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 86 institutions that hold shares in the stock, with a total of 9.45 Million shares, which have been reported (via 13F filing form) to have a value of $99.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,500
shares
|
$47,205
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$41,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,500
shares
|
$36,715
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$20,980
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,971
shares
|
$20,675
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,914
shares
|
$20,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
450
shares
|
$4,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
284
shares
|
$2,979
0.0% of portfolio
|
Q4 2024
Reduced 93.68%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
36
shares
|
$377
0.03% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
22
shares
|
$230
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|