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Nuveen Dynamic Municipal Opportunities Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.3M -$18.1M -1,663,128 -48%
Wells Fargo
2
Wells Fargo
California
$8.15M +$1.75M +160,676 +27%
UBS Group
3
UBS Group
Switzerland
$6.73M +$254K +23,284 +4%
Bank of America
4
Bank of America
North Carolina
$5.72M -$919K -84,375 -14%
VanEck Associates
5
VanEck Associates
New York
$3.28M -$984K -90,358 -23%
TWP
6
Tyche Wealth Partners
Texas
$2.51M +$748K +68,650 +42%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.61M +$196K +18,000 +14%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$1.52M +$14.5K +1,334 +1%
WS
9
Wedbush Securities
California
$1.47M -$108K -9,934 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.42M +$1.21M +111,142 +587%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.17M -$502K -46,129 -30%
RCG
12
Regatta Capital Group
California
$1.11M
Stifel Financial
13
Stifel Financial
Missouri
$955K +$67.6K +6,205 +8%
Ameriprise
14
Ameriprise
Minnesota
$853K -$36.1K -3,312 -4%
NI
15
NCP Inc
California
$767K +$767K +70,450 New
LA
16
LM Advisors
California
$657K
AFG
17
Atomi Financial Group
New York
$647K -$45.7K -4,196 -7%
PWA
18
Primoris Wealth Advisors
Florida
$577K +$196K +18,000 +51%
RJA
19
Raymond James & Associates
Florida
$417K -$293K -26,891 -41%
NW
20
NewEdge Wealth
Pennsylvania
$367K -$15K -1,388 -4%
LPL Financial
21
LPL Financial
California
$346K -$96.7K -8,882 -22%
FWM
22
Fairhaven Wealth Management
Illinois
$339K +$221K +20,275 +186%
MC
23
Moors & Cabot
Massachusetts
$327K -$327K -30,000 -50%
HighTower Advisors
24
HighTower Advisors
Illinois
$300K +$300K +27,577 New
MAG
25
MRA Advisory Group
New Jersey
$298K +$33.1K +3,042 +12%