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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23 | $233 | 0.00% | +1+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 284 | $2.91K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 450 | $4.62K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| Elequin Capital LP | 1,599 | $16.4K | 0.00% | −315−16.5% | Reduced |
| CoreCap Advisors, LLC | 1,971 | $20.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $20.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,200 | $30.6K | 0.00% | +3,200 | New |
| Spire Wealth Management | 3,500 | $35.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,500 | $46.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8,973 | $92.1K | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 10,000 | $102.6K | 0.06% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 10,028 | $102.9K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,329 | $105.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,650 | $109.0K | 0.00% | +10,650 | New |
| Savvy Advisors, Inc. | 10,838 | $111.2K | 0.01% | 00.0% | Unchanged |
| Sykon Capital LLC | 11,250 | $115.4K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 11,500 | $118.0K | 0.00% | −7,300−38.8% | Reduced |
| NewEdge Wealth, LLC | 12,155 | $124.7K | 0.00% | +60+0.5% | Added |
| Moors & Cabot, Inc. | 12,250 | $125.7K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 12,570 | $129.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,023 | $133.6K | 0.00% | −9,996−43.4% | Reduced |
| Morris Retirement Advisors, LLC | 13,193 | $135.4K | 0.07% | −6,750−33.8% | Reduced |
| Concurrent Investment Advisors, LLC | 13,289 | $136.3K | 0.00% | +13,289 | New |
| Journey Strategic Wealth LLC | 13,800 | $141.6K | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 14,000 | $143.6K | 0.02% | 00.0% | Unchanged |
| Archetype Wealth Partners | 14,000 | $144.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,230 | $146.0K | 0.00% | +14,230 | New |
| MPWM Advisory Solutions, LLC | 14,686 | $150.7K | 0.11% | +164+1.1% | Added |
| Oppenheimer & Co Inc | 14,917 | $153.0K | 0.00% | +2,067+16.1% | Added |
| Stephens Inc | 15,554 | $159.6K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,100 | $165.2K | 0.00% | +16,100 | New |
| Summit X, LLC | 16,970 | $174.1K | 0.04% | +16,970 | New |
| River Street Advisors LLC | 16,971 | $174.1K | 0.09% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 18,334 | $188.1K | 0.13% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 19,639 | $201.5K | 0.01% | −4,306−18.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,040 | $205.6K | 0.03% | +3,362+20.2% | Added |
| Readystate Asset Management LP | 22,314 | $228.9K | 0.01% | −70,396−75.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23,081 | $236.8K | 0.04% | +268+1.2% | Added |
| Arlington Capital Management, Inc. | 24,900 | $255.5K | 0.19% | +3,569+16.7% | Added |
| We Are One Seven, LLC | 25,165 | $258.2K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 28,550 | $292.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,988 | $297.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 29,472 | $302.4K | 0.00% | −480−1.6% | Reduced |
| StoneX Group Inc. | 36,059 | $370.0K | 0.02% | +2,293+6.8% | Added |
| NBC Securities, Inc. | 37,601 | $385.0K | 0.03% | +37,565+104,347.2% | Added |
| Advisor Group Holdings, Inc. | 41,529 | $426.1K | 0.00% | +19,316+87.0% | Added |
| Avantax Advisory Services, Inc. | 47,610 | $488.5K | 0.00% | +9,034+23.4% | Added |
| LM Advisors LLC | 50,726 | $520.0K | 0.09% | −2,000−3.8% | Reduced |
| PFG Investments, LLC | 56,667 | $581.4K | 0.04% | +61+0.1% | Added |
| Cohen & Steers, Inc. | 59,000 | $605.0K | 0.00% | +14,000+31.1% | Added |
| Primoris Wealth Advisors, LLC | 59,540 | $610.9K | 0.47% | −3,460−5.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 61,706 | $633.1K | 0.72% | +25,598+70.9% | Added |
| Sanctuary Advisors, LLC | 65,710 | $674.2K | 0.00% | +253+0.4% | Added |
| Ameriprise Financial Inc | 70,726 | $725.6K | 0.00% | −18,337−20.6% | Reduced |
| Raymond James Financial Inc | 72,401 | $742.8K | 0.00% | +475+0.7% | Added |
| Cetera Investment Advisers | 75,258 | $772.1K | 0.00% | +4,426+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 76,083 | $780.6K | 0.00% | +13,496+21.6% | Added |
| Wolverine Asset Management LLC | 78,456 | $805.0K | 0.02% | −9,873−11.2% | Reduced |
| Rockefeller Capital Management L.P. | 81,182 | $832.9K | 0.00% | +340.0% | Added |
| NCP Inc. | 88,978 | $912.9K | 1.23% | +21,108+31.1% | Added |
| Stifel Financial Corp | 91,559 | $939.4K | 0.00% | +69+0.1% | Added |
| Robinson Capital Management, LLC | 91,695 | $940.8K | 0.38% | +3,941+4.5% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.04M | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 120,303 | $1.23M | 0.05% | +280+0.2% | Added |
| Rivernorth Capital Management, LLC | 139,862 | $1.43M | 0.08% | −386,961−73.5% | Reduced |
| Congress Park Capital LLC | 147,500 | $1.51M | 0.57% | +17,000+13.0% | Added |
| LPL Financial LLC | 199,682 | $2.05M | 0.00% | +37,005+22.7% | Added |
| Commonwealth Equity Services, LLC | 221,796 | $2.28M | 0.00% | +6,964+3.2% | Added |
| Royal Bank of Canada | 258,811 | $2.65M | 0.00% | +73,564+39.7% | Added |
| HighTower Advisors, LLC | 267,229 | $2.74M | 0.00% | +32,542+13.9% | Added |
| Van Eck Associates Corp | 291,047 | $2.99M | 0.00% | −67,434−18.8% | Reduced |
| Tyche Wealth Partners LLC | 293,717 | $3.01M | 0.65% | +2,713+0.9% | Added |
| Bank of America Corp | 453,775 | $4.66M | 0.00% | −61,930−12.0% | Reduced |
| Guggenheim Capital LLC | 578,956 | $5.94M | 0.06% | +149,431+34.8% | Added |
| UBS Group AG | 831,987 | $8.54M | 0.00% | +30,727+3.8% | Added |
| Wells Fargo & Company | 1,242,312 | $12.7M | 0.00% | +74,685+6.4% | Added |
| Morgan Stanley | 1,670,328 | $17.1M | 0.00% | −6,596−0.4% | Reduced |
| 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 |