NCDL

Nuveen Churchill Direct Lend

Latest period2024 - Q4Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Nuveen Churchill Direct Lend (NCDL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Nuveen Churchill Direct Lend (NCDL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Nuveen Churchill Direct Lend (NCDL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Nuveen Churchill Direct Lend (NCDL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 34.09%
0.17%
$3.55M
211,589 shares@ 16.78 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 0.38%
0.03%
$1.99M
118,602 shares@ 16.79 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 104.08%
0.28%
$1.873M
111,604 shares@ 16.78 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
0.03%
$1.406M
83,772 shares@ 16.78 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 348.06%
0.21%
$1.078M
66,070 shares@ 16.32 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 67.63%
0.07%
$1.069M
63,704 shares@ 16.79 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$830,969
47,702 shares@ 17.43 avg price
STEVE ADAMS@Adams Asset Advisors, Llc
Recent Activity
New Position
0.07%
$520,381
31,012 shares@ 16.78 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -8.69%
0.02%
$407,788
24,302 shares@ 16.79 avg price