NUVEEN GROWTH OPPORTUNITIES (NUGO) Institutional Ownership Changes & 13F Activity
NUVEEN GROWTH OPPORTUNITIES (NUGO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goelzer Investment Management, Inc., Citadel Advisors Llc, Sei Investments Co, Goldman Sachs Group Inc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +535,468 | — | 535,468 | $23.16M | Q2 2026 | Sep 02, 2026 |
| Sei Investments Co | Sell | -47,930 | -4.6% | 1,004,862 | $43.47M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +33,579 | — | 33,579 | $1.45M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -26,694 | -32.6% | 55,153 | $2.39M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +13,978 | +201.4% | 20,919 | $855.17K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +12,294 | — | 12,294 | $531.00K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -4,029 | -42.0% | 5,571 | $241.00K | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, Llc | Sell | -3,993 | -7.8% | 47,499 | $2.05M | Q2 2026 | Aug 11, 2026 |
| Shp Wealth Management | Sell | -1,941 | -27.3% | 5,179 | $224.04K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +892 | +1.8% | 51,766 | $2.24M | Q2 2026 | Aug 07, 2026 |
| Vigil Wealth Management, Llc | Sell | -623 | -1.1% | 56,957 | $2.46M | Q2 2026 | Aug 05, 2026 |
| Commonwealth Equity Services, Llc | Sell | -238 | -2.9% | 8,084 | $349.69K | Q2 2026 | Jul 29, 2026 |
| Goelzer Investment Management, Inc. | Buy | +578,626 | — | 578,626 | $25.03M | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, Llc | Sell | -345 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about NUGO activity
Which institutional owners are buying NUGO?
Institutional owners buying NUGO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NUGO activity?
"Buy" means an investor increased their reported position in NUGO compared to the prior reporting period. This reflects growing exposure to NUVEEN GROWTH OPPORTUNITIES (NUGO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NUGO increasing?
Institutional interest in NUGO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.