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, Q4 2025
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Dec 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
- 75
- +4 vs. Q3 2025
- Shares held
- 10.0M
- +1.10M (+12.3%) vs. Q3 2025
- Total value
- $100.8M
- +$8.29M (+9.0%) vs. Q3 2025
- New holders
- 14
- 24 more added
- Sold out
- 10
- 20 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,981,391 | $20.0M | 0.00% | +245,072+14.1% | Added |
| Guggenheim Capital LLC | 1,474,341 | $14.9M | 0.11% | +345,497+30.6% | Added |
| Wells Fargo & Company | 1,246,463 | $12.6M | 0.00% | −51,888−4.0% | Reduced |
| UBS Group AG | 887,779 | $8.95M | 0.00% | +9,700+1.1% | Added |
| Bank of America Corp | 470,724 | $4.74M | 0.00% | +13,747+3.0% | Added |
| Van Eck Associates Corp | 314,553 | $3.17M | 0.00% | +16,091+5.4% | Added |
| Tyche Wealth Partners LLC | 293,248 | $2.96M | 0.47% | −2,320−0.8% | Reduced |
| Royal Bank of Canada | 277,284 | $2.79M | 0.00% | +24,191+9.6% | Added |
| HighTower Advisors, LLC | 262,837 | $2.65M | 0.00% | +5,550+2.2% | Added |
| LPL Financial LLC | 212,563 | $2.14M | 0.00% | −37,233−14.9% | Reduced |
| Jane Street Group, LLC | 202,541 | $2.04M | 0.00% | +121,141+148.8% | Added |
| NCP Inc. | 156,777 | $1.58M | 1.27% | +12,774+8.9% | Added |
| StoneX Group Inc. | 138,577 | $1.40M | 0.06% | +42,027+43.5% | Added |
| Advisor Group Holdings, Inc. | 128,845 | $1.30M | 0.00% | +88,135+216.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 118,817 | $1.20M | 0.01% | +105,384+784.5% | Added |
| Commonwealth Equity Services, LLC | 116,428 | $1.17M | 0.00% | −21,169−15.4% | Reduced |
| Balyasny Asset Management LLC | 101,837 | $1.03M | 0.00% | +101,837 | New |
| Regatta Capital Group, LLC | 101,713 | $1.03M | 0.15% | 00.0% | Unchanged |
| Stifel Financial Corp | 94,360 | $951.1K | 0.00% | −3,090−3.2% | Reduced |
| Cetera Investment Advisers | 90,910 | $916.4K | 0.00% | −7,087−7.2% | Reduced |
| Rivernorth Capital Management, LLC | 90,218 | $909.4K | 0.04% | +90,218 | New |
| Raymond James Financial Inc | 88,245 | $889.5K | 0.00% | +6,226+7.6% | Added |
| Wedbush Securities Inc | 69,293 | $698.0K | 0.02% | +3,037+4.6% | Added |
| Ameriprise Financial Inc | 66,883 | $674.2K | 0.00% | −3,570−5.1% | Reduced |
| Rockefeller Capital Management L.P. | 60,663 | $611.5K | 0.00% | −10,228−14.4% | Reduced |
| Primoris Wealth Advisors, LLC | 54,540 | $549.8K | 0.33% | 00.0% | Unchanged |
| NBC Securities, Inc. | 53,736 | $541.7K | 0.04% | +10,500+24.3% | Added |
| River Street Advisors LLC | 48,146 | $485.3K | 0.18% | 00.0% | Unchanged |
| Invesco Ltd. | 44,245 | $446.0K | 0.00% | +1,945+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 42,468 | $428.0K | 0.00% | +4,580+12.1% | Added |
| Cohen & Steers, Inc. | 40,000 | $403.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 39,500 | $398.2K | 0.02% | −10,372−20.8% | Reduced |
| Sanctuary Advisors, LLC | 38,659 | $389.7K | 0.00% | −23,503−37.8% | Reduced |
| Susquehanna International Group, LLP | 34,472 | $347.5K | 0.00% | −10,148−22.7% | Reduced |
| Mariner, LLC | 30,556 | $308.0K | 0.00% | −517−1.7% | Reduced |
| Aurora Private Wealth, Inc. | 30,037 | $303.0K | 0.20% | +30,037 | New |
| Apollon Wealth Management, LLC | 28,550 | $287.8K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 25,165 | $253.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,522 | $247.2K | 0.09% | +24,522 | New |
| Envestnet Asset Management Inc | 21,367 | $215.4K | 0.00% | +21,367 | New |
| Pinnacle Financial Partners, Inc. | 21,157 | $213.3K | 0.00% | +21,157 | New |
| Virtu Financial LLC | 20,438 | $206.0K | 0.01% | −20,882−50.5% | Reduced |
| Congress Park Capital LLC | 20,000 | $201.6K | 0.06% | −30,000−60.0% | Reduced |
| Savvy Advisors, Inc. | 19,962 | $201.2K | 0.01% | +5,000+33.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,897 | $190.5K | 0.02% | −3,465−15.5% | Reduced |
| Allworth Financial LP | 17,084 | $172.2K | 0.00% | +400+2.4% | Added |
| MPWM Advisory Solutions, LLC | 15,567 | $156.9K | 0.09% | +350+2.3% | Added |
| Colony Group, LLC | 15,552 | $156.8K | 0.00% | +15,552 | New |
| Janney Montgomery Scott LLC | 15,400 | $155.0K | 0.00% | −691−4.3% | Reduced |
| Bayban | 15,000 | $151.2K | 0.13% | +15,000 | New |
| XTX Topco Ltd | 14,978 | $151.0K | 0.00% | +14,978 | New |
| Melfa Wealth Management, LLC | 14,528 | $146.4K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,916 | $140.3K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,389 | $135.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,045 | $131.5K | 0.00% | +9+0.1% | Added |
| Oppenheimer & Co Inc | 12,767 | $128.7K | 0.00% | −2,150−14.4% | Reduced |
| Morris Retirement Advisors, LLC | 12,621 | $127.2K | 0.05% | −1,016−7.5% | Reduced |
| Citadel Advisors LLC | 12,524 | $126.2K | 0.00% | +12,524 | New |
| Readystate Asset Management LP | 12,318 | $124.2K | 0.01% | +12,318 | New |
| Sykon Capital LLC | 11,250 | $113.4K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 10,973 | $110.6K | 0.00% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 10,332 | $104.1K | 0.03% | +242+2.4% | Added |
| Stephens Inc | 10,000 | $100.8K | 0.00% | −5,554−35.7% | Reduced |
| Wealthcare Advisory Partners LLC | 10,000 | $100.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,485 | $85.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,500 | $75.6K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 6,875 | $69.3K | 0.02% | +6,875 | New |
| Global Retirement Partners, LLC | 5,557 | $56.0K | 0.00% | +5,557 | New |
| Spire Wealth Management | 3,900 | $39.3K | 0.00% | +400+11.4% | Added |
| Ronald Blue Trust, Inc. | 2,000 | $20.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $20.2K | 0.00% | +1,000+100.0% | Added |
| Camelot Portfolios, LLC | 2,000 | $20.2K | 0.01% | +2,000 | New |
| CoreCap Advisors, LLC | 1,971 | $19.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1 | $10 | 0.00% | −23−95.8% | Reduced |
| LM Advisors LLC | 0 | $0 | 0.00% | −50,726−100.0% | Sold out |
| Duncan Williams Asset Management, LLC | 0 | $0 | 0.00% | −14,846−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,312−100.0% | Sold out |
| Catalyst Financial Partners LLC | 0 | $0 | 0.00% | −10,368−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,111−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Sonora Investment Management Group, LLC | – | – | – | – | Not filed |