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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, Q2 2025

Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Jun 30, 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
78
−1 vs. Q1 2025
Shares held
9.08M
+440.3K (+5.1%) vs. Q1 2025
Total value
$91.4M
+$2.80M (+3.2%) vs. Q1 2025
New holders
12
27 more added
Sold out
13
17 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 78 institutions
Q1 2021: 16 institutionsQ2 2021: 19 institutionsQ3 2021: 26 institutionsQ4 2021: 31 institutionsQ1 2022: 33 institutionsQ2 2022: 46 institutionsQ3 2022: 44 institutionsQ4 2022: 56 institutionsQ1 2023: 49 institutionsQ2 2023: 51 institutionsQ3 2023: 45 institutionsQ4 2023: 57 institutionsQ1 2024: 56 institutionsQ2 2024: 59 institutionsQ3 2024: 63 institutionsQ4 2024: 86 institutionsQ1 2025: 79 institutionsQ2 2025: 78 institutionsQ3 2025: 72 institutionsQ4 2025: 75 institutionsQ1 2026: 63 institutionsQ2 2026: 65 institutions
Value heldQ2 2025: $91.4M
Q1 2021: $63.7MQ2 2021: $59.2MQ3 2021: $85.7MQ4 2021: $115.7MQ1 2022: $110.7MQ2 2022: $89.0MQ3 2022: $68.3MQ4 2022: $66.6MQ1 2023: $63.9MQ2 2023: $59.0MQ3 2023: $57.8MQ4 2023: $60.8MQ1 2024: $64.8MQ2 2024: $67.5MQ3 2024: $80.7MQ4 2024: $94.3MQ1 2025: $88.6MQ2 2025: $91.4MQ3 2025: $92.6MQ4 2025: $100.8MQ1 2026: $101.3MQ2 2026: $101.8M
Institutions holding NDMO and their total value by quarter
QuarterHoldersValue
Q2 202665$101.8M
Q1 202663$101.3M
Q4 202575$100.8M
Q3 202572$92.6M
Q2 202578$91.4M
Q1 202579$88.6M
Q4 202486$94.3M
Q3 202463$80.7M
Q2 202459$67.5M
Q1 202456$64.8M
Q4 202357$60.8M
Q3 202345$57.8M
Q2 202351$59.0M
Q1 202349$63.9M
Q4 202256$66.6M
Q3 202244$68.3M
Q2 202246$89.0M
Q1 202233$110.7M
Q4 202131$115.7M
Q3 202126$85.7M
Q2 202119$59.2M
Q1 202116$63.7M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q1 2025.

Institutions holding NDMO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,698,107$17.1M0.00%+27,779+1.7%Added
Wells Fargo & Company1,261,517$12.7M0.00%+19,205+1.5%Added
UBS Group AG919,988$9.26M0.00%+88,001+10.6%Added
Guggenheim Capital LLC859,345$8.65M0.07%+280,389+48.4%Added
Bank of America Corp441,579$4.45M0.00%−12,196−2.7%Reduced
Tyche Wealth Partners LLC292,183$2.94M0.59%−1,534−0.5%Reduced
Van Eck Associates Corp287,933$2.90M0.00%−3,114−1.1%Reduced
HighTower Advisors, LLC271,253$2.73M0.00%+4,024+1.5%Added
LPL Financial LLC265,444$2.67M0.00%+65,762+32.9%Added
Royal Bank of Canada263,976$2.66M0.00%+5,165+2.0%Added
Allspring Global Investments Holdings, LLC236,144$2.38M0.00%+160,061+210.4%Added
Envestnet Asset Management Inc190,695$1.92M0.00%+190,695New
Commonwealth Equity Services, LLC136,050$1.37M0.00%−85,746−38.7%Reduced
Congress Park Capital LLC120,000$1.21M0.40%−27,500−18.6%Reduced
Regatta Capital Group, LLC101,713$1.02M0.18%00.0%Unchanged
NCP Inc.97,963$986.5K0.93%+8,985+10.1%Added
Robinson Capital Management, LLC91,695$923.4K0.39%00.0%Unchanged
Stifel Financial Corp91,353$919.9K0.00%−206−0.2%Reduced
StoneX Group Inc.87,877$885.7K0.04%+51,818+143.7%Added
Cetera Investment Advisers83,221$838.0K0.00%+7,963+10.6%Added
Rockefeller Capital Management L.P.77,236$777.8K0.00%−3,946−4.9%Reduced
Ameriprise Financial Inc71,002$715.0K0.00%+276+0.4%Added
Raymond James Financial Inc68,216$686.9K0.00%−4,185−5.8%Reduced
Sanctuary Advisors, LLC65,130$655.9K0.00%−580−0.9%Reduced
Wedbush Securities Inc64,419$649.0K0.02%−55,884−46.5%Reduced
Cohen & Steers, Inc.59,000$594.0K0.00%00.0%Unchanged
Primoris Wealth Advisors, LLC57,040$574.4K0.39%−2,500−4.2%Reduced
LM Advisors LLC50,726$511.0K0.07%00.0%Unchanged
PFG Investments, LLC49,772$501.2K0.03%−6,895−12.2%Reduced
River Street Advisors LLC48,146$484.8K0.21%+31,175+183.7%Added
Cambridge Investment Research Advisors, Inc.37,388$376.0K0.00%+8,400+29.0%Added
NBC Securities, Inc.36,066$363.0K0.03%−1,535−4.1%Reduced
Advisor Group Holdings, Inc.35,950$362.0K0.00%−5,579−13.4%Reduced
Integrated Capital Management, Inc.35,637$358.9K0.27%+35,637New
Mariner, LLC31,295$315.1K0.00%+1,823+6.2%Added
Apollon Wealth Management, LLC28,550$287.5K0.01%00.0%Unchanged
We Are One Seven, LLC25,165$253.4K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.23,508$236.7K0.03%+427+1.9%Added
Patriot Financial Group Insurance Agency, LLC21,797$219.5K0.03%+1,757+8.8%Added
Jane Street Group, LLC17,317$174.4K0.00%+17,317New
Elequin Capital LP16,703$168.2K0.02%+15,104+944.6%Added
Allworth Financial LP16,375$164.9K0.00%+16,375New
Stephens Inc15,554$156.6K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC14,947$150.5K0.10%+261+1.8%Added
Oppenheimer & Co Inc14,917$150.2K0.00%00.0%Unchanged
Melfa Wealth Management, LLC14,528$146.3K0.09%+4,500+44.9%Added
Virtu Financial LLC14,476$146.0K0.01%+14,476New
Smith, Moore & Co.14,309$144.1K0.01%+14,309New
Wealthspire Advisors, LLC14,000$141.0K0.00%−2,100−13.0%Reduced
Heritage Trust Co14,000$141.0K0.02%00.0%Unchanged
Savvy Advisors, Inc.13,962$140.6K0.01%+3,124+28.8%Added
Morris Retirement Advisors, LLC13,403$135.0K0.06%+210+1.6%Added
Wiley Bros.-Aintree Capital, LLC13,362$134.6K0.00%+3,033+29.4%Added
MML Investors Services, LLC13,275$134.0K0.00%+13,275New
Concurrent Investment Advisors, LLC13,289$133.8K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.13,101$131.9K0.00%−34,509−72.5%Reduced
GWM Advisors LLC13,030$131.2K0.00%+7+0.1%Added
Sonora Investment Management Group, LLC12,570$126.6K0.01%00.0%Unchanged
Hilltop Holdings Inc.12,400$124.9K0.01%+12,400New
Citadel Advisors LLC11,935$120.2K0.00%−2,295−16.1%Reduced
Hayek Kallen Investment Management11,666$117.0K0.04%+11,666New
Sykon Capital LLC11,250$113.3K0.04%00.0%Unchanged
Comerica Bank10,973$110.5K0.00%+2,000+22.3%Added
Janney Montgomery Scott LLC10,841$109.0K0.00%+191+1.8%Added
CIBC Private Wealth Group, LLC10,379$104.5K0.00%+7,179+224.3%Added
Orleans Capital Management Corp10,000$100.7K0.05%00.0%Unchanged
Wealthcare Advisory Partners LLC10,000$100.7K0.00%+10,000New
EverSource Wealth Advisors, LLC4,500$45.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.4,000$40.3K0.00%00.0%Unchanged
Spire Wealth Management3,500$35.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.2,000$20.1K0.00%00.0%Unchanged
CoreCap Advisors, LLC1,971$19.8K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,000$10.1K0.00%+1,000New
Ameritas Advisory Services, LLC706$7.11K0.00%+706New
FNY Investment Advisers, LLC600$6.00K0.00%00.0%Unchanged
Activest Wealth Management450$4.53K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC284$2.86K0.00%00.0%Unchanged
BlackRock, Inc.23$2330.00%00.0%Unchanged
Rivernorth Capital Management, LLC0$00.00%−139,862−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−78,456−100.0%Sold out
Blake Schutter Theil Wealth Advisors, LLC0$00.00%−61,706−100.0%Sold out
Arlington Capital Management, Inc.0$00.00%−24,900−100.0%Sold out
Readystate Asset Management LP0$00.00%−22,314−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−19,639−100.0%Sold out
Catalina Capital Group, LLC0$00.00%−18,334−100.0%Sold out
Summit X, LLC0$00.00%−16,970−100.0%Sold out
Archetype Wealth Partners0$00.00%−14,000−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−13,800−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−12,250−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−12,155−100.0%Sold out
Change Path, LLC0$00.00%−11,500−100.0%Sold out