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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 300 | $3.00K | 0.00% | +300 | New |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 468 | $8.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,000 | $11.1K | 0.00% | +1,000 | New |
| CoreCap Advisors, LLC | 1,971 | $22.0K | 0.00% | +1,971 | New |
| Ronald Blue Trust, Inc. | 2,000 | $26.0K | 0.00% | +2,000 | New |
| Steward Partners Investment Advisory, LLC | 2,468 | $27.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,300 | $37.0K | 0.00% | +3,300 | New |
| Allworth Financial LP | 5,317 | $59.0K | 0.00% | +98+1.9% | Added |
| Prospera Financial Services Inc | 8,754 | $97.0K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $111.0K | 0.07% | +10,000 | New |
| M Holdings Securities, Inc. | 10,192 | $113.0K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 11,000 | $122.0K | 0.18% | 00.0% | Unchanged |
| SFI Advisors, LLC | 11,707 | $130.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Raymond James & Associates | 15,459 | $172.0K | 0.00% | +4,400+39.8% | Added |
| Oppenheimer & Co Inc | 15,714 | $175.0K | 0.00% | +15,714 | New |
| Creative Planning | 16,000 | $178.0K | 0.00% | +16,000 | New |
| Robinson Capital Management, LLC | 15,924 | $181.0K | 0.13% | +15,924 | New |
| LPL Financial LLC | 17,485 | $194.0K | 0.00% | +745+4.5% | Added |
| Wolverine Asset Management LLC | 23,677 | $263.0K | 0.00% | +23,677 | New |
| Ackerman Capital Advisors, LLC | 24,618 | $274.0K | 0.07% | +24,618 | New |
| First Trust Advisors LP | 32,679 | $363.0K | 0.00% | −37,329−53.3% | Reduced |
| Commonwealth Equity Services, LLC | 34,150 | $379.0K | 0.00% | +34,150 | New |
| Apollon Wealth Management, LLC | 35,050 | $390.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 51,087 | $568.0K | 0.00% | −14,278−21.8% | 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 |
| Hayek Kallen Investment Management | 61,968 | $689.0K | 0.30% | −5,199−7.7% | Reduced |
| BBR Partners, LLC | 66,667 | $741.0K | 0.09% | +66,667 | New |
| Cohen & Steers, Inc. | 67,264 | $748.0K | 0.00% | +31,977+90.6% | Added |
| Rockefeller Capital Management L.P. | 93,554 | $1.04M | 0.01% | +69,554+289.8% | Added |
| Corrado Advisors, LLC | 100,827 | $1.12M | 0.80% | −3,824−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 143,277 | $1.58M | 0.00% | −3,883−2.6% | Reduced |
| Penserra Capital Management LLC | 143,345 | $1.59M | 0.04% | −2,393−1.6% | Reduced |
| Wedbush Securities Inc | 178,772 | $1.99M | 0.11% | +21,020+13.3% | Added |
| Advisors Asset Management, Inc. | 208,972 | $2.32M | 0.04% | +208,972 | New |
| Goldman Sachs Group Inc | 215,421 | $2.40M | 0.00% | +215,421 | New |
| Van Eck Associates Corp | 217,739 | $2.42M | 0.01% | −7,001−3.1% | Reduced |
| Ameriprise Financial Inc | 300,753 | $3.35M | 0.00% | +57,707+23.7% | Added |
| Wells Fargo & Company | 305,355 | $3.40M | 0.00% | +21,036+7.4% | Added |
| UBS Group AG | 722,220 | $8.03M | 0.00% | +104,957+17.0% | Added |
| Bank of America Corp | 774,819 | $8.62M | 0.00% | −3,001−0.4% | Reduced |
| Rivernorth Capital Management, LLC | 1,779,462 | $19.8M | 0.80% | −1,919,119−51.9% | Reduced |
| Morgan Stanley | 2,130,188 | $23.7M | 0.00% | +570,588+36.6% | Added |
| 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 |