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Nuveen Dynamic Municipal Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$192K +$13.4K +1,167 +7%
MC
27
Moors & Cabot
Massachusetts
$190K -$431K -37,500 -67%
Stifel Financial
28
Stifel Financial
Missouri
$185K +$207K +18,042 New
Creative Planning
29
Creative Planning
Kansas
$164K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$164K +$183K +15,952 New
M&T Bank
31
M&T Bank
New York
$154K +$172K +15,000 New
Truist Financial
32
Truist Financial
North Carolina
$144K -$11.5K -1,000 -7%
SA
33
SFI Advisors
New Jersey
$120K
PWA
34
Primoris Wealth Advisors
Florida
$113K
MHS
35
M Holdings Securities
Oregon
$105K
RPCA
36
Running Point Capital Advisors
California
$103K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$60K +$63.5K +5,528 +1,843%
AF
38
Allworth Financial
California
$56K +$1.21K +105 +2%
BTI
39
Blue Trust Inc
Georgia
$22K
WAM
40
Worth Asset Management
Texas
$11K +$12.8K +1,110 New
SPIA
41
Steward Partners Investment Advisory
New York
$8K -$19.8K -1,722 -70%
FIA
42
FNY Investment Advisers
New York
$6K
IA
43
IFP Advisors
Florida
$4K -$3.09K -269 -57%
PCM
44
Penserra Capital Management
California
-$1.59M -143,345 Closed
BP
45
BBR Partners
New York
-$741K -66,667 Closed
ACA
46
Ackerman Capital Advisors
Texas
-$274K -24,618 Closed
WAM
47
Wolverine Asset Management
Illinois
-$263K -23,677 Closed
RCM
48
Robinson Capital Management
Michigan
-$181K -15,924 Closed
Nomura Holdings
49
Nomura Holdings
Japan
-$167K -15,000 Closed
PFS
50
Prospera Financial Services
Texas
-$97K -8,754 Closed