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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 43,709 | $3.00K | 0.01% | +43,709 | New |
| FNY Investment Advisers, LLC | 600 | $7.00K | 0.01% | +600 | New |
| IFP Advisors, Inc | 468 | $8.00K | 0.00% | +468 | New |
| CWM, LLC | 930 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,468 | $32.0K | 0.00% | +2,468 | New |
| Allworth Financial LP | 5,219 | $68.0K | 0.00% | +53+1.0% | Added |
| Prospera Financial Services Inc | 8,754 | $115.0K | 0.00% | +8,754 | New |
| Doyle Wealth Management | 10,000 | $131.0K | 0.01% | +10,000 | New |
| M Holdings Securities, Inc. | 10,192 | $134.0K | 0.01% | +10,192 | New |
| Primoris Wealth Advisors, LLC | 11,000 | $144.0K | 0.13% | 00.0% | Unchanged |
| Raymond James & Associates | 11,059 | $145.0K | 0.00% | +11,059 | New |
| SFI Advisors, LLC | 11,707 | $182.0K | 0.17% | 00.0% | Unchanged |
| Truist Financial Corp | 16,000 | $210.0K | 0.00% | −5,111−24.2% | Reduced |
| LPL Financial LLC | 16,740 | $219.0K | 0.00% | +16,740 | New |
| Rockefeller Capital Management L.P. | 24,000 | $314.0K | 0.00% | −2,659−10.0% | Reduced |
| Apollon Wealth Management, LLC | 35,050 | $460.0K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 35,287 | $463.0K | 0.00% | −29,926−45.9% | Reduced |
| Advisor Group Holdings, Inc. | 147,160 | $622.0K | 0.00% | +11,814+8.7% | Added |
| Invesco Ltd. | 57,454 | $753.0K | 0.00% | +2,089+3.8% | Added |
| Royal Bank of Canada | 65,365 | $857.0K | 0.00% | −13,888−17.5% | Reduced |
| Hayek Kallen Investment Management | 67,167 | $881.0K | 0.33% | 00.0% | Unchanged |
| First Trust Advisors LP | 70,008 | $918.0K | 0.00% | −9,432−11.9% | Reduced |
| Corrado Advisors, LLC | 104,651 | $1.37M | 0.84% | +104,651 | New |
| First Republic Investment Management, Inc. | 119,206 | $1.56M | 0.00% | +64,334+117.2% | Added |
| Penserra Capital Management LLC | 145,738 | $1.91M | 0.05% | +145,738 | New |
| Wedbush Securities Inc | 157,752 | $2.07M | 0.09% | −125,291−44.3% | Reduced |
| Van Eck Associates Corp | 224,740 | $2.95M | 0.01% | −15,888−6.6% | Reduced |
| Ameriprise Financial Inc | 243,046 | $3.19M | 0.00% | +65,785+37.1% | Added |
| Wells Fargo & Company | 284,319 | $3.73M | 0.00% | −53,133−15.7% | Reduced |
| UBS Group AG | 617,263 | $8.09M | 0.00% | −99,151−13.8% | Reduced |
| Bank of America Corp | 777,820 | $10.2M | 0.00% | +116,767+17.7% | Added |
| Morgan Stanley | 1,559,600 | $20.4M | 0.00% | −96,733−5.8% | Reduced |
| Rivernorth Capital Management, LLC | 3,698,581 | $48.5M | 1.83% | +1,724,213+87.3% | Added |
| 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 |