Purchases and Sales Made in Q3 2024 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
237K+ 27.42% |
$2.52M - $2.65M
|
1.1M
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
178KNew |
$1.9M - $2M
|
178K
$1.89M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
158KNew |
$1.68M - $1.77M
|
158K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.2K+ 88.58% |
$918K - $966K
|
184K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
72.5KNew |
$772K - $813K
|
72.5K
$767K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.8K+ 81.12% |
$604K - $636K
|
127K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
54.5KNew |
$580K - $611K
|
54.5K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.9K+ 8.94% |
$563K - $593K
|
644K
$6.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
41.5KNew |
$442K - $465K
|
41.5K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.5K+ 2.21% |
$399K - $420K
|
1.73M
$18.3M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.8K+ 1021.0% |
$391K - $412K
|
40.4K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
36.3K+ 14.02% |
$387K - $407K
|
295K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
36.1KNew |
$385K - $405K
|
36.1K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9KNew |
$319K - $336K
|
29.9K
$317K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27.8KNew |
$296K - $312K
|
27.8K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 110.98% |
$285K - $300K
|
50.8K
$537K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 180.03% |
$207K - $218K
|
30.3K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$195K - $205K
|
18.3K
$193K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
$160K - $169K
|
15K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
13.9KNew |
$148K - $156K
|
13.9K
$147K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$115K - $121K
|
10.8K
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.14K+ 3.02% |
$86.7K - $91.3K
|
278K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.26K+ 9.87% |
$77.3K - $81.4K
|
80.8K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.21K+ 1.15% |
$66.1K - $69.6K
|
547K
$5.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.62K+ 11.33% |
$59.9K - $63K
|
55.2K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.03K+ 13.53% |
$42.9K - $45.2K
|
33.8K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.17K+ 3.07% |
$33.8K - $35.6K
|
106K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.98K+ 3.38% |
$31.7K - $33.4K
|
91.1K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 17.53% |
$24.6K - $25.9K
|
15.5K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 10.13% |
$19.3K - $20.3K
|
19.7K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 4.69% |
$19K - $20K
|
39.8K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 75.0% |
$16K - $16.8K
|
3.5K
$37K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1K+ 1.63% |
$10.7K - $11.2K
|
62.5K
$661K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1K+ 5.67% |
$10.7K - $11.2K
|
18.7K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$6.39K - $6.73K
|
600
$6.35K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 12.5% |
$5.33K - $5.61K
|
4.5K
$47.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
450New |
$4.79K - $5.04K
|
450
$4.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
306+ 0.14% |
$3.26K - $3.43K
|
218K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
216+ 1.49% |
$2.3K - $2.42K
|
14.8K
$156K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
114+ 0.41% |
$1.21K - $1.28K
|
27.8K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
85+ 0.27% |
$905 - $953
|
32K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.06% |
$511 - $538
|
78.6K
$831K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.01K- 1.7% |
$10.7K - $11.3K
|
58.2K
$616K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.12K- 1.84% |
$11.9K - $12.6K
|
59.7K
$632K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.26K- 14.02% |
$34.7K - $36.5K
|
20K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.35K- 2.0% |
$35.6K - $37.5K
|
164K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4K- 28.51% |
$42.6K - $44.8K
|
10K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5K- 30.77% |
$53.3K - $56.1K
|
11.3K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.9K- 39.48% |
$73.5K - $77.4K
|
10.6K
$112K
|