Skip to content
Disclosery

NCDL NUVEEN CHURCHILL DIRECT LEND

Follow

COM SHS (common), issuer CIK 1737924

81 managers (82 13F filers) reported a position in NCDL shares at 2024-12-31, 16,043,153 shares in all. 30 filers opened a position and 2 filers sold out during the quarter.

Managers
81
13F filers
82
New
30
Added
38
Reduced
4
Sold out
2
Shares held by filers
16,043,153

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Blue Owl Capital Holdings LP4,039,553$67.8M15.62%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,712,348$45.5M0.08%+234,39513F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA1,662,050$27.9M0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO751,442$12.6M<0.01%+364,73913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP507,447$8.51M0.01%-26,04713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC437,992$7.35M0.01%+343,11313F-HRTimelineGroup
Snowden Capital Advisors LLC419,541$7.27M0.23%+209,82313F-HRTimeline
Opal Wealth Advisors, LLC400,231$6.72M2.02%+205,59313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC376,871$6.32M<0.01%+309,52313F-HRTimelineGroup
Callodine Capital Management, LP350,389$5.88M1.21%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY311,341$5.22M<0.01%+121,64413F-HR/ATimelineGroup
IEQ CAPITAL, LLC285,941$4.8M0.05%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC267,900$4.5M0.01%+159,10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN267,709$4.49M<0.01%+257,28613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP241,043$4.04M0.01%+193,18813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.211,589$3.55M0.16%+53,78613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC179,049$3M<0.01%+60,04413F-HRTimelineGroup
UBS Group AGin group UBS Group AG174,707$2.93M<0.01%+86,72913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding164,250$2.76M+119,777Timeline
GraniteShares Advisors LLC147,155$2.47M1.56%new13F-HRTimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC133,070$2.23M0.08%013F-HRTimelineGroup
Trexquant Investment LP130,629$2.19M0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC130,287$2.19M<0.01%+64,02313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC118,602$1.99M0.03%+44113F-HRTimeline
Aprio Wealth Management, LLC111,604$1.87M0.27%+56,91613F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC88,649$1.48M<0.01%-89,58713F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC86,721$1.46M0.62%+43,36313F-HRTimeline
Merit Financial Group, LLC83,772$1.41M0.03%013F-HRTimeline
Tranquility Partners, LLC81,914$1.37M0.52%+32,95413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/75,991$1.28M<0.01%+38,38413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…73,805$1.24M<0.01%+26,10313F-HR/ATimeline
Accurate Wealth Management, LLC66,070$1.08M0.21%+51,32413F-HRTimeline
Procyon Advisors, LLC63,704$1.07M0.07%+25,69913F-HRTimeline
Caprock Group, LLC54,006$936K0.03%+27,00413F-HRTimeline
HRT FINANCIAL LP54,424$913K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd46,657$783K<0.01%+26,59713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd45,476$763K0.01%new13F-HRTimelineGroup
World Investment Advisors43,297$727K0.02%+24,44813F-HRTimeline
Hudson Value Partners, LLC42,954$721K0.27%+21,34513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC38,730$650K0.05%-43213F-HR/ATimeline
DUDLEY CAPITAL MANAGEMENT, LLC32,187$540K0.28%+20,47313F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC31,859$535K0.01%new13F-HRTimelineGroup
Adams Asset Advisors, LLC31,012$520K0.07%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management29,233$491K<0.01%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP28,692$481K0.04%new13F-HRTimeline
Family Office Research LLC28,456$477K0.21%13F-HRTimeline
EntryPoint Capital, LLC28,416$477K0.2%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,880$417K<0.01%+12,33313F-HRTimeline
Pallas Capital Advisors LLC24,302$408K0.02%-2,31413F-HRTimeline
BLAIR WILLIAM & CO/IL20,965$352K<0.01%+10,48413F-HRTimeline
LPL Financial LLC20,576$345K<0.01%new13F-HRTimeline
Cubist Systematic Strategies, LLC20,205$339K0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO18,421$309K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,047$303K<0.01%new13F-HRTimelineGroup
ExodusPoint Capital Management, LP17,428$292K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC16,414$275K<0.01%new13F-HRTimeline
DOVER ADVISORS, LLC15,500$260K0.15%new13F-HRTimeline
Integrated Wealth Concepts LLC13,572$228K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,213$228K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC13,184$221K0.07%+2,73513F-HRTimeline
Hurley Capital, LLC13,045$220K0.18%13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…12,947$217K0.09%+5,21013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd12,245$205K0.02%new13F-HRTimelineGroup
Entropy Technologies, LP11,264$189K0.02%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS10,986$184K0.15%new13F-HRTimeline
Atlatl Advisers LLC10,681$179K0.11%13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …10,183$171K0.07%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.8,688$146K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.7,505$127K0.01%+913F-HRTimeline
Farther Finance Advisors, LLC5,512$92.5K<0.01%+2,31113F-HRTimeline
NewEdge Advisors, LLC3,300$55.4K<0.01%+2,87713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,932$49.2K<0.01%+64413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,886$48.4K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,200$37K<0.01%+1,00013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,661$27.9K0.01%new13F-HRTimeline
SIGNATUREFD, LLC959$16.1K<0.01%+1413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.500$8.39K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/138$2.32K<0.01%new13F-HRTimelineGroup
Point72 (DIFC) Ltd46$772<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$50<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.