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Nuveen Dynamic Municipal Opportunities Fund
NDMO

Overview Fund Activity

50 hedge funds and large institutions have $59M invested in Nuveen Dynamic Municipal Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$889K
2
AFG
Atomi Financial Group
New York
+$607K
3
MCI
MRP Capital Investments
Georgia
+$278K
4
PWA
Primoris Wealth Advisors
Florida
+$168K
5
RJA
Raymond James & Associates
Florida
+$154K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.69M
2
SI
Stephens Inc
Arkansas
-$1.12M
3
Bank of America
Bank of America
North Carolina
-$857K
4
AAM
Advisors Asset Management
Colorado
-$823K
5
CA
Corrado Advisors
New Jersey
-$792K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
26
Single Point Partners
Massachusetts
$254K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$230K +$52.4K +5,149 +30%
SC
28
Sykon Capital
New York
$216K +$216K +21,250 New
MAG
29
MRA Advisory Group
New Jersey
$213K +$43K +4,230 +25%
NA
30
NewEdge Advisors
Louisiana
$201K +$51 +5 +0%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$191K +$76.3K +7,500 +66%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$176K -$2.29K -225 -1%
Creative Planning
33
Creative Planning
Kansas
$170K – – –
Truist Financial
34
Truist Financial
North Carolina
$156K +$34.1K +3,350 +28%
HKIM
35
Hayek Kallen Investment Management
Alabama
$149K – – –
Nomura Holdings
36
Nomura Holdings
Japan
$117K +$117K +11,500 New
RCM
37
Robinson Capital Management
Michigan
$116K +$116K +11,266 New
FWM
38
Fairhaven Wealth Management
Illinois
$111K +$111K +10,900 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$110K +$110K +10,832 New
XT
40
XTX Topco
Cayman Islands
$110K +$110K +10,799 New
MHS
41
M Holdings Securities
Oregon
$104K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$67.9K – – –
AF
43
Allworth Financial
California
$58.6K +$1.01K +99 +2%
VAG
44
VisionPoint Advisory Group
Texas
$58.5K -$58.5K -5,750 -50%
SPIA
45
Steward Partners Investment Advisory
New York
$48.2K – – –
WAM
46
Wolverine Asset Management
Illinois
$30.9K +$30.9K +3,041 New
BTI
47
Blue Trust Inc
Georgia
$21K – – –
CTC
48
Central Trust Company
Missouri
$20.3K – – –
DI
49
Disciplined Investments
Oklahoma
$7.56K – – –
FIA
50
FNY Investment Advisers
New York
$6K – – –
1
2
3