Moors & Cabot’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Moors & Cabot’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 Q2	–	Sell	-12,250	Closed	-$126K	–	928
2025 Q1	$126K	Hold	12,250	–	–	0.01%	830
2024 Q4	$123K	Buy	12,250 +2,250	+23%	+$24.1K	0.01%	848
2024 Q3	$112K	Hold	10,000	–	–	0.01%	842
2024 Q2	$108K	Sell	10,000 -20,000	-67%	-$216K	0.01%	814
2024 Q1	$327K	Sell	30,000 -30,000	-50%	-$317K	0.02%	644
2023 Q4	$595K	Buy	60,000 +5,000	+9%	+$48.7K	0.04%	410
2023 Q3	$540K	Sell	55,000 -15,000	-21%	-$156K	0.04%	410
2023 Q2	$712K	Hold	70,000	–	–	0.05%	342
2023 Q1	$740K	Sell	70,000 -10,000	-13%	-$111K	0.05%	328
2022 Q4	$795K	Buy	80,000 +61,500	+332%	+$624K	0.06%	314
2022 Q3	$190K	Sell	18,500 -37,500	-67%	-$431K	0.01%	713
2022 Q2	$623K	Buy	+56,000	New	+$652K	0.04%	358

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Moors & Cabot's NDMO Position: Q2 2025 in Review

Moors & Cabot sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2025, closing a stake of 12,250 shares — an estimated $126K sold.

Moors & Cabot first reported a position in NDMO in Q2 2022 and held it in 12 quarters. The position peaked at $795K in Q4 2022. 78 funds tracked by Wall St. Rank hold NDMO as of Q2 2025.

Moors & Cabot reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Moors & Cabot sold 12,250 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2025, an estimated $126K.
Moors & Cabot first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2022 and held it in 12 quarters.
Moors & Cabot's Nuveen Dynamic Municipal Opportunities Fund position peaked at $795K in Q4 2022.
78 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.