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 |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.33K- 18.52% |
$34K - $40.7K
|
14.7K
$146K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
272+ 0.36% |
$2.78K - $3.32K
|
74.9K
$746K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2KNew |
$20.4K - $24.4K
|
2K
$19.9K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1KNew |
$94.2K - $111K
|
10.1K
$100K
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
17.6KNew |
$165K - $195K
|
17.6K
$176K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9KNew |
$130K - $154K
|
13.9K
$139K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.86K- 18.05% |
$92.2K - $109K
|
44.8K
$446K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
844+ 14.48% |
$7.89K - $9.32K
|
6.67K
$66.5K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.67K- 21.14% |
$53K - $62.6K
|
21.2K
$211K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
743New |
$6.95K - $8.2K
|
743
$7.4K
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
98.9KNew |
$925K - $1.09M
|
98.9K
$985K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
15KNew |
$154K - $188K
|
15K
$149K
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.45M- 81.54% |
$14.9M - $18.2M
|
328K
$3.27M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-269- 57.48% |
$2.77K - $3.38K
|
199
$1.98K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$11.4K - $13.9K
|
1.11K
$11.1K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-119KClosed |
$1.26M - $1.59M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43.7KClosed |
$462K - $583K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
32K+ 90.62% |
$338K - $426K
|
67.3K
$670K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.39K- 1.64% |
$25.3K - $31.9K
|
143K
$1.43M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
66.7KNew |
$704K - $889K
|
66.7K
$664K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-10KClosed |
$106K - $133K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.3KNew |
$34.8K - $44K
|
3.3K
$32.9K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2KNew |
$21.1K - $26.7K
|
2K
$19.9K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$106K - $133K
|
10K
$99.6K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-930Closed |
$9.82K - $12.4K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1KNew |
$10.6K - $13.3K
|
1K
$9.96K
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
24.6KNew |
$260K - $328K
|
24.6K
$245K
|
|
Q1 2022 | |||||||
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$132K - $167K
|
10.2K
$102K
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-10.9KClosed |
$141K - $178K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12KClosed |
$156K - $197K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-23.3KClosed |
$301K - $381K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.75KNew |
$113K - $143K
|
8.75K
$87.2K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23.4KClosed |
$303K - $384K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3KClosed |
$46K - $49.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
11.7KNew |
$179K - $195K
|
11.7K
$117K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1KNew |
$217K - $235K
|
14.1K
$141K
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1KClosed |
$16K - $17.9K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.12KClosed |
$130K - $140K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 22, 2021
Q1 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-4KClosed |
$61.8K - $65.9K
|
0
$0
|