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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, Q2 2023

Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Jun 30, 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
51
+2 vs. Q1 2023
Shares held
5.79M
−257.7K (−4.3%) vs. Q1 2023
Total value
$59.0M
−$4.98M (−7.8%) vs. Q1 2023
New holders
9
17 more added
Sold out
7
12 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 51 institutions
Q1 2021: 16 institutionsQ2 2021: 19 institutionsQ3 2021: 26 institutionsQ4 2021: 31 institutionsQ1 2022: 33 institutionsQ2 2022: 46 institutionsQ3 2022: 44 institutionsQ4 2022: 56 institutionsQ1 2023: 49 institutionsQ2 2023: 51 institutionsQ3 2023: 45 institutionsQ4 2023: 57 institutionsQ1 2024: 56 institutionsQ2 2024: 59 institutionsQ3 2024: 63 institutionsQ4 2024: 86 institutionsQ1 2025: 79 institutionsQ2 2025: 78 institutionsQ3 2025: 72 institutionsQ4 2025: 75 institutionsQ1 2026: 63 institutionsQ2 2026: 65 institutions
Value heldQ2 2023: $59.0M
Q1 2021: $63.7MQ2 2021: $59.2MQ3 2021: $85.7MQ4 2021: $115.7MQ1 2022: $110.7MQ2 2022: $89.0MQ3 2022: $68.3MQ4 2022: $66.6MQ1 2023: $63.9MQ2 2023: $59.0MQ3 2023: $57.8MQ4 2023: $60.8MQ1 2024: $64.8MQ2 2024: $67.5MQ3 2024: $80.7MQ4 2024: $94.3MQ1 2025: $88.6MQ2 2025: $91.4MQ3 2025: $92.6MQ4 2025: $100.8MQ1 2026: $101.3MQ2 2026: $101.8M
Institutions holding NDMO and their total value by quarter
QuarterHoldersValue
Q2 202665$101.8M
Q1 202663$101.3M
Q4 202575$100.8M
Q3 202572$92.6M
Q2 202578$91.4M
Q1 202579$88.6M
Q4 202486$94.3M
Q3 202463$80.7M
Q2 202459$67.5M
Q1 202456$64.8M
Q4 202357$60.8M
Q3 202345$57.8M
Q2 202351$59.0M
Q1 202349$63.9M
Q4 202256$66.6M
Q3 202244$68.3M
Q2 202246$89.0M
Q1 202233$110.7M
Q4 202131$115.7M
Q3 202126$85.7M
Q2 202119$59.2M
Q1 202116$63.7M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q1 2023.

Institutions holding NDMO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,847,809$18.8M0.00%−165,854−8.2%Reduced
Bank of America Corp963,136$9.80M0.00%−84,285−8.0%Reduced
UBS Group AG670,348$6.82M0.00%−20,118−2.9%Reduced
Wells Fargo & Company351,447$3.57M0.00%−4,409−1.2%Reduced
Rockefeller Capital Management L.P.264,053$2.69M0.01%+87,365+49.4%Added
Van Eck Associates Corp237,561$2.42M0.01%+14,990+6.7%Added
Advisor Group Holdings, Inc.152,325$1.56M0.00%+3,160+2.1%Added
Wedbush Securities Inc151,005$1.54M0.07%+116+0.1%Added
Royal Bank of Canada120,885$1.23M0.00%+5,606+4.9%Added
Advisors Asset Management, Inc.101,982$1.04M0.02%−80,921−44.2%Reduced
Moors & Cabot, Inc.70,000$711.9K0.05%00.0%Unchanged
Stephens Inc68,130$692.9K0.01%−110,000−61.8%Reduced
Ameriprise Financial Inc61,682$647.1K0.00%−3,304−5.1%Reduced
Atomi Financial Group, Inc.59,650$606.6K0.28%+59,650New
Regatta Capital Group, LLC49,713$505.6K0.16%00.0%Unchanged
Raymond James & Associates49,295$501.3K0.00%+15,109+44.2%Added
Commonwealth Equity Services, LLC42,683$434.0K0.00%+13,583+46.7%Added
NewEdge Wealth, LLC37,833$384.8K0.01%+81+0.2%Added
LPL Financial LLC36,361$369.8K0.00%+1,911+5.5%Added
Stifel Financial Corp32,321$328.7K0.00%+10,338+47.0%Added
Apollon Wealth Management, LLC29,960$304.7K0.01%−5,000−14.3%Reduced
Primoris Wealth Advisors, LLC27,500$279.7K0.31%+16,500+150.0%Added
MRP Capital Investments, LLC27,343$278.1K0.27%+27,343New
Oppenheimer & Co Inc26,322$267.7K0.01%−500−1.9%Reduced
Beacon Bridge Wealth Partners, LLC25,942$263.8K0.13%−134−0.5%Reduced
Single Point Partners, LLC25,000$254.0K0.35%00.0%Unchanged
Janney Montgomery Scott LLC22,586$230.0K0.00%+5,149+29.5%Added
Sykon Capital LLC21,250$216.1K0.15%+21,250New
Morris Retirement Advisors, LLC20,971$213.3K0.15%+4,230+25.3%Added
GWM Advisors LLC19,741$200.8K0.00%+50.0%Added
Raymond James Financial Services Advisors, Inc.18,805$191.2K0.00%+7,500+66.3%Added
Cambridge Investment Research Advisors, Inc.17,316$176.0K0.00%−225−1.3%Reduced
Creative Planning16,754$170.4K0.00%00.0%Unchanged
Truist Financial Corp15,350$156.1K0.00%+3,350+27.9%Added
Hayek Kallen Investment Management14,666$149.0K0.06%00.0%Unchanged
Nomura Holdings Inc11,500$117.0K0.00%+11,500New
Robinson Capital Management, LLC11,266$115.6K0.05%+11,266New
Fairhaven Wealth Management, LLC10,900$110.9K0.04%+10,900New
Susquehanna International Group, LLP10,832$110.2K0.00%+10,832New
XTX Topco Ltd10,799$109.8K0.02%+10,799New
M Holdings Securities, Inc.10,192$104.0K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.6,672$67.9K0.00%00.0%Unchanged
Allworth Financial LP5,762$58.6K0.00%+99+1.7%Added
VisionPoint Advisory Group, LLC5,750$58.5K0.02%−5,750−50.0%Reduced
Steward Partners Investment Advisory, LLC4,742$48.2K0.00%00.0%Unchanged
Wolverine Asset Management LLC3,041$30.9K0.00%+3,041New
Ronald Blue Trust, Inc.2,000$21.0K0.00%00.0%Unchanged
Central Trust Co2,000$20.3K0.00%00.0%Unchanged
Disciplined Investments, LLC743$7.56K0.00%00.0%Unchanged
FNY Investment Advisers, LLC600$6.00K0.01%00.0%Unchanged
FMR LLC0$10.00%0Unchanged
Corrado Advisors, LLC0$00.00%−74,932−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−15,176−100.0%Sold out
Virtu Financial LLC0$00.00%−12,882−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−11,454−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−10,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−7,271−100.0%Sold out
Worth Asset Management, LLC0$00.00%−1,110−100.0%Sold out