Latest Institutional Purchases of Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This list provides information on the latest institutional transactions involving Nuveen Dynamic Municipal Opportunities Fund (NDMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5KNew |
$45.4K - $50.6K
|
5K
$53.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$22.7K - $25.3K
|
2.5K
$26.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$9.08K - $10.1K
|
1K
$10.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
14.6KNew |
$138K - $160K
|
14.6K
$155K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
27.3KNew |
$274K - $306K
|
27.3K
$291K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
23.2KNew |
$232K - $259K
|
23.2K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.8KNew |
$108K - $121K
|
10.8K
$115K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10KNew |
$102K - $122K
|
10K
$106K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2KNew |
$20.4K - $24.4K
|
2K
$21.3K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
272+ 0.36% |
$2.78K - $3.32K
|
74.9K
$797K
|
|
| 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 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
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$11.4K - $13.9K
|
1.11K
$11.8K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
66.7KNew |
$704K - $889K
|
66.7K
$709K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
24.6KNew |
$260K - $328K
|
24.6K
$262K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$106K - $133K
|
10K
$106K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.3KNew |
$34.8K - $44K
|
3.3K
$35.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2KNew |
$21.1K - $26.7K
|
2K
$21.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1KNew |
$10.6K - $13.3K
|
1K
$10.6K
|
|
| Q1 2022 | |||||||
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$132K - $167K
|
10.2K
$108K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
8.75KNew |
$113K - $143K
|
8.75K
$93.1K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1KNew |
$217K - $235K
|
14.1K
$150K
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
11.7KNew |
$179K - $195K
|
11.7K
$124K
|
|