NDMO NUVEEN DYNAMIC

Ownership history in NCP Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which NCP Inc. reported a position in NUVEEN DYNAMIC (NDMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.27% (2025 Q4)
Avg. % of fund
0.9%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 156,777 +12,774 +8.9% 1.27% $1.6M $10.02
2025 Q3 ADDED 144,003 +46,040 +47.0% 1.11% $1.5M $10.33
2025 Q2 ADDED 97,963 +8,985 +10.1% 0.93% $986K $9.88
2025 Q1 ADDED 88,978 +21,108 +31.1% 1.23% $913K $9.89
2024 Q4 REDUCED 67,870 -38,604 -36.3% 0.35% $680K $9.48
2024 Q3 ADDED 106,474 +3,172 +3.1% 0.68% $1.2M $10.43
2024 Q2 INITIATED 103,302 0.71% $1.1M
% of Fund (quarterly)    NDMO price (monthly, adj. close)
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