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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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1987 - 2024-03-31 130,072 $1,416,000 111,142
   STIFEL FINANCIAL CORP 2204 - 2024-03-31 87,668 $955,000 6,205
   PRIMORIS WEALTH ADVISORS LLC 55 - 2024-03-31 53,000 $577,000 18,000
   Fairhaven Wealth Management LLC 77 - 2024-03-31 31,175 $339,000 20,275
   Morris Retirement Advisors LLC 70 - 2024-03-31 27,404 $298,000 3,042
   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
   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
   CREATIVE PLANNING 2621 - 2024-03-31 13,000 $142,000 13,000
   COMERICA BANK 2544 - 2024-03-31 8,973 $98,000 2,500
   FNY Investment Advisers LLC 460 - 2024-03-31 600 $6,000 600

  19 Records found
  1    
  Page 1 of 1
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