Purchases and Sales Made in Q4 2024 in Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.01% |
$29.8 - $34.2
|
30K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-392- 0.71% |
$3.9K - $4.46K
|
54.9K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 4.29% |
$12.9K - $14.8K
|
29K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.89K- 1.33% |
$28.8K - $33K
|
215K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.21K- 93.68% |
$41.8K - $48K
|
284
$2.89K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.22K- 28.58% |
$41.9K - $48K
|
10.5K
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5K- 17.98% |
$49.7K - $57K
|
22.8K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.5K- 4.38% |
$54.7K - $62.6K
|
120K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.97K- 11.67% |
$69.3K - $79.4K
|
52.7K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-7.6K- 40.75% |
$75.5K - $86.6K
|
11.1K
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.83K- 28.19% |
$77.8K - $89.2K
|
19.9K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.9K- 62.18% |
$198K - $226K
|
12.1K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.1K- 5.69% |
$309K - $354K
|
516K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.8K- 99.89% |
$336K - $385K
|
36
$367
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-34.3K- 58.88% |
$341K - $390K
|
23.9K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-38.6K- 36.26% |
$384K - $440K
|
67.9K
$692K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.4K- 3.2% |
$551K - $631K
|
1.68M
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-92.4K- 58.53% |
$918K - $1.05M
|
65.5K
$667K
|