Nuveen Dynamic Municipal OppNDMO

13F holders, Q1 2025 (March 31)
79holders −7
7new positions
13sold out
1famous investor
$10.26avg. 13F price*

At the end of Q1 2025, 79 institutions reported holding Nuveen Dynamic Municipal Opp (NDMO) in their 13F filings, down 7 from Q4 2024. 7 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($17.1M), Wells Fargo & Company ($12.7M) and UBS Group AG ($8.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$767K
Exits13$7.5M

All 13F filers, Q4 2024 → Q1 2025: 623,545 shares bought and 1,403,509 shares sold, net −779,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Morgan Stanley 0.00% Reduce -0.4% 1,670,328 $17.1M
Wells Fargo & Company 0.00% Add +6.4% 1,242,312 $12.7M
UBS Group AG 0.00% Add +3.8% 831,987 $8.5M
Guggenheim Capital LLC 0.06% Add +34.8% 578,956 $5.9M
Bank of America Corp. 0.00% Reduce -12.0% 453,775 $4.7M
Tyche Wealth Partners LLC 0.65% Add +0.9% 293,717 $3.0M
Van Eck Associates Corp. 0.00% Reduce -18.8% 291,047 $3.0M
HighTower Advisors, LLC 0.00% Add +13.9% 267,229 $2.7M
Royal Bank of Canada 0.00% Add +39.7% 258,811 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +3.2% 221,796 $2.3M
LPL Financial LLC 0.00% Add +22.8% 199,682 $2.0M
Congress Park Capital LLC 0.57% Add +13.0% 147,500 $1.5M
Rivernorth Capital Management, LLC 0.08% Reduce -73.5% 139,862 $1.4M
Wedbush Securities Inc. 0.05% Add +0.2% 120,303 $1.2M
Regatta Capital Group, LLC 0.20% No change 101,713 $1.0M
Robinson Capital Management, LLC 0.38% Add +4.5% 91,695 $941K
Stifel Financial Corp. 0.00% Add +0.1% 91,559 $939K
NCP Inc. 1.23% Add +31.1% 88,978 $913K
Rockefeller Capital Management L.P. 0.00% Add +0.0% 81,182 $833K
Wolverine Asset Management LLC 0.06% Reduce -11.2% 78,456 $805K
Allspring Global Investments Holdings, LLC 0.00% Add +21.6% 76,083 $781K
Cetera Investment Advisers 0.00% Add +6.3% 75,258 $772K
Raymond James Financial Inc. 0.00% Add +0.7% 72,401 $743K
Ameriprise Financial Inc. 0.00% Reduce -20.6% 70,726 $726K
Sanctuary Advisors, LLC 0.00% Add +0.4% 65,710 $674K
Blake Schutter Theil Wealth Advisors, LLC 0.72% Add +70.9% 61,706 $633K
Primoris Wealth Advisors, LLC 0.47% Reduce -5.5% 59,540 $611K
Cohen & Steers, Inc. 0.00% Add +31.1% 59,000 $605K
PFG Investments, LLC 0.04% Add +0.1% 56,667 $581K
LM Advisors LLC 0.09% Reduce -3.8% 50,726 $520K
Avantax Advisory Services, Inc. 0.00% Add +23.4% 47,610 $488K
Osaic Holdings, Inc. 0.00% Add +87.0% 41,529 $426K
Lanark Financial, Inc. 0.03% — 37,601 $385K
StoneX Group Inc. 0.02% Add +6.8% 36,059 $370K
Mariner, LLC 0.00% Reduce -1.6% 29,472 $302K
Cambridge Investment Research Advisors, Inc. 0.00% No change 28,988 $297K
Apollon Wealth Management, LLC 0.01% No change 28,550 $293K
Mgo One Seven LLC 0.01% No change 25,165 $258K
Arlington Capital Management, Inc. 0.19% Add +16.7% 24,900 $255K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +1.2% 23,081 $237K
Readystate Asset Management LP 0.02% Reduce -75.9% 22,314 $229K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +20.2% 20,040 $206K
Compound Planning, Inc. 0.01% Reduce -18.0% 19,639 $201K
Catalina Capital Group, LLC 0.13% No change 18,334 $188K
River Street Advisors LLC 0.09% No change 16,971 $174K
Summit X, LLC 0.04% New 16,970 $174K
Wealthspire Advisors, LLC 0.00% New 16,100 $165K
Stephens Inc. 0.00% No change 15,554 $160K
Oppenheimer & Co. Inc. 0.00% Add +16.1% 14,917 $153K
MPWM Advisory Solutions, LLC 0.11% Add +1.1% 14,686 $151K
Citadel Advisors 0.00% New 14,230 $146K
Arkos Global Advisors 0.02% No change 14,000 $144K
Heritage Trust Co 0.02% No change 14,000 $144K
Journey Strategic Wealth LLC 0.00% No change 13,800 $142K
Concurrent Investment Advisors, LLC 0.00% New 13,289 $136K
MRA Advisory Group 0.07% Reduce -33.9% 13,193 $135K
NewEdge Advisors, LLC 0.00% Reduce -43.4% 13,023 $134K
Sonora Investment Management Group, LLC 0.01% No change 12,570 $129K
Moors & Cabot, Inc. 0.01% No change 12,250 $126K
NewEdge Wealth, LLC 0.00% Add +0.5% 12,155 $125K
CreativeOne Wealth, LLC 0.00% Reduce -38.8% 11,500 $118K
Sykon Capital LLC 0.04% No change 11,250 $115K
Savvy Advisors, Inc. 0.01% No change 10,838 $111K
Janney Montgomery Scott LLC 0.00% New 10,650 $109K
&partners 0.00% No change 10,329 $105K
Melfa Wealth Management, Inc. 0.07% No change 10,028 $103K
Orleans Capital Management Corp. 0.06% No change 10,000 $103K
Comerica Bank 0.00% No change 8,973 $92K
EverSource Wealth Advisors, LLC 0.00% No change 4,500 $46K
PNC Financial Services Group, Inc. 0.00% No change 4,000 $41K
Spire Wealth Management 0.00% No change 3,500 $36K
CIBC Private Wealth Group LLC 0.00% New 3,200 $31K
Blue Trust, Inc. 0.00% No change 2,000 $21K
CoreCap Advisors, LLC 0.00% No change 1,971 $20K
Elequin Capital, LP 0.00% Reduce -16.5% 1,599 $16K
FNY Investment Advisers, LLC 0.00% New 600 $6K
Activest Wealth Management 0.00% No change 450 $5K
Steward Partners Investment Advisory, LLC 0.00% No change 284 $3K
BlackRock, Inc. 0.00% Add +4.5% 23 $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.