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