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Nuveen Churchill Direct Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.29M +$121K +7,573 +9%
AAA
27
Adams Asset Advisors
Texas
$1.21M -$39.3K -2,456 -3%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$1.1M +$304K +19,019 +31%
CIM
29
Confluence Investment Management
Missouri
$1.07M -$268K -16,770 -18%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$933K +$1.08M +67,575 New
AWM
31
Accurate Wealth Management
Florida
$784K
LPL Financial
32
LPL Financial
California
$688K +$8K +500 +1%
Lido Advisors
33
Lido Advisors
California
$639K +$382K +23,856 +114%
MFG
34
Merit Financial Group
Georgia
$632K -$11.1K -695 -1%
MM
35
MQS Management
New York
$604K +$700K +43,734 New
WIA
36
World Investment Advisors
California
$597K
CAM
37
Cresset Asset Management
Illinois
$573K +$67K +4,186 +12%
PA
38
Procyon Advisors
Connecticut
$546K -$128K -8,029 -17%
HVP
39
Hudson Value Partners
Florida
$521K -$83.7K -5,234 -12%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$485K
Invesco
41
Invesco
Georgia
$449K +$521K +32,569 New
BBWP
42
Beacon Bridge Wealth Partners
Pennsylvania
$448K
ECM
43
ExodusPoint Capital Management
New York
$423K +$491K +30,682 New
QC
44
Quadrature Capital
United Kingdom
$411K +$476K +29,757 New
OWP
45
Obermeyer Wealth Partners
Colorado
$407K +$472K +29,500 New
VIA
46
Virtus Investment Advisers
Connecticut
$387K +$88.9K +5,555 +25%
HF
47
HRT Financial
New York
$379K -$605K -37,790 -58%
BAMF
48
BI Asset Management Fondsmaeglerselskab
Denmark
$375K +$11.6K +723 +3%
DCM
49
Dudley Capital Management
Virginia
$364K -$107K -6,662 -20%
DTL
50
Dynamic Technology Lab
Singapore
$304K +$352K +22,035 New