Nisa Investment Advisors
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Nisa Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Nisa Investment Advisors’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.7K Sell
3,915
-5,234
-57% -$63.3K ﹤0.01% 1810
2025
Q4 		$137K Sell
9,149
-862
-9% -$13.5K ﹤0.01% 1335
2025
Q3 		$169K Buy
10,011
+685
+7% +$13K ﹤0.01% 1284
2025
Q2 		$179K Buy
9,326
+3,626
+64% +$67.1K ﹤0.01% 1251
2025
Q1 		$114K Hold
5,700
– – ﹤0.01% 1359
2024
Q4 		$133K Hold
5,700
– – ﹤0.01% 1395
2024
Q3 		$110K Hold
5,700
– – ﹤0.01% 1420
2024
Q2 		$101K Hold
5,700
– – ﹤0.01% 1476
2024
Q1 		$108K Hold
5,700
– – ﹤0.01% 1448
2023
Q4 		$84.9K Hold
5,700
– – ﹤0.01% 1481
2023
Q3 		$73.9K Hold
5,700
– – ﹤0.01% 1611
2023
Q2 		$66.4K Buy
+5,700
New +$61.3K ﹤0.01% 1645

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VPM
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IC
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return