Latest Institutional Purchases of Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This list provides information on the latest institutional transactions involving Nuveen Dynamic Municipal Opportunities Fund (NDMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3KNew |
$103K - $118K
|
10.3K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
10KNew |
$99.4K - $114K
|
10K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
8.56K+ 80.85% |
$85K - $97.5K
|
19.1K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.55K+ 42.75% |
$85K - $97.4K
|
28.6K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4KNew |
$39.8K - $45.6K
|
4K
$40.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.25K+ 22.5% |
$22.4K - $25.6K
|
12.3K
$124K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.8K+ 1021.0% |
$391K - $412K
|
40.4K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
$160K - $169K
|
15K
$153K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$115K - $121K
|
10.8K
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 10.13% |
$19.3K - $20.3K
|
19.7K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 4.69% |
$19K - $20K
|
39.8K
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 75.0% |
$16K - $16.8K
|
3.5K
$35.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 12.5% |
$5.33K - $5.61K
|
4.5K
$45.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
450New |
$4.79K - $5.04K
|
450
$4.56K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$120K - $126K
|
11.4K
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97KNew |
$20.7K - $21.8K
|
1.97K
$20K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06KNew |
$11.1K - $11.7K
|
1.06K
$10.7K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22New |
$231 - $243
|
22
$223
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 4.76% |
$10.5 - $11.1
|
22
$223
|
|
| Q1 2024 | |||||||
|
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
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
13.5KNew |
$134K - $150K
|
13.5K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$129K - $145K
|
13K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.2KNew |
$31.8K - $35.6K
|
3.2K
$32.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.5K+ 38.62% |
$24.8K - $27.8K
|
8.97K
$91K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1K+ 4.73% |
$9.93K - $11.1K
|
22.1K
$224K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
95.7KNew |
$869K - $968K
|
95.7K
$970K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
52K+ 104.6% |
$472K - $526K
|
102K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$151K - $168K
|
16.6K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14KNew |
$127K - $142K
|
14K
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.75KNew |
$52.2K - $58.2K
|
5.75K
$58.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$45.4K - $50.6K
|
5K
$50.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$22.7K - $25.3K
|
2.5K
$25.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$9.08K - $10.1K
|
1K
$10.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.6KNew |
$138K - $160K
|
14.6K
$148K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
27.3KNew |
$274K - $306K
|
27.3K
$277K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
23.2KNew |
$232K - $259K
|
23.2K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.8KNew |
$108K - $121K
|
10.8K
$110K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
99+ 1.75% |
$993 - $1.11K
|
5.76K
$58.4K
|
|
| Q1 2023 | |||||||
|
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
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2KNew |
$20.4K - $24.4K
|
2K
$20.3K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
272+ 0.36% |
$2.78K - $3.32K
|
74.9K
$760K
|
|
| 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 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
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$11.4K - $13.9K
|
1.11K
$11.3K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
66.7KNew |
$704K - $889K
|
66.7K
$676K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
24.6KNew |
$260K - $328K
|
24.6K
$250K
|
|