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Heritage Trust’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Heritage Trust’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
-14,000
Closed -$141K – 308
2025
Q2 		$141K Hold
14,000
– – 0.02% 295
2025
Q1 		$144K Hold
14,000
– – 0.02% 298
2024
Q4 		$140K Buy
+14,000
New +$150K 0.02% 295

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Trust's NDMO Position: Q3 2025 in Review

Heritage Trust sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2025, closing a stake of 14,000 shares — an estimated $141K sold.

Heritage Trust first reported a position in NDMO in Q4 2024 and held it in 3 quarters. The position peaked at $144K in Q1 2025. 72 funds tracked by Wall St. Rank hold NDMO as of Q3 2025.

  • Heritage Trust reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Heritage Trust sold 14,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2025, an estimated $141K.
  • Heritage Trust first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and held it in 3 quarters.
  • Heritage Trust's Nuveen Dynamic Municipal Opportunities Fund position peaked at $144K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2025.

Based on Heritage Trust's 13F filing for Q3 2025, filed 12 Nov 2025.