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, Q4 2022
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Dec 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
- 56
- +12 vs. Q3 2022
- Shares held
- 6.70M
- +59.9K (+0.9%) vs. Q3 2022
- Total value
- $66.6M
- −$1.62M (−2.4%) vs. Q3 2022
- New holders
- 17
- 17 more added
- Sold out
- 5
- 14 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,005,536 | $19.9M | 0.00% | −212,287−9.6% | Reduced |
| Bank of America Corp | 948,291 | $9.43M | 0.00% | +111,600+13.3% | Added |
| UBS Group AG | 672,077 | $6.68M | 0.00% | +38,216+6.0% | Added |
| Wells Fargo & Company | 338,420 | $3.36M | 0.00% | −48,427−12.5% | Reduced |
| Ameriprise Financial Inc | 309,362 | $3.08M | 0.00% | −21,563−6.5% | Reduced |
| Van Eck Associates Corp | 256,566 | $2.55M | 0.01% | +46,602+22.2% | Added |
| Advisor Group Holdings, Inc. | 250,498 | $2.49M | 0.01% | −2,573−1.0% | Reduced |
| Logan Stone Capital, LLC | 189,730 | $1.89M | 0.71% | +189,730 | New |
| Advisors Asset Management, Inc. | 188,506 | $1.87M | 0.04% | −13,711−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 168,188 | $1.67M | 0.01% | +30,600+22.2% | Added |
| Stephens Inc | 165,130 | $1.64M | 0.03% | +6,710+4.2% | Added |
| Wedbush Securities Inc | 130,203 | $1.29M | 0.07% | −54,496−29.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 98,933 | $983.4K | 0.00% | +98,933 | New |
| Royal Bank of Canada | 98,744 | $982.0K | 0.00% | +39,307+66.1% | Added |
| Moors & Cabot, Inc. | 80,000 | $795.2K | 0.06% | +61,500+332.4% | Added |
| Corrado Advisors, LLC | 74,660 | $742.1K | 0.52% | −16,375−18.0% | Reduced |
| Cohen & Steers, Inc. | 67,264 | $669.0K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 60,000 | $620.4K | 0.32% | +60,000 | New |
| Regatta Capital Group, LLC | 49,713 | $494.1K | 0.18% | +49,713 | New |
| Invesco Ltd. | 44,766 | $445.0K | 0.00% | −9,863−18.1% | Reduced |
| NewEdge Wealth, LLC | 37,692 | $374.7K | 0.02% | +3,992+11.8% | Added |
| Apollon Wealth Management, LLC | 34,960 | $347.5K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 29,736 | $295.6K | 0.00% | +3,900+15.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 26,920 | $267.6K | 0.19% | +26,920 | New |
| Oppenheimer & Co Inc | 26,552 | $263.9K | 0.01% | +3,830+16.9% | Added |
| Single Point Partners, LLC | 25,000 | $249.0K | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 23,413 | $232.7K | 0.00% | −37,983−61.9% | Reduced |
| Commonwealth Equity Services, LLC | 23,430 | $232.0K | 0.00% | +4,280+22.3% | Added |
| First Trust Advisors LP | 21,157 | $210.3K | 0.00% | −5,670−21.1% | Reduced |
| LPL Financial LLC | 21,147 | $210.2K | 0.00% | +2,495+13.4% | Added |
| Hayek Kallen Investment Management | 17,999 | $179.0K | 0.08% | −43,969−71.0% | Reduced |
| Family Management Corp | 17,635 | $175.3K | 0.04% | +17,635 | New |
| Stifel Financial Corp | 17,416 | $173.1K | 0.00% | −626−3.5% | Reduced |
| Creative Planning | 16,754 | $166.5K | 0.00% | +754+4.7% | Added |
| Janney Montgomery Scott LLC | 16,282 | $162.0K | 0.00% | +330+2.1% | Added |
| VisionPoint Advisory Group, LLC | 11,500 | $140.5K | 0.06% | +11,500 | New |
| Citadel Advisors LLC | 13,929 | $138.5K | 0.00% | +13,929 | New |
| Raymond James Financial Services Advisors, Inc. | 13,300 | $132.2K | 0.00% | +13,300 | New |
| Cambridge Investment Research Advisors, Inc. | 13,041 | $130.0K | 0.00% | +13,041 | New |
| Truist Financial Corp | 12,000 | $119.3K | 0.00% | −2,000−14.3% | Reduced |
| Primoris Wealth Advisors, LLC | 11,000 | $109.3K | 0.17% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 10,900 | $108.3K | 0.05% | +10,900 | New |
| M Holdings Securities, Inc. | 10,192 | $101.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,077 | $100.2K | 0.00% | +10,077 | New |
| Running Point Capital Advisors, LLC | 10,000 | $99.4K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,256 | $72.1K | 0.00% | +7,256 | New |
| The PNC Financial Services Group, Inc. | 6,672 | $66.3K | 0.00% | +844+14.5% | Added |
| Allworth Financial LP | 5,586 | $55.5K | 0.00% | +164+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,742 | $47.1K | 0.00% | +3,996+535.7% | Added |
| Ronald Blue Trust, Inc. | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $19.6K | 0.00% | +1,971 | New |
| Worth Asset Management, LLC | 1,110 | $11.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 743 | $7.38K | 0.00% | +743 | New |
| GWM Advisors LLC | 632 | $6 | 0.00% | +632 | New |
| BlackRock Inc. | 1 | $5 | 0.00% | +1 | New |
| FMR LLC | 0 | $1 | 0.00% | −1−100.0% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −328,465−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −11,707−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −199−100.0% | Sold out |