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, Q1 2026
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Mar 31, 2026. 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
- 63
- −10 vs. Q4 2025
- Shares held
- 9.84M
- −134.9K (−1.4%) vs. Q4 2025
- Total value
- $101.3M
- +$697.7K (+0.7%) vs. Q4 2025
- New holders
- 7
- 26 more added
- Sold out
- 17
- 12 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,986,072 | $20.4M | 0.00% | +4,681+0.2% | Added |
| Guggenheim Capital LLC | 1,447,355 | $14.9M | 0.12% | −26,986−1.8% | Reduced |
| Wells Fargo & Company | 1,316,001 | $13.5M | 0.00% | +69,538+5.6% | Added |
| UBS Group AG | 841,531 | $8.66M | 0.00% | −46,248−5.2% | Reduced |
| Bank of America Corp | 489,655 | $5.04M | 0.00% | +18,931+4.0% | Added |
| Van Eck Associates Corp | 385,054 | $3.96M | 0.00% | +70,501+22.4% | Added |
| Stephens Inc | 375,160 | $3.86M | 0.05% | +365,160+3,651.6% | Added |
| Royal Bank of Canada | 300,148 | $3.09M | 0.00% | +22,864+8.2% | Added |
| LPL Financial LLC | 298,501 | $3.07M | 0.00% | +85,938+40.4% | Added |
| Tyche Wealth Partners LLC | 293,493 | $3.02M | 0.47% | +245+0.1% | Added |
| HighTower Advisors, LLC | 272,170 | $2.80M | 0.00% | +9,333+3.6% | Added |
| Independent Advisor Alliance | 121,315 | $1.25M | 0.01% | +121,315 | New |
| Commonwealth Equity Services, LLC | 117,214 | $1.21M | 0.00% | +786+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 112,701 | $1.16M | 0.01% | −6,116−5.1% | Reduced |
| Regatta Capital Group, LLC | 101,713 | $1.05M | 0.16% | 00.0% | Unchanged |
| Raymond James Financial Inc | 91,336 | $939.8K | 0.00% | +3,091+3.5% | Added |
| Stifel Financial Corp | 88,726 | $913.0K | 0.00% | −5,634−6.0% | Reduced |
| Cetera Investment Advisers | 88,649 | $912.2K | 0.00% | −2,261−2.5% | Reduced |
| Ameriprise Financial Inc | 82,904 | $853.1K | 0.00% | +16,021+24.0% | Added |
| Wedbush Securities Inc | 70,862 | $729.0K | 0.02% | +1,569+2.3% | Added |
| Rockefeller Capital Management L.P. | 60,663 | $624.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 58,216 | $599.0K | 0.04% | +4,480+8.3% | Added |
| Advisor Group Holdings, Inc. | 57,824 | $595.0K | 0.00% | −71,021−55.1% | Reduced |
| Primoris Wealth Advisors, LLC | 54,541 | $561.2K | 0.39% | +10.0% | Added |
| River Street Advisors LLC | 48,146 | $495.4K | 0.17% | 00.0% | Unchanged |
| Invesco Ltd. | 44,116 | $454.0K | 0.00% | −129−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 42,530 | $438.0K | 0.00% | +62+0.1% | Added |
| Cohen & Steers, Inc. | 40,000 | $412.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 39,565 | $407.1K | 0.02% | +65+0.2% | Added |
| Susquehanna International Group, LLP | 39,446 | $405.9K | 0.00% | +4,974+14.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 38,052 | $391.6K | 0.02% | +19,155+101.4% | Added |
| Sanctuary Advisors, LLC | 35,324 | $363.5K | 0.00% | −3,335−8.6% | Reduced |
| Mariner, LLC | 30,375 | $312.6K | 0.00% | −181−0.6% | Reduced |
| Congress Park Capital LLC | 30,000 | $308.7K | 0.09% | +10,000+50.0% | Added |
| Aurora Private Wealth, Inc. | 30,037 | $303.0K | 0.22% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 29,050 | $298.9K | 0.00% | +500+1.8% | Added |
| We Are One Seven, LLC | 25,165 | $258.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,811 | $255.3K | 0.11% | +289+1.2% | Added |
| Savvy Advisors, Inc. | 19,962 | $205.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,401 | $179.1K | 0.00% | −185,140−91.4% | Reduced |
| Allworth Financial LP | 17,286 | $177.9K | 0.00% | +202+1.2% | Added |
| Fifth Third Bancorp | 15,723 | $161.8K | 0.00% | +15,723 | New |
| Colony Group, LLC | 15,552 | $160.0K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15,182 | $156.2K | 0.08% | −385−2.5% | Reduced |
| Bayban | 15,000 | $154.3K | 0.13% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 14,528 | $149.5K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,389 | $137.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,150 | $135.0K | 0.00% | −2,250−14.6% | Reduced |
| GWM Advisors LLC | 13,050 | $134.3K | 0.00% | +50.0% | Added |
| Morris Retirement Advisors, LLC | 12,746 | $131.2K | 0.05% | +125+1.0% | Added |
| Sykon Capital LLC | 11,250 | $115.8K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,000 | $102.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,500 | $77.2K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 6,875 | $70.7K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,273 | $64.5K | 0.00% | +4,273+213.6% | Added |
| Spire Wealth Management | 3,900 | $40.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,000 | $20.6K | 0.00% | +2,000 | New |
| Ronald Blue Trust, Inc. | 2,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,111 | $11.4K | 0.00% | +1,111 | New |
| Highline Wealth Partners LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| Activest Wealth Management | 450 | $4.63K | 0.00% | +450 | New |
| LM Advisors LLC | 447 | – | – | +447 | New |
| NCP Inc. | 0 | $0 | 0.00% | −156,777−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −138,577−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −101,837−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −90,218−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −21,367−100.0% | Sold out |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −21,157−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,438−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,978−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −13,916−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,524−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −12,318−100.0% | Sold out |
| Beacon Bridge Wealth Partners, LLC | 0 | $0 | 0.00% | −10,332−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −8,485−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |