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Disclosery

NCDL NUVEEN CHURCHILL DIRECT LEND

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COM SHS (common), issuer CIK 1737924

80 managers (81 13F filers) reported a position in NCDL shares at 2025-03-31, 14,587,480 shares in all. 16 filers opened a position and 18 filers sold out during the quarter.

Managers
80
13F filers
81
New
16
Added
24
Reduced
28
Sold out
18
Shares held by filers
14,587,480

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$68.6M22.12%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,505,031$42.5M0.07%-207,31713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding872,770$14.8M+708,520Timeline
MORGAN STANLEYin group MORGAN STANLEY506,752$8.6M<0.01%+195,41113F-HRTimelineGroup
Callodine Capital Management, LP500,000$8.49M1.41%+149,61113F-HRTimeline
Nuveen, LLCin group TIAA488,341$8.29M<0.01%13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC434,600$7.38M0.01%+166,70013F-HRTimeline
Snowden Capital Advisors LLC400,640$7.02M0.22%-18,90113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP389,547$6.61M0.01%-117,90013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…342,773$5.82M0.01%+268,96813F-HRTimeline
Opal Wealth Advisors, LLC340,892$5.79M1.78%-59,33913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN339,999$5.77M<0.01%+72,29013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC305,852$5.19M0.01%-132,14013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.297,087$5.04M0.22%+85,49813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC228,603$3.88M<0.01%-148,26813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC221,373$3.76M<0.01%+42,32413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP183,072$3.11M<0.01%-57,97113F-HRTimelineGroup
UBS Group AGin group UBS Group AG171,670$2.91M<0.01%-3,03713F-HRTimelineGroup
GraniteShares Advisors LLC156,645$2.66M1.7%+9,49013F-HRTimeline
Trexquant Investment LP125,041$2.12M0.02%-5,58813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC119,108$2.02M0.03%+50613F-HRTimeline
Aprio Wealth Management, LLC112,471$1.91M0.24%+86713F-HRTimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC109,156$1.85M0.11%-23,91413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,304$1.74M<0.01%-27,98313F-HRTimelineGroup
Merit Financial Group, LLC84,467$1.43M0.02%+69513F-HRTimeline
Adams Asset Advisors, LLC82,394$1.4M0.19%+51,38213F-HRTimeline
Tranquility Partners, LLC72,823$1.24M0.48%-9,09113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/60,930$1.03M<0.01%-15,06113F-HRTimelineGroup
Procyon Advisors, LLC60,454$1.03M0.06%-3,25013F-HRTimeline
Accurate Wealth Management, LLC56,255$824K0.16%-9,81513F-HRTimeline
World Investment Advisors43,297$735K0.02%013F-HRTimeline
Hudson Value Partners, LLC42,954$729K0.27%013F-HRTimeline
Qube Research & Technologies Ltd42,644$724K<0.01%-4,01313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC39,611$673K<0.01%new13F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC37,366$634K0.05%-1,36413F-HR/ATimeline
Verition Fund Management LLC34,501$586K<0.01%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC33,862$575K0.31%+1,67513F-HRTimeline
Beacon Bridge Wealth Partners, LLC32,432$551K0.23%-54,28913F-HRTimeline
Cresset Asset Management, LLC30,634$537K<0.01%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management29,724$505K<0.01%+49113F-HRTimelineGroup
Schonfeld Strategic Advisors LLC29,582$502K<0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd28,934$491K0.07%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC28,840$487K<0.01%-59,80913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP25,798$438K0.04%-2,89413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…25,619$435K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,880$422K<0.01%013F-HRTimeline
LPL Financial LLC24,649$419K<0.01%+4,07313F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding20,015$340K+7,068Timeline
Gotham Asset Management, LLC20,000$340K<0.01%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD19,002$323K0.02%new13F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd18,125$308K0.02%+5,88013F-HRTimelineGroup
DOVER ADVISORS, LLC16,500$289K0.13%+1,00013F-HRTimeline
Modera Wealth Management, LLC16,936$288K<0.01%+52213F-HRTimeline
ExodusPoint Capital Management, LP16,900$287K<0.01%-52813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO16,760$285K<0.01%-1,66113F-HR/ATimelineGroup
Y-Intercept (Hong Kong) Ltd16,412$279K0.02%new13F-HRTimeline
Family Office Research LLC15,959$271K0.13%-12,49713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,213$230K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC13,045$222K0.17%013F-HRTimeline
Catalina Capital Group, LLC12,645$215K0.14%-53913F-HRTimeline
Entropy Technologies, LP12,025$204K0.02%+76113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS10,986$187K0.15%013F-HRTimeline
Aigen Investment Management, LP10,663$181K0.03%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,511$178K0.01%new13F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …10,183$173K0.07%013F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP10,039$170K0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlackRock, Inc.in group BlackRock, Inc.8,311$141K<0.01%-37713F-HRTimelineGroup
Sunbelt Securities, Inc.7,200$122K0.01%-30513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.6,747$115K0.04%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,485$110K<0.01%+3,55313F-HRTimelineGroup
Farther Finance Advisors, LLC4,545$77.6K<0.01%-96713F-HRTimeline
NewEdge Advisors, LLC3,393$57.6K<0.01%+9313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,400$41K<0.01%+20013F-HR/ATimelineGroup
SIGNATUREFD, LLC959$16.3K<0.01%013F-HRTimeline
COMERICA BANK600$10.2K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.500$8.49K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.252$4.28K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC232$4.04K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$119<0.01%-2,87913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.