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