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Orleans Capital Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Orleans Capital 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
-10,000
Closed -$101K – 105
2025
Q2 		$101K Hold
10,000
– – 0.05% 108
2025
Q1 		$103K Hold
10,000
– – 0.06% 95
2024
Q4 		$106K Buy
+10,000
New +$107K 0.06% 94

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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

Orleans Capital Management's NDMO Position: Q3 2025 in Review

Orleans Capital Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2025, closing a stake of 10,000 shares — an estimated $101K sold.

Orleans Capital Management first reported a position in NDMO in Q4 2024 and held it in 3 quarters. The position peaked at $106K in Q4 2024. 72 funds tracked by Wall St. Rank hold NDMO as of Q3 2025.

  • Orleans Capital Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Orleans Capital Management sold 10,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2025, an estimated $101K.
  • Orleans Capital Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and held it in 3 quarters.
  • Orleans Capital Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $106K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2025.

Based on Orleans Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.