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, Q1 2023
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Mar 31, 2023. 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
- 49
- −5 vs. Q4 2022
- Shares held
- 6.05M
- −634.3K (−9.5%) vs. Q4 2022
- Total value
- $63.9M
- −$2.56M (−3.9%) vs. Q4 2022
- New holders
- 6
- 20 more added
- Sold out
- 11
- 9 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,013,663 | $21.3M | 0.00% | +8,127+0.4% | Added |
| Bank of America Corp | 1,047,421 | $11.1M | 0.00% | +99,130+10.5% | Added |
| UBS Group AG | 690,466 | $7.30M | 0.00% | +18,389+2.7% | Added |
| Wells Fargo & Company | 355,856 | $3.76M | 0.00% | +17,436+5.2% | Added |
| Van Eck Associates Corp | 222,571 | $2.35M | 0.01% | −33,995−13.3% | Reduced |
| Advisors Asset Management, Inc. | 182,903 | $1.93M | 0.04% | −5,603−3.0% | Reduced |
| Stephens Inc | 178,130 | $1.88M | 0.04% | +13,000+7.9% | Added |
| Rockefeller Capital Management L.P. | 176,688 | $1.87M | 0.01% | +8,500+5.1% | Added |
| Advisor Group Holdings, Inc. | 149,165 | $1.60M | 0.00% | −101,333−40.5% | Reduced |
| Wedbush Securities Inc | 150,889 | $1.59M | 0.08% | +20,686+15.9% | Added |
| Royal Bank of Canada | 115,279 | $1.22M | 0.00% | +16,535+16.7% | Added |
| Corrado Advisors, LLC | 74,932 | $792.0K | 0.53% | +272+0.4% | Added |
| Moors & Cabot, Inc. | 70,000 | $739.9K | 0.05% | −10,000−12.5% | Reduced |
| Ameriprise Financial Inc | 64,986 | $678.5K | 0.00% | −244,376−79.0% | Reduced |
| Regatta Capital Group, LLC | 49,713 | $494.1K | 0.18% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 37,752 | $399.0K | 0.02% | +60+0.2% | Added |
| Apollon Wealth Management, LLC | 34,960 | $369.5K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 34,450 | $364.1K | 0.00% | +13,303+62.9% | Added |
| Raymond James & Associates | 34,186 | $361.3K | 0.00% | +4,450+15.0% | Added |
| Commonwealth Equity Services, LLC | 29,100 | $307.0K | 0.00% | +5,670+24.2% | Added |
| Oppenheimer & Co Inc | 26,822 | $283.5K | 0.01% | +270+1.0% | Added |
| Beacon Bridge Wealth Partners, LLC | 26,076 | $275.6K | 0.17% | −844−3.1% | Reduced |
| Single Point Partners, LLC | 25,000 | $264.0K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,983 | $232.4K | 0.00% | +4,567+26.2% | Added |
| GWM Advisors LLC | 19,736 | $207.3K | 0.00% | +19,104+3,022.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,541 | $185.0K | 0.00% | +4,500+34.5% | Added |
| Janney Montgomery Scott LLC | 17,437 | $184.0K | 0.00% | +1,155+7.1% | Added |
| Creative Planning | 16,754 | $177.1K | 0.00% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 16,741 | $176.9K | 0.13% | +16,741 | New |
| Envestnet Asset Management Inc | 15,176 | $160.4K | 0.00% | +15,176 | New |
| Hayek Kallen Investment Management | 14,666 | $155.0K | 0.07% | −3,333−18.5% | Reduced |
| Virtu Financial LLC | 12,882 | $136.0K | 0.01% | +12,882 | New |
| Truist Financial Corp | 12,000 | $126.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,454 | $121.1K | 0.00% | −11,959−51.1% | Reduced |
| VisionPoint Advisory Group, LLC | 11,500 | $120.8K | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,305 | $119.5K | 0.00% | −1,995−15.0% | Reduced |
| Primoris Wealth Advisors, LLC | 11,000 | $116.3K | 0.14% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,192 | $108.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 10,000 | $105.7K | 0.00% | +10,000 | New |
| Advisory Services Network, LLC | 7,271 | $76.9K | 0.00% | +15+0.2% | Added |
| The PNC Financial Services Group, Inc. | 6,672 | $70.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,663 | $59.9K | 0.00% | +77+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,742 | $50.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,000 | $21.1K | 0.00% | +2,000 | New |
| Ronald Blue Trust, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,110 | $11.7K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 743 | $7.85K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.01% | +600 | New |
| FMR LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −189,730−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −98,933−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −67,264−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −44,766−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −21,157−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −17,635−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,929−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |