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Nuveen Dynamic Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$559K -$72.3K -7,000 -12%
US Bancorp
27
US Bancorp
Minnesota
$538K +$469K +45,415 +724%
River Street Advisors
28
River Street Advisors
Illinois
$501K – – –
LM Advisors
29
LM Advisors
California
$452K – – –
Invesco
30
Invesco
Georgia
$449K -$10K -965 -2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$444K +$1K +97 +0.2%
Cohen & Steers
32
Cohen & Steers
New York
$416K – – –
PFG Investments
33
PFG Investments
New York
$413K +$1.04K +101 +0.3%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$398K -$12.3K -1,189 -3%
Congress Park Capital
35
Congress Park Capital
New York
$312K – – –
Apollon Wealth Management
36
Apollon Wealth Management
South Carolina
$302K – – –
Jane Street
37
Jane Street
New York
$277K +$95.6K +9,251 +53%
Thurston Springer Miller Herd & Titak
38
Thurston Springer Miller Herd & Titak
Indiana
$263K +$4.63K +448 +2%
MGO One Seven
39
MGO One Seven
Ohio
$260K -$2.27K -220 -0.9%
APW
40
Aurora Private Wealth
New Jersey
$255K -$57.5K -5,569 -19%
Savvy Advisors Inc
41
Savvy Advisors Inc
New York
$208K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$205K +$41.3K +4,000 +25%
Patriot Financial Group Insurance Agency
43
Patriot Financial Group Insurance Agency
Massachusetts
$199K -$195K -18,893 -50%
Venture Visionary Partners
44
Venture Visionary Partners
Ohio
$190K +$189K +18,284 New
Allworth Financial
45
Allworth Financial
California
$183K +$3.24K +314 +2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$155K +$17.6K +1,700 +13%
Melfa Wealth Management
47
Melfa Wealth Management
Massachusetts
$151K – – –
MPWM Advisory Solutions
48
MPWM Advisory Solutions
Georgia
$147K -$10.6K -1,022 -7%
Concurrent Investment Advisors
49
Concurrent Investment Advisors
Florida
$147K +$7.55K +731 +5%
Worth Asset Management
50
Worth Asset Management
Texas
$140K +$139K +13,460 New