Morris Retirement Advisors, LLC Nuveen Dynamic Municipal Opportunities Fund Transaction History

Morris Retirement Advisors, LLC

  • $211 Million
  • Q2 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Nuveen Dynamic Municipal Opportunities Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 13,403 shares of NDMO stock, worth $135,906. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,403
Previous 13,193 1.59%
Holding current value
$135,906
Previous $134,000 -0.0%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$9.43 - $10.29 $1,980 - $2,160
210 Added 1.59%
13,403 $134,000
Q1 2025

Apr 10, 2025
SELL
$10.1 - $10.61 $68,175 - $71,617
-6,750 Reduced 33.85%
13,193 $134,000
Q4 2024

Jan 13, 2025
SELL
$9.94 - $11.39 $77,810 - $89,160
-7,828 Reduced 28.19%
19,943 $199,000
Q3 2024

Oct 03, 2024
BUY
$10.65 - $11.21 $1,214 - $1,277
114 Added 0.41%
27,771 $311,000
Q2 2024

Aug 06, 2024
BUY
$10.52 - $11.05 $2,661 - $2,795
253 Added 0.92%
27,657 $298,000
Q1 2024

May 03, 2024
BUY
$9.93 - $11.13 $30,207 - $33,857
3,042 Added 12.49%
27,404 $298,000
Q4 2023

Feb 12, 2024
BUY
$9.08 - $10.12 $10,124 - $11,283
1,115 Added 4.8%
24,362 $241,000
Q3 2023

Nov 08, 2023
BUY
$9.48 - $11.01 $21,576 - $25,058
2,276 Added 10.85%
23,247 $228,000
Q2 2023

Jul 17, 2023
BUY
$10.03 - $11.18 $42,426 - $47,291
4,230 Added 25.27%
20,971 $213,000
Q1 2023

Apr 13, 2023
BUY
$10.21 - $12.22 $170,925 - $204,575
16,741 New
16,741 $176,000

Others Institutions Holding NDMO

# of Institutions
83
Shares Held
8.68M
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen Dynamic Municipal Opportunities Fund

NDMO Quotes by TradingView
  • Ticker NDMO
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about NDMO
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