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, Q2 2026
Institutional positions in Nuveen Dynamic Municipal Opportunities Fund as of Jun 30, 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
- 65
- +2 vs. Q1 2026
- Shares held
- 9.78M
- −65.5K (−0.7%) vs. Q1 2026
- Total value
- $101.8M
- +$509.4K (+0.5%) vs. Q1 2026
- New holders
- 8
- 30 more added
- Sold out
- 6
- 15 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Dynamic Municipal Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 706 | $7.35K | 0.00% | +706 | New |
| GWM Advisors LLC | 715 | $7.45K | 0.00% | −12,335−94.5% | Reduced |
| Highline Wealth Partners LLC | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,662 | $17.3K | 0.00% | −338−16.9% | Reduced |
| Clear Street Group Inc. | 3,327 | $34.6K | 0.00% | +3,327 | New |
| Spire Wealth Management | 4,900 | $51.0K | 0.00% | +1,000+25.6% | Added |
| Global Retirement Partners, LLC | 5,632 | $58.6K | 0.00% | +5,632 | New |
| Vision Retirement, LLC | 6,875 | $71.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,500 | $78.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,485 | $88.3K | 0.00% | +8,485 | New |
| Wealthcare Advisory Partners LLC | 10,800 | $112.4K | 0.00% | +800+8.0% | Added |
| Sykon Capital LLC | 11,250 | $117.1K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,252 | $126.8K | 0.00% | +12,252 | New |
| Morris Retirement Advisors, LLC | 12,941 | $134.7K | 0.05% | +195+1.5% | Added |
| Worth Asset Management, LLC | 13,460 | $140.1K | 0.04% | +13,460 | New |
| Concurrent Investment Advisors, LLC | 14,120 | $147.0K | 0.00% | +731+5.5% | Added |
| MPWM Advisory Solutions, LLC | 14,160 | $147.4K | 0.07% | −1,022−6.7% | Reduced |
| Melfa Wealth Management, LLC | 14,528 | $151.2K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,850 | $155.0K | 0.00% | +1,700+12.9% | Added |
| Allworth Financial LP | 17,600 | $183.2K | 0.00% | +314+1.8% | Added |
| Venture Visionary Partners LLC | 18,284 | $190.3K | 0.01% | +18,284 | New |
| Patriot Financial Group Insurance Agency, LLC | 19,159 | $199.4K | 0.02% | −18,893−49.7% | Reduced |
| Fifth Third Bancorp | 19,723 | $205.3K | 0.00% | +4,000+25.4% | Added |
| Savvy Advisors, Inc. | 19,962 | $207.8K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 24,468 | $255.0K | 0.16% | −5,569−18.5% | Reduced |
| We Are One Seven, LLC | 24,945 | $259.7K | 0.00% | −220−0.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25,259 | $262.9K | 0.10% | +448+1.8% | Added |
| Jane Street Group, LLC | 26,652 | $277.4K | 0.00% | +9,251+53.2% | Added |
| Apollon Wealth Management, LLC | 29,050 | $302.4K | 0.00% | 00.0% | Unchanged |
| Congress Park Capital LLC | 30,000 | $312.3K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,257 | $398.3K | 0.00% | −1,189−3.0% | Reduced |
| PFG Investments, LLC | 39,666 | $412.9K | 0.02% | +101+0.3% | Added |
| Cohen & Steers, Inc. | 40,000 | $416.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 42,627 | $444.0K | 0.00% | +97+0.2% | Added |
| Invesco Ltd. | 43,151 | $449.2K | 0.00% | −965−2.2% | Reduced |
| LM Advisors LLC | 43,443 | $452.0K | 0.05% | +42,996+9,618.8% | Added |
| River Street Advisors LLC | 48,146 | $501.2K | 0.15% | 00.0% | Unchanged |
| US Bancorp | 51,688 | $538.1K | 0.00% | +45,415+724.0% | Added |
| Rockefeller Capital Management L.P. | 53,663 | $558.6K | 0.00% | −7,000−11.5% | Reduced |
| Primoris Wealth Advisors, LLC | 54,582 | $568.2K | 0.26% | +41+0.1% | Added |
| Mariner, LLC | 67,647 | $704.2K | 0.00% | +37,272+122.7% | Added |
| Sanctuary Advisors, LLC | 69,711 | $725.7K | 0.00% | +34,387+97.3% | Added |
| NBC Securities, Inc. | 70,046 | $729.2K | 0.05% | +11,830+20.3% | Added |
| Wedbush Securities Inc | 73,793 | $768.0K | 0.02% | +2,931+4.1% | Added |
| Stifel Financial Corp | 89,081 | $927.3K | 0.00% | +355+0.4% | Added |
| Ameriprise Financial Inc | 90,644 | $943.6K | 0.00% | +7,740+9.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 95,811 | $997.4K | 0.00% | −16,890−15.0% | Reduced |
| Advisor Group Holdings, Inc. | 101,349 | $1.06M | 0.00% | +43,525+75.3% | Added |
| Regatta Capital Group, LLC | 101,713 | $1.06M | 0.14% | 00.0% | Unchanged |
| Cetera Investment Advisers | 104,916 | $1.09M | 0.00% | +16,267+18.3% | Added |
| Raymond James Financial Inc | 107,065 | $1.11M | 0.00% | +15,729+17.2% | Added |
| Advisors Asset Management, Inc. | 114,033 | $1.19M | 0.02% | +114,033 | New |
| Commonwealth Equity Services, LLC | 117,249 | $1.22M | 0.00% | +350.0% | Added |
| Stephens Inc | 120,000 | $1.25M | 0.01% | −255,160−68.0% | Reduced |
| HighTower Advisors, LLC | 292,789 | $3.05M | 0.00% | +20,619+7.6% | Added |
| Tyche Wealth Partners LLC | 293,874 | $3.06M | 0.43% | +381+0.1% | Added |
| LPL Financial LLC | 306,263 | $3.19M | 0.00% | +7,762+2.6% | Added |
| Royal Bank of Canada | 309,189 | $3.22M | 0.00% | +9,041+3.0% | Added |
| Van Eck Associates Corp | 352,107 | $3.67M | 0.00% | −32,947−8.6% | Reduced |
| Bank of America Corp | 480,109 | $5.00M | 0.00% | −9,546−1.9% | Reduced |
| UBS Group AG | 550,535 | $5.73M | 0.00% | −290,996−34.6% | Reduced |
| Guggenheim Capital LLC | 1,379,401 | $14.4M | 0.09% | −67,954−4.7% | Reduced |
| Wells Fargo & Company | 1,603,570 | $16.7M | 0.00% | +287,569+21.9% | Added |
| Morgan Stanley | 2,018,327 | $21.0M | 0.00% | +32,255+1.6% | Added |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −121,315−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −15,552−100.0% | Sold out |
| Bayban | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |