Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-92.4K- 58.53% |
$918K - $1.05M
|
65.5K
$684K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.4K- 3.2% |
$551K - $631K
|
1.68M
$17.5M
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-38.6K- 36.26% |
$384K - $440K
|
67.9K
$709K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-34.3K- 58.88% |
$341K - $390K
|
23.9K
$250K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.8K- 99.89% |
$336K - $385K
|
36
$376
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.1K- 5.69% |
$309K - $354K
|
516K
$5.39M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.9K- 62.18% |
$198K - $226K
|
12.1K
$126K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.83K- 28.19% |
$77.8K - $89.2K
|
19.9K
$208K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.6K- 40.75% |
$75.5K - $86.6K
|
11.1K
$115K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.97K- 11.67% |
$69.3K - $79.4K
|
52.7K
$551K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.5K- 4.38% |
$54.7K - $62.6K
|
120K
$1.25M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5K- 17.98% |
$49.7K - $57K
|
22.8K
$238K
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.22K- 28.58% |
$41.9K - $48K
|
10.5K
$110K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.21K- 93.68% |
$41.8K - $48K
|
284
$2.97K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 1.33% |
$28.8K - $33K
|
215K
$2.24M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 4.29% |
$12.9K - $14.8K
|
29K
$303K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-392- 0.71% |
$3.9K - $4.46K
|
54.9K
$573K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23K- 93.8% |
$245K - $258K
|
1.52K
$15.9K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5K- 30.77% |
$53.3K - $56.1K
|
11.3K
$118K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4K- 28.51% |
$42.6K - $44.8K
|
10K
$105K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-887- 70.4% |
$9.33K - $9.8K
|
373
$3.9K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.05K- 29.52% |
$60.1K - $67.3K
|
14.5K
$151K
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 52.12% |
$103K - $114K
|
10.4K
$109K
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-8K- 32.0% |
$72.6K - $81K
|
17K
$178K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-900- 6.98% |
$8.17K - $9.11K
|
12K
$125K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-368- 3.14% |
$3.34K - $3.72K
|
11.3K
$119K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.9K- 44.24% |
$812K - $905K
|
102K
$1.07M
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 51.08% |
$122K - $146K
|
11.5K
$120K
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.33K- 18.52% |
$34K - $40.7K
|
14.7K
$153K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.86K- 18.05% |
$92.2K - $109K
|
44.8K
$468K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.67K- 21.14% |
$53K - $62.6K
|
21.2K
$221K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-269- 57.48% |
$2.77K - $3.38K
|
199
$2.08K
|
|
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 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-10KClosed |
$106K - $133K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.39K- 1.64% |
$25.3K - $31.9K
|
143K
$1.5M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-930Closed |
$9.82K - $12.4K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.4KClosed |
$303K - $384K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-23.3KClosed |
$301K - $381K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12KClosed |
$156K - $197K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-10.9KClosed |
$141K - $178K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3KClosed |
$46K - $49.9K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1KClosed |
$16K - $17.9K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.12KClosed |
$130K - $140K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 22, 2021
Q1 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-4KClosed |
$61.8K - $65.9K
|
0
$0
|