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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24 | $245 | 0.00% | +1+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 284 | $2.95K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 450 | $4.68K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 706 | $7.33K | 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 |
| CoreCap Advisors, LLC | 1,971 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,500 | $36.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,111 | $63.5K | 0.00% | +6,111 | New |
| EverSource Wealth Advisors, LLC | 7,500 | $77.9K | 0.00% | +3,000+66.7% | Added |
| SRS Capital Advisors, Inc. | 8,485 | $88.2K | 0.00% | +8,485 | New |
| Wealthcare Advisory Partners LLC | 10,000 | $103.9K | 0.00% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 10,090 | $104.8K | 0.04% | +10,090 | New |
| Catalyst Financial Partners LLC | 10,368 | $107.7K | 0.01% | +10,368 | New |
| Comerica Bank | 10,973 | $114.0K | 0.00% | 00.0% | Unchanged |
| Sykon Capital LLC | 11,250 | $116.9K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 11,312 | $117.0K | 0.00% | +11,312 | New |
| Sonora Investment Management Group, LLC | 12,570 | $130.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,036 | $135.4K | 0.00% | +60.0% | Added |
| Concurrent Investment Advisors, LLC | 13,389 | $139.1K | 0.00% | +100+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,433 | $139.6K | 0.00% | +71+0.5% | Added |
| Morris Retirement Advisors, LLC | 13,637 | $141.7K | 0.06% | +234+1.7% | Added |
| Smith, Moore & Co. | 13,916 | $144.6K | 0.01% | −393−2.7% | Reduced |
| Melfa Wealth Management, LLC | 14,528 | $150.9K | 0.09% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 14,846 | $154.2K | 0.04% | +14,846 | New |
| Oppenheimer & Co Inc | 14,917 | $155.0K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 14,962 | $155.5K | 0.01% | +1,000+7.2% | Added |
| MPWM Advisory Solutions, LLC | 15,217 | $158.1K | 0.09% | +270+1.8% | Added |
| Stephens Inc | 15,554 | $161.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,091 | $167.0K | 0.00% | +5,250+48.4% | Added |
| Allworth Financial LP | 16,684 | $173.4K | 0.00% | +309+1.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 22,362 | $232.3K | 0.03% | +565+2.6% | Added |
| We Are One Seven, LLC | 25,165 | $261.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 28,550 | $296.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 31,073 | $322.8K | 0.00% | −222−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,888 | $394.0K | 0.00% | +500+1.3% | Added |
| Cohen & Steers, Inc. | 40,000 | $416.0K | 0.00% | −19,000−32.2% | Reduced |
| Advisor Group Holdings, Inc. | 40,710 | $418.0K | 0.00% | +4,760+13.2% | Added |
| Virtu Financial LLC | 41,320 | $429.0K | 0.02% | +26,844+185.4% | Added |
| Invesco Ltd. | 42,300 | $439.5K | 0.00% | +42,300 | New |
| NBC Securities, Inc. | 43,236 | $449.2K | 0.03% | +7,170+19.9% | Added |
| Susquehanna International Group, LLP | 44,620 | $463.6K | 0.00% | +44,620 | New |
| River Street Advisors LLC | 48,146 | $500.2K | 0.19% | 00.0% | Unchanged |
| PFG Investments, LLC | 49,872 | $518.2K | 0.03% | +100+0.2% | Added |
| Congress Park Capital LLC | 50,000 | $519.5K | 0.16% | −70,000−58.3% | Reduced |
| LM Advisors LLC | 50,726 | $527.0K | 0.08% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 54,540 | $566.7K | 0.36% | −2,500−4.4% | Reduced |
| Sanctuary Advisors, LLC | 62,162 | $645.9K | 0.00% | −2,968−4.6% | Reduced |
| Wedbush Securities Inc | 66,256 | $688.0K | 0.02% | +1,837+2.9% | Added |
| Ameriprise Financial Inc | 70,453 | $732.0K | 0.00% | −549−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 70,891 | $736.6K | 0.00% | −6,345−8.2% | Reduced |
| Jane Street Group, LLC | 81,400 | $845.7K | 0.00% | +64,083+370.1% | Added |
| Raymond James Financial Inc | 82,019 | $852.2K | 0.00% | +13,803+20.2% | Added |
| StoneX Group Inc. | 96,550 | $1.01M | 0.04% | +8,673+9.9% | Added |
| Stifel Financial Corp | 97,450 | $1.01M | 0.00% | +6,097+6.7% | Added |
| Cetera Investment Advisers | 97,997 | $1.02M | 0.00% | +14,776+17.8% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.06M | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 137,597 | $1.43M | 0.00% | +1,547+1.1% | Added |
| NCP Inc. | 144,003 | $1.50M | 1.11% | +46,040+47.0% | Added |
| LPL Financial LLC | 249,796 | $2.60M | 0.00% | −15,648−5.9% | Reduced |
| Royal Bank of Canada | 253,093 | $2.63M | 0.00% | −10,883−4.1% | Reduced |
| HighTower Advisors, LLC | 257,287 | $2.67M | 0.00% | −13,966−5.1% | Reduced |
| Tyche Wealth Partners LLC | 295,568 | $3.07M | 0.54% | +3,385+1.2% | Added |
| Van Eck Associates Corp | 298,462 | $3.10M | 0.00% | +10,529+3.7% | Added |
| Bank of America Corp | 456,977 | $4.75M | 0.00% | +15,398+3.5% | Added |
| UBS Group AG | 878,079 | $9.12M | 0.00% | −41,909−4.6% | Reduced |
| Guggenheim Capital LLC | 1,128,844 | $11.7M | 0.09% | +269,499+31.4% | Added |
| Wells Fargo & Company | 1,298,351 | $13.5M | 0.00% | +36,834+2.9% | Added |
| Morgan Stanley | 1,736,319 | $18.0M | 0.00% | +38,212+2.3% | 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 |