Advisors Asset Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Advisors Asset Management’s Portfolio NDMO Stock Details NDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100,130	Closed	-$982K	–	1429
2023 Q3	$982K	Sell	100,130 -1,852	-2%	-$19.3K	0.02%	727
2023 Q2	$1.04M	Sell	101,982 -80,921	-44%	-$850K	0.02%	717
2023 Q1	$1.93M	Sell	182,903 -5,603	-3%	-$62.3K	0.04%	533
2022 Q4	$1.87M	Sell	188,506 -13,711	-7%	-$139K	0.04%	525
2022 Q3	$2.08M	Sell	202,217 -6,755	-3%	-$77.6K	0.04%	485
2022 Q2	$2.32M	Sell	208,972 -1,361	-0.6%	-$15.8K	0.04%	462
2022 Q1	$2.76M	Buy	210,333 +90,775	+76%	+$1.32M	0.04%	476
2021 Q4	$1.99M	Buy	119,558 +48,044	+67%	+$760K	0.03%	610
2021 Q3	$1.14M	Buy	71,514 +50,674	+243%	+$861K	0.02%	772
2021 Q2	$352K	Buy	+20,840	New	+$344K	0.01%	1100

Other funds holding NDMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Advisors Asset Management's NDMO Position: Q4 2023 in Review

Advisors Asset Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2023, closing a stake of 100,130 shares — an estimated $982K sold.

Advisors Asset Management first reported a position in NDMO in Q2 2021 and held it in 10 quarters. The position peaked at $2.76M in Q1 2022. 56 funds tracked by Wall St. Rank hold NDMO as of Q4 2023.

Advisors Asset Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Advisors Asset Management sold 100,130 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2023, an estimated $982K.
Advisors Asset Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and held it in 10 quarters.
Advisors Asset Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $2.76M in Q1 2022.
56 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2023.

Based on Advisors Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.