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Nuveen Churchill Direct Lending

Name Holding Trade Value Shares
Change
Change in
Stake
CEFA
26
Closed-End Fund Advisors
Virginia
$1.57M +$445K +33,372 +36%
AWM
27
Aprio Wealth Management
Georgia
$1.3M -$152K -11,392 -10%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$5.3K +398 +0.5%
VT
29
Vise Technologies
New York
$1.07M -$117K -8,787 -9%
AC
30
Almitas Capital
California
$871K
CIM
31
Confluence Investment Management
Missouri
$856K +$2.19K +164 +0.2%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$792K -$80.4K -6,035 -9%
Renaissance Technologies
33
Renaissance Technologies
New York
$782K -$1.19M -89,024 -59%
Lido Advisors
34
Lido Advisors
California
$735K +$49.6K +3,722 +7%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$734K
BPC
36
Bearing Point Capital
Minnesota
$679K +$729K +54,700 New
AWM
37
Accurate Wealth Management
Florida
$565K -$96.1K -7,212 -14%
WIA
38
World Investment Advisors
California
$551K
Goldman Sachs
39
Goldman Sachs
New York
$530K -$1.11M -82,963 -66%
GRP
40
Global Retirement Partners
California
$514K +$551K +41,378 New
NA
41
Nottingham Advisors
New York
$496K +$202K +15,158 +63%
PA
42
Procyon Advisors
Connecticut
$492K
HVP
43
Hudson Value Partners
Florida
$468K
NW
44
NewEdge Wealth
Pennsylvania
$438K -$727K -54,544 -61%
BBWP
45
Beacon Bridge Wealth Partners
Pennsylvania
$411K +$9.08K +681 +2%
XT
46
XTX Topco
Cayman Islands
$368K +$395K +29,633 New
BAMF
47
BI Asset Management Fondsmaeglerselskab
Denmark
$368K -$1.68M -125,901 -81%
VIA
48
Virtus Investment Advisers
Connecticut
$325K -$31.7K -2,382 -8%
GAM
49
Gotham Asset Management
New York
$248K
SCA
50
Snowden Capital Advisors
New York
$232K +$11.8K +882 +5%