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Logan Stone Capital’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Logan Stone Capital’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
Q1 		– Sell
-70,108
Closed -$702K – 98
2024
Q4 		$702K Buy
+70,108
New +$751K 0.24% 71
2024
Q1 		– Sell
-68,418
Closed -$678K – 168
2023
Q4 		$678K Buy
+68,418
New +$667K 0.14% 105
2023
Q1 		– Sell
-189,730
Closed -$1.89M – 189
2022
Q4 		$1.89M Buy
+189,730
New +$1.92M 0.7% 45

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Logan Stone Capital's NDMO Position: Q1 2025 in Review

Logan Stone Capital sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2025, closing a stake of 70,108 shares — an estimated $702K sold.

Logan Stone Capital first reported a position in NDMO in Q4 2022 and held it in 3 quarters. The position peaked at $1.89M in Q4 2022. 79 funds tracked by Wall St. Rank hold NDMO as of Q1 2025.

  • Logan Stone Capital reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Logan Stone Capital sold 70,108 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2025, an estimated $702K.
  • Logan Stone Capital first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and held it in 3 quarters.
  • Logan Stone Capital's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.89M in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.