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, Q4 2021
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Dec 31, 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
- 31
- +5 vs. Q3 2021
- Shares held
- 6.96M
- +1.61M (+30.0%) vs. Q3 2021
- Total value
- $115.7M
- +$30.1M (+35.1%) vs. Q3 2021
- New holders
- 11
- 15 more added
- Sold out
- 6
- 5 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,974,368 | $32.9M | 1.33% | +945,667+91.9% | Added |
| Morgan Stanley | 1,656,333 | $27.6M | 0.00% | +164,272+11.0% | Added |
| UBS Group AG | 716,414 | $11.9M | 0.00% | +189,057+35.8% | Added |
| Bank of America Corp | 661,053 | $11.0M | 0.00% | +77,424+13.3% | Added |
| Wells Fargo & Company | 337,452 | $5.62M | 0.00% | −20,899−5.8% | Reduced |
| Wedbush Securities Inc | 283,043 | $4.71M | 0.20% | −35,481−11.1% | Reduced |
| Van Eck Associates Corp | 240,628 | $4.00M | 0.01% | +45,410+23.3% | Added |
| Ameriprise Financial Inc | 177,261 | $2.95M | 0.00% | −35,958−16.9% | Reduced |
| Advisor Group Holdings, Inc. | 135,346 | $2.23M | 0.00% | +12,940+10.6% | Added |
| Advisors Asset Management, Inc. | 119,558 | $1.99M | 0.03% | +48,044+67.2% | Added |
| First Trust Advisors LP | 79,440 | $1.32M | 0.00% | +13,995+21.4% | Added |
| Royal Bank of Canada | 79,253 | $1.32M | 0.00% | +32,663+70.1% | Added |
| Hayek Kallen Investment Management | 67,167 | $1.12M | 0.40% | −12,941−16.2% | Reduced |
| Cohen & Steers, Inc. | 65,213 | $1.08M | 0.00% | +42,792+190.9% | Added |
| Invesco Ltd. | 55,365 | $921.0K | 0.00% | +55,365 | New |
| First Republic Investment Management, Inc. | 54,872 | $913.0K | 0.00% | +54,872 | New |
| Apollon Wealth Management, LLC | 35,050 | $583.0K | 0.05% | +35,050 | New |
| Ackerman Capital Advisors, LLC | 31,128 | $518.0K | 0.12% | +14,581+88.1% | Added |
| Millennium Management LLC | 27,676 | $461.0K | 0.00% | +27,676 | New |
| Rockefeller Capital Management L.P. | 26,659 | $443.0K | 0.00% | +10,459+64.6% | Added |
| AdvisorNet Financial, Inc | 23,425 | $390.0K | 0.02% | +4,625+24.6% | Added |
| Andesa Financial Management Inc. | 23,250 | $387.0K | 0.19% | −79,750−77.4% | Reduced |
| Truist Financial Corp | 21,111 | $351.0K | 0.00% | +9,358+79.6% | Added |
| Private Advisor Group, LLC | 14,146 | $235.0K | 0.00% | +14,146 | New |
| Thomas J. Herzfeld Advisors, Inc. | 12,031 | $200.0K | 0.07% | +12,031 | New |
| Primoris Wealth Advisors, LLC | 11,000 | $183.0K | 0.15% | +11,000 | New |
| SFI Advisors, LLC | 11,707 | $182.0K | 0.16% | +11,707 | New |
| Aristides Capital LLC | 10,859 | $181.0K | 0.10% | +10,859 | New |
| Allworth Financial LP | 5,166 | $86.0K | 0.00% | +98+1.9% | Added |
| CoreCap Advisors, LLC | 1,711 | $28.0K | 0.00% | +1,711 | New |
| CWM, LLC | 930 | $15.0K | 0.00% | +930 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,793−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,224−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −9,626−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −500−100.0% | Sold out |