Latest Institutional Transactions on Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information on the latest institutional transactions involving Nuveen Dynamic Municipal Opportunities Fund (NDMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
20.3K+ 186.01% |
$201K - $226K
|
31.2K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
17KNew |
$169K - $189K
|
17K
$172K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$45.4K - $50.6K
|
5K
$50.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14KNew |
$127K - $142K
|
14K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
95.7KNew |
$869K - $968K
|
95.7K
$970K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-368- 3.14% |
$3.34K - $3.72K
|
11.3K
$115K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.75KNew |
$52.2K - $58.2K
|
5.75K
$58.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$9.08K - $10.1K
|
1K
$10.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-900- 6.98% |
$8.17K - $9.11K
|
12K
$122K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$22.7K - $25.3K
|
2.5K
$25.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
52K+ 104.6% |
$472K - $526K
|
102K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 52.12% |
$103K - $114K
|
10.4K
$105K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-8K- 32.0% |
$72.6K - $81K
|
17K
$172K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$151K - $168K
|
16.6K
$168K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.6KNew |
$138K - $160K
|
14.6K
$148K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.9K- 44.24% |
$812K - $905K
|
102K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.8KNew |
$108K - $121K
|
10.8K
$110K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
23.2KNew |
$232K - $259K
|
23.2K
$235K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
27.3KNew |
$274K - $306K
|
27.3K
$277K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
99+ 1.75% |
$993 - $1.11K
|
5.76K
$58.4K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 51.08% |
$122K - $146K
|
11.5K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2KNew |
$155K - $185K
|
15.2K
$154K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$102K - $122K
|
10K
$101K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.33K- 18.52% |
$34K - $40.7K
|
14.7K
$149K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
272+ 0.36% |
$2.78K - $3.32K
|
74.9K
$760K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2KNew |
$20.4K - $24.4K
|
2K
$20.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
17.6KNew |
$165K - $195K
|
17.6K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1KNew |
$94.2K - $111K
|
10.1K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.86K- 18.05% |
$92.2K - $109K
|
44.8K
$454K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.67K- 21.14% |
$53K - $62.6K
|
21.2K
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
743New |
$6.95K - $8.2K
|
743
$7.53K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
15KNew |
$154K - $188K
|
15K
$152K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-269- 57.48% |
$2.77K - $3.38K
|
199
$2.02K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$11.4K - $13.9K
|
1.11K
$11.3K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-119KClosed |
$1.26M - $1.59M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43.7KClosed |
$462K - $583K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.39K- 1.64% |
$25.3K - $31.9K
|
143K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
66.7KNew |
$704K - $889K
|
66.7K
$676K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-10KClosed |
$106K - $133K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2KNew |
$21.1K - $26.7K
|
2K
$20.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.3KNew |
$34.8K - $44K
|
3.3K
$33.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$106K - $133K
|
10K
$101K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-930Closed |
$9.82K - $12.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1KNew |
$10.6K - $13.3K
|
1K
$10.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
24.6KNew |
$260K - $328K
|
24.6K
$250K
|
|
| Q1 2022 | |||||||
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$132K - $167K
|
10.2K
$103K
|
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-10.9KClosed |
$141K - $178K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12KClosed |
$156K - $197K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-23.3KClosed |
$301K - $381K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.75KNew |
$113K - $143K
|
8.75K
$88.8K
|
|