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, Q4 2024
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Dec 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
- 86
- +24 vs. Q3 2024
- Shares held
- 9.41M
- +2.19M (+30.3%) vs. Q3 2024
- Total value
- $94.3M
- +$14.0M (+17.5%) vs. Q3 2024
- New holders
- 31
- 22 more added
- Sold out
- 7
- 17 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,676,924 | $16.8M | 0.00% | −55,426−3.2% | Reduced |
| Wells Fargo & Company | 1,167,627 | $11.7M | 0.00% | +68,401+6.2% | Added |
| UBS Group AG | 801,260 | $8.03M | 0.00% | +156,889+24.3% | Added |
| Rivernorth Capital Management, LLC | 526,823 | $5.28M | 0.25% | +526,823 | New |
| Bank of America Corp | 515,705 | $5.17M | 0.00% | −31,104−5.7% | Reduced |
| Guggenheim Capital LLC | 429,525 | $4.30M | 0.04% | +251,274+141.0% | Added |
| Nine Masts Capital Ltd | 427,617 | $4.28M | 0.79% | +427,617 | New |
| Van Eck Associates Corp | 358,481 | $3.59M | 0.00% | +63,033+21.3% | Added |
| Tyche Wealth Partners LLC | 291,004 | $2.92M | 0.62% | +13,138+4.7% | Added |
| HighTower Advisors, LLC | 234,687 | $2.35M | 0.00% | +51,155+27.9% | Added |
| Commonwealth Equity Services, LLC | 214,832 | $2.15M | 0.00% | −2,893−1.3% | Reduced |
| Royal Bank of Canada | 185,247 | $1.86M | 0.00% | +21,302+13.0% | Added |
| LPL Financial LLC | 162,677 | $1.63M | 0.00% | +35,965+28.4% | Added |
| Congress Park Capital LLC | 130,500 | $1.31M | 0.47% | +58,000+80.0% | Added |
| Wedbush Securities Inc | 120,023 | $1.20M | 0.04% | −5,498−4.4% | Reduced |
| Regatta Capital Group, LLC | 101,713 | $1.02M | 0.20% | 00.0% | Unchanged |
| Readystate Asset Management LP | 92,710 | $929.0K | 0.04% | +92,710 | New |
| Stifel Financial Corp | 91,490 | $916.7K | 0.00% | +384+0.4% | Added |
| Ameriprise Financial Inc | 89,063 | $892.4K | 0.00% | +8,214+10.2% | Added |
| Wolverine Asset Management LLC | 88,329 | $885.1K | 0.02% | +46,808+112.7% | Added |
| Robinson Capital Management, LLC | 87,754 | $879.3K | 0.35% | +87,754 | New |
| Rockefeller Capital Management L.P. | 81,148 | $813.1K | 0.00% | +2,565+3.3% | Added |
| Raymond James Financial Inc | 71,926 | $720.7K | 0.00% | +71,926 | New |
| Cetera Investment Advisers | 70,832 | $709.7K | 0.00% | +20,040+39.5% | Added |
| Logan Stone Capital, LLC | 70,108 | $702.5K | 0.24% | +70,108 | New |
| Sanctuary Advisors, LLC | 65,457 | $680.1K | 0.00% | −92,375−58.5% | Reduced |
| NCP Inc. | 67,870 | $680.1K | 0.35% | −38,604−36.3% | Reduced |
| Primoris Wealth Advisors, LLC | 63,000 | $631.3K | 0.48% | +500+0.8% | Added |
| Allspring Global Investments Holdings, LLC | 62,587 | $627.1K | 0.00% | +62,587 | New |
| PFG Investments, LLC | 56,606 | $567.2K | 0.04% | +2,106+3.9% | Added |
| LM Advisors LLC | 52,726 | $528.0K | 0.09% | −6,968−11.7% | Reduced |
| Susquehanna International Group, LLP | 46,895 | $469.9K | 0.00% | +28,631+156.8% | Added |
| Virtu Financial LLC | 45,288 | $454.0K | 0.02% | +45,288 | New |
| Cohen & Steers, Inc. | 45,000 | $451.0K | 0.00% | +45,000 | New |
| Avantax Advisory Services, Inc. | 38,576 | $386.5K | 0.00% | +38,576 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 36,108 | $361.8K | 0.38% | 00.0% | Unchanged |
| Nomura Holdings Inc | 35,000 | $350.7K | 0.00% | +35,000 | New |
| StoneX Group Inc. | 33,766 | $338.3K | 0.02% | +33,766 | New |
| Landscape Capital Management, L.L.C. | 33,118 | $331.8K | 0.04% | +33,118 | New |
| Fairhaven Wealth Management, LLC | 31,175 | $312.4K | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 29,952 | $300.1K | 0.00% | +30.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,988 | $290.0K | 0.00% | −1,300−4.3% | Reduced |
| Apollon Wealth Management, LLC | 28,550 | $286.1K | 0.01% | +8,550+42.8% | Added |
| Marex Group plc | 27,455 | $275.1K | 0.00% | +27,455 | New |
| We Are One Seven, LLC | 25,165 | $252.2K | 0.01% | +25,165 | New |
| Atomi Financial Group, Inc. | 23,945 | $239.9K | 0.01% | −34,281−58.9% | Reduced |
| GWM Advisors LLC | 23,019 | $230.7K | 0.00% | +7,548+48.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,813 | $228.6K | 0.05% | −5,000−18.0% | Reduced |
| Advisor Group Holdings, Inc. | 22,213 | $222.6K | 0.00% | −33,030−59.8% | Reduced |
| Arlington Capital Management, Inc. | 21,331 | $213.7K | 0.15% | +21,331 | New |
| Morris Retirement Advisors, LLC | 19,943 | $199.8K | 0.11% | −7,828−28.2% | Reduced |
| Walleye Capital LLC | 19,138 | $191.8K | 0.00% | +8,556+80.9% | Added |
| Change Path, LLC | 18,800 | $188.4K | 0.01% | +18,800 | New |
| Catalina Capital Group, LLC | 18,334 | $183.7K | 0.06% | +18,334 | New |
| River Street Advisors LLC | 16,971 | $170.1K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16,678 | $167.1K | 0.02% | +16,678 | New |
| Stephens Inc | 15,554 | $155.9K | 0.00% | +15,554 | New |
| Jane Street Group, LLC | 15,421 | $154.5K | 0.00% | +15,421 | New |
| MPWM Advisory Solutions, LLC | 14,522 | $145.5K | 0.11% | +14,522 | New |
| Heritage Trust Co | 14,000 | $140.3K | 0.02% | +14,000 | New |
| Archetype Wealth Partners | 14,000 | $140.0K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 13,800 | $138.3K | 0.01% | +13,800 | New |
| Oppenheimer & Co Inc | 12,850 | $128.8K | 0.00% | +12,850 | New |
| Sonora Investment Management Group, LLC | 12,570 | $126.0K | 0.01% | +12,570 | New |
| Moors & Cabot, Inc. | 12,250 | $122.7K | 0.01% | +2,250+22.5% | Added |
| NewEdge Wealth, LLC | 12,095 | $121.2K | 0.00% | −19,883−62.2% | Reduced |
| Sykon Capital LLC | 11,250 | $112.7K | 0.04% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 11,050 | $110.7K | 0.05% | −7,600−40.8% | Reduced |
| Savvy Advisors, Inc. | 10,838 | $108.6K | 0.01% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 10,000 | $106.1K | 0.06% | +10,000 | New |
| Beacon Bridge Wealth Partners, LLC | 10,534 | $105.6K | 0.04% | −4,216−28.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,329 | $104.9K | 0.00% | +10,329 | New |
| Melfa Wealth Management, LLC | 10,028 | $100.5K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $89.9K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,750 | $58.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,500 | $45.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $40.1K | 0.00% | +4,000 | New |
| Spire Wealth Management | 3,500 | $35.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $19.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,914 | $19.2K | 0.00% | +1,914 | New |
| Activest Wealth Management | 450 | $4.51K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 284 | $2.85K | 0.00% | −4,210−93.7% | Reduced |
| NBC Securities, Inc. | 36 | $367 | 0.03% | −33,770−99.9% | Reduced |
| BlackRock, Inc. | 22 | $224 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −19,695−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −15,048−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,450−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −13,875−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −40,356−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |