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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1 | $10 | 0.00% | −23−95.8% | Reduced |
| Highline Wealth Partners LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,971 | $19.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 3,900 | $39.3K | 0.00% | +400+11.4% | Added |
| Global Retirement Partners, LLC | 5,557 | $56.0K | 0.00% | +5,557 | New |
| Vision Retirement, LLC | 6,875 | $69.3K | 0.02% | +6,875 | New |
| EverSource Wealth Advisors, LLC | 7,500 | $75.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,485 | $85.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Beacon Bridge Wealth Partners, LLC | 10,332 | $104.1K | 0.03% | +242+2.4% | Added |
| Comerica Bank | 10,973 | $110.6K | 0.00% | 00.0% | Unchanged |
| Sykon Capital LLC | 11,250 | $113.4K | 0.04% | 00.0% | Unchanged |
| Readystate Asset Management LP | 12,318 | $124.2K | 0.01% | +12,318 | New |
| Citadel Advisors LLC | 12,524 | $126.2K | 0.00% | +12,524 | New |
| Morris Retirement Advisors, LLC | 12,621 | $127.2K | 0.05% | −1,016−7.5% | Reduced |
| Oppenheimer & Co Inc | 12,767 | $128.7K | 0.00% | −2,150−14.4% | Reduced |
| GWM Advisors LLC | 13,045 | $131.5K | 0.00% | +9+0.1% | Added |
| Concurrent Investment Advisors, LLC | 13,389 | $135.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,916 | $140.3K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 14,528 | $146.4K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,978 | $151.0K | 0.00% | +14,978 | New |
| Bayban | 15,000 | $151.2K | 0.13% | +15,000 | New |
| Janney Montgomery Scott LLC | 15,400 | $155.0K | 0.00% | −691−4.3% | Reduced |
| Colony Group, LLC | 15,552 | $156.8K | 0.00% | +15,552 | New |
| MPWM Advisory Solutions, LLC | 15,567 | $156.9K | 0.09% | +350+2.3% | Added |
| Allworth Financial LP | 17,084 | $172.2K | 0.00% | +400+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,897 | $190.5K | 0.02% | −3,465−15.5% | Reduced |
| Savvy Advisors, Inc. | 19,962 | $201.2K | 0.01% | +5,000+33.4% | Added |
| Congress Park Capital LLC | 20,000 | $201.6K | 0.06% | −30,000−60.0% | Reduced |
| Virtu Financial LLC | 20,438 | $206.0K | 0.01% | −20,882−50.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 21,157 | $213.3K | 0.00% | +21,157 | New |
| Envestnet Asset Management Inc | 21,367 | $215.4K | 0.00% | +21,367 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,522 | $247.2K | 0.09% | +24,522 | New |
| We Are One Seven, LLC | 25,165 | $253.7K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 28,550 | $287.8K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 30,037 | $303.0K | 0.20% | +30,037 | New |
| Mariner, LLC | 30,556 | $308.0K | 0.00% | −517−1.7% | Reduced |
| Susquehanna International Group, LLP | 34,472 | $347.5K | 0.00% | −10,148−22.7% | Reduced |
| Sanctuary Advisors, LLC | 38,659 | $389.7K | 0.00% | −23,503−37.8% | Reduced |
| PFG Investments, LLC | 39,500 | $398.2K | 0.02% | −10,372−20.8% | Reduced |
| Cohen & Steers, Inc. | 40,000 | $403.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 42,468 | $428.0K | 0.00% | +4,580+12.1% | Added |
| Invesco Ltd. | 44,245 | $446.0K | 0.00% | +1,945+4.6% | Added |
| River Street Advisors LLC | 48,146 | $485.3K | 0.18% | 00.0% | Unchanged |
| NBC Securities, Inc. | 53,736 | $541.7K | 0.04% | +10,500+24.3% | Added |
| Primoris Wealth Advisors, LLC | 54,540 | $549.8K | 0.33% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 60,663 | $611.5K | 0.00% | −10,228−14.4% | Reduced |
| Ameriprise Financial Inc | 66,883 | $674.2K | 0.00% | −3,570−5.1% | Reduced |
| Wedbush Securities Inc | 69,293 | $698.0K | 0.02% | +3,037+4.6% | Added |
| Raymond James Financial Inc | 88,245 | $889.5K | 0.00% | +6,226+7.6% | Added |
| Rivernorth Capital Management, LLC | 90,218 | $909.4K | 0.04% | +90,218 | New |
| Cetera Investment Advisers | 90,910 | $916.4K | 0.00% | −7,087−7.2% | Reduced |
| Stifel Financial Corp | 94,360 | $951.1K | 0.00% | −3,090−3.2% | Reduced |
| Regatta Capital Group, LLC | 101,713 | $1.03M | 0.15% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 101,837 | $1.03M | 0.00% | +101,837 | New |
| Commonwealth Equity Services, LLC | 116,428 | $1.17M | 0.00% | −21,169−15.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 118,817 | $1.20M | 0.01% | +105,384+784.5% | Added |
| Advisor Group Holdings, Inc. | 128,845 | $1.30M | 0.00% | +88,135+216.5% | Added |
| StoneX Group Inc. | 138,577 | $1.40M | 0.06% | +42,027+43.5% | Added |
| NCP Inc. | 156,777 | $1.58M | 1.27% | +12,774+8.9% | Added |
| Jane Street Group, LLC | 202,541 | $2.04M | 0.00% | +121,141+148.8% | Added |
| LPL Financial LLC | 212,563 | $2.14M | 0.00% | −37,233−14.9% | Reduced |
| HighTower Advisors, LLC | 262,837 | $2.65M | 0.00% | +5,550+2.2% | Added |
| Royal Bank of Canada | 277,284 | $2.79M | 0.00% | +24,191+9.6% | Added |
| Tyche Wealth Partners LLC | 293,248 | $2.96M | 0.47% | −2,320−0.8% | Reduced |
| Van Eck Associates Corp | 314,553 | $3.17M | 0.00% | +16,091+5.4% | Added |
| Bank of America Corp | 470,724 | $4.74M | 0.00% | +13,747+3.0% | Added |
| UBS Group AG | 887,779 | $8.95M | 0.00% | +9,700+1.1% | Added |
| Wells Fargo & Company | 1,246,463 | $12.6M | 0.00% | −51,888−4.0% | Reduced |
| Guggenheim Capital LLC | 1,474,341 | $14.9M | 0.11% | +345,497+30.6% | Added |
| Morgan Stanley | 1,981,391 | $20.0M | 0.00% | +245,072+14.1% | Added |
| 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 |