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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2829 - 2023-12-31 1,719,808 $17,043,000 -91,127
   BANK OF AMERICA CORP /DE/ 2757 - 2023-12-31 609,964 $6,045,000 -381,550
   UBS Group AG 1861 - 2023-12-31 594,617 $5,893,000 -22,407
   WELLS FARGO & CO/MN 1823 - 2023-12-31 587,625 $5,823,000 118,182
   VAN ECK ASSOCIATES CORP 610 - 2023-12-31 391,904 $3,884,000 97,129
   Tyche Wealth Partners LLC 36 - 2024-03-31 230,497 $2,510,000 68,650
   Advisor Group Holdings Inc. 2087 - 2023-12-31 153,283 $1,519,000 -45,122
   WEDBUSH MORGAN SECURITIES INC 235 - 2023-12-31 145,134 $1,438,000 -850
   Rockefeller Capital Management L.P. 1035 - 2023-12-31 138,338 $1,371,000 -128,764
   ROYAL BANK OF CANADA 2910 - 2023-12-31 129,582 $1,284,000 14,369
   REGATTA CAPITAL GROUP LLC 70 - 2024-03-31 101,713 $1,108,000 0
   WEISS CAPITAL LLC 109 *New 2023-12-31 95,695 $948,000 95,695
   AMERIPRISE FINANCIAL INC 3202 - 2023-12-31 81,656 $809,000 19,167
   STIFEL FINANCIAL CORP 2260 - 2023-12-31 81,463 $807,000 44,184
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 290 *New 2023-12-31 74,732 $741,000 74,732
   Logan Stone Capital LLC 105 *New 2023-12-31 68,418 $678,000 68,418
   Atomi Financial Group Inc. 214 - 2023-12-31 63,617 $630,000 -7,832
   LM Advisors LLC 98 - 2023-12-31 60,319 $598,000 0
   Moors & Cabot Inc. 409 - 2023-12-31 60,000 $595,000 5,000
   ELEQUIN CAPITAL LP 48 *New 2023-12-31 43,857 $435,000 43,857
   RAYMOND JAMES & ASSOCIATES 3133 - 2024-03-31 38,325 $417,000 -26,891
   WOLVERINE ASSET MANAGEMENT LLC 467 - 2023-12-31 41,126 $408,000 41,126
   LPL FINANCIAL CORP 3770 - 2023-12-31 40,629 $403,000 5,695
   NewEdge Wealth LLC 583 - 2023-12-31 35,453 $351,000 -2,461
   PRIMORIS WEALTH ADVISORS LLC 65 - 2023-12-31 35,000 $347,000 5,000
   NOMURA HOLDINGS INC 810 - 2023-12-31 27,900 $276,000 27,900
   Beacon Bridge Wealth Partners LLC 80 - 2023-12-31 26,562 $263,000 342
   NBC SECURITIES INC. 667 - 2024-03-31 22,801 $248,000 4,270
   Morris Retirement Advisors LLC 81 - 2023-12-31 24,362 $241,000 1,115
   Apollon Wealth Management LLC 936 - 2023-12-31 23,260 $231,000 -6,700
   FINANCIAL NETWORK 2502 *New 2023-12-31 21,135 $209,000 21,135
   JANNEY MONTGOMERY SCOTT LLC 2433 - 2023-12-31 20,501 $203,000 -2,175
   WAYNE HUMMER INVESTMENTS L.L.C. 434 - 2023-12-31 19,745 $196,000 6,225
   COMMONWEALTH EQUITY SERVICES LLC. 3451 - 2023-12-31 18,930 $188,000 -35,736
   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
   MELFA WEALTH MANAGEMENT LLC 170 *New 2024-03-31 14,000 $152,000 14,000
   JANE STREET GROUP LLC 4871 *New 2023-12-31 15,054 $149,000 15,054
   Archetype Wealth Partners LLC 106 *New 2023-12-31 14,000 $139,000 14,000
   OPPENHEIMER & CO INC 1326 - 2023-12-31 12,182 $121,000 -3,768
   BB&T CORP 2499 - 2023-12-31 12,000 $119,000 -900
   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
   ADVISORY SERVICES NETWORK, LLC 1565 - 2023-12-31 11,345 $112,000 -368
   SYKON CAPITAL LLC 79 - 2023-12-31 11,250 $111,000 0
   Fairhaven Wealth Management LLC 113 - 2023-12-31 10,900 $108,000 0
   Goss Wealth Management LLC 1911 - 2023-12-31 10,755 $107,000 -4,492
   COMERICA BANK 2636 - 2023-12-31 6,473 $64,000 0
   VisionPoint Advisory Group LLC 228 - 2023-12-31 5,750 $57,000 5,750
   Steward Partners Investment Advisory LLC 2016 - 2023-12-31 4,742 $47,000 0
   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. 1303 - 2023-12-31 2,000 $20,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 551 *New 2023-12-31 1,000 $10,000 1,000
   JGP Wealth Management LLC 167 *Closed 2024-03-31 0 $0 -16,609
   PROEQUITIES INC. 3677 - 2023-12-31 0 $0 0
   CREATIVE PLANNING 2925 *Closed 2023-12-31 0 $0 -16,100
   FMR LLC 4961 - 2023-12-31 0 $0 0
   FNY Investment Advisers LLC 532 *Closed 2023-12-31 0 $0 -600
   AlphaCentric Advisors LLC 244 *Closed 2024-03-31 0 $0 -5,000
   HAYEK KALLEN INVESTMENT MANAGEMENT 90 *Closed 2023-12-31 0 $0 -14,666
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6377 *Closed 2023-12-31 0 $0 -10,129
   Arlington Capital Management Inc. 123 *Closed 2024-03-31 0 $0 -10,029
   MRP Capital Investments LLC 194 *Closed 2023-12-31 0 $0 -27,343
   Peak Asset Management LLC 141 *Closed 2023-12-31 0 $0 -14,550
   STEPHENS INC /AR/ 1233 *Closed 2023-12-31 0 $0 -58,130
   FIXED INCOME SECURITIES INC 1452 *Closed 2023-12-31 0 $0 -100,130
  67 Records found
  1    
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