Latest Institutional Transactions on Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information on the latest institutional transactions involving Nuveen Dynamic Municipal Opportunities Fund (NDMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-92.4K- 58.53% |
$918K - $1.05M
|
65.5K
$683K
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
87.8KNew |
$872K - $1M
|
87.8K
$915K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
63K+ 21.33% |
$627K - $718K
|
358K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.6KNew |
$622K - $713K
|
62.6K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.55K+ 42.75% |
$85K - $97.4K
|
28.6K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
15.6KNew |
$155K - $177K
|
15.6K
$162K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13.1K+ 4.73% |
$131K - $150K
|
291K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.3KNew |
$182K - $209K
|
18.3K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.8KNew |
$137K - $157K
|
13.8K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12.6KNew |
$125K - $143K
|
12.6K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.11K+ 3.86% |
$20.9K - $24K
|
56.6K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.8K- 99.89% |
$336K - $385K
|
36
$375
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.7KNew |
$166K - $190K
|
16.7K
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-34.3K- 58.88% |
$341K - $390K
|
23.9K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
58K+ 80.0% |
$577K - $661K
|
131K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5K- 17.98% |
$49.7K - $57K
|
22.8K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.83K- 28.19% |
$77.8K - $89.2K
|
19.9K
$208K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 17.53% |
$24.6K - $25.9K
|
15.5K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.2K+ 88.58% |
$918K - $966K
|
184K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48+ 0.06% |
$511 - $538
|
78.6K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.9K- 39.48% |
$73.5K - $77.4K
|
10.6K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
52.9K+ 8.94% |
$563K - $593K
|
644K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.26K+ 9.87% |
$77.3K - $81.4K
|
80.8K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.98K+ 3.38% |
$31.7K - $33.4K
|
91.1K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.21K+ 1.15% |
$66.1K - $69.6K
|
547K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.5K+ 2.21% |
$399K - $420K
|
1.73M
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.35K- 2.0% |
$35.6K - $37.5K
|
164K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$195K - $205K
|
18.3K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 10.13% |
$19.3K - $20.3K
|
19.7K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.62K+ 11.33% |
$59.9K - $63K
|
55.2K
$576K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9KNew |
$319K - $336K
|
29.9K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
178KNew |
$1.9M - $2M
|
178K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7K+ 110.98% |
$285K - $300K
|
50.8K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.17K+ 3.07% |
$33.8K - $35.6K
|
106K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
237K+ 27.42% |
$2.52M - $2.65M
|
1.1M
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
450New |
$4.79K - $5.04K
|
450
$4.69K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
85+ 0.27% |
$905 - $953
|
32K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
216+ 1.49% |
$2.3K - $2.42K
|
14.8K
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
13.9KNew |
$148K - $156K
|
13.9K
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23K- 93.8% |
$245K - $258K
|
1.52K
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5K- 30.77% |
$53.3K - $56.1K
|
11.3K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.8K+ 81.12% |
$604K - $636K
|
127K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7.14K- 5.38% |
$76.1K - $80.1K
|
126K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 12.5% |
$5.33K - $5.61K
|
4.5K
$46.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.12K- 1.84% |
$11.9K - $12.6K
|
59.7K
$623K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$115K - $121K
|
10.8K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
$160K - $169K
|
15K
$157K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
41.5KNew |
$442K - $465K
|
41.5K
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1K+ 1.63% |
$10.7K - $11.2K
|
62.5K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
36.1KNew |
$385K - $405K
|
36.1K
$377K
|
|