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, Q1 2022
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Mar 31, 2022. 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
- 33
- +2 vs. Q4 2021
- Shares held
- 8.58M
- +1.62M (+23.3%) vs. Q4 2021
- Total value
- $110.7M
- −$5.07M (−4.4%) vs. Q4 2021
- New holders
- 11
- 7 more added
- Sold out
- 9
- 10 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 3,698,581 | $48.5M | 1.83% | +1,724,213+87.3% | Added |
| Morgan Stanley | 1,559,600 | $20.4M | 0.00% | −96,733−5.8% | Reduced |
| Bank of America Corp | 777,820 | $10.2M | 0.00% | +116,767+17.7% | Added |
| UBS Group AG | 617,263 | $8.09M | 0.00% | −99,151−13.8% | Reduced |
| Wells Fargo & Company | 284,319 | $3.73M | 0.00% | −53,133−15.7% | Reduced |
| Ameriprise Financial Inc | 243,046 | $3.19M | 0.00% | +65,785+37.1% | Added |
| Van Eck Associates Corp | 224,740 | $2.95M | 0.01% | −15,888−6.6% | Reduced |
| Wedbush Securities Inc | 157,752 | $2.07M | 0.09% | −125,291−44.3% | Reduced |
| Penserra Capital Management LLC | 145,738 | $1.91M | 0.05% | +145,738 | New |
| First Republic Investment Management, Inc. | 119,206 | $1.56M | 0.00% | +64,334+117.2% | Added |
| Corrado Advisors, LLC | 104,651 | $1.37M | 0.84% | +104,651 | New |
| First Trust Advisors LP | 70,008 | $918.0K | 0.00% | −9,432−11.9% | Reduced |
| Hayek Kallen Investment Management | 67,167 | $881.0K | 0.33% | 00.0% | Unchanged |
| Royal Bank of Canada | 65,365 | $857.0K | 0.00% | −13,888−17.5% | Reduced |
| Invesco Ltd. | 57,454 | $753.0K | 0.00% | +2,089+3.8% | Added |
| Advisor Group Holdings, Inc. | 147,160 | $622.0K | 0.00% | +11,814+8.7% | Added |
| Cohen & Steers, Inc. | 35,287 | $463.0K | 0.00% | −29,926−45.9% | Reduced |
| Apollon Wealth Management, LLC | 35,050 | $460.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 24,000 | $314.0K | 0.00% | −2,659−10.0% | Reduced |
| LPL Financial LLC | 16,740 | $219.0K | 0.00% | +16,740 | New |
| Truist Financial Corp | 16,000 | $210.0K | 0.00% | −5,111−24.2% | Reduced |
| SFI Advisors, LLC | 11,707 | $182.0K | 0.17% | 00.0% | Unchanged |
| Raymond James & Associates | 11,059 | $145.0K | 0.00% | +11,059 | New |
| Primoris Wealth Advisors, LLC | 11,000 | $144.0K | 0.13% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,192 | $134.0K | 0.01% | +10,192 | New |
| Doyle Wealth Management | 10,000 | $131.0K | 0.01% | +10,000 | New |
| Prospera Financial Services Inc | 8,754 | $115.0K | 0.00% | +8,754 | New |
| Allworth Financial LP | 5,219 | $68.0K | 0.00% | +53+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,468 | $32.0K | 0.00% | +2,468 | New |
| CWM, LLC | 930 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 468 | $8.00K | 0.00% | +468 | New |
| FNY Investment Advisers, LLC | 600 | $7.00K | 0.01% | +600 | New |
| CFS Investment Advisory Services, LLC | 43,709 | $3.00K | 0.01% | +43,709 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −119,558−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −31,128−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,676−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −23,425−100.0% | Sold out |
| Andesa Financial Management Inc. | 0 | $0 | 0.00% | −23,250−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −14,146−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −12,031−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −10,859−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |