Hayek Kallen Investment Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Hayek Kallen Investment 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
2025 Q3	–	Sell	-11,666	Closed	-$117K	–	96
2025 Q2	$117K	Buy	+11,666	New	+$116K	0.04%	93
2023 Q4	–	Sell	-14,666	Closed	-$144K	–	89
2023 Q3	$144K	Hold	14,666	–	–	0.06%	82
2023 Q2	$149K	Hold	14,666	–	–	0.06%	83
2023 Q1	$155K	Sell	14,666 -3,333	-19%	-$37K	0.07%	81
2022 Q4	$179K	Sell	17,999 -43,969	-71%	-$446K	0.08%	80
2022 Q3	$637K	Hold	61,968	–	–	0.3%	56
2022 Q2	$689K	Sell	61,968 -5,199	-8%	-$60.5K	0.3%	57
2022 Q1	$881K	Hold	67,167	–	–	0.33%	55
2021 Q4	$1.12M	Sell	67,167 -12,941	-16%	-$205K	0.4%	51
2021 Q3	$1.34M	Buy	80,108 +18,441	+30%	+$313K	0.61%	43
2021 Q2	$1.04M	Buy	61,667 +3,500	+6%	+$57.7K	0.44%	50
2021 Q1	$939K	Buy	58,167 +7,800	+15%	+$124K	0.42%	51
2020 Q4	$791K	Buy	+50,367	New	+$761K	0.38%	48

Other funds holding NDMO

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hayek Kallen Investment Management's NDMO Position: Q3 2025 in Review

Hayek Kallen Investment Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2025, closing a stake of 11,666 shares — an estimated $117K sold.

Hayek Kallen Investment Management first reported a position in NDMO in Q4 2020 and held it in 13 quarters. The position peaked at $1.34M in Q3 2021. 72 funds tracked by Wall St. Rank hold NDMO as of Q3 2025.

Hayek Kallen Investment Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Hayek Kallen Investment Management sold 11,666 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2025, an estimated $117K.
Hayek Kallen Investment Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2020 and held it in 13 quarters.
Hayek Kallen Investment Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.34M in Q3 2021.
72 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2025.

Based on Hayek Kallen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.