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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,981,391 | 19,972 | 0.0% | 0.0% | 1 | +245,072 | 14.11% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,474,341 | 14,861 | 0.11% | 0.09% | 2 | +345,497 | 30.61% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,246,463 | 12,564 | 0.0% | 0.0% | 3 | -51,888 | -4.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 887,779 | 8,948 | 0.0% | 0.0% | 4 | +9,700 | 1.1% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 470,724 | 4,744 | 0.0% | 0.0% | 5 | +13,747 | 3.01% | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 314,553 | 3,171 | 0.0% | 0.0% | 6 | +16,091 | 5.39% | Q4 2025 | Feb 13, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 293,248 | 2,955 | 0.47% | 0.54% | 7 | -2,320 | -0.78% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 277,284 | 2,795 | 0.0% | — | 8 | +277,284 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 262,837 | 2,649 | 0.0% | 0.0% | 9 | +5,550 | 2.16% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 212,563 | 2,142 | 0.0% | 0.0% | 10 | -37,233 | -14.91% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 202,541 | 2,041 | 0.0% | 0.0% | 11 | +121,141 | 148.82% | Q4 2025 | Feb 12, 2026 |
| NCP Inc. | History | Added to | 156,777 | 1,580 | 1.27% | 1.11% | 12 | +12,774 | 8.87% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 138,577 | 1,396 | 0.06% | 0.04% | 13 | +42,027 | 43.53% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 128,845 | 1,298 | 0.0% | 0.0% | 14 | +88,135 | 216.49% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 118,817 | 1,197 | 0.01% | 0.0% | 15 | +105,384 | 784.52% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 116,428 | 1,173 | 0.0% | 0.0% | 16 | -21,169 | -15.38% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 101,837 | 1,026 | 0.0% | — | 17 | +101,837 | New | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 101,713 | 1,025 | 0.15% | 0.17% | 18 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 94,360 | 951 | 0.0% | 0.0% | 19 | -3,090 | -3.17% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 90,910 | 916 | 0.0% | 0.0% | 20 | -7,087 | -7.23% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 90,218 | 909 | 0.04% | — | 21 | +90,218 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 88,245 | 889 | 0.0% | 0.0% | 22 | +6,226 | 7.59% | Q4 2025 | Feb 18, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 69,293 | 698 | 0.02% | 0.02% | 23 | +3,037 | 4.58% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 66,883 | 674 | 0.0% | 0.0% | 24 | -3,570 | -5.07% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 60,663 | 611 | 0.0% | 0.0% | 25 | -10,228 | -14.43% | Q4 2025 | Mar 16, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 54,540 | 549 | 0.33% | 0.36% | 26 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 53,736 | 541 | 0.04% | 0.03% | 27 | +10,500 | 24.29% | Q4 2025 | Jan 29, 2026 |
| River Street Advisors LLC | History | No change | 48,146 | 485 | 0.18% | 0.19% | 28 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Invesco Ltd. | History | Added to | 44,245 | 445 | 0.0% | 0.0% | 29 | +1,945 | 4.6% | Q4 2025 | Feb 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,468 | 428 | 0.0% | 0.0% | 30 | +4,580 | 12.09% | Q4 2025 | Feb 05, 2026 |
| COHEN & STEERS, INC. | History | No change | 40,000 | 403 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 39,500 | 398 | 0.02% | 0.03% | 32 | -10,372 | -20.8% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 38,659 | 389 | 0.0% | 0.0% | 33 | -27,051 | -41.17% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 34,472 | 347 | 0.0% | 0.0% | 34 | -10,148 | -22.74% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 30,556 | 308 | 0.0% | 0.0% | 35 | -517 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Aurora Private Wealth, Inc. | History | New | 30,037 | 303 | 0.2% | — | 36 | +30,037 | New | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | No change | 28,550 | 287 | 0.0% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 25,165 | 253 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 24,522 | 247 | 0.09% | — | 39 | +24,522 | New | Q4 2025 | Jan 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 21,367 | 215 | 0.0% | — | 40 | +21,367 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 21,157 | 213 | 0.0% | — | 41 | +21,157 | New | Q4 2025 | Feb 18, 2026 |
| Virtu Financial LLC | History | Reduced | 20,438 | 206 | 0.01% | 0.02% | 42 | -20,882 | -50.54% | Q4 2025 | Feb 23, 2026 |
| Congress Park Capital LLC | History | Reduced | 20,000 | 201 | 0.06% | 0.16% | 43 | -30,000 | -60.0% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,962 | 201 | 0.01% | 0.01% | 44 | +5,000 | 33.42% | Q4 2025 | Jan 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 18,897 | 190 | 0.02% | 0.03% | 45 | -3,465 | -15.5% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 17,084 | 172 | 0.0% | — | 46 | +17,084 | New | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | New | 15,552 | 156 | 0.0% | — | 47 | +15,552 | New | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 15,567 | 156 | 0.09% | 0.09% | 48 | +350 | 2.3% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,400 | 155 | 0.0% | 0.0% | 49 | -691 | -4.29% | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 15,000 | 151 | 0.13% | — | 50 | +15,000 | New | Q4 2025 | Mar 05, 2026 |
| XTX Topco Ltd | History | New | 14,978 | 150 | 0.0% | — | 51 | +14,978 | New | Q4 2025 | Feb 17, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 14,528 | 146 | 0.08% | 0.09% | 52 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SMITH, MOORE & CO. | History | No change | 13,916 | 140 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,389 | 134 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,045 | 131 | 0.0% | 0.0% | 55 | +9 | 0.07% | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,767 | 128 | 0.0% | 0.0% | 56 | -2,150 | -14.41% | Q4 2025 | Feb 02, 2026 |
| MRA Advisory Group | History | Reduced | 12,621 | 127 | 0.05% | 0.06% | 57 | -1,016 | -7.45% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,524 | 126 | 0.0% | — | 58 | +12,524 | New | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 12,318 | 124 | 0.01% | — | 59 | +12,318 | New | Q4 2025 | Feb 17, 2026 |
| SYKON CAPITAL LLC | History | No change | 11,250 | 113 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 10,973 | 110 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 10,332 | 104 | 0.03% | 0.04% | 62 | +242 | 2.4% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,000 | 100 | 0.0% | 0.0% | 63 | -5,554 | -35.71% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 10,000 | 100 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | No change | 8,485 | 85 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,500 | 75 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | New | 5,557 | 56 | 0.0% | — | 67 | +5,557 | New | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Added to | 3,900 | 39 | 0.0% | 0.0% | 68 | +400 | 11.43% | Q4 2025 | Jan 14, 2026 |
| Camelot Portfolios, LLC | History | New | 2,000 | 20 | 0.01% | — | 70 | +2,000 | New | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 2,000 | 20 | 0.0% | 0.0% | 69 | +1,000 | 100.0% | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | No change | 2,000 | 20 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,971 | 19 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -50,726 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,846 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,312 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,368 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,111 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -706 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BlackRock, Inc. | History | Reduced | 1 | 0 | — | — | — | -23 | -95.83% | Q4 2025 | Feb 12, 2026 |