Raymond James Financial
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Raymond James Financial’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Raymond James Financial’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$1.62K – 6084
2025
Q2 		$1.62K Buy
+100
New +$1.58K ﹤0.01% 6462

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial's NCDL Position: Q3 2025 in Review

Raymond James Financial sold out of Nuveen Churchill Direct Lending (NCDL) in Q3 2025, closing a stake of 100 shares — an estimated $1.62K sold.

Raymond James Financial first reported a position in NCDL in Q2 2025 and held it in 1 quarter. The position peaked at $1.62K in Q2 2025. 78 funds tracked by Wall St. Rank hold NCDL as of Q3 2025.

  • Raymond James Financial reported no remaining Nuveen Churchill Direct Lending position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 100 Nuveen Churchill Direct Lending shares in Q3 2025, an estimated $1.62K.
  • Raymond James Financial first reported a position in Nuveen Churchill Direct Lending in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Nuveen Churchill Direct Lending position peaked at $1.62K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.