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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
   REGATTA CAPITAL GROUP LLC 70 - 2024-03-31 101,713 $1,108,000 0
   LM Advisors LLC 109 - 2024-03-31 60,319 $657,000 0
   Apollon Wealth Management LLC 934 - 2024-03-31 23,260 $253,000 0
   Single Point Partners LLC 78 - 2024-03-31 17,000 $186,000 0
   Archetype Wealth Partners LLC 142 - 2024-03-31 14,000 $152,000 0
   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
   VisionPoint Advisory Group LLC 244 - 2024-03-31 5,750 $63,000 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. 1197 - 2024-03-31 2,000 $22,000 0
   FMR LLC 5014 *Closed 2024-03-31 0 $0 0
   PROEQUITIES INC. 5774 - 2024-03-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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