Purchases and Sales Made in Q2 2024 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q2 2024. The information is specifically focused on institutions that hold shares of Nuveen Dynamic Municipal Opportunities Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 15.29% |
$1.2M - $1.26M
|
863K
$9M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
103KNew |
$1.09M - $1.14M
|
103K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.3K+ 67.15% |
$919K - $965K
|
217K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.7K+ 252.91% |
$734K - $771K
|
97.3K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
39.2K+ 17.02% |
$413K - $433K
|
270K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.2K+ 120.37% |
$402K - $422K
|
70K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.7K+ 13.35% |
$207K - $218K
|
167K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
17.7KNew |
$186K - $195K
|
17.7K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
17.5KNew |
$184K - $193K
|
17.5K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 2.86% |
$158K - $166K
|
541K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.8KNew |
$124K - $130K
|
11.8K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.4KNew |
$120K - $126K
|
11.4K
$119K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
8.5K+ 16.04% |
$89.4K - $93.9K
|
61.5K
$641K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.98K+ 30.59% |
$73.4K - $77.1K
|
29.8K
$311K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
5K+ 44.44% |
$52.6K - $55.3K
|
16.3K
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$42.1K - $44.2K
|
4K
$41.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.6KNew |
$37.9K - $39.8K
|
3.6K
$37.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.08K+ 14.4% |
$32.4K - $34.1K
|
24.5K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97KNew |
$20.7K - $21.8K
|
1.97K
$20.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.94K+ 8.75% |
$20.4K - $21.4K
|
24.1K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06KNew |
$11.1K - $11.7K
|
1.06K
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
496+ 0.82% |
$5.22K - $5.48K
|
60.8K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
462+ 0.53% |
$4.86K - $5.11K
|
88.1K
$919K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
271+ 1.54% |
$2.85K - $2.99K
|
17.9K
$187K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
253+ 0.92% |
$2.66K - $2.8K
|
27.7K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
28+ 0.2% |
$295 - $309
|
14K
$146K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22New |
$231 - $243
|
22
$229
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22New |
$231 - $243
|
22
$229
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 4.76% |
$10.5 - $11.1
|
22
$229
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114- 2.47% |
$1.2K - $1.26K
|
4.49K
$46.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-187- 0.31% |
$1.97K - $2.07K
|
59.2K
$618K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-290- 0.76% |
$3.05K - $3.2K
|
38K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-887- 70.4% |
$9.33K - $9.8K
|
373
$3.89K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.17K- 6.38% |
$22.8K - $24K
|
31.9K
$333K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.54K- 1.88% |
$26.7K - $28K
|
133K
$1.38M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.2K- 19.53% |
$33.6K - $35.3K
|
13.2K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.76K- 6.07% |
$50K - $52.5K
|
73.6K
$768K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.93K- 36.66% |
$62.4K - $65.5K
|
10.3K
$107K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.13K- 29.67% |
$64.5K - $67.8K
|
14.5K
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-20K- 66.67% |
$210K - $221K
|
10K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.4K- 4.28% |
$278K - $292K
|
591K
$6.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-42.4K- 14.07% |
$446K - $469K
|
259K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.5K- 53.69% |
$605K - $636K
|
49.6K
$518K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-61.1K- 43.77% |
$643K - $676K
|
78.5K
$819K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.6K- 4.6% |
$859K - $902K
|
1.69M
$17.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.6K- 4.6% |
$859K - $902K
|
1.69M
$17.7M
|