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, Q3 2025
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Sep 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
- 72
- −5 vs. Q2 2025
- Shares held
- 8.91M
- −149.4K (−1.6%) vs. Q2 2025
- Total value
- $92.6M
- +$1.35M (+1.5%) vs. Q2 2025
- New holders
- 10
- 30 more added
- Sold out
- 15
- 12 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,736,319 | $18.0M | 0.00% | +38,212+2.3% | Added |
| Wells Fargo & Company | 1,298,351 | $13.5M | 0.00% | +36,834+2.9% | Added |
| Guggenheim Capital LLC | 1,128,844 | $11.7M | 0.09% | +269,499+31.4% | Added |
| UBS Group AG | 878,079 | $9.12M | 0.00% | −41,909−4.6% | Reduced |
| Bank of America Corp | 456,977 | $4.75M | 0.00% | +15,398+3.5% | Added |
| Van Eck Associates Corp | 298,462 | $3.10M | 0.00% | +10,529+3.7% | Added |
| Tyche Wealth Partners LLC | 295,568 | $3.07M | 0.54% | +3,385+1.2% | Added |
| HighTower Advisors, LLC | 257,287 | $2.67M | 0.00% | −13,966−5.1% | Reduced |
| Royal Bank of Canada | 253,093 | $2.63M | 0.00% | −10,883−4.1% | Reduced |
| LPL Financial LLC | 249,796 | $2.60M | 0.00% | −15,648−5.9% | Reduced |
| NCP Inc. | 144,003 | $1.50M | 1.11% | +46,040+47.0% | Added |
| Commonwealth Equity Services, LLC | 137,597 | $1.43M | 0.00% | +1,547+1.1% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.06M | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 97,997 | $1.02M | 0.00% | +14,776+17.8% | Added |
| Stifel Financial Corp | 97,450 | $1.01M | 0.00% | +6,097+6.7% | Added |
| StoneX Group Inc. | 96,550 | $1.01M | 0.04% | +8,673+9.9% | Added |
| Raymond James Financial Inc | 82,019 | $852.2K | 0.00% | +13,803+20.2% | Added |
| Jane Street Group, LLC | 81,400 | $845.7K | 0.00% | +64,083+370.1% | Added |
| Rockefeller Capital Management L.P. | 70,891 | $736.6K | 0.00% | −6,345−8.2% | Reduced |
| Ameriprise Financial Inc | 70,453 | $732.0K | 0.00% | −549−0.8% | Reduced |
| Wedbush Securities Inc | 66,256 | $688.0K | 0.02% | +1,837+2.9% | Added |
| Sanctuary Advisors, LLC | 62,162 | $645.9K | 0.00% | −2,968−4.6% | Reduced |
| Primoris Wealth Advisors, LLC | 54,540 | $566.7K | 0.36% | −2,500−4.4% | Reduced |
| LM Advisors LLC | 50,726 | $527.0K | 0.08% | 00.0% | Unchanged |
| Congress Park Capital LLC | 50,000 | $519.5K | 0.16% | −70,000−58.3% | Reduced |
| PFG Investments, LLC | 49,872 | $518.2K | 0.03% | +100+0.2% | Added |
| River Street Advisors LLC | 48,146 | $500.2K | 0.19% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 44,620 | $463.6K | 0.00% | +44,620 | New |
| NBC Securities, Inc. | 43,236 | $449.2K | 0.03% | +7,170+19.9% | Added |
| Invesco Ltd. | 42,300 | $439.5K | 0.00% | +42,300 | New |
| Virtu Financial LLC | 41,320 | $429.0K | 0.02% | +26,844+185.4% | Added |
| Advisor Group Holdings, Inc. | 40,710 | $418.0K | 0.00% | +4,760+13.2% | Added |
| Cohen & Steers, Inc. | 40,000 | $416.0K | 0.00% | −19,000−32.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,888 | $394.0K | 0.00% | +500+1.3% | Added |
| Mariner, LLC | 31,073 | $322.8K | 0.00% | −222−0.7% | Reduced |
| Apollon Wealth Management, LLC | 28,550 | $296.6K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 25,165 | $261.5K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22,362 | $232.3K | 0.03% | +565+2.6% | Added |
| Allworth Financial LP | 16,684 | $173.4K | 0.00% | +309+1.9% | Added |
| Janney Montgomery Scott LLC | 16,091 | $167.0K | 0.00% | +5,250+48.4% | Added |
| Stephens Inc | 15,554 | $161.6K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15,217 | $158.1K | 0.09% | +270+1.8% | Added |
| Savvy Advisors, Inc. | 14,962 | $155.5K | 0.01% | +1,000+7.2% | Added |
| Oppenheimer & Co Inc | 14,917 | $155.0K | 0.00% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 14,846 | $154.2K | 0.04% | +14,846 | New |
| Melfa Wealth Management, LLC | 14,528 | $150.9K | 0.09% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,916 | $144.6K | 0.01% | −393−2.7% | Reduced |
| Morris Retirement Advisors, LLC | 13,637 | $141.7K | 0.06% | +234+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,433 | $139.6K | 0.00% | +71+0.5% | Added |
| Concurrent Investment Advisors, LLC | 13,389 | $139.1K | 0.00% | +100+0.8% | Added |
| GWM Advisors LLC | 13,036 | $135.4K | 0.00% | +60.0% | Added |
| Sonora Investment Management Group, LLC | 12,570 | $130.6K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 11,312 | $117.0K | 0.00% | +11,312 | New |
| Sykon Capital LLC | 11,250 | $116.9K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 10,973 | $114.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 10,368 | $107.7K | 0.01% | +10,368 | New |
| Beacon Bridge Wealth Partners, LLC | 10,090 | $104.8K | 0.04% | +10,090 | New |
| Wealthcare Advisory Partners LLC | 10,000 | $103.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,485 | $88.2K | 0.00% | +8,485 | New |
| EverSource Wealth Advisors, LLC | 7,500 | $77.9K | 0.00% | +3,000+66.7% | Added |
| Advisory Services Network, LLC | 6,111 | $63.5K | 0.00% | +6,111 | New |
| Spire Wealth Management | 3,500 | $36.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $20.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $10.4K | 0.00% | +1,000 | New |
| Highline Wealth Partners LLC | 1,000 | $10.4K | 0.00% | +1,000 | New |
| Ameritas Advisory Services, LLC | 706 | $7.33K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 450 | $4.68K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 284 | $2.95K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 24 | $245 | 0.00% | +1+4.3% | Added |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −236,144−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −190,695−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −91,695−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −35,637−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −23,508−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −16,703−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −13,275−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,935−100.0% | Sold out |
| Hayek Kallen Investment Management | 0 | $0 | 0.00% | −11,666−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |