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 2023
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Dec 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
- 57
- +12 vs. Q3 2023
- Shares held
- 6.14M
- +251.0K (+4.3%) vs. Q3 2023
- Total value
- $60.8M
- +$3.07M (+5.3%) vs. Q3 2023
- New holders
- 19
- 14 more added
- Sold out
- 7
- 18 more reduced
Compare with Q3 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,719,808 | $17.0M | 0.00% | −91,127−5.0% | Reduced |
| Bank of America Corp | 609,964 | $6.04M | 0.00% | −381,550−38.5% | Reduced |
| UBS Group AG | 594,617 | $5.89M | 0.00% | −22,407−3.6% | Reduced |
| Wells Fargo & Company | 587,625 | $5.82M | 0.00% | +118,182+25.2% | Added |
| Van Eck Associates Corp | 391,904 | $3.88M | 0.01% | +97,129+33.0% | Added |
| Marex Group plc | 164,243 | $1.63M | 0.06% | +164,243 | New |
| Tyche Wealth Partners LLC | 161,847 | $1.60M | 0.39% | +161,847 | New |
| Advisor Group Holdings, Inc. | 153,283 | $1.52M | 0.00% | −45,122−22.7% | Reduced |
| Wedbush Securities Inc | 145,134 | $1.44M | 0.06% | −850−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 138,338 | $1.37M | 0.00% | −128,764−48.2% | Reduced |
| Royal Bank of Canada | 129,582 | $1.28M | 0.00% | +14,369+12.5% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.01M | 0.27% | +52,000+104.6% | Added |
| Weiss Asset Management LP | 95,695 | $948.3K | 0.07% | +95,695 | New |
| Ameriprise Financial Inc | 81,656 | $809.2K | 0.00% | +19,167+30.7% | Added |
| Stifel Financial Corp | 81,463 | $807.3K | 0.00% | +44,184+118.5% | Added |
| Landscape Capital Management, L.L.C. | 74,732 | $740.6K | 0.07% | +74,732 | New |
| Logan Stone Capital, LLC | 68,418 | $678.0K | 0.14% | +68,418 | New |
| Raymond James & Associates | 65,216 | $646.3K | 0.00% | +19,805+43.6% | Added |
| Atomi Financial Group, Inc. | 63,617 | $630.4K | 0.09% | −7,832−11.0% | Reduced |
| LM Advisors LLC | 60,319 | $597.8K | 0.12% | +60,319 | New |
| Moors & Cabot, Inc. | 60,000 | $594.6K | 0.04% | +5,000+9.1% | Added |
| Elequin Capital LP | 43,857 | $434.6K | 0.13% | +43,857 | New |
| Wolverine Asset Management LLC | 41,126 | $407.6K | 0.01% | +41,126 | New |
| LPL Financial LLC | 40,629 | $402.6K | 0.00% | +5,695+16.3% | Added |
| NewEdge Wealth, LLC | 35,453 | $351.3K | 0.01% | −2,461−6.5% | Reduced |
| Primoris Wealth Advisors, LLC | 35,000 | $346.9K | 0.33% | +5,000+16.7% | Added |
| Nomura Holdings Inc | 27,900 | $276.5K | 0.00% | +27,900 | New |
| Beacon Bridge Wealth Partners, LLC | 26,562 | $263.2K | 0.13% | +342+1.3% | Added |
| Morris Retirement Advisors, LLC | 24,362 | $241.4K | 0.16% | +1,115+4.8% | Added |
| Apollon Wealth Management, LLC | 23,260 | $230.5K | 0.01% | −6,700−22.4% | Reduced |
| Cetera Advisor Networks LLC | 21,135 | $209.4K | 0.00% | +21,135 | New |
| Janney Montgomery Scott LLC | 20,501 | $203.0K | 0.00% | −2,175−9.6% | Reduced |
| Wintrust Investments LLC | 19,745 | $196.0K | 0.02% | +6,225+46.0% | Added |
| Commonwealth Equity Services, LLC | 18,930 | $188.0K | 0.00% | −35,736−65.4% | Reduced |
| NBC Securities, Inc. | 18,531 | $183.0K | 0.02% | +3,905+26.7% | Added |
| Single Point Partners, LLC | 17,000 | $168.0K | 0.04% | −8,000−32.0% | Reduced |
| JGP Wealth Management, LLC | 16,609 | $164.6K | 0.02% | +16,609 | New |
| Jane Street Group, LLC | 15,054 | $149.2K | 0.00% | +15,054 | New |
| Archetype Wealth Partners | 14,000 | $139.0K | 0.03% | +14,000 | New |
| Oppenheimer & Co Inc | 12,182 | $120.7K | 0.00% | −3,768−23.6% | Reduced |
| Truist Financial Corp | 12,000 | $118.9K | 0.00% | −900−7.0% | Reduced |
| Advisory Services Network, LLC | 11,345 | $112.4K | 0.00% | −368−3.1% | Reduced |
| Sykon Capital LLC | 11,250 | $111.5K | 0.04% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 10,900 | $108.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,816 | $107.0K | 0.00% | −4,500−29.4% | Reduced |
| GWM Advisors LLC | 10,755 | $106.6K | 0.00% | −4,492−29.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,386 | $102.9K | 0.00% | −11,305−52.1% | Reduced |
| Arlington Capital Management, Inc. | 10,029 | $99.4K | 0.09% | +10,029 | New |
| Comerica Bank | 6,473 | $64.1K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,750 | $57.0K | 0.02% | +5,750 | New |
| AlphaCentric Advisors LLC | 5,000 | $49.5K | 0.03% | +5,000 | New |
| Steward Partners Investment Advisory, LLC | 4,742 | $47.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,500 | $24.8K | 0.00% | +2,500 | New |
| Ronald Blue Trust, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $19.9K | 0.00% | +2,000 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $9.91K | 0.00% | +1,000 | New |
| FMR LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −100,130−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −58,130−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Hayek Kallen Investment Management | 0 | $0 | 0.00% | −14,666−100.0% | Sold out |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,129−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |