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 |
|---|---|---|---|---|---|
| CWM, LLC | 930 | $15.0K | 0.00% | +930 | New |
| CoreCap Advisors, LLC | 1,711 | $28.0K | 0.00% | +1,711 | New |
| Allworth Financial LP | 5,166 | $86.0K | 0.00% | +98+1.9% | Added |
| Aristides Capital LLC | 10,859 | $181.0K | 0.10% | +10,859 | New |
| SFI Advisors, LLC | 11,707 | $182.0K | 0.16% | +11,707 | New |
| Primoris Wealth Advisors, LLC | 11,000 | $183.0K | 0.15% | +11,000 | New |
| Thomas J. Herzfeld Advisors, Inc. | 12,031 | $200.0K | 0.07% | +12,031 | New |
| Private Advisor Group, LLC | 14,146 | $235.0K | 0.00% | +14,146 | New |
| Truist Financial Corp | 21,111 | $351.0K | 0.00% | +9,358+79.6% | Added |
| Andesa Financial Management Inc. | 23,250 | $387.0K | 0.19% | −79,750−77.4% | Reduced |
| AdvisorNet Financial, Inc | 23,425 | $390.0K | 0.02% | +4,625+24.6% | Added |
| Rockefeller Capital Management L.P. | 26,659 | $443.0K | 0.00% | +10,459+64.6% | Added |
| Millennium Management LLC | 27,676 | $461.0K | 0.00% | +27,676 | New |
| Ackerman Capital Advisors, LLC | 31,128 | $518.0K | 0.12% | +14,581+88.1% | Added |
| Apollon Wealth Management, LLC | 35,050 | $583.0K | 0.05% | +35,050 | New |
| First Republic Investment Management, Inc. | 54,872 | $913.0K | 0.00% | +54,872 | New |
| Invesco Ltd. | 55,365 | $921.0K | 0.00% | +55,365 | New |
| Cohen & Steers, Inc. | 65,213 | $1.08M | 0.00% | +42,792+190.9% | Added |
| Hayek Kallen Investment Management | 67,167 | $1.12M | 0.40% | −12,941−16.2% | Reduced |
| Royal Bank of Canada | 79,253 | $1.32M | 0.00% | +32,663+70.1% | Added |
| First Trust Advisors LP | 79,440 | $1.32M | 0.00% | +13,995+21.4% | Added |
| Advisors Asset Management, Inc. | 119,558 | $1.99M | 0.03% | +48,044+67.2% | Added |
| Advisor Group Holdings, Inc. | 135,346 | $2.23M | 0.00% | +12,940+10.6% | Added |
| Ameriprise Financial Inc | 177,261 | $2.95M | 0.00% | −35,958−16.9% | Reduced |
| Van Eck Associates Corp | 240,628 | $4.00M | 0.01% | +45,410+23.3% | Added |
| Wedbush Securities Inc | 283,043 | $4.71M | 0.20% | −35,481−11.1% | Reduced |
| Wells Fargo & Company | 337,452 | $5.62M | 0.00% | −20,899−5.8% | Reduced |
| Bank of America Corp | 661,053 | $11.0M | 0.00% | +77,424+13.3% | Added |
| UBS Group AG | 716,414 | $11.9M | 0.00% | +189,057+35.8% | Added |
| Morgan Stanley | 1,656,333 | $27.6M | 0.00% | +164,272+11.0% | Added |
| Rivernorth Capital Management, LLC | 1,974,368 | $32.9M | 1.33% | +945,667+91.9% | Added |
| 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 |