,646 +2.9% 442,680
Opal Wealth Advisors, LLC +9,056 +1.4% 634,271
BNP PARIBAS FINANCIAL MARKETS +8,171 +510.7% 9,771
Lido Advisors, LLC +3,722 +6.9% 57,510
Snowden Capital Advisors LLC +882 +5.1% 18,124
Beacon Bridge Wealth Partners, LLC +681 +2.1% 33,113
Sunbelt Securities, Inc. +500 +11.6% 4,820
WEALTH ENHANCEMENT ADVISORY SERVICE +398 +0.5% 87,739
CONFLUENCE INVESTMENT MANAGEMENT LL +164 +0.2% 68,907
Biggest Decreases (20)
HolderReducedChange %Total Shares
Diameter Capital Partners LP -774,716 -56.2% 604,645
BI Asset Management Fondsmaeglersel -125,901 -81.0% 29,621
Corient Private Wealth LP -119,521 -6.9% 1,613,098
RENAISSANCE TECHNOLOGIES LLC -89,024 -58.6% 63,000
GOLDMAN SACHS GROUP INC -82,963 -66.0% 42,659
TWO SIGMA INVESTMENTS, LP -78,563 -12.5% 552,184
Trexquant Investment LP -71,683 -35.4% 130,728
WELLS FARGO & COMPANY/MN -68,787 -22.1% 242,483
NewEdge Wealth, LLC -54,544 -60.8% 35,232
Callodine Capital Management, LP -51,600 -11.5% 398,400
AMERIPRISE FINANCIAL INC -29,206 -14.1% 178,339
STIFEL FINANCIAL CORP -29,100 -8.7% 306,647
QTR Family Wealth, LLC -15,300 -60.4% 10,024
Aprio Wealth Management, LLC -11,392 -9.8% 105,017
Vise Technologies, Inc. -8,787 -9.2% 86,465
Accurate Wealth Management, LLC -7,212 -14.1% 43,862
NEUBERGER BERMAN GROUP LLC -6,035 -8.6% 63,750
Virtus Investment Advisers, LLC -2,382 -8.3% 26,180
ROYAL BANK OF CANADA -2,221 -57.4% 1,648
NewEdge Advisors, LLC -894 -15.0% 5,073

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms