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, Q2 2024
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Jun 30, 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
- 59
- +3 vs. Q1 2024
- Shares held
- 6.25M
- +304.7K (+5.1%) vs. Q1 2024
- Total value
- $67.5M
- +$2.73M (+4.2%) vs. Q1 2024
- New holders
- 9
- 19 more added
- Sold out
- 6
- 16 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,694,847 | $18.3M | 0.00% | −81,641−4.6% | Reduced |
| Wells Fargo & Company | 862,683 | $9.32M | 0.00% | +114,382+15.3% | Added |
| UBS Group AG | 591,482 | $6.39M | 0.00% | −26,419−4.3% | Reduced |
| Bank of America Corp | 540,601 | $5.84M | 0.00% | +15,012+2.9% | Added |
| Tyche Wealth Partners LLC | 269,723 | $2.91M | 0.71% | +39,226+17.0% | Added |
| Van Eck Associates Corp | 259,118 | $2.80M | 0.00% | −42,428−14.1% | Reduced |
| Commonwealth Equity Services, LLC | 217,419 | $2.35M | 0.00% | +87,347+67.2% | Added |
| Royal Bank of Canada | 167,290 | $1.81M | 0.00% | +19,708+13.4% | Added |
| Sanctuary Advisors, LLC | 163,132 | $1.73M | 0.01% | +163,132 | New |
| Wedbush Securities Inc | 132,665 | $1.43M | 0.05% | −2,535−1.9% | Reduced |
| NCP Inc. | 103,302 | $1.12M | 0.71% | +32,852+46.6% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.10M | 0.24% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 97,321 | $1.05M | 0.00% | +69,744+252.9% | Added |
| Stifel Financial Corp | 88,130 | $951.8K | 0.00% | +462+0.5% | Added |
| Rockefeller Capital Management L.P. | 78,535 | $848.2K | 0.00% | −61,137−43.8% | Reduced |
| Ameriprise Financial Inc | 73,589 | $794.8K | 0.00% | −4,755−6.1% | Reduced |
| LPL Financial LLC | 69,960 | $755.6K | 0.00% | +38,213+120.4% | Added |
| Primoris Wealth Advisors, LLC | 61,500 | $664.2K | 0.53% | +8,500+16.0% | Added |
| LM Advisors LLC | 60,815 | $657.0K | 0.00% | +496+0.8% | Added |
| Atomi Financial Group, Inc. | 59,234 | $639.7K | 0.05% | −187−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 49,623 | $535.6K | 0.00% | −57,531−53.7% | Reduced |
| Raymond James & Associates | 38,035 | $410.8K | 0.00% | −290−0.8% | Reduced |
| NewEdge Wealth, LLC | 31,893 | $344.4K | 0.01% | −2,172−6.4% | Reduced |
| Fairhaven Wealth Management, LLC | 31,175 | $336.7K | 0.11% | 00.0% | Unchanged |
| NBC Securities, Inc. | 29,776 | $321.0K | 0.03% | +6,975+30.6% | Added |
| Morris Retirement Advisors, LLC | 27,657 | $298.7K | 0.17% | +253+0.9% | Added |
| Wintrust Investments LLC | 24,491 | $265.0K | 0.02% | +3,082+14.4% | Added |
| Cetera Investment Advisers | 24,074 | $260.0K | 0.00% | +1,938+8.8% | Added |
| Apollon Wealth Management, LLC | 23,260 | $251.2K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,884 | $193.1K | 0.00% | +271+1.5% | Added |
| WMG Financial Advisors, LLC | 17,650 | $190.6K | 0.10% | +17,650 | New |
| Walleye Capital LLC | 17,485 | $188.8K | 0.00% | +17,485 | New |
| Single Point Partners, LLC | 17,000 | $184.0K | 0.32% | 00.0% | Unchanged |
| River Street Advisors LLC | 16,971 | $183.3K | 0.11% | 00.0% | Unchanged |
| Sykon Capital LLC | 16,250 | $175.5K | 0.07% | +5,000+44.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 14,534 | $157.0K | 0.07% | −6,132−29.7% | Reduced |
| Janney Montgomery Scott LLC | 14,450 | $156.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,300 | $154.4K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 14,028 | $151.5K | 0.11% | +28+0.2% | Added |
| Archetype Wealth Partners | 14,000 | $151.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,164 | $142.2K | 0.00% | −3,195−19.5% | Reduced |
| Journey Strategic Wealth LLC | 11,800 | $127.4K | 0.01% | +11,800 | New |
| Hilltop Holdings Inc. | 11,400 | $123.1K | 0.01% | +11,400 | New |
| Cambridge Investment Research Advisors, Inc. | 10,816 | $117.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,250 | $110.7K | 0.00% | −5,932−36.7% | Reduced |
| Moors & Cabot, Inc. | 10,000 | $108.0K | 0.01% | −20,000−66.7% | Reduced |
| Comerica Bank | 8,973 | $96.9K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,750 | $62.1K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,494 | $48.5K | 0.00% | −114−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,000 | $43.3K | 0.00% | +4,000 | New |
| International Assets Investment Management, LLC | 3,600 | $38.9K | 0.00% | +3,600 | New |
| Laffer Tengler Investments | 3,200 | $34.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $21.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,000 | $21.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $21.3K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,059 | $11.4K | 0.00% | +1,059 | New |
| Tower Research Capital LLC (TRC) | 373 | $4.03K | 0.00% | −887−70.4% | Reduced |
| JPMorgan Chase & Co | 22 | $238 | 0.00% | +22 | New |
| BlackRock Inc. | 22 | $233 | 0.00% | +1+4.8% | Added |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,604−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,386−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |