Purchases and Sales Made in Q3 2025 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
269K+ 31.36% |
$2.59M - $2.83M
|
1.13M
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.1K+ 370.06% |
$615K - $673K
|
81.4K
$865K
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
46K+ 47.0% |
$442K - $483K
|
144K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.6KNew |
$428K - $469K
|
44.6K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
42.3KNew |
$406K - $444K
|
42.3K
$450K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.2K+ 2.25% |
$367K - $401K
|
1.74M
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.8K+ 2.92% |
$354K - $387K
|
1.3M
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.8K+ 185.44% |
$258K - $282K
|
41.3K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 3.49% |
$148K - $162K
|
457K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.8KNew |
$143K - $156K
|
14.8K
$158K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 17.76% |
$142K - $155K
|
98K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8K+ 20.23% |
$133K - $145K
|
82K
$872K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$109K - $119K
|
11.3K
$120K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
10.5K+ 3.66% |
$101K - $111K
|
298K
$3.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
10.4KNew |
$99.5K - $109K
|
10.4K
$110K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.1KNew |
$96.9K - $106K
|
10.1K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.67K+ 9.87% |
$83.3K - $91.1K
|
96.6K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.49KNew |
$81.5K - $89.1K
|
8.49K
$90.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.17K+ 19.88% |
$68.8K - $75.3K
|
43.2K
$460K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.11KNew |
$58.7K - $64.2K
|
6.11K
$65K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.1K+ 6.67% |
$58.5K - $64K
|
97.5K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.25K+ 48.43% |
$50.4K - $55.1K
|
16.1K
$171K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.76K+ 13.24% |
$45.7K - $50K
|
40.7K
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.39K+ 1.16% |
$32.5K - $35.5K
|
296K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3K+ 66.67% |
$28.8K - $31.5K
|
7.5K
$79.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.84K+ 2.85% |
$17.6K - $19.3K
|
66.3K
$704K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 1.14% |
$14.9K - $16.2K
|
138K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1K+ 7.16% |
$9.6K - $10.5K
|
15K
$159K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$9.6K - $10.5K
|
1K
$10.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$9.6K - $10.5K
|
1K
$10.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
565+ 2.59% |
$5.42K - $5.93K
|
22.4K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
500+ 1.34% |
$4.8K - $5.25K
|
37.9K
$403K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
309+ 1.89% |
$2.97K - $3.24K
|
16.7K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
270+ 1.81% |
$2.59K - $2.84K
|
15.2K
$162K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 1.75% |
$2.25K - $2.46K
|
13.6K
$145K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
100+ 0.75% |
$960 - $1.05K
|
13.4K
$142K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
100+ 0.2% |
$960 - $1.05K
|
49.9K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
71+ 0.53% |
$682 - $746
|
13.4K
$143K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.05% |
$57.6 - $63
|
13K
$139K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-222- 0.71% |
$2.13K - $2.33K
|
31.1K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-393- 2.75% |
$3.77K - $4.13K
|
13.9K
$148K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-549- 0.77% |
$5.27K - $5.76K
|
70.5K
$749K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 4.38% |
$24K - $26.3K
|
54.5K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.35K- 8.22% |
$60.9K - $66.6K
|
70.9K
$754K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.9K- 4.12% |
$104K - $114K
|
253K
$2.69M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 5.15% |
$134K - $147K
|
257K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.6K- 5.9% |
$150K - $164K
|
250K
$2.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-19K- 32.2% |
$182K - $200K
|
40K
$425K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-41.9K- 4.56% |
$402K - $440K
|
878K
$9.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-70K- 58.33% |
$672K - $735K
|
50K
$532K
|
|