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, Q3 2024
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Sep 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
- 63
- +5 vs. Q2 2024
- Shares held
- 7.26M
- +1.01M (+16.1%) vs. Q2 2024
- Total value
- $80.7M
- +$13.2M (+19.6%) vs. Q2 2024
- New holders
- 14
- 28 more added
- Sold out
- 9
- 10 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,732,350 | $19.4M | 0.00% | +37,503+2.2% | Added |
| Wells Fargo & Company | 1,099,226 | $12.3M | 0.00% | +236,543+27.4% | Added |
| UBS Group AG | 644,371 | $7.22M | 0.00% | +52,889+8.9% | Added |
| Bank of America Corp | 546,809 | $6.13M | 0.00% | +6,208+1.1% | Added |
| Van Eck Associates Corp | 295,448 | $3.23M | 0.00% | +36,330+14.0% | Added |
| Tyche Wealth Partners LLC | 277,866 | $3.11M | 0.71% | +8,143+3.0% | Added |
| Commonwealth Equity Services, LLC | 217,725 | $2.44M | 0.00% | +306+0.1% | Added |
| HighTower Advisors, LLC | 183,532 | $2.06M | 0.00% | +86,211+88.6% | Added |
| Guggenheim Capital LLC | 178,251 | $2.00M | 0.01% | +178,251 | New |
| Royal Bank of Canada | 163,945 | $1.84M | 0.00% | −3,345−2.0% | Reduced |
| Sanctuary Advisors, LLC | 157,832 | $1.66M | 0.01% | −5,300−3.2% | Reduced |
| LPL Financial LLC | 126,712 | $1.42M | 0.00% | +56,752+81.1% | Added |
| Wedbush Securities Inc | 125,521 | $1.41M | 0.05% | −7,144−5.4% | Reduced |
| NCP Inc. | 106,474 | $1.19M | 0.68% | +3,172+3.1% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.14M | 0.22% | 00.0% | Unchanged |
| Stifel Financial Corp | 91,106 | $1.02M | 0.00% | +2,976+3.4% | Added |
| Ameriprise Financial Inc | 80,849 | $906.3K | 0.00% | +7,260+9.9% | Added |
| Rockefeller Capital Management L.P. | 78,583 | $880.9K | 0.00% | +48+0.1% | Added |
| Congress Park Capital LLC | 72,500 | $812.7K | 0.30% | +72,500 | New |
| Primoris Wealth Advisors, LLC | 62,500 | $695.0K | 0.50% | +1,000+1.6% | Added |
| LM Advisors LLC | 59,694 | $669.0K | 0.14% | −1,121−1.8% | Reduced |
| Atomi Financial Group, Inc. | 58,226 | $652.7K | 0.04% | −1,008−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 55,243 | $619.3K | 0.00% | +5,620+11.3% | Added |
| PFG Investments, LLC | 54,500 | $610.9K | 0.04% | +54,500 | New |
| Cetera Investment Advisers | 50,792 | $569.4K | 0.00% | +26,718+111.0% | Added |
| Wolverine Asset Management LLC | 41,521 | $465.4K | 0.01% | +41,521 | New |
| Raymond James & Associates | 39,819 | $446.4K | 0.00% | +1,784+4.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 36,108 | $404.8K | 0.29% | +36,108 | New |
| NBC Securities, Inc. | 33,806 | $378.0K | 0.03% | +4,030+13.5% | Added |
| NewEdge Wealth, LLC | 31,978 | $358.5K | 0.01% | +85+0.3% | Added |
| Fairhaven Wealth Management, LLC | 31,175 | $349.5K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,288 | $340.0K | 0.00% | +19,472+180.0% | Added |
| Mariner, LLC | 29,949 | $335.7K | 0.00% | +29,949 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 27,813 | $311.8K | 0.09% | +27,813 | New |
| Morris Retirement Advisors, LLC | 27,771 | $311.3K | 0.17% | +114+0.4% | Added |
| Apollon Wealth Management, LLC | 20,000 | $224.2K | 0.01% | −3,260−14.0% | Reduced |
| Kestra Advisory Services, LLC | 19,695 | $220.8K | 0.00% | +1,811+10.1% | Added |
| WMG Financial Advisors, LLC | 18,650 | $209.1K | 0.09% | +1,000+5.7% | Added |
| Susquehanna International Group, LLP | 18,264 | $204.7K | 0.00% | +18,264 | New |
| River Street Advisors LLC | 16,971 | $190.2K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,471 | $173.4K | 0.00% | +2,307+17.5% | Added |
| Savant Capital, LLC | 15,048 | $168.7K | 0.00% | +15,048 | New |
| Beacon Bridge Wealth Partners, LLC | 14,750 | $165.3K | 0.07% | +216+1.5% | Added |
| Janney Montgomery Scott LLC | 14,450 | $162.0K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 14,000 | $157.0K | 0.02% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 13,875 | $155.5K | 0.11% | +13,875 | New |
| Sykon Capital LLC | 11,250 | $126.1K | 0.04% | −5,000−30.8% | Reduced |
| Savvy Advisors, Inc. | 10,838 | $121.5K | 0.02% | +10,838 | New |
| Walleye Capital LLC | 10,582 | $118.6K | 0.00% | −6,903−39.5% | Reduced |
| Melfa Wealth Management, LLC | 10,028 | $112.4K | 0.07% | −4,000−28.5% | Reduced |
| Moors & Cabot, Inc. | 10,000 | $112.1K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $100.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,750 | $64.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,500 | $50.4K | 0.00% | +500+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,494 | $50.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,500 | $39.2K | 0.00% | +1,500+75.0% | Added |
| CoreCap Advisors, LLC | 1,971 | $22.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $21.6K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,518 | $17.0K | 0.01% | −22,973−93.8% | Reduced |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| Activest Wealth Management | 450 | $5.04K | 0.00% | +450 | New |
| BlackRock, Inc. | 22 | $246 | 0.00% | +22 | New |
| International Assets Investment Management, LLC | 40,356 | – | – | +36,756+1,021.0% | Added |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |