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Nuveen Dynamic Municipal Opportunities Fund
NDMO

Overview Fund Activity

57 hedge funds and large institutions have $65M invested in Nuveen Dynamic Municipal Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.75M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.21M
3
TWP
Tyche Wealth Partners
Texas
+$748K
4
HighTower Advisors
HighTower Advisors
Illinois
+$300K
5
UBS Group
UBS Group
Switzerland
+$254K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.1M
2
VanEck Associates
VanEck Associates
New York
-$984K
3
WAM
Weiss Asset Management
Massachusetts
-$948K
4
Bank of America
Bank of America
North Carolina
-$919K
5
LCM
Landscape Capital Management
New Jersey
-$741K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Apollon Wealth Management
South Carolina
$253K – – –
NS
27
NBC Securities
Alabama
$248K +$46.4K +4,270 +23%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$241K +$241K +22,136 New
CAN
29
Cetera Advisor Networks
California
$241K +$10.9K +1,000 +5%
WI
30
Wintrust Investments
Illinois
$233K +$18.1K +1,664 +8%
BBWP
31
Beacon Bridge Wealth Partners
Pennsylvania
$225K -$64.2K -5,896 -22%
KAS
32
Kestra Advisory Services
Texas
$192K +$192K +17,613 New
SPP
33
Single Point Partners
Massachusetts
$186K – – –
RSA
34
River Street Advisors
Illinois
$185K +$185K +16,971 New
NA
35
NewEdge Advisors
Louisiana
$178K +$61K +5,604 +52%
OC
36
Oppenheimer & Co
New York
$176K +$43.6K +4,000 +33%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$157K -$65.7K -6,051 -30%
Nomura Holdings
38
Nomura Holdings
Japan
$156K -$148K -13,600 -49%
MWM
39
Melfa Wealth Management
Massachusetts
$152K +$152K +14,000 New
AGA
40
Arkos Global Advisors
Texas
$152K – – –
VF
41
Virtu Financial
New York
$148K +$148K +13,604 New
WT
42
Whittier Trust
California
$147K +$147K +13,500 New
Creative Planning
43
Creative Planning
Kansas
$142K +$142K +13,000 New
SC
44
Sykon Capital
New York
$123K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$118K – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$113K – – –
Comerica Bank
47
Comerica Bank
Texas
$97.7K +$27.2K +2,500 +39%
VAG
48
VisionPoint Advisory Group
Texas
$62.6K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$50.2K -$1.46K -134 -3%
LTI
50
Laffer Tengler Investments
Tennessee
$34.8K +$34.8K +3,200 New
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