Nuveen Dynamic Municipal OppNDMO

13F holders, Q1 2024 (March 31)
56holders
$10.89avg. 13F price*

At the end of Q1 2024, 56 institutions reported holding Nuveen Dynamic Municipal Opp (NDMO) in their 13F filings. The largest holders were Morgan Stanley ($19.3M), Wells Fargo & Company ($8.1M) and UBS Group AG ($6.7M).

Company
Nuveen Dynamic Municipal Opp
CUSIP
67079X102
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 56Q1 2024Q2 2024: 59Q2 2024Q3 2024: 63Q3 2024Q4 2024: 86Q4 2024Q1 2025: 79Q1 2025Q2 2025: 78Q2 2025Q3 2025: 72Q3 2025Q4 2025: 75Q4 2025Q1 2026: 63Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions13$1.6M
Exits14$5.5M

Ownership 56 holders

Morgan Stanley 0.00% Add +3.3% 1,776,488 $19.3M
Wells Fargo & Company 0.00% Add +27.3% 748,301 $8.1M
UBS Group AG 0.00% Add +3.9% 617,901 $6.7M
Bank of America Corp. 0.00% Reduce -13.8% 525,589 $5.7M
Van Eck Associates Corp. 0.01% Reduce -23.1% 301,546 $3.3M
Tyche Wealth Partners LLC 0.61% Add +42.4% 230,497 $2.5M
Royal Bank of Canada 0.00% Add +13.9% 147,582 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +1.0% 139,672 $1.5M
Wedbush Securities Inc. 0.06% Reduce -6.8% 135,200 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +587.1% 130,072 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -30.1% 107,154 $1.2M
Regatta Capital Group, LLC 0.25% No change 101,713 $1.1M
Stifel Financial Corp. 0.00% Add +7.6% 87,668 $955K
Ameriprise Financial Inc. 0.00% Reduce -4.1% 78,344 $853K
NCP Inc. 0.53% — 70,450 $767K
LM Advisors LLC 0.12% No change 60,319 $657K
Compound Planning, Inc. 0.06% Reduce -6.6% 59,421 $647K
Primoris Wealth Advisors, LLC 0.46% Add +51.4% 53,000 $577K
Raymond James & Associates 0.00% Reduce -41.2% 38,325 $417K
NewEdge Wealth, LLC 0.01% Reduce -3.9% 34,065 $367K
LPL Financial LLC 0.00% Reduce -21.9% 31,747 $346K
Fairhaven Wealth Management, LLC 0.12% Add +186.0% 31,175 $339K
Moors & Cabot, Inc. 0.02% Reduce -50.0% 30,000 $327K
HighTower Advisors, LLC 0.00% New 27,577 $300K
MRA Advisory Group 0.18% Add +12.5% 27,404 $298K
Apollon Wealth Management, LLC 0.01% No change 23,260 $253K
Lanark Financial, Inc. 0.02% Add +23.0% 22,801 $248K
Cetera Investment Advisers 0.00% New 22,136 $241K
Wintrust Investments LLC 0.02% Add +8.4% 21,409 $233K
Beacon Bridge Wealth Partners, LLC 0.11% Reduce -22.2% 20,666 $225K
Kestra Advisory Services, LLC 0.00% New 17,613 $192K
Single Point Partners, LLC 0.04% No change 17,000 $186K
River Street Advisors LLC 0.12% New 16,971 $185K
NewEdge Advisors, LLC 0.00% Add +52.1% 16,359 $178K
Oppenheimer & Co. Inc. 0.00% Add +32.8% 16,182 $176K
Janney Montgomery Scott LLC 0.00% Reduce -29.5% 14,450 $157K
Nomura Holdings Inc. 0.00% Reduce -48.8% 14,300 $156K
Melfa Wealth Management, Inc. 0.11% New 14,000 $152K
Arkos Global Advisors 0.03% No change 14,000 $152K
Virtu Financial LLC 0.01% New 13,604 $148K
Whittier Trust Co. 0.00% New 13,500 $147K
Creative Planning 0.00% New 13,000 $142K
Sykon Capital LLC 0.04% No change 11,250 $123K
Cambridge Investment Research Advisors, Inc. 0.00% No change 10,816 $118K
Raymond James Financial Services Advisors, Inc. 0.00% No change 10,386 $113K
Comerica Bank 0.00% Add +38.6% 8,973 $98K
Balefire, LLC 0.02% No change 5,750 $63K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.8% 4,608 $50K
Laffer Tengler Investments, Inc. 0.01% New 3,200 $35K
Harbor Investment Advisory, LLC 0.00% No change 2,500 $27K
Spire Wealth Management 0.00% No change 2,000 $22K
Blue Trust, Inc. 0.00% No change 2,000 $22K
CoreCap Advisors, LLC 0.00% New 1,971 $21K
Tower Research Capital LLC (TRC) 0.00% New 1,260 $14K
FNY Investment Advisers, LLC 0.00% New 600 $6K
BlackRock Inc. 0.00% New 21 $231

"% of holder's portfolio" is NDMO's weight in each manager's 13F, not the share of Nuveen Dynamic Municipal Opp the manager owns.