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, Q3 2022
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Sep 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
- 44
- −2 vs. Q2 2022
- Shares held
- 6.64M
- −1.36M (−17.0%) vs. Q2 2022
- Total value
- $68.3M
- −$20.7M (−23.3%) vs. Q2 2022
- New holders
- 8
- 13 more added
- Sold out
- 10
- 14 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,217,823 | $22.8M | 0.00% | +87,635+4.1% | Added |
| Bank of America Corp | 836,691 | $8.60M | 0.00% | +61,872+8.0% | Added |
| UBS Group AG | 633,861 | $6.52M | 0.00% | −88,359−12.2% | Reduced |
| Wells Fargo & Company | 386,847 | $3.98M | 0.00% | +81,492+26.7% | Added |
| Ameriprise Financial Inc | 330,925 | $3.40M | 0.00% | +30,172+10.0% | Added |
| Rivernorth Capital Management, LLC | 328,465 | $3.38M | 0.15% | −1,450,997−81.5% | Reduced |
| Advisor Group Holdings, Inc. | 253,071 | $2.60M | 0.01% | +109,794+76.6% | Added |
| Van Eck Associates Corp | 209,964 | $2.16M | 0.01% | −7,775−3.6% | Reduced |
| Advisors Asset Management, Inc. | 202,217 | $2.08M | 0.04% | −6,755−3.2% | Reduced |
| Wedbush Securities Inc | 184,699 | $1.90M | 0.11% | +5,927+3.3% | Added |
| Stephens Inc | 158,420 | $1.63M | 0.03% | +158,420 | New |
| Rockefeller Capital Management L.P. | 137,588 | $1.41M | 0.01% | +44,034+47.1% | Added |
| Corrado Advisors, LLC | 91,035 | $936.0K | 0.76% | −9,792−9.7% | Reduced |
| Cohen & Steers, Inc. | 67,264 | $691.0K | 0.00% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 61,968 | $637.0K | 0.30% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 61,396 | $631.0K | 0.00% | −154,025−71.5% | Reduced |
| Royal Bank of Canada | 59,437 | $611.0K | 0.00% | +8,350+16.3% | Added |
| Invesco Ltd. | 54,629 | $562.0K | 0.00% | −1,367−2.4% | Reduced |
| Apollon Wealth Management, LLC | 34,960 | $359.0K | 0.03% | −90−0.3% | Reduced |
| NewEdge Wealth, LLC | 33,700 | $346.0K | 0.02% | +33,700 | New |
| First Trust Advisors LP | 26,827 | $276.0K | 0.00% | −5,852−17.9% | Reduced |
| Raymond James & Associates | 25,836 | $266.0K | 0.00% | +10,377+67.1% | Added |
| Single Point Partners, LLC | 25,000 | $257.0K | 0.07% | +25,000 | New |
| Oppenheimer & Co Inc | 22,722 | $234.0K | 0.01% | +7,008+44.6% | Added |
| Commonwealth Equity Services, LLC | 19,150 | $196.0K | 0.00% | −15,000−43.9% | Reduced |
| LPL Financial LLC | 18,652 | $192.0K | 0.00% | +1,167+6.7% | Added |
| Moors & Cabot, Inc. | 18,500 | $190.0K | 0.01% | −37,500−67.0% | Reduced |
| Stifel Financial Corp | 18,042 | $185.0K | 0.00% | +18,042 | New |
| Creative Planning | 16,000 | $164.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,952 | $164.0K | 0.00% | +15,952 | New |
| M&T Bank Corp | 15,000 | $154.0K | 0.00% | +15,000 | New |
| Truist Financial Corp | 14,000 | $144.0K | 0.00% | −1,000−6.7% | Reduced |
| SFI Advisors, LLC | 11,707 | $120.0K | 0.14% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 11,000 | $113.0K | 0.20% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,192 | $105.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $103.0K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,828 | $60.0K | 0.00% | +5,528+1,842.7% | Added |
| Allworth Financial LP | 5,422 | $56.0K | 0.00% | +105+2.0% | Added |
| Ronald Blue Trust, Inc. | 2,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,110 | $11.0K | 0.01% | +1,110 | New |
| Steward Partners Investment Advisory, LLC | 746 | $8.00K | 0.00% | −1,722−69.8% | Reduced |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 199 | $4.00K | 0.00% | −269−57.5% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −143,345−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −66,667−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −24,618−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −23,677−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −15,924−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −8,754−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |