Purchases and Sales Made in Q4 2022 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
190KNew |
$1.77M - $2.09M
|
190K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
112K+ 13.34% |
$1.04M - $1.23M
|
948K
$9.91M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
98.9KNew |
$925K - $1.09M
|
98.9K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
80KNew |
$748K - $883K
|
80K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
60KNew |
$561K - $662K
|
60K
$627K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
49.7KNew |
$465K - $549K
|
49.7K
$520K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
46.6K+ 22.2% |
$436K - $514K
|
257K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.3K+ 66.13% |
$368K - $434K
|
98.7K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
38.2K+ 6.03% |
$357K - $422K
|
672K
$7.02M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.6K+ 22.24% |
$286K - $338K
|
168K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
26.9KNew |
$252K - $297K
|
26.9K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
17.6KNew |
$165K - $195K
|
17.6K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9KNew |
$130K - $154K
|
13.9K
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3KNew |
$124K - $147K
|
13.3K
$139K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13KNew |
$122K - $144K
|
13K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$108K - $127K
|
11.5K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$102K - $120K
|
10.9K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1KNew |
$94.2K - $111K
|
10.1K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.26KNew |
$67.8K - $80.1K
|
7.26K
$75.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
6.71K+ 4.24% |
$62.7K - $74.1K
|
165K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.28K+ 22.35% |
$40K - $47.3K
|
23.4K
$245K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4K+ 535.66% |
$37.4K - $44.1K
|
4.74K
$49.6K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.99K+ 11.85% |
$37.3K - $44.1K
|
37.7K
$394K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.9K+ 15.1% |
$36.5K - $43.1K
|
29.7K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.83K+ 16.86% |
$35.8K - $42.3K
|
26.6K
$277K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.5K+ 13.38% |
$23.3K - $27.5K
|
21.1K
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97KNew |
$18.4K - $21.8K
|
1.97K
$20.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
844+ 14.48% |
$7.89K - $9.32K
|
6.67K
$69.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
754+ 4.71% |
$7.05K - $8.32K
|
16.8K
$175K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
743New |
$6.95K - $8.2K
|
743
$7.76K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
632New |
$5.91K - $6.98K
|
632
$6.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
330+ 2.07% |
$3.09K - $3.64K
|
16.3K
$170K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
164+ 3.02% |
$1.53K - $1.81K
|
5.59K
$58.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$9.35 - $11
|
1
$10.5
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-626- 3.47% |
$5.85K - $6.91K
|
17.4K
$182K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2K- 14.29% |
$18.7K - $22.1K
|
12K
$125K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.57K- 1.02% |
$24.1K - $28.4K
|
250K
$2.62M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.67K- 21.14% |
$53K - $62.6K
|
21.2K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.86K- 18.05% |
$92.2K - $109K
|
44.8K
$468K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-16.4K- 17.99% |
$153K - $181K
|
74.7K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.6K- 6.52% |
$202K - $238K
|
309K
$3.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-38K- 61.87% |
$355K - $419K
|
23.4K
$245K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-38K- 61.87% |
$355K - $419K
|
23.4K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-44K- 70.95% |
$411K - $485K
|
18K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.4K- 12.52% |
$453K - $535K
|
338K
$3.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-54.5K- 29.51% |
$510K - $602K
|
130K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 9.57% |
$1.98M - $2.34M
|
2.01M
$21M
|