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Marex Group’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Marex Group’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
-27,455
Closed -$275K – 794
2024
Q4 		$275K Buy
+27,455
New +$294K ﹤0.01% 466
2024
Q1 		– Sell
-164,243
Closed -$1.63M – 612
2023
Q4 		$1.63M Buy
+164,243
New +$1.6M 0.06% 173

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 $71.6B AUM 21.08% 1-Year Est. Return

Marex Group's NDMO Position: Q1 2025 in Review

Marex Group sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2025, closing a stake of 27,455 shares — an estimated $275K sold.

Marex Group first reported a position in NDMO in Q4 2023 and held it in 2 quarters. The position peaked at $1.63M in Q4 2023. 79 funds tracked by Wall St. Rank hold NDMO as of Q1 2025.

  • Marex Group reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Marex Group sold 27,455 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2025, an estimated $275K.
  • Marex Group first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Marex Group's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.63M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2025.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.