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, Q2 2022
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Jun 30, 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
- 46
- +13 vs. Q1 2022
- Shares held
- 8.00M
- −579.5K (−6.8%) vs. Q1 2022
- Total value
- $89.0M
- −$21.7M (−19.6%) vs. Q1 2022
- New holders
- 17
- 10 more added
- Sold out
- 4
- 11 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,130,188 | $23.7M | 0.00% | +570,588+36.6% | Added |
| Rivernorth Capital Management, LLC | 1,779,462 | $19.8M | 0.80% | −1,919,119−51.9% | Reduced |
| Bank of America Corp | 774,819 | $8.62M | 0.00% | −3,001−0.4% | Reduced |
| UBS Group AG | 722,220 | $8.03M | 0.00% | +104,957+17.0% | Added |
| Wells Fargo & Company | 305,355 | $3.40M | 0.00% | +21,036+7.4% | Added |
| Ameriprise Financial Inc | 300,753 | $3.35M | 0.00% | +57,707+23.7% | Added |
| Van Eck Associates Corp | 217,739 | $2.42M | 0.01% | −7,001−3.1% | Reduced |
| Goldman Sachs Group Inc | 215,421 | $2.40M | 0.00% | +215,421 | New |
| Advisors Asset Management, Inc. | 208,972 | $2.32M | 0.04% | +208,972 | New |
| Wedbush Securities Inc | 178,772 | $1.99M | 0.11% | +21,020+13.3% | Added |
| Penserra Capital Management LLC | 143,345 | $1.59M | 0.04% | −2,393−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 143,277 | $1.58M | 0.00% | −3,883−2.6% | Reduced |
| Corrado Advisors, LLC | 100,827 | $1.12M | 0.80% | −3,824−3.7% | Reduced |
| Rockefeller Capital Management L.P. | 93,554 | $1.04M | 0.01% | +69,554+289.8% | Added |
| Cohen & Steers, Inc. | 67,264 | $748.0K | 0.00% | +31,977+90.6% | Added |
| BBR Partners, LLC | 66,667 | $741.0K | 0.09% | +66,667 | New |
| Hayek Kallen Investment Management | 61,968 | $689.0K | 0.30% | −5,199−7.7% | Reduced |
| Invesco Ltd. | 55,996 | $623.0K | 0.00% | −1,458−2.5% | Reduced |
| Moors & Cabot, Inc. | 56,000 | $623.0K | 0.04% | +56,000 | New |
| Royal Bank of Canada | 51,087 | $568.0K | 0.00% | −14,278−21.8% | Reduced |
| Apollon Wealth Management, LLC | 35,050 | $390.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 34,150 | $379.0K | 0.00% | +34,150 | New |
| First Trust Advisors LP | 32,679 | $363.0K | 0.00% | −37,329−53.3% | Reduced |
| Ackerman Capital Advisors, LLC | 24,618 | $274.0K | 0.07% | +24,618 | New |
| Wolverine Asset Management LLC | 23,677 | $263.0K | 0.00% | +23,677 | New |
| LPL Financial LLC | 17,485 | $194.0K | 0.00% | +745+4.5% | Added |
| Robinson Capital Management, LLC | 15,924 | $181.0K | 0.13% | +15,924 | New |
| Creative Planning | 16,000 | $178.0K | 0.00% | +16,000 | New |
| Oppenheimer & Co Inc | 15,714 | $175.0K | 0.00% | +15,714 | New |
| Raymond James & Associates | 15,459 | $172.0K | 0.00% | +4,400+39.8% | Added |
| Truist Financial Corp | 15,000 | $167.0K | 0.00% | −1,000−6.3% | Reduced |
| Nomura Holdings Inc | 15,000 | $167.0K | 0.00% | +15,000 | New |
| SFI Advisors, LLC | 11,707 | $130.0K | 0.14% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 11,000 | $122.0K | 0.18% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,192 | $113.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $111.0K | 0.07% | +10,000 | New |
| Prospera Financial Services Inc | 8,754 | $97.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,317 | $59.0K | 0.00% | +98+1.9% | Added |
| SeaCrest Wealth Management, LLC | 3,300 | $37.0K | 0.00% | +3,300 | New |
| Steward Partners Investment Advisory, LLC | 2,468 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $26.0K | 0.00% | +2,000 | New |
| CoreCap Advisors, LLC | 1,971 | $22.0K | 0.00% | +1,971 | New |
| Venture Visionary Partners LLC | 1,000 | $11.1K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 468 | $8.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $3.00K | 0.00% | +300 | New |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −119,206−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −43,709−100.0% | Sold out |