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 64 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $72.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
10,028
shares
|
$99,778
0.07% of portfolio
|
Q3 2024
Reduced 28.51%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$99,500
0.01% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,973
shares
|
$89,281
0.0% of portfolio
|
Q1 2024
Added 38.62%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
5,750
shares
|
$57,212
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,500
shares
|
$44,775
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,494
shares
|
$44,715
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,500
shares
|
$34,825
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,000
shares
|
$19,900
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,971
shares
|
$19,611
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,518
shares
|
$15,104
0.01% of portfolio
|
Q3 2024
Reduced 93.8%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
600
shares
|
$5,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
450
shares
|
$4,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
22
shares
|
$218
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|