Purchases and Sales Made in Q2 2023 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
87.4K+ 49.45% |
$876K - $977K
|
264K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
59.7KNew |
$598K - $667K
|
59.7K
$622K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
27.3KNew |
$274K - $306K
|
27.3K
$285K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
23.2KNew |
$232K - $259K
|
23.2K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
21.3KNew |
$213K - $238K
|
21.3K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 150.0% |
$165K - $184K
|
27.5K
$287K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.1K+ 44.2% |
$152K - $169K
|
49.3K
$514K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
15K+ 6.73% |
$150K - $168K
|
238K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6K+ 46.68% |
$136K - $152K
|
42.7K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.5KNew |
$115K - $129K
|
11.5K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$113K - $126K
|
11.3K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$109K - $121K
|
10.8K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.8KNew |
$108K - $121K
|
10.8K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3K+ 47.03% |
$104K - $116K
|
32.3K
$337K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.5K+ 66.34% |
$75.2K - $83.9K
|
18.8K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.61K+ 4.86% |
$56.2K - $62.7K
|
121K
$1.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.15K+ 29.53% |
$51.6K - $57.6K
|
22.6K
$236K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.23K+ 25.27% |
$42.4K - $47.3K
|
21K
$219K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.35K+ 27.92% |
$33.6K - $37.5K
|
15.4K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.16K+ 2.12% |
$31.7K - $35.3K
|
152K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.04KNew |
$30.5K - $34K
|
3.04K
$31.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.91K+ 5.55% |
$19.2K - $21.4K
|
36.4K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
116+ 0.08% |
$1.16K - $1.3K
|
151K
$1.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
99+ 1.75% |
$993 - $1.11K
|
5.76K
$60.1K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
81+ 0.21% |
$812 - $906
|
37.8K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.03% |
$50.2 - $55.9
|
19.7K
$206K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-134- 0.51% |
$1.34K - $1.5K
|
25.9K
$271K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-225- 1.28% |
$2.26K - $2.52K
|
17.3K
$181K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-500- 1.86% |
$5.02K - $5.59K
|
26.3K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.3K- 5.08% |
$33.1K - $36.9K
|
61.7K
$643K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.41K- 1.24% |
$44.2K - $49.3K
|
351K
$3.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5K- 14.3% |
$50.2K - $55.9K
|
30K
$312K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.75K- 50.0% |
$57.7K - $64.3K
|
5.75K
$60K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.1K- 2.91% |
$202K - $225K
|
670K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.9K- 44.24% |
$812K - $905K
|
102K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.3K- 8.05% |
$845K - $942K
|
963K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-110K- 61.75% |
$1.1M - $1.23M
|
68.1K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-166K- 8.24% |
$1.66M - $1.85M
|
1.85M
$19.3M
|