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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.21K- 93.68% |
$41.8K - $48K
|
284
$2.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.6K- 40.75% |
$75.5K - $86.6K
|
11.1K
$106K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71.9KNew |
$715K - $819K
|
71.9K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.22K- 28.58% |
$41.9K - $48K
|
10.5K
$101K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.9KNew |
$128K - $146K
|
12.9K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.9K- 62.18% |
$198K - $226K
|
12.1K
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-38.6K- 36.26% |
$384K - $440K
|
67.9K
$650K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
46.8K+ 112.73% |
$465K - $533K
|
88.3K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
87.8KNew |
$872K - $1M
|
87.8K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-92.4K- 58.53% |
$918K - $1.05M
|
65.5K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
63K+ 21.33% |
$627K - $718K
|
358K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.6KNew |
$622K - $713K
|
62.6K
$599K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.55K+ 42.75% |
$85K - $97.4K
|
28.6K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
15.6KNew |
$155K - $177K
|
15.6K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13.1K+ 4.73% |
$131K - $150K
|
291K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18.3KNew |
$182K - $209K
|
18.3K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.8KNew |
$137K - $157K
|
13.8K
$132K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12.6KNew |
$125K - $143K
|
12.6K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.11K+ 3.86% |
$20.9K - $24K
|
56.6K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-34.3K- 58.88% |
$341K - $390K
|
23.9K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
58K+ 80.0% |
$577K - $661K
|
131K
$1.25M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 10.13% |
$19.3K - $20.3K
|
19.7K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
13.9KNew |
$148K - $156K
|
13.9K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23K- 93.8% |
$245K - $258K
|
1.52K
$14.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5K- 30.77% |
$53.3K - $56.1K
|
11.3K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
450New |
$4.79K - $5.04K
|
450
$4.31K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 12.5% |
$5.33K - $5.61K
|
4.5K
$43.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$115K - $121K
|
10.8K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
$160K - $169K
|
15K
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
36.1KNew |
$385K - $405K
|
36.1K
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.8K+ 1021.0% |
$391K - $412K
|
40.4K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 4.69% |
$19K - $20K
|
39.8K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4K- 28.51% |
$42.6K - $44.8K
|
10K
$96K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 75.0% |
$16K - $16.8K
|
3.5K
$33.5K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22New |
$231 - $243
|
22
$211
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$120K - $126K
|
11.4K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06KNew |
$11.1K - $11.7K
|
1.06K
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 4.76% |
$10.5 - $11.1
|
22
$211
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-887- 70.4% |
$9.33K - $9.8K
|
373
$3.57K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97KNew |
$20.7K - $21.8K
|
1.97K
$18.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.5K+ 38.62% |
$24.8K - $27.8K
|
8.97K
$85.9K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.2KNew |
$31.8K - $35.6K
|
3.2K
$30.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1K+ 4.73% |
$9.93K - $11.1K
|
22.1K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$129K - $145K
|
13K
$124K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
13.5KNew |
$134K - $150K
|
13.5K
$129K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
20.3K+ 186.01% |
$201K - $226K
|
31.2K
$298K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
17KNew |
$169K - $189K
|
17K
$162K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14KNew |
$127K - $142K
|
14K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$45.4K - $50.6K
|
5K
$47.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
95.7KNew |
$869K - $968K
|
95.7K
$916K
|
|