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Raymond James & Associates’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Raymond James & Associates’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
2024
Q3 		$446K Buy
39,819
+1,784
+5% +$19.4K ﹤0.01% 3176
2024
Q2 		$411K Sell
38,035
-290
-0.8% -$3.13K ﹤0.01% 3188
2024
Q1 		$417K Sell
38,325
-26,891
-41% -$285K ﹤0.01% 3177
2023
Q4 		$646K Buy
65,216
+19,805
+44% +$193K ﹤0.01% 2795
2023
Q3 		$445K Sell
45,411
-3,884
-8% -$40.4K ﹤0.01% 2970
2023
Q2 		$501K Buy
49,295
+15,109
+44% +$159K ﹤0.01% 2943
2023
Q1 		$361K Buy
34,186
+4,450
+15% +$49.4K ﹤0.01% 3122
2022
Q4 		$296K Buy
29,736
+3,900
+15% +$39.6K ﹤0.01% 3224
2022
Q3 		$266K Buy
25,836
+10,377
+67% +$119K ﹤0.01% 3259
2022
Q2 		$172K Buy
15,459
+4,400
+40% +$51.2K ﹤0.01% 3557
2022
Q1 		$145K Buy
+11,059
New +$160K ﹤0.01% 3750

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James & Associates's NDMO Position: Q3 2024 in Review

Raymond James & Associates increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 4.7% in Q3 2024, buying an estimated $19.4K and bringing the position to 39,819 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Raymond James & Associates first reported a position in NDMO in Q1 2022 and has held it in 11 quarters since. The position peaked at $646K in Q4 2023. 63 funds tracked by Wall St. Rank hold NDMO as of Q3 2024.

  • Raymond James & Associates held 39,819 shares of Nuveen Dynamic Municipal Opportunities Fund worth $446K as of Q3 2024.
  • Raymond James & Associates bought 1,784 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2024, an estimated $19.4K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3176 holding.
  • Raymond James & Associates first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2022 and has held it in 11 quarters since.
  • Raymond James & Associates's Nuveen Dynamic Municipal Opportunities Fund position peaked at $646K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.