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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| BlackRock, Inc. | 22 | $224 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $367 | 0.03% | −33,770−99.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 284 | $2.85K | 0.00% | −4,210−93.7% | Reduced |
| Activest Wealth Management | 450 | $4.51K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,914 | $19.2K | 0.00% | +1,914 | New |
| CoreCap Advisors, LLC | 1,971 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,500 | $35.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $40.1K | 0.00% | +4,000 | New |
| EverSource Wealth Advisors, LLC | 4,500 | $45.1K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,750 | $58.1K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $89.9K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 10,028 | $100.5K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,329 | $104.9K | 0.00% | +10,329 | New |
| Beacon Bridge Wealth Partners, LLC | 10,534 | $105.6K | 0.04% | −4,216−28.6% | Reduced |
| Orleans Capital Management Corp | 10,000 | $106.1K | 0.06% | +10,000 | New |
| Savvy Advisors, Inc. | 10,838 | $108.6K | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 11,050 | $110.7K | 0.05% | −7,600−40.8% | Reduced |
| Sykon Capital LLC | 11,250 | $112.7K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 12,095 | $121.2K | 0.00% | −19,883−62.2% | Reduced |
| Moors & Cabot, Inc. | 12,250 | $122.7K | 0.01% | +2,250+22.5% | Added |
| Sonora Investment Management Group, LLC | 12,570 | $126.0K | 0.01% | +12,570 | New |
| Oppenheimer & Co Inc | 12,850 | $128.8K | 0.00% | +12,850 | New |
| Journey Strategic Wealth LLC | 13,800 | $138.3K | 0.01% | +13,800 | New |
| Archetype Wealth Partners | 14,000 | $140.0K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 14,000 | $140.3K | 0.02% | +14,000 | New |
| MPWM Advisory Solutions, LLC | 14,522 | $145.5K | 0.11% | +14,522 | New |
| Jane Street Group, LLC | 15,421 | $154.5K | 0.00% | +15,421 | New |
| Stephens Inc | 15,554 | $155.9K | 0.00% | +15,554 | New |
| Patriot Financial Group Insurance Agency, LLC | 16,678 | $167.1K | 0.02% | +16,678 | New |
| River Street Advisors LLC | 16,971 | $170.1K | 0.09% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 18,334 | $183.7K | 0.06% | +18,334 | New |
| Change Path, LLC | 18,800 | $188.4K | 0.01% | +18,800 | New |
| Walleye Capital LLC | 19,138 | $191.8K | 0.00% | +8,556+80.9% | Added |
| Morris Retirement Advisors, LLC | 19,943 | $199.8K | 0.11% | −7,828−28.2% | Reduced |
| Arlington Capital Management, Inc. | 21,331 | $213.7K | 0.15% | +21,331 | New |
| Advisor Group Holdings, Inc. | 22,213 | $222.6K | 0.00% | −33,030−59.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,813 | $228.6K | 0.05% | −5,000−18.0% | Reduced |
| GWM Advisors LLC | 23,019 | $230.7K | 0.00% | +7,548+48.8% | Added |
| Atomi Financial Group, Inc. | 23,945 | $239.9K | 0.01% | −34,281−58.9% | Reduced |
| We Are One Seven, LLC | 25,165 | $252.2K | 0.01% | +25,165 | New |
| Marex Group plc | 27,455 | $275.1K | 0.00% | +27,455 | New |
| Apollon Wealth Management, LLC | 28,550 | $286.1K | 0.01% | +8,550+42.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,988 | $290.0K | 0.00% | −1,300−4.3% | Reduced |
| Mariner, LLC | 29,952 | $300.1K | 0.00% | +30.0% | Added |
| Fairhaven Wealth Management, LLC | 31,175 | $312.4K | 0.10% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 33,118 | $331.8K | 0.04% | +33,118 | New |
| StoneX Group Inc. | 33,766 | $338.3K | 0.02% | +33,766 | New |
| Nomura Holdings Inc | 35,000 | $350.7K | 0.00% | +35,000 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 36,108 | $361.8K | 0.38% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 38,576 | $386.5K | 0.00% | +38,576 | New |
| Cohen & Steers, Inc. | 45,000 | $451.0K | 0.00% | +45,000 | New |
| Virtu Financial LLC | 45,288 | $454.0K | 0.02% | +45,288 | New |
| Susquehanna International Group, LLP | 46,895 | $469.9K | 0.00% | +28,631+156.8% | Added |
| LM Advisors LLC | 52,726 | $528.0K | 0.09% | −6,968−11.7% | Reduced |
| PFG Investments, LLC | 56,606 | $567.2K | 0.04% | +2,106+3.9% | Added |
| Allspring Global Investments Holdings, LLC | 62,587 | $627.1K | 0.00% | +62,587 | New |
| Primoris Wealth Advisors, LLC | 63,000 | $631.3K | 0.48% | +500+0.8% | Added |
| NCP Inc. | 67,870 | $680.1K | 0.35% | −38,604−36.3% | Reduced |
| Sanctuary Advisors, LLC | 65,457 | $680.1K | 0.00% | −92,375−58.5% | Reduced |
| Logan Stone Capital, LLC | 70,108 | $702.5K | 0.24% | +70,108 | New |
| Cetera Investment Advisers | 70,832 | $709.7K | 0.00% | +20,040+39.5% | Added |
| Raymond James Financial Inc | 71,926 | $720.7K | 0.00% | +71,926 | New |
| Rockefeller Capital Management L.P. | 81,148 | $813.1K | 0.00% | +2,565+3.3% | Added |
| Robinson Capital Management, LLC | 87,754 | $879.3K | 0.35% | +87,754 | New |
| Wolverine Asset Management LLC | 88,329 | $885.1K | 0.02% | +46,808+112.7% | Added |
| Ameriprise Financial Inc | 89,063 | $892.4K | 0.00% | +8,214+10.2% | Added |
| Stifel Financial Corp | 91,490 | $916.7K | 0.00% | +384+0.4% | Added |
| Readystate Asset Management LP | 92,710 | $929.0K | 0.04% | +92,710 | New |
| Regatta Capital Group, LLC | 101,713 | $1.02M | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 120,023 | $1.20M | 0.04% | −5,498−4.4% | Reduced |
| Congress Park Capital LLC | 130,500 | $1.31M | 0.47% | +58,000+80.0% | Added |
| LPL Financial LLC | 162,677 | $1.63M | 0.00% | +35,965+28.4% | Added |
| Royal Bank of Canada | 185,247 | $1.86M | 0.00% | +21,302+13.0% | Added |
| Commonwealth Equity Services, LLC | 214,832 | $2.15M | 0.00% | −2,893−1.3% | Reduced |
| HighTower Advisors, LLC | 234,687 | $2.35M | 0.00% | +51,155+27.9% | Added |
| Tyche Wealth Partners LLC | 291,004 | $2.92M | 0.62% | +13,138+4.7% | Added |
| Van Eck Associates Corp | 358,481 | $3.59M | 0.00% | +63,033+21.3% | Added |
| Nine Masts Capital Ltd | 427,617 | $4.28M | 0.79% | +427,617 | New |
| Guggenheim Capital LLC | 429,525 | $4.30M | 0.04% | +251,274+141.0% | Added |
| Bank of America Corp | 515,705 | $5.17M | 0.00% | −31,104−5.7% | Reduced |
| Rivernorth Capital Management, LLC | 526,823 | $5.28M | 0.25% | +526,823 | New |
| UBS Group AG | 801,260 | $8.03M | 0.00% | +156,889+24.3% | Added |
| Wells Fargo & Company | 1,167,627 | $11.7M | 0.00% | +68,401+6.2% | Added |
| Morgan Stanley | 1,676,924 | $16.8M | 0.00% | −55,426−3.2% | Reduced |
| 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 |