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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 21 | $231 | 0.00% | +21 | New |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| Tower Research Capital LLC (TRC) | 1,260 | $13.7K | 0.00% | +1,260 | New |
| CoreCap Advisors, LLC | 1,971 | $21.5K | 0.00% | +1,971 | New |
| 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 |
| Harbor Investment Advisory, LLC | 2,500 | $27.2K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,200 | $34.8K | 0.01% | +3,200 | New |
| Steward Partners Investment Advisory, LLC | 4,608 | $50.2K | 0.00% | −134−2.8% | Reduced |
| VisionPoint Advisory Group, LLC | 5,750 | $62.6K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $97.7K | 0.00% | +2,500+38.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,386 | $113.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,816 | $118.0K | 0.00% | 00.0% | Unchanged |
| Sykon Capital LLC | 11,250 | $122.5K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 13,000 | $141.6K | 0.00% | +13,000 | New |
| Whittier Trust Co | 13,500 | $147.0K | 0.00% | +13,500 | New |
| Virtu Financial LLC | 13,604 | $148.0K | 0.01% | +13,604 | New |
| Archetype Wealth Partners | 14,000 | $152.0K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 14,000 | $152.5K | 0.11% | +14,000 | New |
| Nomura Holdings Inc | 14,300 | $155.7K | 0.00% | −13,600−48.7% | Reduced |
| Janney Montgomery Scott LLC | 14,450 | $157.0K | 0.00% | −6,051−29.5% | Reduced |
| Oppenheimer & Co Inc | 16,182 | $176.2K | 0.00% | +4,000+32.8% | Added |
| GWM Advisors LLC | 16,359 | $178.1K | 0.00% | +5,604+52.1% | Added |
| River Street Advisors LLC | 16,971 | $184.8K | 0.12% | +16,971 | New |
| Single Point Partners, LLC | 17,000 | $186.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,613 | $191.8K | 0.00% | +17,613 | New |
| Beacon Bridge Wealth Partners, LLC | 20,666 | $225.0K | 0.11% | −5,896−22.2% | Reduced |
| Wintrust Investments LLC | 21,409 | $233.0K | 0.02% | +1,664+8.4% | Added |
| Cetera Investment Advisers | 22,136 | $241.1K | 0.00% | +22,136 | New |
| NBC Securities, Inc. | 22,801 | $248.0K | 0.02% | +4,270+23.0% | Added |
| Apollon Wealth Management, LLC | 23,260 | $253.3K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 27,404 | $298.4K | 0.18% | +3,042+12.5% | Added |
| HighTower Advisors, LLC | 27,577 | $300.0K | 0.00% | +27,577 | New |
| Moors & Cabot, Inc. | 30,000 | $326.7K | 0.02% | −30,000−50.0% | Reduced |
| Fairhaven Wealth Management, LLC | 31,175 | $339.5K | 0.12% | +20,275+186.0% | Added |
| LPL Financial LLC | 31,747 | $345.7K | 0.00% | −8,882−21.9% | Reduced |
| NewEdge Wealth, LLC | 34,065 | $367.2K | 0.01% | −1,388−3.9% | Reduced |
| Raymond James & Associates | 38,325 | $417.4K | 0.00% | −26,891−41.2% | Reduced |
| Primoris Wealth Advisors, LLC | 53,000 | $577.2K | 0.46% | +18,000+51.4% | Added |
| Atomi Financial Group, Inc. | 59,421 | $647.1K | 0.06% | −4,196−6.6% | Reduced |
| LM Advisors LLC | 60,319 | $657.0K | 0.10% | 00.0% | Unchanged |
| NCP Inc. | 70,450 | $767.2K | 0.53% | +70,450 | New |
| Ameriprise Financial Inc | 78,344 | $853.2K | 0.00% | −3,312−4.1% | Reduced |
| Stifel Financial Corp | 87,668 | $954.7K | 0.00% | +6,205+7.6% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.11M | 0.25% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 107,154 | $1.17M | 0.00% | −46,129−30.1% | Reduced |
| Commonwealth Equity Services, LLC | 130,072 | $1.42M | 0.00% | +111,142+587.1% | Added |
| Wedbush Securities Inc | 135,200 | $1.47M | 0.05% | −9,934−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 139,672 | $1.52M | 0.00% | +1,334+1.0% | Added |
| Royal Bank of Canada | 147,582 | $1.61M | 0.00% | +18,000+13.9% | Added |
| Tyche Wealth Partners LLC | 230,497 | $2.51M | 0.61% | +68,650+42.4% | Added |
| Van Eck Associates Corp | 301,546 | $3.28M | 0.00% | −90,358−23.1% | Reduced |
| Bank of America Corp | 525,589 | $5.72M | 0.00% | −84,375−13.8% | Reduced |
| UBS Group AG | 617,901 | $6.73M | 0.00% | +23,284+3.9% | Added |
| Wells Fargo & Company | 748,301 | $8.15M | 0.00% | +160,676+27.3% | Added |
| Morgan Stanley | 1,776,488 | $19.3M | 0.00% | +56,680+3.3% | Added |
| 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 |