Nuveen Dynamic Municipal OppNDMO
13F holders, Q3 2024 (September 30)63holders +4
11new positions
9sold out
$11.18avg. 13F price*
At the end of Q3 2024, 63 institutions reported holding Nuveen Dynamic Municipal Opp (NDMO) in their 13F filings, up 4 from Q2 2024. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($19.4M), Wells Fargo & Company ($12.3M) and UBS Group AG ($7.2M).
- Company
- Nuveen Dynamic Municipal Opp
- CUSIP
- 67079X102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.0M |
| Exits | 9 | $750K |
All 13F filers, Q2 2024 → Q3 2024: 1,050,232 shares bought and 129,458 shares sold, net +920,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.00% | Add +2.2% | 1,732,350 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +27.4% | 1,099,226 | $12.3M |
| UBS Group AG | 0.00% | Add +8.9% | 644,371 | $7.2M |
| Bank of America Corp. | 0.00% | Add +1.1% | 546,809 | $6.1M |
| Van Eck Associates Corp. | 0.00% | Add +14.0% | 295,448 | $3.2M |
| Tyche Wealth Partners LLC | 0.71% | Add +3.0% | 277,866 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 217,725 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +88.6% | 183,532 | $2.1M |
| Guggenheim Capital LLC | 0.01% | New | 178,251 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 163,945 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.3% | 157,832 | $1.7M |
| LPL Financial LLC | 0.00% | Add +81.1% | 126,712 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -5.4% | 125,521 | $1.4M |
| NCP Inc. | 0.68% | Add +3.1% | 106,474 | $1.2M |
| Regatta Capital Group, LLC | 0.22% | No change | 101,713 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 91,106 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 80,849 | $906K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 78,583 | $881K |
| Congress Park Capital LLC | 0.30% | New | 72,500 | $813K |
| Primoris Wealth Advisors, LLC | 0.51% | Add +1.6% | 62,500 | $695K |
| LM Advisors LLC | 0.14% | Reduce -1.8% | 59,694 | $669K |
| Compound Planning, Inc. | 0.04% | Reduce -1.7% | 58,226 | $653K |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 55,243 | $619K |
| PFG Investments, LLC | 0.04% | New | 54,500 | $611K |
| Cetera Investment Advisers | 0.00% | Add +111.0% | 50,792 | $569K |
| Wolverine Asset Management LLC | 0.05% | New | 41,521 | $465K |
| Raymond James & Associates | 0.00% | Add +4.7% | 39,819 | $446K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.29% | — | 36,108 | $405K |
| Lanark Financial, Inc. | 0.03% | Add +13.5% | 33,806 | $378K |
| NewEdge Wealth, LLC | 0.01% | Add +0.3% | 31,978 | $358K |
| Fairhaven Wealth Management, LLC | 0.11% | No change | 31,175 | $349K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +180.0% | 30,288 | $340K |
| Mariner, LLC | 0.00% | New | 29,949 | $336K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | New | 27,813 | $312K |
| MRA Advisory Group | 0.17% | Add +0.4% | 27,771 | $311K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.0% | 20,000 | $224K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.1% | 19,695 | $221K |
| WMG Financial Advisors, LLC | 0.09% | Add +5.7% | 18,650 | $209K |
| Susquehanna International Group, LLP | 0.00% | New | 18,264 | $205K |
| River Street Advisors LLC | 0.10% | No change | 16,971 | $190K |
| NewEdge Advisors, LLC | 0.00% | Add +17.5% | 15,471 | $173K |
| Savant Capital, LLC | 0.00% | New | 15,048 | $169K |
| Beacon Bridge Wealth Partners, LLC | 0.07% | Add +1.5% | 14,750 | $165K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,450 | $162K |
| Arkos Global Advisors | 0.02% | No change | 14,000 | $157K |
| Everstar Asset Management, LLC | 0.11% | — | 13,875 | $156K |
| Sykon Capital LLC | 0.04% | Reduce -30.8% | 11,250 | $126K |
| Savvy Advisors, Inc. | 0.02% | New | 10,838 | $121K |
| Walleye Capital LLC | 0.00% | Reduce -39.5% | 10,582 | $119K |
| Melfa Wealth Management, Inc. | 0.07% | Reduce -28.5% | 10,028 | $112K |
| Moors & Cabot, Inc. | 0.01% | No change | 10,000 | $112K |
| Comerica Bank | 0.00% | No change | 8,973 | $101K |
| Balefire, LLC | 0.02% | No change | 5,750 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.5% | 4,500 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,494 | $50K |
| International Assets Investment Management, LLC | 0.00% | No change | 3,600 | $40K |
| Spire Wealth Management | 0.00% | Add +75.0% | 3,500 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,971 | $22K |
| Blue Trust, Inc. | 0.00% | No change | 2,000 | $22K |
| Wintrust Investments LLC | 0.01% | Reduce -93.8% | 1,518 | $17K |
| FNY Investment Advisers, LLC | 0.00% | New | 600 | $6K |
| Activest Wealth Management | 0.00% | New | 450 | $5K |
| BlackRock, Inc. | 0.00% | — | 22 | $246 |
"% of holder's portfolio" is NDMO's weight in each manager's 13F, not the share of Nuveen Dynamic Municipal Opp the manager owns.