Nuveen Dynamic Municipal Opportunities Fund
NDMO- Exchange
- NYSE
- SEC CIK
- 0001793129
No open-market purchases or sales by Nuveen Dynamic Municipal Opportunities Fund insiders were filed in the last 90 days; 65 institutions reported holding it in 13F filings for Q2 2026, worth $102.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 65
- +2 vs. Q1 2026
- Shares held
- 9.82M
- −22.9K (−0.2%) vs. Q1 2026
- Total value
- $102.2M
- +$910.0K (+0.9%) vs. Q1 2026
- New holders
- 8
- 30 more added
- Sold out
- 6
- 15 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NDMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 65 | $102.2M |
| Q1 2026 | 63 | $101.3M |
| Q4 2025 | 75 | $100.8M |
| Q3 2025 | 72 | $93.3M |
| Q2 2025 | 78 | $94.8M |
| Q1 2025 | 79 | $88.6M |
| Q4 2024 | 86 | $94.3M |
| Q3 2024 | 63 | $84.3M |
| Q2 2024 | 59 | $67.5M |
| Q1 2024 | 56 | $103.5M |
| Q4 2023 | 57 | $77.9M |
| Q3 2023 | 45 | $57.8M |
| Q2 2023 | 51 | $59.0M |
| Q1 2023 | 49 | $63.9M |
| Q4 2022 | 56 | $66.6M |
| Q3 2022 | 44 | $68.3M |
| Q2 2022 | 46 | $89.2M |
| Q1 2022 | 33 | $110.7M |
| Q4 2021 | 31 | $115.7M |
| Q3 2021 | 26 | $85.7M |
| Q2 2021 | 19 | $59.2M |
| Q1 2021 | 16 | $63.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,018,327 | $21.0M | 0.00% | +32,255+1.6% | Added |
| Wells Fargo & Company | 1,603,570 | $16.7M | 0.00% | +287,569+21.9% | Added |
| Guggenheim Capital LLC | 1,379,401 | $14.4M | 0.09% | −67,954−4.7% | Reduced |
| UBS Group AG | 550,535 | $5.73M | 0.00% | −290,996−34.6% | Reduced |
| Bank of America Corp | 480,109 | $5.00M | 0.00% | −9,546−1.9% | Reduced |
| Van Eck Associates Corp | 352,107 | $3.67M | 0.00% | −32,947−8.6% | Reduced |
| Royal Bank of Canada | 309,189 | $3.22M | 0.00% | +9,041+3.0% | Added |
| LPL Financial LLC | 306,263 | $3.19M | 0.00% | +7,762+2.6% | Added |
| Tyche Wealth Partners LLC | 293,874 | $3.06M | 0.43% | +381+0.1% | Added |
| HighTower Advisors, LLC | 292,789 | $3.05M | 0.00% | +20,619+7.6% | Added |
| Stephens Inc | 120,000 | $1.25M | 0.01% | −255,160−68.0% | Reduced |
| Commonwealth Equity Services, LLC | 117,249 | $1.22M | 0.00% | +350.0% | Added |
| Advisors Asset Management, Inc. | 114,033 | $1.19M | 0.02% | +114,033 | New |
| Raymond James Financial Inc | 107,065 | $1.11M | 0.00% | +15,729+17.2% | Added |
| Cetera Investment Advisers | 104,916 | $1.09M | 0.00% | +16,267+18.3% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.06M | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 101,349 | $1.06M | 0.00% | +43,525+75.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 95,811 | $997.4K | 0.00% | −16,890−15.0% | Reduced |
| Ameriprise Financial Inc | 90,644 | $943.6K | 0.00% | +7,740+9.3% | Added |
| Stifel Financial Corp | 89,081 | $927.3K | 0.00% | +355+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,254 | $888.0K | 0.00% | +42,724+100.5% | Added |
| Wedbush Securities Inc | 73,793 | $768.0K | 0.02% | +2,931+4.1% | Added |
| NBC Securities, Inc. | 70,046 | $729.2K | 0.05% | +11,830+20.3% | Added |
| Sanctuary Advisors, LLC | 69,711 | $725.7K | 0.00% | +34,387+97.3% | Added |
| Mariner, LLC | 67,647 | $704.2K | 0.00% | +37,272+122.7% | Added |
| Primoris Wealth Advisors, LLC | 54,582 | $568.2K | 0.26% | +41+0.1% | Added |
| Rockefeller Capital Management L.P. | 53,663 | $558.6K | 0.00% | −7,000−11.5% | Reduced |
| US Bancorp | 51,688 | $538.1K | 0.00% | +45,415+724.0% | Added |
| River Street Advisors LLC | 48,146 | $501.2K | 0.15% | 00.0% | Unchanged |
| LM Advisors LLC | 43,443 | $452.0K | 0.05% | +42,996+9,618.8% | Added |
| Invesco Ltd. | 43,151 | $449.2K | 0.00% | −965−2.2% | Reduced |
| Cohen & Steers, Inc. | 40,000 | $416.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 39,666 | $412.9K | 0.02% | +101+0.3% | Added |
| Susquehanna International Group, LLP | 38,257 | $398.3K | 0.00% | −1,189−3.0% | Reduced |
| Congress Park Capital LLC | 30,000 | $312.3K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 29,050 | $302.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,652 | $277.4K | 0.00% | +9,251+53.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25,259 | $262.9K | 0.10% | +448+1.8% | Added |
| We Are One Seven, LLC | 24,945 | $259.7K | 0.00% | −220−0.9% | Reduced |
| Aurora Private Wealth, Inc. | 24,468 | $255.0K | 0.16% | −5,569−18.5% | Reduced |
| Savvy Advisors, Inc. | 19,962 | $207.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19,723 | $205.3K | 0.00% | +4,000+25.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 19,159 | $199.4K | 0.02% | −18,893−49.7% | Reduced |
| Venture Visionary Partners LLC | 18,284 | $190.3K | 0.01% | +18,284 | New |
| Allworth Financial LP | 17,600 | $183.2K | 0.00% | +314+1.8% | Added |
| Janney Montgomery Scott LLC | 14,850 | $155.0K | 0.00% | +1,700+12.9% | Added |
| Melfa Wealth Management, LLC | 14,528 | $151.2K | 0.08% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 14,160 | $147.4K | 0.07% | −1,022−6.7% | Reduced |
| Concurrent Investment Advisors, LLC | 14,120 | $147.0K | 0.00% | +731+5.5% | Added |
| Worth Asset Management, LLC | 13,460 | $140.1K | 0.04% | +13,460 | New |
| Morris Retirement Advisors, LLC | 12,941 | $134.7K | 0.05% | +195+1.5% | Added |
| Savant Capital, LLC | 12,252 | $126.8K | 0.00% | +12,252 | New |
| Sykon Capital LLC | 11,250 | $117.1K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,800 | $112.4K | 0.00% | +800+8.0% | Added |
| SRS Capital Advisors, Inc. | 8,485 | $88.3K | 0.00% | +8,485 | New |
| EverSource Wealth Advisors, LLC | 7,500 | $78.1K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 6,875 | $71.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,632 | $58.6K | 0.00% | +5,632 | New |
| Spire Wealth Management | 4,900 | $51.0K | 0.00% | +1,000+25.6% | Added |
| Clear Street Group Inc. | 3,327 | $34.6K | 0.00% | +3,327 | New |
| Ronald Blue Trust, Inc. | 1,662 | $17.3K | 0.00% | −338−16.9% | Reduced |
| Highline Wealth Partners LLC | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 715 | $7.45K | 0.00% | −12,335−94.5% | Reduced |
| Ameritas Advisory Services, LLC | 706 | $7.35K | 0.00% | +706 | New |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −121,315−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −15,552−100.0% | Sold out |
| Bayban | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |