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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 %
Morgan Stanley
1
Morgan Stanley
New York
$18.8M -$1.69M -165,854 -8%
Bank of America
2
Bank of America
North Carolina
$9.8M -$857K -84,285 -8%
UBS Group
3
UBS Group
Switzerland
$6.82M -$205K -20,118 -3%
Wells Fargo
4
Wells Fargo
California
$3.57M -$44.8K -4,409 -1%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.69M +$889K +87,365 +49%
VanEck Associates
6
VanEck Associates
New York
$2.42M +$152K +14,990 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.56M +$32.4K +3,160 +2%
WS
8
Wedbush Securities
California
$1.54M +$1.18K +116 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.23M +$57K +5,606 +5%
AAM
10
Advisors Asset Management
Colorado
$1.04M -$823K -80,921 -44%
MC
11
Moors & Cabot
Massachusetts
$712K – – –
SI
12
Stephens Inc
Arkansas
$693K -$1.12M -110,000 -62%
Ameriprise
13
Ameriprise
Minnesota
$647K -$34.7K -3,304 -5%
AFG
14
Atomi Financial Group
New York
$607K +$607K +59,650 New
RCG
15
Regatta Capital Group
California
$506K – – –
RJA
16
Raymond James & Associates
Florida
$501K +$154K +15,109 +44%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$434K +$138K +13,583 +47%
NW
18
NewEdge Wealth
Pennsylvania
$385K +$824 +81 +0.2%
LPL Financial
19
LPL Financial
California
$370K +$19.4K +1,911 +6%
Stifel Financial
20
Stifel Financial
Missouri
$329K +$105K +10,338 +47%
AWM
21
Apollon Wealth Management
South Carolina
$305K -$50.9K -5,000 -14%
PWA
22
Primoris Wealth Advisors
Florida
$280K +$168K +16,500 +150%
MCI
23
MRP Capital Investments
Georgia
$278K +$278K +27,343 New
OC
24
Oppenheimer & Co
New York
$268K -$5.09K -500 -2%
BBWP
25
Beacon Bridge Wealth Partners
Pennsylvania
$264K -$1.36K -134 -0.5%
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