NDMO
Nuveen Dynamic Municipal Opportunities Fund
1W: +1.0%
1M: -7.9%
3M: -14.2%
YTD: -10.8%
1Y: -13.6%
3Y: +10.3%
5Y: -25.1%
$8.94
+0.03 (+0.34%)
Weekly Expected Move ±2.8%
$8
$9
$9
$9
$9
Institutional Ownership — NDMO
71
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
101M
Total Invested
8
New Positions
30
Increased
21
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (87 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,018,327 | 18M | +32,255 | +1.6% | 24Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 1,603,570 | 14M | +287,569 | +21.9% | 24Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 1,379,401 | 12M | -67,954 | -4.7% | 8Q | SEC ↗ |
| 4 | UBS Group AG | 550,535 | 5M | -290,996 | -34.6% | 24Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 480,109 | 4M | -9,546 | -1.9% | 15Q | SEC ↗ |
| 6 | VAN ECK ASSOCIATES CORP | 352,107 | 3M | -32,947 | -8.6% | 15Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 309,189 | 3M | +9,041 | +3.0% | 24Q | SEC ↗ |
| 8 | LPL Financial LLC | 306,263 | 3M | +7,762 | +2.6% | 18Q | SEC ↗ |
| 9 | Tyche Wealth Partners LLC | 293,874 | 3M | +381 | +0.1% | 11Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 292,789 | 3M | +20,619 | +7.6% | 10Q | SEC ↗ |
| 11 | STEPHENS INC /AR | 120,000 | 1M | -255,160 | -68.0% | 7Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 117,249 | 1M | +35 | +0.0% | 17Q | SEC ↗ |
| 13 | Advisors Asset Management, Inc. NEW | 114,033 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 107,065 | 957K | +15,729 | +17.2% | 7Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 104,916 | 938K | +16,267 | +18.3% | 10Q | SEC ↗ |
| 16 | REGATTA CAPITAL GROUP, LLC | 101,713 | 909K | — | +0.0% | 15Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 101,349 | 906K | +43,525 | +75.3% | 24Q | SEC ↗ |
| 18 | &PARTNERS | 95,811 | 857K | -16,890 | -15.0% | 7Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 90,644 | 810K | +7,740 | +9.3% | 16Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 89,081 | 796K | +355 | +0.4% | 16Q | SEC ↗ |
| 21 | WEDBUSH SECURITIES INC | 73,793 | 660K | +2,931 | +4.1% | 24Q | SEC ↗ |
| 22 | LANARK FINANCIAL, INC. | 70,046 | 626K | +11,830 | +20.3% | 12Q | SEC ↗ |
| 23 | Sanctuary Advisors, LLC | 69,711 | 623K | +34,387 | +97.3% | 9Q | SEC ↗ |
| 24 | Mariner, LLC | 67,647 | 605K | +37,272 | +122.7% | 8Q | SEC ↗ |
| 25 | PRIMORIS WEALTH ADVISORS, LLC | 54,582 | 488K | +41 | +0.1% | 19Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 53,663 | 480K | -7,000 | -11.5% | 21Q | SEC ↗ |
| 27 | US BANCORP \DE | 51,688 | 462K | +45,415 | +724.0% | 4Q | SEC ↗ |
| 28 | River Street Advisors LLC | 48,146 | 430K | — | +0.0% | 10Q | SEC ↗ |
| 29 | LM Advisors LLC | 43,443 | 388K | +42,996 | +9618.8% | 2Q | SEC ↗ |
| 30 | Invesco Ltd. | 43,151 | 386K | -965 | -2.2% | 4Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 42,627 | 381K | +97 | +0.2% | 15Q | SEC ↗ |
| 32 | COHEN & STEERS, INC. | 40,000 | 358K | — | +0.0% | 7Q | SEC ↗ |
| 33 | PFG Investments, LLC | 39,666 | 355K | +101 | +0.3% | 8Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,257 | 342K | -1,189 | -3.0% | 4Q | SEC ↗ |
| 35 | Congress Park Capital LLC | 30,000 | 268K | — | +0.0% | 8Q | SEC ↗ |
| 36 | Apollon Wealth Management, LLC | 29,050 | 260K | — | +0.0% | 19Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 26,652 | 238K | +9,251 | +53.2% | 5Q | SEC ↗ |
| 38 | THURSTON, SPRINGER, MILLER, HERD & TIT | 25,259 | 226K | +448 | +1.8% | 3Q | SEC ↗ |
| 39 | MGO ONE SEVEN LLC | 24,945 | 223K | -220 | -0.9% | 7Q | SEC ↗ |
| 40 | Aurora Private Wealth, Inc. | 24,468 | 219K | -5,569 | -18.5% | 3Q | SEC ↗ |
| 41 | Savvy Advisors, Inc. | 19,962 | 178K | — | +0.0% | 8Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 19,723 | 176K | +4,000 | +25.4% | 2Q | SEC ↗ |
| 43 | Patriot Financial Group Insurance Agen | 19,159 | 171K | -18,893 | -49.7% | 7Q | SEC ↗ |
| 44 | Venture Visionary Partners LLC NEW | 18,284 | 163K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Allworth Financial LP | 17,600 | 157K | +314 | +1.8% | 5Q | SEC ↗ |
| 46 | Janney Montgomery Scott LLC | 14,850 | 133K | +1,700 | +12.9% | 6Q | SEC ↗ |
| 47 | MELFA WEALTH MANAGEMENT, INC. | 14,528 | 130K | — | +0.0% | 10Q | SEC ↗ |
| 48 | MPWM ADVISORY SOLUTIONS, LLC | 14,160 | 127K | -1,022 | -6.7% | 7Q | SEC ↗ |
| 49 | Concurrent Investment Advisors, LLC | 14,120 | 126K | +731 | +5.5% | 6Q | SEC ↗ |
| 50 | Worth Asset Management, LLC NEW | 13,460 | 120K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Advisors Asset Management, Inc. | 114,033 | 1M |
| Venture Visionary Partners LLC | 18,284 | 163K |
| Worth Asset Management, LLC | 13,460 | 120K |
| Savant Capital, LLC | 12,252 | 110K |
| Arax Advisory Partners | 8,485 | 76K |
| Global Retirement Partners, LLC | 5,632 | 50K |
| Clear Street Group Inc. | 3,327 | 30K |
| Ameritas Advisory Services, LLC | 706 | 6K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NCP Inc. | 156,777 | 1M |
| StoneX Group Inc. | 138,577 | 1M |
| Independent Advisor Alliance | 121,315 | 1M |
| Balyasny Asset Management L.P. | 101,837 | 910K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 90,218 | 807K |
| ENVESTNET ASSET MANAGEMENT INC | 21,367 | 191K |
| Pinnacle Financial Partners, Inc. | 21,157 | 189K |
| Virtu Financial LLC | 20,438 | 183K |
| Focus Partners Wealth | 15,552 | 139K |
| BAYBAN | 15,000 | 134K |
| XTX Topco Ltd | 14,978 | 134K |
| SMITH, MOORE & CO. | 13,916 | 124K |
| OPPENHEIMER & CO INC | 12,767 | 114K |
| CITADEL ADVISORS LLC | 12,524 | 112K |
| READYSTATE ASSET MANAGEMENT LP | 12,318 | 110K |
| Beacon Bridge Wealth Partners, LLC | 10,332 | 92K |
| Farther Finance Advisors, LLC | 2,000 | 18K |
| Camelot Portfolios, LLC | 2,000 | 18K |
| CoreCap Advisors, LLC | 1,971 | 18K |
| Advisory Services Network, LLC | 1,111 | 10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +287,569 | +21.9% | 1,603,570 |
| US BANCORP \DE | +45,415 | +724.0% | 51,688 |
| OSAIC HOLDINGS, INC. | +43,525 | +75.3% | 101,349 |
| LM Advisors LLC | +42,996 | +9618.8% | 43,443 |
| Mariner, LLC | +37,272 | +122.7% | 67,647 |
| Sanctuary Advisors, LLC | +34,387 | +97.3% | 69,711 |
| MORGAN STANLEY | +32,255 | +1.6% | 2,018,327 |
| HighTower Advisors, LLC | +20,619 | +7.6% | 292,789 |
| Cetera Investment Advisers | +16,267 | +18.3% | 104,916 |
| RAYMOND JAMES FINANCIAL INC | +15,729 | +17.2% | 107,065 |
| LANARK FINANCIAL, INC. | +11,830 | +20.3% | 70,046 |
| JANE STREET GROUP, LLC | +9,251 | +53.2% | 26,652 |
| ROYAL BANK OF CANADA | +9,041 | +3.0% | 309,189 |
| LPL Financial LLC | +7,762 | +2.6% | 306,263 |
| AMERIPRISE FINANCIAL INC | +7,740 | +9.3% | 90,644 |
| FIFTH THIRD BANCORP | +4,000 | +25.4% | 19,723 |
| WEDBUSH SECURITIES INC | +2,931 | +4.1% | 73,793 |
| Janney Montgomery Scott LLC | +1,700 | +12.9% | 14,850 |
| Spire Wealth Management | +1,000 | +25.6% | 4,900 |
| Wealthcare Advisory Partners LLC | +800 | +8.0% | 10,800 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -290,996 | -34.6% | 550,535 |
| STEPHENS INC /AR | -255,160 | -68.0% | 120,000 |
| GUGGENHEIM CAPITAL LLC | -67,954 | -4.7% | 1,379,401 |
| VAN ECK ASSOCIATES CORP | -32,947 | -8.6% | 352,107 |
| Patriot Financial Group Insurance A | -18,893 | -49.7% | 19,159 |
| &PARTNERS | -16,890 | -15.0% | 95,811 |
| NewEdge Advisors, LLC | -12,335 | -94.5% | 715 |
| BANK OF AMERICA CORP /DE | -9,546 | -1.9% | 480,109 |
| Rockefeller Capital Management L.P. | -7,000 | -11.5% | 53,663 |
| Aurora Private Wealth, Inc. | -5,569 | -18.5% | 24,468 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,189 | -3.0% | 38,257 |
| MPWM ADVISORY SOLUTIONS, LLC | -1,022 | -6.7% | 14,160 |
| Invesco Ltd. | -965 | -2.2% | 43,151 |
| Blue Trust, Inc. | -338 | -16.9% | 1,662 |
| MGO ONE SEVEN LLC | -220 | -0.9% | 24,945 |