Purchases and Sales Made in Q2 2025 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q2 2025. 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, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
280K+ 48.43% |
$2.64M - $2.89M
|
859K
$9.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
191KNew |
$1.8M - $1.96M
|
191K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
160K+ 210.38% |
$1.51M - $1.65M
|
236K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
88K+ 10.58% |
$830K - $906K
|
920K
$9.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
87.9KNew |
$829K - $904K
|
87.9K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.8K+ 32.93% |
$620K - $677K
|
265K
$2.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
35.6KNew |
$336K - $367K
|
35.6K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
31.2K+ 183.7% |
$294K - $321K
|
48.1K
$512K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.8K+ 1.66% |
$262K - $286K
|
1.7M
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.2K+ 1.55% |
$181K - $198K
|
1.26M
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$163K - $178K
|
17.3K
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
16.4KNew |
$154K - $168K
|
16.4K
$174K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15.1K+ 944.59% |
$142K - $155K
|
16.7K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.5KNew |
$137K - $149K
|
14.5K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.3KNew |
$135K - $147K
|
14.3K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3KNew |
$125K - $137K
|
13.3K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.4KNew |
$117K - $128K
|
12.4K
$132K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
11.7KNew |
$110K - $120K
|
11.7K
$124K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10KNew |
$94.3K - $103K
|
10K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
8.99K+ 10.1% |
$84.7K - $92.5K
|
98K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.4K+ 28.98% |
$79.2K - $86.4K
|
37.4K
$397K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.96K+ 10.58% |
$75.1K - $81.9K
|
83.2K
$885K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.17K+ 2.0% |
$48.7K - $53.1K
|
264K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.17K+ 2.0% |
$48.7K - $53.1K
|
264K
$2.81M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.65K+ 14.84% |
$43.8K - $47.8K
|
36K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.5K+ 44.87% |
$42.4K - $46.3K
|
14.5K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 1.51% |
$37.9K - $41.4K
|
271K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.12K+ 28.82% |
$29.5K - $32.1K
|
14K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.03K+ 29.36% |
$28.6K - $31.2K
|
13.4K
$142K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2K+ 22.29% |
$18.9K - $20.6K
|
11K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.82K+ 6.19% |
$17.2K - $18.8K
|
31.3K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.76K+ 8.77% |
$16.6K - $18.1K
|
21.8K
$232K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$9.43K - $10.3K
|
1K
$10.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
706New |
$6.66K - $7.26K
|
706
$7.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
427+ 1.85% |
$4.03K - $4.39K
|
23.5K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
276+ 0.39% |
$2.6K - $2.84K
|
71K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
261+ 1.78% |
$2.46K - $2.69K
|
14.9K
$159K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
210+ 1.59% |
$1.98K - $2.16K
|
13.4K
$142K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191+ 1.79% |
$1.8K - $1.97K
|
10.8K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.05% |
$66 - $72
|
13K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-206- 0.22% |
$1.94K - $2.12K
|
91.4K
$971K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.53K- 0.52% |
$14.5K - $15.8K
|
292K
$3.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.54K- 4.08% |
$14.5K - $15.8K
|
36.1K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.1K- 13.04% |
$19.8K - $21.6K
|
14K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.3K- 16.13% |
$21.6K - $23.6K
|
11.9K
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 4.2% |
$23.6K - $25.7K
|
57K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-3.11K- 1.07% |
$29.4K - $32K
|
288K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.95K- 4.86% |
$37.2K - $40.6K
|
77.2K
$821K
|
|