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 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.8KNew |
$137K - $157K
|
13.8K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12.6KNew |
$125K - $143K
|
12.6K
$134K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 10.13% |
$19.3K - $20.3K
|
19.7K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
450New |
$4.79K - $5.04K
|
450
$4.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23K- 93.8% |
$245K - $258K
|
1.52K
$16.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5K- 30.77% |
$53.3K - $56.1K
|
11.3K
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
$160K - $169K
|
15K
$160K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36.8K+ 1021.0% |
$391K - $412K
|
40.4K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 4.69% |
$19K - $20K
|
39.8K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 75.0% |
$16K - $16.8K
|
3.5K
$37.2K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22New |
$231 - $243
|
22
$234
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06KNew |
$11.1K - $11.7K
|
1.06K
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 4.76% |
$10.5 - $11.1
|
22
$234
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-887- 70.4% |
$9.33K - $9.8K
|
373
$3.96K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97KNew |
$20.7K - $21.8K
|
1.97K
$21K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.2KNew |
$31.8K - $35.6K
|
3.2K
$34K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1K+ 4.73% |
$9.93K - $11.1K
|
22.1K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13KNew |
$129K - $145K
|
13K
$138K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
13.5KNew |
$134K - $150K
|
13.5K
$144K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
20.3K+ 186.01% |
$201K - $226K
|
31.2K
$331K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$45.4K - $50.6K
|
5K
$53.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14KNew |
$127K - $142K
|
14K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
95.7KNew |
$869K - $968K
|
95.7K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.75KNew |
$52.2K - $58.2K
|
5.75K
$61.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$9.08K - $10.1K
|
1K
$10.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-900- 6.98% |
$8.17K - $9.11K
|
12K
$128K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$22.7K - $25.3K
|
2.5K
$26.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
52K+ 104.6% |
$472K - $526K
|
102K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3K- 52.12% |
$103K - $114K
|
10.4K
$110K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-8K- 32.0% |
$72.6K - $81K
|
17K
$181K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$151K - $168K
|
16.6K
$177K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.6KNew |
$138K - $160K
|
14.6K
$155K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-80.9K- 44.24% |
$812K - $905K
|
102K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.8KNew |
$108K - $121K
|
10.8K
$115K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
23.2KNew |
$232K - $259K
|
23.2K
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
27.3KNew |
$274K - $306K
|
27.3K
$291K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 51.08% |
$122K - $146K
|
11.5K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$102K - $122K
|
10K
$106K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
272+ 0.36% |
$2.78K - $3.32K
|
74.9K
$797K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2KNew |
$20.4K - $24.4K
|
2K
$21.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
17.6KNew |
$165K - $195K
|
17.6K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1KNew |
$94.2K - $111K
|
10.1K
$107K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.67K- 21.14% |
$53K - $62.6K
|
21.2K
$225K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
743New |
$6.95K - $8.2K
|
743
$7.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
15KNew |
$154K - $188K
|
15K
$159K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-269- 57.48% |
$2.77K - $3.38K
|
199
$2.12K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$11.4K - $13.9K
|
1.11K
$11.8K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43.7KClosed |
$462K - $583K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-119KClosed |
$1.26M - $1.59M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.39K- 1.64% |
$25.3K - $31.9K
|
143K
$1.52M
|
|