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Get Institutions for : 
Nuveen Dynamic Municipal Opportunities Fund (NDMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    5
Total shares held : 
 5,973,713  
% of shares held : 
 66.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -162,782  
% of shares held change : 
   -1.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 370,029
 6.19%
 
Increased Positions :
17
 466,894
 7.82%
 
Unchanged Positions :
9
 257,531
 4.31%
 
Decreased Positions :
18
-758,057
-12.69%
 
Closed Positions :
8
-241,648
-4.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2717 - 2024-03-31 1,776,488 $19,346,000 56,680
   WELLS FARGO & CO/MN 1670 - 2024-03-31 748,301 $8,149,000 160,676
   UBS Group AG 1905 - 2024-03-31 617,901 $6,729,000 23,284
   BANK OF AMERICA CORP /DE/ 2862 - 2024-03-31 525,589 $5,724,000 -84,375
   VAN ECK ASSOCIATES CORP 712 - 2024-03-31 301,546 $3,284,000 -90,358
   Tyche Wealth Partners LLC 36 - 2024-03-31 230,497 $2,510,000 68,650
   ROYAL BANK OF CANADA 2664 - 2024-03-31 147,582 $1,607,000 18,000
   Rockefeller Capital Management L.P. 1111 - 2024-03-31 139,672 $1,521,000 1,334
   WEDBUSH MORGAN SECURITIES INC 272 - 2024-03-31 135,200 $1,472,000 -9,934
   COMMONWEALTH EQUITY SERVICES LLC. 1987 - 2024-03-31 130,072 $1,416,000 111,142
   Advisor Group Holdings Inc. 2187 - 2024-03-31 107,154 $1,166,000 -46,129
   REGATTA CAPITAL GROUP LLC 70 - 2024-03-31 101,713 $1,108,000 0
   STIFEL FINANCIAL CORP 2204 - 2024-03-31 87,668 $955,000 6,205
   AMERIPRISE FINANCIAL INC 3150 - 2024-03-31 78,344 $853,000 -3,312
   LM Advisors LLC 109 - 2024-03-31 60,319 $657,000 0
   Atomi Financial Group Inc. 265 - 2024-03-31 59,421 $647,000 -4,196
   PRIMORIS WEALTH ADVISORS LLC 55 - 2024-03-31 53,000 $577,000 18,000
   RAYMOND JAMES & ASSOCIATES 3133 - 2024-03-31 38,325 $417,000 -26,891
   NewEdge Wealth LLC 623 - 2024-03-31 34,065 $367,000 -1,388
   LPL FINANCIAL CORP 3999 - 2024-03-31 31,747 $346,000 -8,882
   Fairhaven Wealth Management LLC 77 - 2024-03-31 31,175 $339,000 20,275
   Moors & Cabot Inc. 644 - 2024-03-31 30,000 $327,000 -30,000
   HIGHTOWER ADVISORS, LLC 2633 *New 2024-03-31 27,577 $300,000 27,577
   Morris Retirement Advisors LLC 70 - 2024-03-31 27,404 $298,000 3,042
   Apollon Wealth Management LLC 934 - 2024-03-31 23,260 $253,000 0
   NBC SECURITIES INC. 667 - 2024-03-31 22,801 $248,000 4,270
   FINANCIAL NETWORK 2434 - 2024-03-31 22,135 $241,000 1,000
   WAYNE HUMMER INVESTMENTS L.L.C. 422 - 2024-03-31 21,409 $233,000 1,664
   Beacon Bridge Wealth Partners LLC 88 - 2024-03-31 20,666 $225,000 -5,896
   Kestra Advisory Services LLC 2266 *New 2024-03-31 17,613 $192,000 17,613
   Single Point Partners LLC 78 - 2024-03-31 17,000 $186,000 0
   River Street Advisors LLC 125 *New 2024-03-31 16,971 $185,000 16,971
   Goss Wealth Management LLC 1863 - 2024-03-31 16,359 $178,000 5,604
   OPPENHEIMER & CO INC 1363 - 2024-03-31 16,182 $176,000 4,000
   JANNEY MONTGOMERY SCOTT LLC 2595 - 2024-03-31 14,450 $157,000 -6,051
   NOMURA HOLDINGS INC 792 - 2024-03-31 14,300 $156,000 -13,600
   MELFA WEALTH MANAGEMENT LLC 170 *New 2024-03-31 14,000 $152,000 14,000
   Archetype Wealth Partners LLC 142 - 2024-03-31 14,000 $152,000 0
   WHITTIER TRUST CO 714 *New 2024-03-31 13,500 $147,000 13,500
   CREATIVE PLANNING 2621 - 2024-03-31 13,000 $142,000 13,000
   SYKON CAPITAL LLC 91 - 2024-03-31 11,250 $123,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3112 - 2024-03-31 10,816 $118,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3176 - 2024-03-31 10,386 $113,000 0
   COMERICA BANK 2544 - 2024-03-31 8,973 $98,000 2,500
   VisionPoint Advisory Group LLC 244 - 2024-03-31 5,750 $63,000 0
   Steward Partners Investment Advisory LLC 2113 - 2024-03-31 4,608 $50,000 -134
   Laffer Tengler Investments 214 *New 2024-03-31 3,200 $35,000 3,200
   HARBOR INVESTMENT ADVISORY LLC 686 - 2024-03-31 2,500 $27,000 0
   Spire Wealth Management 1480 - 2024-03-31 2,000 $22,000 0
   Ronald Blue Trust Inc. 1197 - 2024-03-31 2,000 $22,000 0
   TOWER RESEARCH CAPITAL LLC 3319 *New 2024-03-31 1,260 $14,000 1,260
   FNY Investment Advisers LLC 460 - 2024-03-31 600 $6,000 600
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 801 *Closed 2024-03-31 0 $0 -1,000
   JGP Wealth Management LLC 167 *Closed 2024-03-31 0 $0 -16,609
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 714 *Closed 2024-03-31 0 $0 -74,732
   BLACKROCK INC. 4982 *New 2024-03-31 21 $0 21
   FMR LLC 5014 *Closed 2024-03-31 0 $0 0
   PROEQUITIES INC. 5774 - 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 5594 *Closed 2024-03-31 0 $0 -15,054
   AlphaCentric Advisors LLC 244 *Closed 2024-03-31 0 $0 -5,000
   Arlington Capital Management Inc. 123 *Closed 2024-03-31 0 $0 -10,029
   ADVISORY SERVICES NETWORK, LLC 3517 *Closed 2024-03-31 0 $0 -11,345
   WEISS CAPITAL LLC 365 *Closed 2024-03-31 0 $0 -95,695
   Logan Stone Capital LLC 174 *Closed 2024-03-31 0 $0 -68,418
   BB&T CORP 2670 *Closed 2024-03-31 0 $0 -12,000
   WOLVERINE ASSET MANAGEMENT LLC 1129 *Closed 2024-03-31 0 $0 -41,126
   ELEQUIN CAPITAL LP 381 *Closed 2024-03-31 0 $0 -43,857
  67 Records found
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