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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22 | $246 | 0.00% | +22 | New |
| Activest Wealth Management | 450 | $5.04K | 0.00% | +450 | New |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| Wintrust Investments LLC | 1,518 | $17.0K | 0.01% | −22,973−93.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,000 | $21.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $22.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,500 | $39.2K | 0.00% | +1,500+75.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,494 | $50.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,500 | $50.4K | 0.00% | +500+12.5% | Added |
| VisionPoint Advisory Group, LLC | 5,750 | $64.5K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $100.6K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $112.1K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 10,028 | $112.4K | 0.07% | −4,000−28.5% | Reduced |
| Walleye Capital LLC | 10,582 | $118.6K | 0.00% | −6,903−39.5% | Reduced |
| Savvy Advisors, Inc. | 10,838 | $121.5K | 0.02% | +10,838 | New |
| Sykon Capital LLC | 11,250 | $126.1K | 0.04% | −5,000−30.8% | Reduced |
| Everstar Asset Management, LLC | 13,875 | $155.5K | 0.11% | +13,875 | New |
| Archetype Wealth Partners | 14,000 | $157.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,450 | $162.0K | 0.00% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 14,750 | $165.3K | 0.07% | +216+1.5% | Added |
| Savant Capital, LLC | 15,048 | $168.7K | 0.00% | +15,048 | New |
| GWM Advisors LLC | 15,471 | $173.4K | 0.00% | +2,307+17.5% | Added |
| River Street Advisors LLC | 16,971 | $190.2K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,264 | $204.7K | 0.00% | +18,264 | New |
| WMG Financial Advisors, LLC | 18,650 | $209.1K | 0.09% | +1,000+5.7% | Added |
| Kestra Advisory Services, LLC | 19,695 | $220.8K | 0.00% | +1,811+10.1% | Added |
| Apollon Wealth Management, LLC | 20,000 | $224.2K | 0.01% | −3,260−14.0% | Reduced |
| Morris Retirement Advisors, LLC | 27,771 | $311.3K | 0.17% | +114+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 27,813 | $311.8K | 0.09% | +27,813 | New |
| Mariner, LLC | 29,949 | $335.7K | 0.00% | +29,949 | New |
| Cambridge Investment Research Advisors, Inc. | 30,288 | $340.0K | 0.00% | +19,472+180.0% | Added |
| Fairhaven Wealth Management, LLC | 31,175 | $349.5K | 0.11% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 31,978 | $358.5K | 0.01% | +85+0.3% | Added |
| NBC Securities, Inc. | 33,806 | $378.0K | 0.03% | +4,030+13.5% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 36,108 | $404.8K | 0.29% | +36,108 | New |
| Raymond James & Associates | 39,819 | $446.4K | 0.00% | +1,784+4.7% | Added |
| Wolverine Asset Management LLC | 41,521 | $465.4K | 0.01% | +41,521 | New |
| Cetera Investment Advisers | 50,792 | $569.4K | 0.00% | +26,718+111.0% | Added |
| PFG Investments, LLC | 54,500 | $610.9K | 0.04% | +54,500 | New |
| Advisor Group Holdings, Inc. | 55,243 | $619.3K | 0.00% | +5,620+11.3% | Added |
| Atomi Financial Group, Inc. | 58,226 | $652.7K | 0.04% | −1,008−1.7% | Reduced |
| LM Advisors LLC | 59,694 | $669.0K | 0.14% | −1,121−1.8% | Reduced |
| Primoris Wealth Advisors, LLC | 62,500 | $695.0K | 0.50% | +1,000+1.6% | Added |
| Congress Park Capital LLC | 72,500 | $812.7K | 0.30% | +72,500 | New |
| Rockefeller Capital Management L.P. | 78,583 | $880.9K | 0.00% | +48+0.1% | Added |
| Ameriprise Financial Inc | 80,849 | $906.3K | 0.00% | +7,260+9.9% | Added |
| Stifel Financial Corp | 91,106 | $1.02M | 0.00% | +2,976+3.4% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.14M | 0.22% | 00.0% | Unchanged |
| NCP Inc. | 106,474 | $1.19M | 0.68% | +3,172+3.1% | Added |
| Wedbush Securities Inc | 125,521 | $1.41M | 0.05% | −7,144−5.4% | Reduced |
| LPL Financial LLC | 126,712 | $1.42M | 0.00% | +56,752+81.1% | Added |
| Sanctuary Advisors, LLC | 157,832 | $1.66M | 0.01% | −5,300−3.2% | Reduced |
| Royal Bank of Canada | 163,945 | $1.84M | 0.00% | −3,345−2.0% | Reduced |
| Guggenheim Capital LLC | 178,251 | $2.00M | 0.01% | +178,251 | New |
| HighTower Advisors, LLC | 183,532 | $2.06M | 0.00% | +86,211+88.6% | Added |
| Commonwealth Equity Services, LLC | 217,725 | $2.44M | 0.00% | +306+0.1% | Added |
| Tyche Wealth Partners LLC | 277,866 | $3.11M | 0.71% | +8,143+3.0% | Added |
| Van Eck Associates Corp | 295,448 | $3.23M | 0.00% | +36,330+14.0% | Added |
| Bank of America Corp | 546,809 | $6.13M | 0.00% | +6,208+1.1% | Added |
| UBS Group AG | 644,371 | $7.22M | 0.00% | +52,889+8.9% | Added |
| Wells Fargo & Company | 1,099,226 | $12.3M | 0.00% | +236,543+27.4% | Added |
| Morgan Stanley | 1,732,350 | $19.4M | 0.00% | +37,503+2.2% | Added |
| 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 |