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