Institutional Ownership Nuveen Dynamic Municipal Opportunities Fund (NDMO)
This table provides information about the institutional ownership of Nuveen Dynamic Municipal Opportunities Fund (NDMO). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 8.68 Million shares, which have been reported (via 13F filing form) to have a value of $88 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
61,706
shares
|
$625,698
0.72% of portfolio
|
Q1 2025
Added 70.89%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
59,540
shares
|
$603,735
0.51% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
59,000
shares
|
$598,260
0.0% of portfolio
|
Q1 2025
Added 31.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
56,667
shares
|
$574,603
0.04% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
50,726
shares
|
$514,361
0.09% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
47,610
shares
|
$482,765
0.0% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
41,529
shares
|
$421,104
0.0% of portfolio
|
Q4 2024
Reduced 46.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,819
shares
|
$403,764
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
36,066
shares
|
$365,709
0.03% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
36,059
shares
|
$365,638
0.02% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
31,175
shares
|
$316,114
0.1% of portfolio
|
Q1 2024
Added 186.01%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
29,472
shares
|
$298,846
0.0% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,988
shares
|
$293,938
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
28,550
shares
|
$289,497
0.01% of portfolio
|
Q4 2024
Added 42.75%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
25,165
shares
|
$255,173
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
24,900
shares
|
$252,486
0.2% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
23,508
shares
|
$238,371
0.03% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
22,314
shares
|
$226,263
0.01% of portfolio
|
Q1 2025
Reduced 75.93%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
20,040
shares
|
$203,205
0.03% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
19,639
shares
|
$199,139
0.01% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
18,334
shares
|
$185,906
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
16,971
shares
|
$172,085
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
16,970
shares
|
$172,075
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
16,100
shares
|
$163,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
15,554
shares
|
$157,717
0.0% of portfolio
|
Q4 2024
New holding
|