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 |
|---|---|---|---|---|---|
| FMR LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.01% | +600 | New |
| Disciplined Investments, LLC | 743 | $7.85K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,110 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,000 | $21.1K | 0.00% | +2,000 | New |
| Steward Partners Investment Advisory, LLC | 4,742 | $50.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,663 | $59.9K | 0.00% | +77+1.4% | Added |
| The PNC Financial Services Group, Inc. | 6,672 | $70.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,271 | $76.9K | 0.00% | +15+0.2% | Added |
| Charles Schwab Investment Management Inc | 10,000 | $105.7K | 0.00% | +10,000 | New |
| M Holdings Securities, Inc. | 10,192 | $108.0K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 11,000 | $116.3K | 0.14% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,305 | $119.5K | 0.00% | −1,995−15.0% | Reduced |
| VisionPoint Advisory Group, LLC | 11,500 | $120.8K | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,454 | $121.1K | 0.00% | −11,959−51.1% | Reduced |
| Truist Financial Corp | 12,000 | $126.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,882 | $136.0K | 0.01% | +12,882 | New |
| Hayek Kallen Investment Management | 14,666 | $155.0K | 0.07% | −3,333−18.5% | Reduced |
| Envestnet Asset Management Inc | 15,176 | $160.4K | 0.00% | +15,176 | New |
| Morris Retirement Advisors, LLC | 16,741 | $176.9K | 0.13% | +16,741 | New |
| Creative Planning | 16,754 | $177.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,437 | $184.0K | 0.00% | +1,155+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,541 | $185.0K | 0.00% | +4,500+34.5% | Added |
| GWM Advisors LLC | 19,736 | $207.3K | 0.00% | +19,104+3,022.8% | Added |
| Stifel Financial Corp | 21,983 | $232.4K | 0.00% | +4,567+26.2% | Added |
| Single Point Partners, LLC | 25,000 | $264.0K | 0.06% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 26,076 | $275.6K | 0.17% | −844−3.1% | Reduced |
| Oppenheimer & Co Inc | 26,822 | $283.5K | 0.01% | +270+1.0% | Added |
| Commonwealth Equity Services, LLC | 29,100 | $307.0K | 0.00% | +5,670+24.2% | Added |
| Raymond James & Associates | 34,186 | $361.3K | 0.00% | +4,450+15.0% | Added |
| LPL Financial LLC | 34,450 | $364.1K | 0.00% | +13,303+62.9% | Added |
| Apollon Wealth Management, LLC | 34,960 | $369.5K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 37,752 | $399.0K | 0.02% | +60+0.2% | Added |
| Regatta Capital Group, LLC | 49,713 | $494.1K | 0.18% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 64,986 | $678.5K | 0.00% | −244,376−79.0% | Reduced |
| Moors & Cabot, Inc. | 70,000 | $739.9K | 0.05% | −10,000−12.5% | Reduced |
| Corrado Advisors, LLC | 74,932 | $792.0K | 0.53% | +272+0.4% | Added |
| Royal Bank of Canada | 115,279 | $1.22M | 0.00% | +16,535+16.7% | Added |
| Wedbush Securities Inc | 150,889 | $1.59M | 0.08% | +20,686+15.9% | Added |
| Advisor Group Holdings, Inc. | 149,165 | $1.60M | 0.00% | −101,333−40.5% | Reduced |
| Rockefeller Capital Management L.P. | 176,688 | $1.87M | 0.01% | +8,500+5.1% | Added |
| Stephens Inc | 178,130 | $1.88M | 0.04% | +13,000+7.9% | Added |
| Advisors Asset Management, Inc. | 182,903 | $1.93M | 0.04% | −5,603−3.0% | Reduced |
| Van Eck Associates Corp | 222,571 | $2.35M | 0.01% | −33,995−13.3% | Reduced |
| Wells Fargo & Company | 355,856 | $3.76M | 0.00% | +17,436+5.2% | Added |
| UBS Group AG | 690,466 | $7.30M | 0.00% | +18,389+2.7% | Added |
| Bank of America Corp | 1,047,421 | $11.1M | 0.00% | +99,130+10.5% | Added |
| Morgan Stanley | 2,013,663 | $21.3M | 0.00% | +8,127+0.4% | Added |
| 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 |