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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 450 | $4.63K | 0.00% | +450 | New |
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | +600 | New |
| Highline Wealth Partners LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,111 | $11.4K | 0.00% | +1,111 | New |
| Ronald Blue Trust, Inc. | 2,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,000 | $20.6K | 0.00% | +2,000 | New |
| Spire Wealth Management | 3,900 | $40.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,273 | $64.5K | 0.00% | +4,273+213.6% | Added |
| Vision Retirement, LLC | 6,875 | $70.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,500 | $77.2K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,000 | $102.9K | 0.00% | 00.0% | Unchanged |
| Sykon Capital LLC | 11,250 | $115.8K | 0.04% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 12,746 | $131.2K | 0.05% | +125+1.0% | Added |
| GWM Advisors LLC | 13,050 | $134.3K | 0.00% | +50.0% | Added |
| Janney Montgomery Scott LLC | 13,150 | $135.0K | 0.00% | −2,250−14.6% | Reduced |
| Concurrent Investment Advisors, LLC | 13,389 | $137.8K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 14,528 | $149.5K | 0.09% | 00.0% | Unchanged |
| Bayban | 15,000 | $154.3K | 0.13% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15,182 | $156.2K | 0.08% | −385−2.5% | Reduced |
| Colony Group, LLC | 15,552 | $160.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15,723 | $161.8K | 0.00% | +15,723 | New |
| Allworth Financial LP | 17,286 | $177.9K | 0.00% | +202+1.2% | Added |
| Jane Street Group, LLC | 17,401 | $179.1K | 0.00% | −185,140−91.4% | Reduced |
| Savvy Advisors, Inc. | 19,962 | $205.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,811 | $255.3K | 0.11% | +289+1.2% | Added |
| We Are One Seven, LLC | 25,165 | $258.9K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 29,050 | $298.9K | 0.00% | +500+1.8% | Added |
| Aurora Private Wealth, Inc. | 30,037 | $303.0K | 0.22% | 00.0% | Unchanged |
| Congress Park Capital LLC | 30,000 | $308.7K | 0.09% | +10,000+50.0% | Added |
| Mariner, LLC | 30,375 | $312.6K | 0.00% | −181−0.6% | Reduced |
| Sanctuary Advisors, LLC | 35,324 | $363.5K | 0.00% | −3,335−8.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 38,052 | $391.6K | 0.02% | +19,155+101.4% | Added |
| Susquehanna International Group, LLP | 39,446 | $405.9K | 0.00% | +4,974+14.4% | Added |
| PFG Investments, LLC | 39,565 | $407.1K | 0.02% | +65+0.2% | Added |
| Cohen & Steers, Inc. | 40,000 | $412.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 42,530 | $438.0K | 0.00% | +62+0.1% | Added |
| Invesco Ltd. | 44,116 | $454.0K | 0.00% | −129−0.3% | Reduced |
| River Street Advisors LLC | 48,146 | $495.4K | 0.17% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 54,541 | $561.2K | 0.39% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 57,824 | $595.0K | 0.00% | −71,021−55.1% | Reduced |
| NBC Securities, Inc. | 58,216 | $599.0K | 0.04% | +4,480+8.3% | Added |
| Rockefeller Capital Management L.P. | 60,663 | $624.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 70,862 | $729.0K | 0.02% | +1,569+2.3% | Added |
| Ameriprise Financial Inc | 82,904 | $853.1K | 0.00% | +16,021+24.0% | Added |
| Cetera Investment Advisers | 88,649 | $912.2K | 0.00% | −2,261−2.5% | Reduced |
| Stifel Financial Corp | 88,726 | $913.0K | 0.00% | −5,634−6.0% | Reduced |
| Raymond James Financial Inc | 91,336 | $939.8K | 0.00% | +3,091+3.5% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.05M | 0.16% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 112,701 | $1.16M | 0.01% | −6,116−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 117,214 | $1.21M | 0.00% | +786+0.7% | Added |
| Independent Advisor Alliance | 121,315 | $1.25M | 0.01% | +121,315 | New |
| HighTower Advisors, LLC | 272,170 | $2.80M | 0.00% | +9,333+3.6% | Added |
| Tyche Wealth Partners LLC | 293,493 | $3.02M | 0.47% | +245+0.1% | Added |
| LPL Financial LLC | 298,501 | $3.07M | 0.00% | +85,938+40.4% | Added |
| Royal Bank of Canada | 300,148 | $3.09M | 0.00% | +22,864+8.2% | Added |
| Stephens Inc | 375,160 | $3.86M | 0.05% | +365,160+3,651.6% | Added |
| Van Eck Associates Corp | 385,054 | $3.96M | 0.00% | +70,501+22.4% | Added |
| Bank of America Corp | 489,655 | $5.04M | 0.00% | +18,931+4.0% | Added |
| UBS Group AG | 841,531 | $8.66M | 0.00% | −46,248−5.2% | Reduced |
| Wells Fargo & Company | 1,316,001 | $13.5M | 0.00% | +69,538+5.6% | Added |
| Guggenheim Capital LLC | 1,447,355 | $14.9M | 0.12% | −26,986−1.8% | Reduced |
| Morgan Stanley | 1,986,072 | $20.4M | 0.00% | +4,681+0.2% | Added |
| 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 |