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 2024
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Mar 31, 2024. 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
- 56
- −1 vs. Q4 2023
- Shares held
- 5.95M
- −190.2K (−3.1%) vs. Q4 2023
- Total value
- $64.8M
- +$3.94M (+6.5%) vs. Q4 2023
- New holders
- 14
- 16 more added
- Sold out
- 15
- 14 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,776,488 | $19.3M | 0.00% | +56,680+3.3% | Added |
| Wells Fargo & Company | 748,301 | $8.15M | 0.00% | +160,676+27.3% | Added |
| UBS Group AG | 617,901 | $6.73M | 0.00% | +23,284+3.9% | Added |
| Bank of America Corp | 525,589 | $5.72M | 0.00% | −84,375−13.8% | Reduced |
| Van Eck Associates Corp | 301,546 | $3.28M | 0.00% | −90,358−23.1% | Reduced |
| Tyche Wealth Partners LLC | 230,497 | $2.51M | 0.61% | +68,650+42.4% | Added |
| Royal Bank of Canada | 147,582 | $1.61M | 0.00% | +18,000+13.9% | Added |
| Rockefeller Capital Management L.P. | 139,672 | $1.52M | 0.00% | +1,334+1.0% | Added |
| Wedbush Securities Inc | 135,200 | $1.47M | 0.05% | −9,934−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 130,072 | $1.42M | 0.00% | +111,142+587.1% | Added |
| Advisor Group Holdings, Inc. | 107,154 | $1.17M | 0.00% | −46,129−30.1% | Reduced |
| Regatta Capital Group, LLC | 101,713 | $1.11M | 0.25% | 00.0% | Unchanged |
| Stifel Financial Corp | 87,668 | $954.7K | 0.00% | +6,205+7.6% | Added |
| Ameriprise Financial Inc | 78,344 | $853.2K | 0.00% | −3,312−4.1% | Reduced |
| NCP Inc. | 70,450 | $767.2K | 0.53% | +70,450 | New |
| LM Advisors LLC | 60,319 | $657.0K | 0.10% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 59,421 | $647.1K | 0.06% | −4,196−6.6% | Reduced |
| Primoris Wealth Advisors, LLC | 53,000 | $577.2K | 0.46% | +18,000+51.4% | Added |
| Raymond James & Associates | 38,325 | $417.4K | 0.00% | −26,891−41.2% | Reduced |
| NewEdge Wealth, LLC | 34,065 | $367.2K | 0.01% | −1,388−3.9% | Reduced |
| LPL Financial LLC | 31,747 | $345.7K | 0.00% | −8,882−21.9% | Reduced |
| Fairhaven Wealth Management, LLC | 31,175 | $339.5K | 0.12% | +20,275+186.0% | Added |
| Moors & Cabot, Inc. | 30,000 | $326.7K | 0.02% | −30,000−50.0% | Reduced |
| HighTower Advisors, LLC | 27,577 | $300.0K | 0.00% | +27,577 | New |
| Morris Retirement Advisors, LLC | 27,404 | $298.4K | 0.18% | +3,042+12.5% | Added |
| Apollon Wealth Management, LLC | 23,260 | $253.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 22,801 | $248.0K | 0.02% | +4,270+23.0% | Added |
| Cetera Investment Advisers | 22,136 | $241.1K | 0.00% | +22,136 | New |
| Wintrust Investments LLC | 21,409 | $233.0K | 0.02% | +1,664+8.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 20,666 | $225.0K | 0.11% | −5,896−22.2% | Reduced |
| Kestra Advisory Services, LLC | 17,613 | $191.8K | 0.00% | +17,613 | New |
| Single Point Partners, LLC | 17,000 | $186.0K | 0.04% | 00.0% | Unchanged |
| River Street Advisors LLC | 16,971 | $184.8K | 0.12% | +16,971 | New |
| GWM Advisors LLC | 16,359 | $178.1K | 0.00% | +5,604+52.1% | Added |
| Oppenheimer & Co Inc | 16,182 | $176.2K | 0.00% | +4,000+32.8% | Added |
| Janney Montgomery Scott LLC | 14,450 | $157.0K | 0.00% | −6,051−29.5% | Reduced |
| Nomura Holdings Inc | 14,300 | $155.7K | 0.00% | −13,600−48.7% | Reduced |
| Melfa Wealth Management, LLC | 14,000 | $152.5K | 0.11% | +14,000 | New |
| Archetype Wealth Partners | 14,000 | $152.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,604 | $148.0K | 0.01% | +13,604 | New |
| Whittier Trust Co | 13,500 | $147.0K | 0.00% | +13,500 | New |
| Creative Planning | 13,000 | $141.6K | 0.00% | +13,000 | New |
| Sykon Capital LLC | 11,250 | $122.5K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,816 | $118.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,386 | $113.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $97.7K | 0.00% | +2,500+38.6% | Added |
| VisionPoint Advisory Group, LLC | 5,750 | $62.6K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,608 | $50.2K | 0.00% | −134−2.8% | Reduced |
| Laffer Tengler Investments | 3,200 | $34.8K | 0.01% | +3,200 | New |
| Harbor Investment Advisory, LLC | 2,500 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $21.5K | 0.00% | +1,971 | New |
| Tower Research Capital LLC (TRC) | 1,260 | $13.7K | 0.00% | +1,260 | New |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| BlackRock Inc. | 21 | $231 | 0.00% | +21 | New |
| Marex Group plc | 0 | $0 | 0.00% | −164,243−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −95,695−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −74,732−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −68,418−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −43,857−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −41,126−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −21,135−100.0% | Sold out |
| JGP Wealth Management, LLC | 0 | $0 | 0.00% | −16,609−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,054−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −11,345−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | 0 | Sold out |