Purchases and Sales Made in Q2 2022 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
571K+ 36.59% |
$6.03M - $7.61M
|
2.13M
$22.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
571K+ 36.59% |
$6.03M - $7.61M
|
2.13M
$22.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215KNew |
$2.27M - $2.87M
|
215K
$2.28M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
215KNew |
$2.27M - $2.87M
|
215K
$2.28M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
105K+ 17.0% |
$1.11M - $1.4M
|
722K
$7.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69.6K+ 289.81% |
$734K - $927K
|
93.6K
$990K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
66.7KNew |
$704K - $889K
|
66.7K
$705K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.7K+ 23.74% |
$609K - $769K
|
301K
$3.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56KNew |
$591K - $746K
|
56K
$592K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.2KNew |
$361K - $455K
|
34.2K
$361K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
32K+ 90.62% |
$338K - $426K
|
67.3K
$712K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
24.6KNew |
$260K - $328K
|
24.6K
$260K
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
23.7KNew |
$250K - $316K
|
23.7K
$251K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21K+ 7.4% |
$222K - $280K
|
305K
$3.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
21K+ 13.32% |
$222K - $280K
|
179K
$1.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16KNew |
$169K - $213K
|
16K
$169K
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
15.9KNew |
$168K - $212K
|
15.9K
$168K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7KNew |
$166K - $209K
|
15.7K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$158K - $200K
|
15K
$159K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$106K - $133K
|
10K
$106K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.4K+ 39.79% |
$46.5K - $58.7K
|
15.5K
$164K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.3KNew |
$34.8K - $44K
|
3.3K
$34.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2KNew |
$21.1K - $26.7K
|
2K
$21.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97KNew |
$20.8K - $26.3K
|
1.97K
$20.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1KNew |
$10.6K - $13.3K
|
1K
$10.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
745+ 4.45% |
$7.87K - $9.93K
|
17.5K
$185K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
468New |
$4.94K - $6.24K
|
468
$4.95K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300New |
$3.17K - $4K
|
300
$3.17K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
98+ 1.88% |
$1.03K - $1.31K
|
5.32K
$56.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-468Closed |
$4.94K - $6.24K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-930Closed |
$9.82K - $12.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-1K- 6.25% |
$10.6K - $13.3K
|
15K
$159K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.36K- 0.65% |
$14.4K - $18.1K
|
209K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.46K- 2.54% |
$15.4K - $19.4K
|
56K
$592K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.39K- 1.64% |
$25.3K - $31.9K
|
143K
$1.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3K- 0.39% |
$31.7K - $40K
|
775K
$8.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.82K- 3.65% |
$40.4K - $51K
|
101K
$1.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.88K- 2.64% |
$41K - $51.8K
|
143K
$1.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-5.2K- 7.74% |
$54.9K - $69.3K
|
62K
$656K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-7K- 3.12% |
$73.9K - $93.3K
|
218K
$2.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-10KClosed |
$106K - $133K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 21.84% |
$151K - $190K
|
51.1K
$541K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-37.3K- 53.32% |
$394K - $498K
|
32.7K
$346K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43.7KClosed |
$462K - $583K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-119KClosed |
$1.26M - $1.59M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.92M- 51.89% |
$20.3M - $25.6M
|
1.78M
$18.8M
|