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, Q1 2025
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Mar 31, 2025. 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
- 79
- −6 vs. Q4 2024
- Shares held
- 8.64M
- −742.4K (−7.9%) vs. Q4 2024
- Total value
- $88.6M
- −$5.40M (−5.7%) vs. Q4 2024
- New holders
- 7
- 32 more added
- Sold out
- 13
- 15 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,670,328 | $17.1M | 0.00% | −6,596−0.4% | Reduced |
| Wells Fargo & Company | 1,242,312 | $12.7M | 0.00% | +74,685+6.4% | Added |
| UBS Group AG | 831,987 | $8.54M | 0.00% | +30,727+3.8% | Added |
| Guggenheim Capital LLC | 578,956 | $5.94M | 0.06% | +149,431+34.8% | Added |
| Bank of America Corp | 453,775 | $4.66M | 0.00% | −61,930−12.0% | Reduced |
| Tyche Wealth Partners LLC | 293,717 | $3.01M | 0.65% | +2,713+0.9% | Added |
| Van Eck Associates Corp | 291,047 | $2.99M | 0.00% | −67,434−18.8% | Reduced |
| HighTower Advisors, LLC | 267,229 | $2.74M | 0.00% | +32,542+13.9% | Added |
| Royal Bank of Canada | 258,811 | $2.65M | 0.00% | +73,564+39.7% | Added |
| Commonwealth Equity Services, LLC | 221,796 | $2.28M | 0.00% | +6,964+3.2% | Added |
| LPL Financial LLC | 199,682 | $2.05M | 0.00% | +37,005+22.7% | Added |
| Congress Park Capital LLC | 147,500 | $1.51M | 0.57% | +17,000+13.0% | Added |
| Rivernorth Capital Management, LLC | 139,862 | $1.43M | 0.08% | −386,961−73.5% | Reduced |
| Wedbush Securities Inc | 120,303 | $1.23M | 0.05% | +280+0.2% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.04M | 0.20% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 91,695 | $940.8K | 0.38% | +3,941+4.5% | Added |
| Stifel Financial Corp | 91,559 | $939.4K | 0.00% | +69+0.1% | Added |
| NCP Inc. | 88,978 | $912.9K | 1.23% | +21,108+31.1% | Added |
| Rockefeller Capital Management L.P. | 81,182 | $832.9K | 0.00% | +340.0% | Added |
| Wolverine Asset Management LLC | 78,456 | $805.0K | 0.02% | −9,873−11.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 76,083 | $780.6K | 0.00% | +13,496+21.6% | Added |
| Cetera Investment Advisers | 75,258 | $772.1K | 0.00% | +4,426+6.2% | Added |
| Raymond James Financial Inc | 72,401 | $742.8K | 0.00% | +475+0.7% | Added |
| Ameriprise Financial Inc | 70,726 | $725.6K | 0.00% | −18,337−20.6% | Reduced |
| Sanctuary Advisors, LLC | 65,710 | $674.2K | 0.00% | +253+0.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 61,706 | $633.1K | 0.72% | +25,598+70.9% | Added |
| Primoris Wealth Advisors, LLC | 59,540 | $610.9K | 0.47% | −3,460−5.5% | Reduced |
| Cohen & Steers, Inc. | 59,000 | $605.0K | 0.00% | +14,000+31.1% | Added |
| PFG Investments, LLC | 56,667 | $581.4K | 0.04% | +61+0.1% | Added |
| LM Advisors LLC | 50,726 | $520.0K | 0.09% | −2,000−3.8% | Reduced |
| Avantax Advisory Services, Inc. | 47,610 | $488.5K | 0.00% | +9,034+23.4% | Added |
| Advisor Group Holdings, Inc. | 41,529 | $426.1K | 0.00% | +19,316+87.0% | Added |
| NBC Securities, Inc. | 37,601 | $385.0K | 0.03% | +37,565+104,347.2% | Added |
| StoneX Group Inc. | 36,059 | $370.0K | 0.02% | +2,293+6.8% | Added |
| Mariner, LLC | 29,472 | $302.4K | 0.00% | −480−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,988 | $297.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 28,550 | $292.9K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 25,165 | $258.2K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 24,900 | $255.5K | 0.19% | +3,569+16.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23,081 | $236.8K | 0.04% | +268+1.2% | Added |
| Readystate Asset Management LP | 22,314 | $228.9K | 0.01% | −70,396−75.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,040 | $205.6K | 0.03% | +3,362+20.2% | Added |
| Atomi Financial Group, Inc. | 19,639 | $201.5K | 0.01% | −4,306−18.0% | Reduced |
| Catalina Capital Group, LLC | 18,334 | $188.1K | 0.13% | 00.0% | Unchanged |
| River Street Advisors LLC | 16,971 | $174.1K | 0.09% | 00.0% | Unchanged |
| Summit X, LLC | 16,970 | $174.1K | 0.04% | +16,970 | New |
| Wealthspire Advisors, LLC | 16,100 | $165.2K | 0.00% | +16,100 | New |
| Stephens Inc | 15,554 | $159.6K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,917 | $153.0K | 0.00% | +2,067+16.1% | Added |
| MPWM Advisory Solutions, LLC | 14,686 | $150.7K | 0.11% | +164+1.1% | Added |
| Citadel Advisors LLC | 14,230 | $146.0K | 0.00% | +14,230 | New |
| Archetype Wealth Partners | 14,000 | $144.0K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 14,000 | $143.6K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 13,800 | $141.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,289 | $136.3K | 0.00% | +13,289 | New |
| Morris Retirement Advisors, LLC | 13,193 | $135.4K | 0.07% | −6,750−33.8% | Reduced |
| GWM Advisors LLC | 13,023 | $133.6K | 0.00% | −9,996−43.4% | Reduced |
| Sonora Investment Management Group, LLC | 12,570 | $129.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,250 | $125.7K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 12,155 | $124.7K | 0.00% | +60+0.5% | Added |
| Change Path, LLC | 11,500 | $118.0K | 0.00% | −7,300−38.8% | Reduced |
| Sykon Capital LLC | 11,250 | $115.4K | 0.04% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 10,838 | $111.2K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,650 | $109.0K | 0.00% | +10,650 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,329 | $105.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 10,028 | $102.9K | 0.07% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 10,000 | $102.6K | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $92.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,500 | $46.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,500 | $35.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,200 | $30.6K | 0.00% | +3,200 | New |
| Ronald Blue Trust, Inc. | 2,000 | $20.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $20.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,599 | $16.4K | 0.00% | −315−16.5% | Reduced |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| Activest Wealth Management | 450 | $4.62K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 284 | $2.91K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 23 | $233 | 0.00% | +1+4.5% | Added |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −427,617−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −70,108−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −46,895−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −45,288−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −33,118−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −27,455−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,138−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,421−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Beacon Bridge Wealth Partners, LLC | 0 | $0 | 0.00% | −10,534−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |