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 $101.8M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Sep 30, 2021. 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
- 26
- +7 vs. Q2 2021
- Shares held
- 5.35M
- +1.85M (+52.7%) vs. Q2 2021
- Total value
- $85.7M
- +$26.5M (+44.8%) vs. Q2 2021
- New holders
- 9
- 12 more added
- Sold out
- 2
- 4 more reduced
Compare with Q2 2021: 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 | $101.8M |
| Q1 2026 | 63 | $101.3M |
| Q4 2025 | 75 | $100.8M |
| Q3 2025 | 72 | $92.6M |
| Q2 2025 | 78 | $91.4M |
| Q1 2025 | 79 | $88.6M |
| Q4 2024 | 86 | $94.3M |
| Q3 2024 | 63 | $80.7M |
| Q2 2024 | 59 | $67.5M |
| Q1 2024 | 56 | $64.8M |
| Q4 2023 | 57 | $60.8M |
| 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 | $89.0M |
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,492,061 | $23.9M | 0.00% | +364,953+32.4% | Added |
| Rivernorth Capital Management, LLC | 1,028,701 | $16.5M | 0.87% | +734,986+250.2% | Added |
| Bank of America Corp | 583,629 | $9.34M | 0.00% | +373,233+177.4% | Added |
| UBS Group AG | 527,357 | $8.44M | 0.00% | +54,533+11.5% | Added |
| Wells Fargo & Company | 358,351 | $5.73M | 0.00% | −4,170−1.2% | Reduced |
| Wedbush Securities Inc | 318,524 | $5.10M | 0.24% | −12,249−3.7% | Reduced |
| Ameriprise Financial Inc | 213,219 | $3.41M | 0.00% | +72,851+51.9% | Added |
| Van Eck Associates Corp | 195,218 | $3.12M | 0.01% | +195,218 | New |
| Advisor Group Holdings, Inc. | 122,406 | $1.96M | 0.00% | +987+0.8% | Added |
| Andesa Financial Management Inc. | 103,000 | $1.65M | 0.90% | −123,000−54.4% | Reduced |
| Hayek Kallen Investment Management | 80,108 | $1.34M | 0.61% | +18,441+29.9% | Added |
| Advisors Asset Management, Inc. | 71,514 | $1.14M | 0.02% | +50,674+243.2% | Added |
| First Trust Advisors LP | 65,445 | $1.05M | 0.00% | +11,133+20.5% | Added |
| Royal Bank of Canada | 46,590 | $745.0K | 0.00% | −291−0.6% | Reduced |
| Cohen & Steers, Inc. | 22,421 | $359.0K | 0.00% | +22,421 | New |
| Jane Street Group, LLC | 21,793 | $349.0K | 0.00% | +21,793 | New |
| AdvisorNet Financial, Inc | 18,800 | $301.0K | 0.02% | +1,000+5.6% | Added |
| Virtu Financial LLC | 17,224 | $276.0K | 0.02% | +17,224 | New |
| Ackerman Capital Advisors, LLC | 16,547 | $265.0K | 0.06% | +16,547 | New |
| Rockefeller Capital Management L.P. | 16,200 | $259.0K | 0.00% | +9,500+141.8% | Added |
| Truist Financial Corp | 11,753 | $188.0K | 0.00% | +11,753 | New |
| Wolverine Asset Management LLC | 9,626 | $154.0K | 0.00% | +9,626 | New |
| Allworth Financial LP | 5,068 | $81.0K | 0.00% | +68+1.4% | Added |
| Financial Perspectives, Inc | 3,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,446 | $39.0K | 0.02% | +2,446 | New |
| Tower Research Capital LLC (TRC) | 500 | $8.00K | 0.00% | +500 | New |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |