Purchases and Sales Made in Q1 2024 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q1 2024. 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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
161K+ 27.34% |
$1.6M - $1.79M
|
748K
$7.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 587.12% |
$1.1M - $1.24M
|
130K
$1.36M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.6K+ 4.82% |
$811K - $909K
|
1.78M
$18.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
68.7K+ 42.42% |
$682K - $764K
|
230K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.7K+ 3.3% |
$563K - $631K
|
1.78M
$18.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.7K+ 3.3% |
$563K - $631K
|
1.78M
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.6KNew |
$274K - $307K
|
27.6K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
23.3K+ 3.92% |
$231K - $259K
|
618K
$6.44M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1KNew |
$220K - $246K
|
22.1K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
20.3K+ 186.01% |
$201K - $226K
|
31.2K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 13.89% |
$179K - $200K
|
148K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
18K+ 51.43% |
$179K - $200K
|
53K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.6KNew |
$175K - $196K
|
17.6K
$184K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
17KNew |
$169K - $189K
|
17K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$142K - $159K
|
14.3K
$149K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14KNew |
$139K - $156K
|
14K
$146K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.6KNew |
$135K - $151K
|
13.6K
$142K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
13.5KNew |
$134K - $150K
|
13.5K
$141K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$129K - $145K
|
13K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.21K+ 7.62% |
$61.6K - $69.1K
|
87.7K
$914K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.6K+ 52.11% |
$55.6K - $62.4K
|
16.4K
$171K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.27K+ 23.04% |
$42.4K - $47.5K
|
22.8K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4K+ 32.84% |
$39.7K - $44.5K
|
16.2K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.2KNew |
$31.8K - $35.6K
|
3.2K
$33.4K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.04K+ 12.49% |
$30.2K - $33.9K
|
27.4K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.5K+ 38.62% |
$24.8K - $27.8K
|
8.97K
$93.6K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.66K+ 8.43% |
$16.5K - $18.5K
|
21.4K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 0.96% |
$13.2K - $14.8K
|
140K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.26KNew |
$12.5K - $14K
|
1.26K
$13.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1K+ 4.73% |
$9.93K - $11.1K
|
22.1K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$5.96K - $6.68K
|
600
$6.26K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21New |
$209 - $234
|
21
$219
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134- 2.83% |
$1.33K - $1.49K
|
4.61K
$48.1K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.39K- 3.92% |
$13.8K - $15.4K
|
34.1K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.31K- 4.06% |
$32.9K - $36.9K
|
78.3K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.2K- 6.6% |
$41.7K - $46.7K
|
59.4K
$620K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.9K- 22.2% |
$58.5K - $65.6K
|
20.7K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.05K- 29.52% |
$60.1K - $67.3K
|
14.5K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.88K- 21.86% |
$88.2K - $98.9K
|
31.7K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-9.93K- 6.84% |
$98.6K - $111K
|
135K
$1.41M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 11.78% |
$196K - $219K
|
148K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.9K- 41.23% |
$267K - $299K
|
38.3K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30K- 50.0% |
$298K - $334K
|
30K
$313K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-32.9K- 31.8% |
$326K - $366K
|
70.5K
$735K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.1K- 30.09% |
$458K - $513K
|
107K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.4K- 13.83% |
$838K - $939K
|
526K
$5.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-90.4K- 23.06% |
$897K - $1.01M
|
302K
$3.15M
|