Institutional Ownership Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 8.68 Million shares, which have been reported (via 13F filing form) to have a value of $88 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,917
shares
|
$151,258
0.0% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
14,686
shares
|
$148,916
0.11% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,230
shares
|
$144,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
14,000
shares
|
$141,960
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
14,000
shares
|
$141,960
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
13,800
shares
|
$139,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
13,403
shares
|
$135,906
0.06% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,289
shares
|
$134,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
13,023
shares
|
$132,053
0.0% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
12,570
shares
|
$127,459
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
12,250
shares
|
$124,215
0.01% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
12,155
shares
|
$123,251
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,500
shares
|
$116,610
0.0% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
11,250
shares
|
$114,075
0.04% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
10,838
shares
|
$109,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,650
shares
|
$107,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,329
shares
|
$104,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
10,028
shares
|
$101,683
0.07% of portfolio
|
Q3 2024
Reduced 28.51%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
10,000
shares
|
$101,400
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,973
shares
|
$90,986
0.0% of portfolio
|
Q1 2024
Added 38.62%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
5,315
shares
|
$53,894
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,500
shares
|
$45,630
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,000
shares
|
$40,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,500
shares
|
$35,490
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,200
shares
|
$32,448
0.0% of portfolio
|
Q1 2025
New holding
|