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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, Q3 2023

Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Sep 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
45
−6 vs. Q2 2023
Shares held
5.89M
+92.5K (+1.6%) vs. Q2 2023
Total value
$57.8M
−$1.21M (−2.1%) vs. Q2 2023
New holders
5
15 more added
Sold out
11
16 more reduced

Compare with Q2 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 holdersQ3 2023: 45 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 heldQ3 2023: $57.8M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q2 2023.

Institutions holding NDMO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,810,935$17.8M0.00%−36,874−2.0%Reduced
Bank of America Corp991,514$9.73M0.00%+28,378+2.9%Added
UBS Group AG617,024$6.05M0.00%−53,324−8.0%Reduced
Wells Fargo & Company469,443$4.61M0.00%+117,996+33.6%Added
Van Eck Associates Corp294,775$2.89M0.01%+57,214+24.1%Added
Rockefeller Capital Management L.P.267,102$2.62M0.01%+3,049+1.2%Added
Advisor Group Holdings, Inc.198,405$1.95M0.00%+46,080+30.3%Added
Wedbush Securities Inc145,984$1.43M0.07%−5,021−3.3%Reduced
Royal Bank of Canada115,213$1.13M0.00%−5,672−4.7%Reduced
Advisors Asset Management, Inc.100,130$982.3K0.02%−1,852−1.8%Reduced
Atomi Financial Group, Inc.71,449$700.9K0.23%+11,799+19.8%Added
Ameriprise Financial Inc62,489$613.0K0.00%+807+1.3%Added
Stephens Inc58,130$570.3K0.01%−10,000−14.7%Reduced
Moors & Cabot, Inc.55,000$539.5K0.04%−15,000−21.4%Reduced
Commonwealth Equity Services, LLC54,666$536.0K0.00%+11,983+28.1%Added
Regatta Capital Group, LLC49,713$487.7K0.15%00.0%Unchanged
Raymond James & Associates45,411$445.5K0.00%−3,884−7.9%Reduced
NewEdge Wealth, LLC37,914$371.9K0.01%+81+0.2%Added
Stifel Financial Corp37,279$365.7K0.00%+4,958+15.3%Added
LPL Financial LLC34,934$342.7K0.00%−1,427−3.9%Reduced
Primoris Wealth Advisors, LLC30,000$294.3K0.36%+2,500+9.1%Added
Apollon Wealth Management, LLC29,960$293.9K0.01%00.0%Unchanged
Beacon Bridge Wealth Partners, LLC26,220$257.2K0.14%+278+1.1%Added
Single Point Partners, LLC25,000$247.0K0.06%00.0%Unchanged
Morris Retirement Advisors, LLC23,247$228.0K0.16%+2,276+10.9%Added
Janney Montgomery Scott LLC22,676$222.0K0.00%+90+0.4%Added
Raymond James Financial Services Advisors, Inc.21,691$212.8K0.00%+2,886+15.3%Added
Creative Planning16,100$157.9K0.00%−654−3.9%Reduced
Oppenheimer & Co Inc15,950$156.5K0.00%−10,372−39.4%Reduced
Cambridge Investment Research Advisors, Inc.15,316$150.0K0.00%−2,000−11.6%Reduced
GWM Advisors LLC15,247$149.6K0.00%−4,494−22.8%Reduced
Hayek Kallen Investment Management14,666$144.0K0.06%00.0%Unchanged
NBC Securities, Inc.14,626$143.0K0.02%+14,626New
Peak Asset Management, LLC14,550$142.7K0.03%+14,550New
Wintrust Investments LLC13,520$133.0K0.01%+13,520New
Truist Financial Corp12,900$126.5K0.00%−2,450−16.0%Reduced
Advisory Services Network, LLC11,713$114.9K0.00%+11,713New
Sykon Capital LLC11,250$110.4K0.05%−10,000−47.1%Reduced
Fairhaven Wealth Management, LLC10,900$106.9K0.04%00.0%Unchanged
Susquehanna International Group, LLP10,129$99.4K0.00%−703−6.5%Reduced
Comerica Bank6,473$63.5K0.00%+6,473New
Steward Partners Investment Advisory, LLC4,742$46.5K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.2,000$20.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC600$5.00K0.00%00.0%Unchanged
FMR LLC0$10.00%0Unchanged
MRP Capital Investments, LLC0$00.00%−27,343−100.0%Sold out
Nomura Holdings Inc0$00.00%−11,500−100.0%Sold out
Robinson Capital Management, LLC0$00.00%−11,266−100.0%Sold out
XTX Topco Ltd0$00.00%−10,799−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−10,192−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−6,672−100.0%Sold out
Allworth Financial LP0$00.00%−5,762−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−5,750−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−3,041−100.0%Sold out
Central Trust Co0$00.00%−2,000−100.0%Sold out
Disciplined Investments, LLC0$00.00%−743−100.0%Sold out