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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| IFP Advisors, Inc | 199 | $4.00K | 0.00% | −269−57.5% | Reduced |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 746 | $8.00K | 0.00% | −1,722−69.8% | Reduced |
| Worth Asset Management, LLC | 1,110 | $11.0K | 0.01% | +1,110 | New |
| Ronald Blue Trust, Inc. | 2,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,422 | $56.0K | 0.00% | +105+2.0% | Added |
| The PNC Financial Services Group, Inc. | 5,828 | $60.0K | 0.00% | +5,528+1,842.7% | Added |
| Running Point Capital Advisors, LLC | 10,000 | $103.0K | 0.07% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,192 | $105.0K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 11,000 | $113.0K | 0.20% | 00.0% | Unchanged |
| SFI Advisors, LLC | 11,707 | $120.0K | 0.14% | 00.0% | Unchanged |
| Truist Financial Corp | 14,000 | $144.0K | 0.00% | −1,000−6.7% | Reduced |
| M&T Bank Corp | 15,000 | $154.0K | 0.00% | +15,000 | 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 |
| Stifel Financial Corp | 18,042 | $185.0K | 0.00% | +18,042 | New |
| Moors & Cabot, Inc. | 18,500 | $190.0K | 0.01% | −37,500−67.0% | Reduced |
| LPL Financial LLC | 18,652 | $192.0K | 0.00% | +1,167+6.7% | Added |
| Commonwealth Equity Services, LLC | 19,150 | $196.0K | 0.00% | −15,000−43.9% | Reduced |
| Oppenheimer & Co Inc | 22,722 | $234.0K | 0.01% | +7,008+44.6% | Added |
| Single Point Partners, LLC | 25,000 | $257.0K | 0.07% | +25,000 | New |
| Raymond James & Associates | 25,836 | $266.0K | 0.00% | +10,377+67.1% | Added |
| First Trust Advisors LP | 26,827 | $276.0K | 0.00% | −5,852−17.9% | Reduced |
| NewEdge Wealth, LLC | 33,700 | $346.0K | 0.02% | +33,700 | New |
| Apollon Wealth Management, LLC | 34,960 | $359.0K | 0.03% | −90−0.3% | Reduced |
| Invesco Ltd. | 54,629 | $562.0K | 0.00% | −1,367−2.4% | Reduced |
| Royal Bank of Canada | 59,437 | $611.0K | 0.00% | +8,350+16.3% | Added |
| Goldman Sachs Group Inc | 61,396 | $631.0K | 0.00% | −154,025−71.5% | Reduced |
| Hayek Kallen Investment Management | 61,968 | $637.0K | 0.30% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 67,264 | $691.0K | 0.00% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 91,035 | $936.0K | 0.76% | −9,792−9.7% | Reduced |
| Rockefeller Capital Management L.P. | 137,588 | $1.41M | 0.01% | +44,034+47.1% | Added |
| Stephens Inc | 158,420 | $1.63M | 0.03% | +158,420 | New |
| Wedbush Securities Inc | 184,699 | $1.90M | 0.11% | +5,927+3.3% | Added |
| Advisors Asset Management, Inc. | 202,217 | $2.08M | 0.04% | −6,755−3.2% | Reduced |
| Van Eck Associates Corp | 209,964 | $2.16M | 0.01% | −7,775−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 253,071 | $2.60M | 0.01% | +109,794+76.6% | Added |
| Rivernorth Capital Management, LLC | 328,465 | $3.38M | 0.15% | −1,450,997−81.5% | Reduced |
| Ameriprise Financial Inc | 330,925 | $3.40M | 0.00% | +30,172+10.0% | Added |
| Wells Fargo & Company | 386,847 | $3.98M | 0.00% | +81,492+26.7% | Added |
| UBS Group AG | 633,861 | $6.52M | 0.00% | −88,359−12.2% | Reduced |
| Bank of America Corp | 836,691 | $8.60M | 0.00% | +61,872+8.0% | Added |
| Morgan Stanley | 2,217,823 | $22.8M | 0.00% | +87,635+4.1% | Added |
| 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 |