Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Nuveen Dynamic Municipal Opportunities Fund include Integrated Capital Management, Inc., Smith, Moore & Co., Mml Investors Services, Llc, Wealthcare Advisory Partners LLC, Ameritas Advisory Services, LLC, and IAG Wealth Partners, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-30 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 29,136 | 187.14 | 299 | 195.05 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 10 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 271,253 | 1.51 | 2,732 | -0.36 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 292,825 | 0.07 | 2,902 | -4.95 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21,797 | 8.77 | 219 | 6.83 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 48,146 | 183.70 | 485 | 178.16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16,375 | 165 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12,400 | 125 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,000 | 101 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 13,403 | 1.59 | 135 | -0.74 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16,703 | 944.59 | 168 | 950.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31,295 | 6.19 | 315 | 4.30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13,030 | 0.05 | 131 | -1.50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,362 | 29.36 | 135 | 27.62 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 23,508 | 1.85 | 237 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 37,388 | 28.98 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10,379 | 224.34 | 105 | 246.67 | ||||
| 2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 34,019 | 187.10 | 349 | 195.76 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 87,877 | 143.70 | 886 | 139.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 14,947 | 1.78 | 151 | 0.00 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 35,637 | 359 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 859,345 | 48.43 | 8,654 | 45.67 | ||||
| 2025-05-30 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 39,252 | 187.12 | 403 | 195.59 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13,962 | 28.82 | 141 | 26.13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,841 | 1.79 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,317 | 174 | ||||||
| 2025-08-14 | 13F | NCP Inc. | 97,963 | 10.10 | 986 | 8.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,698,107 | 1.66 | 17,100 | -0.22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,973 | 22.29 | 110 | 19.57 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 71,002 | 0.39 | 715 | -1.52 | ||||
| 2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 37,455 | 187.10 | 384 | 195.38 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 14,528 | 44.87 | 146 | 43.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 190,695 | 1,920 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,309 | 144 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 236,144 | 210.38 | 2,378 | 204.74 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 5,315 | 427 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 265,444 | 32.93 | 2,673 | 30.52 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 14,476 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 83,221 | 10.58 | 838 | 8.55 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 706 | 7 | ||||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 11,666 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 919,988 | 10.58 | 9,264 | 8.53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,275 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,261,517 | 1.55 | 12,703 | -0.34 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 263,976 | 2.00 | 2,658 | 0.11 |
