Purchases and Sales Made in Q1 2025 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q1 2025. 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 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
149K+ 34.79% |
$1.51M - $1.59M
|
579K
$5.87M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.7K+ 6.4% |
$754K - $792K
|
1.24M
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.6K+ 39.71% |
$743K - $781K
|
259K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
37.6K+ 104347.22% |
$379K - $399K
|
37.6K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 22.75% |
$374K - $393K
|
200K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 13.87% |
$329K - $345K
|
267K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
30.7K+ 3.83% |
$310K - $326K
|
832K
$8.44M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25.6K+ 70.89% |
$259K - $272K
|
61.7K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
21.1K+ 31.1% |
$213K - $224K
|
89K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
17K+ 13.03% |
$172K - $180K
|
148K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17KNew |
$171K - $180K
|
17K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$163K - $171K
|
16.1K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.2KNew |
$144K - $151K
|
14.2K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
14K+ 31.11% |
$141K - $149K
|
59K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.5K+ 21.56% |
$136K - $143K
|
76.1K
$771K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.3KNew |
$134K - $141K
|
13.3K
$135K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7KNew |
$108K - $113K
|
10.7K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.03K+ 23.42% |
$91.2K - $95.9K
|
47.6K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.96K+ 3.24% |
$70.3K - $73.9K
|
222K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.32KNew |
$53.7K - $56.4K
|
5.32K
$53.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.43K+ 6.25% |
$44.7K - $47K
|
75.3K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
3.94K+ 4.49% |
$39.8K - $41.8K
|
91.7K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.92K+ 12.19% |
$39.6K - $41.6K
|
36.1K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.57K+ 16.73% |
$36K - $37.9K
|
24.9K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.36K+ 20.16% |
$34K - $35.7K
|
20K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.2KNew |
$32.3K - $34K
|
3.2K
$32.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.71K+ 0.93% |
$27.4K - $28.8K
|
294K
$2.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.07K+ 16.09% |
$20.9K - $21.9K
|
14.9K
$151K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$6.06K - $6.37K
|
600
$6.08K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
475+ 0.66% |
$4.8K - $5.04K
|
72.4K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
280+ 0.23% |
$2.83K - $2.97K
|
120K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
268+ 1.17% |
$2.71K - $2.84K
|
23.1K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
164+ 1.13% |
$1.66K - $1.74K
|
14.7K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69+ 0.08% |
$697 - $732
|
91.6K
$928K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
61+ 0.11% |
$616 - $647
|
56.7K
$575K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
60+ 0.5% |
$606 - $637
|
12.2K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34+ 0.04% |
$343 - $361
|
81.2K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-315- 16.46% |
$3.18K - $3.34K
|
1.6K
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-480- 1.6% |
$4.85K - $5.09K
|
29.5K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2K- 3.79% |
$20.2K - $21.2K
|
50.7K
$514K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 5.49% |
$34.9K - $36.7K
|
59.5K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.31K- 17.98% |
$43.5K - $45.7K
|
19.6K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.6K- 0.39% |
$66.6K - $70K
|
1.67M
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.75K- 33.85% |
$68.2K - $71.6K
|
13.2K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.3K- 38.83% |
$73.7K - $77.5K
|
11.5K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-9.87K- 11.18% |
$99.7K - $105K
|
78.5K
$796K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 43.42% |
$101K - $106K
|
13K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 24.29% |
$135K - $141K
|
41.5K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.3K- 20.59% |
$185K - $195K
|
70.7K
$717K
|