Institutional Ownership Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 9 Million shares, which have been reported (via 13F filing form) to have a value of $95.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,433
shares
|
$142,792
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,389
shares
|
$142,325
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,101
shares
|
$139,263
0.0% of portfolio
|
Q2 2025
Reduced 72.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
13,036
shares
|
$138,572
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
12,570
shares
|
$133,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,312
shares
|
$120,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
11,250
shares
|
$119,587
0.04% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
10,973
shares
|
$116,642
0.0% of portfolio
|
Q2 2025
Added 22.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
10,368
shares
|
$110,211
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
10,090
shares
|
$107,256
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$106,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,485
shares
|
$90,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,500
shares
|
$79,725
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,111
shares
|
$64,959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,500
shares
|
$37,205
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$21,260
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,971
shares
|
$20,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$10,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$10,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$10,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
706
shares
|
$7,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$6,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
450
shares
|
$4,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
284
shares
|
$3,018
0.0% of portfolio
|
Q4 2024
Reduced 93.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
22
shares
|
$233
0.0% of portfolio
|
Q2 2024
Added 4.76%
|
|