Nuveen Dynamic Municipal OppNDMO
13F holders, Q2 2024 (June 30)59holders +3
8new positions
6sold out
$10.80avg. 13F price*
At the end of Q2 2024, 59 institutions reported holding Nuveen Dynamic Municipal Opp (NDMO) in their 13F filings, up 3 from Q1 2024. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($18.3M), Wells Fargo & Company ($9.3M) and UBS Group AG ($6.4M).
- Company
- Nuveen Dynamic Municipal Opp
- CUSIP
- 67079X102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $724K |
| Exits | 6 | $583K |
All 13F filers, Q1 2024 → Q2 2024: 510,506 shares bought and 368,945 shares sold, net +141,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Reduce -4.6% | 1,694,847 | $18.3M |
| Wells Fargo & Company | 0.00% | Add +15.3% | 862,683 | $9.3M |
| UBS Group AG | 0.00% | Reduce -4.3% | 591,482 | $6.4M |
| Bank of America Corp. | 0.00% | Add +2.9% | 540,601 | $5.8M |
| Tyche Wealth Partners LLC | 0.71% | Add +17.0% | 269,723 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -14.1% | 259,118 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +67.2% | 217,419 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +13.3% | 167,290 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 163,132 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.9% | 132,665 | $1.4M |
| NCP Inc. | 0.71% | Add +46.6% | 103,302 | $1.1M |
| Regatta Capital Group, LLC | 0.24% | No change | 101,713 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +252.9% | 97,321 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 88,130 | $952K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -43.8% | 78,535 | $848K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 73,589 | $795K |
| LPL Financial LLC | 0.00% | Add +120.4% | 69,960 | $756K |
| Primoris Wealth Advisors, LLC | 0.53% | Add +16.0% | 61,500 | $664K |
| LM Advisors LLC | 0.13% | Add +0.8% | 60,815 | $657K |
| Compound Planning, Inc. | 0.05% | Reduce -0.3% | 59,234 | $640K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.7% | 49,623 | $536K |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 38,035 | $411K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.4% | 31,893 | $344K |
| Fairhaven Wealth Management, LLC | 0.11% | No change | 31,175 | $337K |
| Lanark Financial, Inc. | 0.03% | Add +30.6% | 29,776 | $321K |
| MRA Advisory Group | 0.17% | Add +0.9% | 27,657 | $299K |
| Wintrust Investments LLC | 0.02% | Add +14.4% | 24,491 | $265K |
| Cetera Investment Advisers | 0.00% | Add +8.8% | 24,074 | $260K |
| Apollon Wealth Management, LLC | 0.01% | No change | 23,260 | $251K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.5% | 17,884 | $193K |
| WMG Financial Advisors, LLC | 0.10% | New | 17,650 | $191K |
| Walleye Capital LLC | 0.00% | New | 17,485 | $189K |
| Single Point Partners, LLC | 0.32% | No change | 17,000 | $184K |
| River Street Advisors LLC | 0.11% | No change | 16,971 | $183K |
| Sykon Capital LLC | 0.07% | Add +44.4% | 16,250 | $176K |
| Beacon Bridge Wealth Partners, LLC | 0.07% | Reduce -29.7% | 14,534 | $157K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,450 | $156K |
| Nomura Holdings Inc. | 0.00% | No change | 14,300 | $154K |
| Melfa Wealth Management, Inc. | 0.11% | Add +0.2% | 14,028 | $152K |
| Arkos Global Advisors | 0.02% | No change | 14,000 | $151K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.5% | 13,164 | $142K |
| Journey Strategic Wealth LLC | 0.01% | New | 11,800 | $127K |
| Hilltop Holdings Inc. | 0.01% | New | 11,400 | $123K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 10,816 | $117K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -36.7% | 10,250 | $111K |
| Moors & Cabot, Inc. | 0.01% | Reduce -66.7% | 10,000 | $108K |
| Comerica Bank | 0.00% | No change | 8,973 | $97K |
| Balefire, LLC | 0.02% | No change | 5,750 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.5% | 4,494 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 4,000 | $43K |
| International Assets Investment Management, LLC | 0.00% | New | 3,600 | $39K |
| Laffer Tengler Investments, Inc. | 0.01% | No change | 3,200 | $35K |
| Blue Trust, Inc. | 0.00% | No change | 2,000 | $22K |
| Spire Wealth Management | 0.00% | No change | 2,000 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,971 | $21K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,059 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.4% | 373 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 22 | $238 |
| BlackRock Inc. | 0.00% | Add +4.8% | 22 | $233 |
"% of holder's portfolio" is NDMO's weight in each manager's 13F, not the share of Nuveen Dynamic Municipal Opp the manager owns.