Nuveen Dynamic Municipal Opportunities Fund
NDMO- 交易所
- NYSE
- SEC CIK
- 0001793129
近 90 天,Nuveen Dynamic Municipal Opportunities Fund 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 65 家機構在 13F 申報持有,市值合計 $1.02 億;沒有大師持有。
2024 年第 4 季 13F 持有人
Nuveen Dynamic Municipal Opportunities Fund 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 86
- 較 2024 年第 3 季 +24 家
- 持有股數
- 940.9 萬
- 較 2024 年第 3 季 +218.9 萬 (+30.3%)
- 總市值
- $9,431 萬
- 較 2024 年第 3 季 +$1,402 萬 (+17.5%)
- 新進機構
- 31
- 另有 22 家加碼
- 清倉機構
- 7
- 另有 17 家減碼
另有 1 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 NDMO 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 65 | $1.02 億 |
| 2026 年第 1 季 | 63 | $1.01 億 |
| 2025 年第 4 季 | 75 | $1.01 億 |
| 2025 年第 3 季 | 72 | $9,261 萬 |
| 2025 年第 2 季 | 78 | $9,139 萬 |
| 2025 年第 1 季 | 79 | $8,859 萬 |
| 2024 年第 4 季 | 86 | $9,431 萬 |
| 2024 年第 3 季 | 63 | $8,074 萬 |
| 2024 年第 2 季 | 59 | $6,750 萬 |
| 2024 年第 1 季 | 56 | $6,476 萬 |
| 2023 年第 4 季 | 57 | $6,083 萬 |
| 2023 年第 3 季 | 45 | $5,775 萬 |
| 2023 年第 2 季 | 51 | $5,897 萬 |
| 2023 年第 1 季 | 49 | $6,395 萬 |
| 2022 年第 4 季 | 56 | $6,664 萬 |
| 2022 年第 3 季 | 44 | $6,825 萬 |
| 2022 年第 2 季 | 46 | $8,899 萬 |
| 2022 年第 1 季 | 33 | $1.11 億 |
| 2021 年第 4 季 | 31 | $1.16 億 |
| 2021 年第 3 季 | 26 | $8,568 萬 |
| 2021 年第 2 季 | 19 | $5,917 萬 |
| 2021 年第 1 季 | 16 | $6,366 萬 |
2024 年第 4 季持有機構
每家機構持有 Nuveen Dynamic Municipal Opportunities Fund 的股數、市值與佔組合比重;股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,676,924 | $1,680 萬 | 0.00% | −55,426−3.2% | 減碼 |
| Wells Fargo & Company | 1,167,627 | $1,170 萬 | 0.00% | +68,401+6.2% | 加碼 |
| UBS Group AG | 801,260 | $802.9 萬 | 0.00% | +156,889+24.3% | 加碼 |
| Rivernorth Capital Management, LLC | 526,823 | $527.9 萬 | 0.25% | +526,823 | 新進 |
| Bank of America Corp | 515,705 | $516.7 萬 | 0.00% | −31,104−5.7% | 減碼 |
| Guggenheim Capital LLC | 429,525 | $430.4 萬 | 0.04% | +251,274+141.0% | 加碼 |
| Nine Masts Capital Ltd | 427,617 | $428.5 萬 | 0.79% | +427,617 | 新進 |
| Van Eck Associates Corp | 358,481 | $359.2 萬 | 0.00% | +63,033+21.3% | 加碼 |
| Tyche Wealth Partners LLC | 291,004 | $291.6 萬 | 0.62% | +13,138+4.7% | 加碼 |
| HighTower Advisors, LLC | 234,687 | $235.2 萬 | 0.00% | +51,155+27.9% | 加碼 |
| Commonwealth Equity Services, LLC | 214,832 | $215.3 萬 | 0.00% | −2,893−1.3% | 減碼 |
| Royal Bank of Canada | 185,247 | $185.6 萬 | 0.00% | +21,302+13.0% | 加碼 |
| LPL Financial LLC | 162,677 | $163.0 萬 | 0.00% | +35,965+28.4% | 加碼 |
| Congress Park Capital LLC | 130,500 | $130.8 萬 | 0.47% | +58,000+80.0% | 加碼 |
| Wedbush Securities Inc | 120,023 | $120.3 萬 | 0.04% | −5,498−4.4% | 減碼 |
| Regatta Capital Group, LLC | 101,713 | $101.9 萬 | 0.20% | 00.0% | 不變 |
| Readystate Asset Management LP | 92,710 | $92.9 萬 | 0.04% | +92,710 | 新進 |
| Stifel Financial Corp | 91,490 | $91.7 萬 | 0.00% | +384+0.4% | 加碼 |
| Ameriprise Financial Inc | 89,063 | $89.2 萬 | 0.00% | +8,214+10.2% | 加碼 |
| Wolverine Asset Management LLC | 88,329 | $88.5 萬 | 0.02% | +46,808+112.7% | 加碼 |
| Robinson Capital Management, LLC | 87,754 | $87.9 萬 | 0.35% | +87,754 | 新進 |
| Rockefeller Capital Management L.P. | 81,148 | $81.3 萬 | 0.00% | +2,565+3.3% | 加碼 |
| Raymond James Financial Inc | 71,926 | $72.1 萬 | 0.00% | +71,926 | 新進 |
| Cetera Investment Advisers | 70,832 | $71.0 萬 | 0.00% | +20,040+39.5% | 加碼 |
| Logan Stone Capital, LLC | 70,108 | $70.2 萬 | 0.24% | +70,108 | 新進 |
| Sanctuary Advisors, LLC | 65,457 | $68.0 萬 | 0.00% | −92,375−58.5% | 減碼 |
| NCP Inc. | 67,870 | $68.0 萬 | 0.35% | −38,604−36.3% | 減碼 |
| Primoris Wealth Advisors, LLC | 63,000 | $63.1 萬 | 0.48% | +500+0.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 62,587 | $62.7 萬 | 0.00% | +62,587 | 新進 |
| PFG Investments, LLC | 56,606 | $56.7 萬 | 0.04% | +2,106+3.9% | 加碼 |
| LM Advisors LLC | 52,726 | $52.8 萬 | 0.09% | −6,968−11.7% | 減碼 |
| Susquehanna International Group, LLP | 46,895 | $47.0 萬 | 0.00% | +28,631+156.8% | 加碼 |
| Virtu Financial LLC | 45,288 | $45.4 萬 | 0.02% | +45,288 | 新進 |
| Cohen & Steers, Inc. | 45,000 | $45.1 萬 | 0.00% | +45,000 | 新進 |
| Avantax Advisory Services, Inc. | 38,576 | $38.7 萬 | 0.00% | +38,576 | 新進 |
| Blake Schutter Theil Wealth Advisors, LLC | 36,108 | $36.2 萬 | 0.38% | 00.0% | 不變 |
| Nomura Holdings Inc | 35,000 | $35.1 萬 | 0.00% | +35,000 | 新進 |
| StoneX Group Inc. | 33,766 | $33.8 萬 | 0.02% | +33,766 | 新進 |
| Landscape Capital Management, L.L.C. | 33,118 | $33.2 萬 | 0.04% | +33,118 | 新進 |
| Fairhaven Wealth Management, LLC | 31,175 | $31.2 萬 | 0.10% | 00.0% | 不變 |
| Mariner, LLC | 29,952 | $30.0 萬 | 0.00% | +30.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,988 | $29.0 萬 | 0.00% | −1,300−4.3% | 減碼 |
| Apollon Wealth Management, LLC | 28,550 | $28.6 萬 | 0.01% | +8,550+42.8% | 加碼 |
| Marex Group plc | 27,455 | $27.5 萬 | 0.00% | +27,455 | 新進 |
| We Are One Seven, LLC | 25,165 | $25.2 萬 | 0.01% | +25,165 | 新進 |
| Atomi Financial Group, Inc. | 23,945 | $24.0 萬 | 0.01% | −34,281−58.9% | 減碼 |
| GWM Advisors LLC | 23,019 | $23.1 萬 | 0.00% | +7,548+48.8% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,813 | $22.9 萬 | 0.05% | −5,000−18.0% | 減碼 |
| Advisor Group Holdings, Inc. | 22,213 | $22.3 萬 | 0.00% | −33,030−59.8% | 減碼 |
| Arlington Capital Management, Inc. | 21,331 | $21.4 萬 | 0.15% | +21,331 | 新進 |
| Morris Retirement Advisors, LLC | 19,943 | $20.0 萬 | 0.11% | −7,828−28.2% | 減碼 |
| Walleye Capital LLC | 19,138 | $19.2 萬 | 0.00% | +8,556+80.9% | 加碼 |
| Change Path, LLC | 18,800 | $18.8 萬 | 0.01% | +18,800 | 新進 |
| Catalina Capital Group, LLC | 18,334 | $18.4 萬 | 0.06% | +18,334 | 新進 |
| River Street Advisors LLC | 16,971 | $17.0 萬 | 0.09% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 16,678 | $16.7 萬 | 0.02% | +16,678 | 新進 |
| Stephens Inc | 15,554 | $15.6 萬 | 0.00% | +15,554 | 新進 |
| Jane Street Group, LLC | 15,421 | $15.5 萬 | 0.00% | +15,421 | 新進 |
| MPWM Advisory Solutions, LLC | 14,522 | $14.6 萬 | 0.11% | +14,522 | 新進 |
| Heritage Trust Co | 14,000 | $14.0 萬 | 0.02% | +14,000 | 新進 |
| Archetype Wealth Partners | 14,000 | $14.0 萬 | 0.02% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 13,800 | $13.8 萬 | 0.01% | +13,800 | 新進 |
| Oppenheimer & Co Inc | 12,850 | $12.9 萬 | 0.00% | +12,850 | 新進 |
| Sonora Investment Management Group, LLC | 12,570 | $12.6 萬 | 0.01% | +12,570 | 新進 |
| Moors & Cabot, Inc. | 12,250 | $12.3 萬 | 0.01% | +2,250+22.5% | 加碼 |
| NewEdge Wealth, LLC | 12,095 | $12.1 萬 | 0.00% | −19,883−62.2% | 減碼 |
| Sykon Capital LLC | 11,250 | $11.3 萬 | 0.04% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 11,050 | $11.1 萬 | 0.05% | −7,600−40.8% | 減碼 |
| Savvy Advisors, Inc. | 10,838 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Orleans Capital Management Corp | 10,000 | $10.6 萬 | 0.06% | +10,000 | 新進 |
| Beacon Bridge Wealth Partners, LLC | 10,534 | $10.6 萬 | 0.04% | −4,216−28.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,329 | $10.5 萬 | 0.00% | +10,329 | 新進 |
| Melfa Wealth Management, LLC | 10,028 | $10.0 萬 | 0.07% | 00.0% | 不變 |
| Comerica Bank | 8,973 | $8.99 萬 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 5,750 | $5.81 萬 | 0.02% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,500 | $4.51 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,000 | $4.01 萬 | 0.00% | +4,000 | 新進 |
| Spire Wealth Management | 3,500 | $3.51 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,000 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,971 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 1,914 | $1.92 萬 | 0.00% | +1,914 | 新進 |
| Activest Wealth Management | 450 | $4,509 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 284 | $2,846 | 0.00% | −4,210−93.7% | 減碼 |
| NBC Securities, Inc. | 36 | $367 | 0.03% | −33,770−99.9% | 減碼 |
| BlackRock, Inc. | 22 | $224 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $10 | 0.00% | +1 | 新進 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −19,695−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −15,048−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,450−100.0% | 清倉 |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −13,875−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −1,518−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −40,356−100.0% | 清倉 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |