Nuveen Dynamic Municipal Opportunities Fund - NDMO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LM Advisors LLC | History | New | 447 | 43,443 | 0.69% | — | 1 | +447 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,986,072 | 20,436 | 0.0% | 0.0% | 2 | +4,681 | 0.24% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,447,355 | 14,893 | 0.12% | 0.11% | 3 | -26,986 | -1.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,316,001 | 13,541 | 0.0% | 0.0% | 4 | +69,538 | 5.58% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 841,531 | 8,659 | 0.0% | 0.0% | 5 | -46,248 | -5.21% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 489,655 | 5,038 | 0.0% | 0.0% | 6 | +18,931 | 4.02% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 385,054 | 3,962 | 0.0% | 0.0% | 7 | +70,501 | 22.41% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 375,160 | 3,860 | 0.05% | 0.0% | 8 | +365,160 | 3651.6% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 300,148 | 3,089 | 0.0% | 0.0% | 9 | +22,864 | 8.25% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 298,501 | 3,071 | 0.0% | 0.0% | 10 | +85,938 | 40.43% | Q1 2026 | May 06, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 293,493 | 3,020 | 0.47% | 0.47% | 11 | +245 | 0.08% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 272,170 | 2,800 | 0.0% | 0.0% | 12 | +9,333 | 3.55% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 121,315 | 1,248 | 0.01% | — | 13 | +121,315 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 117,214 | 1,206 | 0.0% | 0.0% | 14 | +786 | 0.68% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 112,701 | 1,159 | 0.01% | 0.01% | 15 | -6,116 | -5.15% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 101,713 | 1,046 | 0.16% | 0.15% | 16 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,336 | 939 | 0.0% | 0.0% | 17 | +3,091 | 3.5% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 88,726 | 912 | 0.0% | 0.0% | 18 | -5,634 | -5.97% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 88,649 | 912 | 0.0% | 0.0% | 19 | -2,261 | -2.49% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 82,904 | 853 | 0.0% | 0.0% | 20 | +16,021 | 23.95% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 70,862 | 729 | 0.02% | 0.02% | 21 | +1,569 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 60,663 | 624 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 58,216 | 599 | 0.04% | 0.04% | 23 | +4,480 | 8.34% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,824 | 595 | 0.0% | 0.0% | 24 | -71,021 | -55.12% | Q1 2026 | May 15, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 54,541 | 561 | 0.39% | 0.33% | 25 | +1 | 0.0% | Q1 2026 | Apr 30, 2026 |
| River Street Advisors LLC | History | No change | 48,146 | 495 | 0.17% | 0.18% | 26 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Invesco Ltd. | History | Reduced | 44,116 | 453 | 0.0% | 0.0% | 27 | -129 | -0.29% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,530 | 438 | 0.0% | 0.0% | 28 | +62 | 0.15% | Q1 2026 | Apr 30, 2026 |
| COHEN & STEERS, INC. | History | No change | 40,000 | 412 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 39,565 | 407 | 0.02% | 0.02% | 30 | +65 | 0.16% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,446 | 405 | 0.0% | 0.0% | 31 | +4,974 | 14.43% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 38,052 | 391 | 0.02% | 0.02% | 32 | +19,155 | 101.37% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 35,324 | 363 | 0.0% | 0.0% | 33 | -3,335 | -8.63% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 30,375 | 312 | 0.0% | 0.0% | 34 | -181 | -0.59% | Q1 2026 | May 13, 2026 |
| Congress Park Capital LLC | History | Added to | 30,000 | 308 | 0.09% | 0.06% | 35 | +10,000 | 50.0% | Q1 2026 | Apr 14, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 30,037 | 303 | 0.22% | 0.2% | 36 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 29,050 | 298 | 0.0% | 0.0% | 37 | +500 | 1.75% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 25,165 | 258 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 24,811 | 255 | 0.11% | 0.09% | 39 | +289 | 1.18% | Q1 2026 | Apr 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 19,962 | 205 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,401 | 179 | 0.0% | 0.0% | 41 | -185,140 | -91.41% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 17,286 | 177 | 0.0% | 0.0% | 42 | +202 | 1.18% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 15,723 | 161 | 0.0% | — | 43 | +15,723 | New | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | No change | 15,552 | 160 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 15,182 | 156 | 0.08% | 0.09% | 45 | -385 | -2.47% | Q1 2026 | May 13, 2026 |
| BAYBAN | History | No change | 15,000 | 154 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 14,528 | 149 | 0.09% | 0.08% | 47 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,389 | 137 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,150 | 135 | 0.0% | 0.0% | 49 | -2,250 | -14.61% | Q1 2026 | Apr 22, 2026 |
| MRA Advisory Group | History | Added to | 12,746 | 131 | 0.05% | 0.05% | 50 | +125 | 0.99% | Q1 2026 | Apr 22, 2026 |
| SYKON CAPITAL LLC | History | No change | 11,250 | 115 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 10,973 | 110 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 10,000 | 102 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,500 | 77 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | No change | 6,875 | 70 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 6,273 | 64 | 0.0% | 0.0% | 56 | +4,273 | 213.65% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,557 | 56 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 3,900 | 40 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,000 | 20 | 0.0% | — | 60 | +2,000 | New | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | No change | 2,000 | 20 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 1,111 | 11 | 0.0% | — | 61 | +1,111 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FNY Investment Advisers, LLC | History | New | 600 | 6 | 0.0% | — | 63 | +600 | New | Q1 2026 | Apr 15, 2026 |
| Activest Wealth Management | History | New | 450 | 4 | 0.0% | — | 64 | +450 | New | Q1 2026 | Apr 15, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 1.27% | — | -156,777 | -100.0% | Q1 2026 | May 08, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -138,577 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -101,837 | -100.0% | Q1 2026 | May 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -90,218 | -100.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,367 | -100.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,157 | -100.0% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,438 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,978 | -100.0% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,916 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,045 | -100.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,767 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,524 | -100.0% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,318 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,332 | -100.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -8,485 | -100.0% | Q1 2026 | May 13, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,971 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |