Purchases and Sales Made in Q1 2023 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q1 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.1K+ 10.45% |
$1.01M - $1.21M
|
1.05M
$10.9M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20.7K+ 15.89% |
$211K - $253K
|
151K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1K+ 3022.78% |
$195K - $233K
|
19.7K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
18.4K+ 2.74% |
$188K - $225K
|
690K
$7.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.4K+ 5.15% |
$178K - $213K
|
356K
$3.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.7KNew |
$171K - $205K
|
16.7K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.5K+ 16.75% |
$169K - $202K
|
115K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2KNew |
$155K - $185K
|
15.2K
$158K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 62.91% |
$136K - $163K
|
34.5K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
13K+ 7.87% |
$133K - $159K
|
178K
$1.86M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.9KNew |
$132K - $157K
|
12.9K
$134K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$102K - $122K
|
10K
$104K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.5K+ 5.05% |
$86.8K - $104K
|
177K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.13K+ 0.41% |
$83K - $99.3K
|
2.01M
$21M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.67K+ 24.2% |
$57.9K - $69.3K
|
29.1K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.57K+ 26.22% |
$46.6K - $55.8K
|
22K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.5K+ 34.51% |
$45.9K - $55K
|
17.5K
$183K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.45K+ 14.97% |
$45.4K - $54.4K
|
34.2K
$357K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2KNew |
$20.4K - $24.4K
|
2K
$20.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 7.09% |
$11.8K - $14.1K
|
17.4K
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$6.13K - $7.33K
|
600
$6.26K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
272+ 0.36% |
$2.78K - $3.32K
|
74.9K
$782K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
270+ 1.02% |
$2.76K - $3.3K
|
26.8K
$280K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
77+ 1.38% |
$786 - $941
|
5.66K
$59.1K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
60+ 0.16% |
$613 - $733
|
37.8K
$394K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.21% |
$153 - $183
|
7.27K
$75.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-844- 3.14% |
$8.62K - $10.3K
|
26.1K
$272K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 15.0% |
$20.4K - $24.4K
|
11.3K
$118K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.33K- 18.52% |
$34K - $40.7K
|
14.7K
$153K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.6K- 2.97% |
$57.2K - $68.5K
|
183K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10K- 12.5% |
$102K - $122K
|
70K
$730K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 51.08% |
$122K - $146K
|
11.5K
$119K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 51.08% |
$122K - $146K
|
11.5K
$119K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-34K- 13.25% |
$347K - $415K
|
223K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 40.45% |
$1.03M - $1.24M
|
149K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-244K- 78.99% |
$2.5M - $2.99M
|
65K
$678K
|