Purchases and Sales Made in Q1 2022 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q1 2022. The information is specifically focused on institutions that hold shares of Nuveen Dynamic Municipal Opportunities Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.72M+ 87.33% |
$22.3M - $28.2M
|
3.7M
$39.1M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146KNew |
$1.89M - $2.39M
|
146K
$1.54M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 17.66% |
$1.51M - $1.91M
|
778K
$8.23M
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
105KNew |
$1.36M - $1.71M
|
105K
$1.11M
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
90.8K+ 75.93% |
$1.18M - $1.49M
|
210K
$2.23M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.8K+ 37.11% |
$852K - $1.08M
|
243K
$2.57M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
64.3K+ 117.24% |
$833K - $1.05M
|
119K
$1.26M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43.7KNew |
$566K - $716K
|
43.7K
$462K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.8K+ 20.22% |
$321K - $405K
|
147K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.7KNew |
$217K - $274K
|
16.7K
$177K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1KNew |
$143K - $181K
|
11.1K
$117K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$132K - $167K
|
10.2K
$108K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
10KNew |
$130K - $164K
|
10K
$106K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.75KNew |
$113K - $143K
|
8.75K
$92.6K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.47KNew |
$32K - $40.4K
|
2.47K
$26.1K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.09K+ 3.77% |
$27.1K - $34.2K
|
57.5K
$608K
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$7.77K - $9.83K
|
600
$6.35K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
468New |
$6.06K - $7.67K
|
468
$4.95K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
53+ 1.03% |
$686 - $868
|
5.22K
$55.2K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.71KClosed |
$22.2K - $28K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.66K- 9.97% |
$34.4K - $43.6K
|
24K
$254K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.11K- 24.21% |
$66.2K - $83.7K
|
16K
$169K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.43K- 11.87% |
$122K - $154K
|
70K
$741K
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-10.9KClosed |
$141K - $178K
|
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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 17.52% |
$180K - $227K
|
65.4K
$692K
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-15.9K- 6.6% |
$206K - $260K
|
225K
$2.38M
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-23.3KClosed |
$301K - $381K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.4KClosed |
$303K - $384K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-29.9K- 45.89% |
$388K - $490K
|
35.3K
$373K
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-31.1KClosed |
$403K - $510K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.1K- 15.75% |
$688K - $870K
|
284K
$3.01M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.7K- 5.84% |
$1.25M - $1.58M
|
1.56M
$16.5M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-99.2K- 13.84% |
$1.28M - $1.62M
|
617K
$6.53M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-125K- 44.27% |
$1.62M - $2.05M
|
158K
$1.67M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-571K- 26.79% |
$7.39M - $9.35M
|
1.56M
$16.5M
|