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Nuveen Growth Opportunities (NUGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Goelzer Investment Management, Inc.
INCREASED
Shares752,454 from 578,626
Change+173,828 (+30%)
Value$33.3M (+$8.2M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares52,785 from 51,766
Change+1,019 (+2%)
Value$2.3M (+$94.8K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares31,063
Change+31,063
Value$1.4M
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares5,320
Change+5,320
Value$235.3K
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares4,704 from 8,084
Change-3,380 (-42%)
Value$208.0K (-$141.7K)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$47.2K (+$1.0K)
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares492
Change+492
Value$21.8K
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$68.6K)
Filed 2026-11-02
SEI Investments Co
N/A
Shares— from 1,004,862
Change-1,004,862 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 535,468
Change-535,468 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 56,957
Change-56,957 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,153
Change-55,153 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 47,499
Change-47,499 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,579
Change-33,579 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 20,919
Change-20,919 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,294
Change-12,294 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Goelzer Investment Management, Inc.
INCREASED752,454578,626+173,828+30%$25.0M$33.3M+$8.2M2026-10-16
LPL Financial LLC
INCREASED52,78551,766+1,019+2%$2.2M$2.3M+$94.8K2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW31,063—+31,063——$1.4M—2026-10-13
Vise Technologies, Inc.
NEW5,320—+5,320——$235.3K—2026-10-29
Commonwealth Equity Services, LLC
DECREASED4,7048,084-3,380-42%$349.7K$208.0K-$141.7K2026-11-02
Parallel Advisors, LLC
UNCHANGED1,0681,06800%$46.2K$47.2K+$1.0K2026-11-03
Blue Trust, Inc.
NEW492—+492——$21.8K—2026-10-15
International Assets Investment Management, LLC
CLOSED01,600-1,600-100%$68.6K$0-$68.6K2026-11-02
SEI Investments Co
N/A—1,004,862-1,004,862-100%$43.5M———
Citadel Advisors LLC
N/A—535,468-535,468-100%$23.2M———
Vigil Wealth Management, LLC
N/A—56,957-56,957-100%$2.5M———
Raymond James Financial Inc
N/A—55,153-55,153-100%$2.4M———
Goldstone Financial Group, LLC
N/A—47,499-47,499-100%$2.1M———
Goldman Sachs Group Inc
N/A—33,579-33,579-100%$1.5M———
Jones Financial Companies Lllp
N/A—20,919-20,919-100%$855.2K———
Natixis Advisors, LLC
N/A—12,294-12,294-100%$531———
Two Sigma Investments, LP
N/A—5,571-5,571-100%$241.0K———
SHP Wealth Management
N/A—5,179-5,179-100%$224.0K———
Osaic Holdings, Inc.
N/A—500-500-100%$21.6K———
Morgan Stanley
N/A—1-1-100%$56———
Showing 20 of 20 institutions