NUVEEN DYNAMIC MUN OPPORTUNI (NDMO)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
58
Reporting holders
$99.3M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $21.0M | 2,018,327 | 0.00% | 24q | +1.6%+$335.8K |
| WELLS FARGO & COMPANY/MN | $16.7M | 1,603,570 | 0.00% | 24q | -39.1%-$10.7M |
| GUGGENHEIM CAPITAL LLC | $14.4M | 1,379,401 | 0.09% | 8q | -4.7%-$707.4K |
| UBS Group AG | $5.7M | 550,535 | 0.00% | 24q | -34.6%-$3.0M |
| BANK OF AMERICA CORP /DE/ | $5.0M | 480,109 | 0.00% | 24q | -1.9%-$99.4K |
| VAN ECK ASSOCIATES CORP | $3.7M | 352,107 | 0.00% | 20q | -8.6%-$343.0K |
| ROYAL BANK OF CANADA | $3.2M | 309,189 | 0.00% | 24q | +3.0%+$94.1K |
| LPL Financial LLC | $3.2M | 306,263 | 0.00% | 18q | +2.6%+$80.8K |
| Tyche Wealth Partners LLC | $3.1M | 293,874 | 0.43% | 11q | HELD |
| HighTower Advisors, LLC | $3.0M | 292,789 | 0.00% | 10q | +7.6%+$214.6K |
| STEPHENS INC /AR/ | $1.2M | 120,000 | 0.01% | 7q | -68.0%-$2.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 117,249 | 0.00% | 17q | HELD |
| Advisors Asset Management, Inc. | $1.2M | 114,033 | 0.02% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 107,065 | 0.00% | 7q | +17.2%+$163.7K |
| Cetera Investment Advisers | $1.1M | 104,916 | 0.00% | 10q | +18.3%+$169.3K |
| REGATTA CAPITAL GROUP, LLC | $1.1M | 101,713 | 0.14% | 15q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 101,349 | 0.00% | 24q | +75.3%+$453.1K |
| &PARTNERS | $997.4K | 95,811 | 0.00% | 7q | -15.0%-$175.8K |
| AMERIPRISE FINANCIAL INC | $943.6K | 90,644 | 0.00% | 23q | -45.3%-$782.5K |
| STIFEL FINANCIAL CORP | $927.3K | 89,081 | 0.00% | 16q | HELD |
| LANARK FINANCIAL, INC. | $729.2K | 70,046 | 0.05% | 12q | +20.3%+$123.2K |
| Sanctuary Advisors, LLC | $725.7K | 69,711 | 0.00% | 9q | +97.3%+$358.0K |
| Mariner, LLC | $704.2K | 67,647 | 0.00% | 8q | +122.7%+$388.0K |
| PRIMORIS WEALTH ADVISORS, LLC | $568.2K | 54,582 | 0.26% | 19q | HELD |
| Rockefeller Capital Management L.P. | $558.6K | 53,663 | 0.00% | 21q | -11.5%-$72.9K |
| US BANCORP \DE\ | $538.1K | 51,688 | 0.00% | 4q | +724.0%+$472.8K |
| River Street Advisors LLC | $501.2K | 48,146 | 0.15% | 10q | HELD |
| Invesco Ltd. | $449.2K | 43,151 | 0.00% | 4q | -2.2%-$10.0K |
| PFG Investments, LLC | $412.9K | 39,666 | 0.02% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $398.3K | 38,257 | 0.00% | 4q | -3.0%-$12.4K |
| Congress Park Capital LLC | $312.3K | 30,000 | 0.08% | 8q | HELD |
| Apollon Wealth Management, LLC | $302.4K | 29,050 | 0.00% | 19q | HELD |
| JANE STREET GROUP, LLC | $277.4K | 26,652 | 0.00% | 5q | +53.2%+$96.3K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $262.9K | 25,259 | 0.10% | 3q | +1.8%+$4.7K |
| MGO ONE SEVEN LLC | $259.7K | 24,945 | 0.00% | 7q | -0.9%-$2.3K |
| Savvy Advisors, Inc. | $207.8K | 19,962 | 0.00% | 8q | HELD |
| FIFTH THIRD BANCORP | $205.3K | 19,723 | 0.00% | 2q | +25.4%+$41.6K |
| Patriot Financial Group Insurance Agency, LLC | $199.4K | 19,159 | 0.02% | 7q | -49.7%-$196.7K |
| Venture Visionary Partners LLC | $190.3K | 18,284 | 0.01% | new | NEW |
| Allworth Financial LP | $183.2K | 17,600 | 0.00% | 5q | +1.8%+$3.3K |
| MELFA WEALTH MANAGEMENT, INC. | $151.2K | 14,528 | 0.08% | 10q | HELD |
| MPWM ADVISORY SOLUTIONS, LLC | $147.4K | 14,160 | 0.07% | 7q | -6.7%-$10.6K |
| Concurrent Investment Advisors, LLC | $147.0K | 14,120 | 0.00% | 6q | +5.5%+$7.6K |
| Worth Asset Management, LLC | $140.1K | 13,460 | 0.04% | new | NEW |
| MRA Advisory Group | $134.7K | 12,941 | 0.05% | 14q | +1.5%+$2.0K |
| Savant Capital, LLC | $126.8K | 12,252 | 0.00% | new | NEW |
| SYKON CAPITAL LLC | $117.1K | 11,250 | 0.04% | 13q | HELD |
| Wealthcare Advisory Partners LLC | $112.4K | 10,800 | 0.00% | 5q | +8.0%+$8.3K |
| Arax Advisory Partners | $88.3K | 8,485 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $78.1K | 7,500 | 0.00% | 9q | HELD |
| Vision Retirement, LLC | $71.6K | 6,875 | 0.02% | 3q | HELD |
| Global Retirement Partners, LLC | $58.6K | 5,632 | 0.00% | 2q | +1.3% |
| Spire Wealth Management | $51.0K | 4,900 | 0.00% | 11q | +25.6%+$10.4K |
| Clear Street Group Inc. | $34.6K | 3,327 | 0.00% | new | NEW |
| Blue Trust, Inc. | $17.3K | 1,662 | 0.00% | 17q | -16.9%-$3.5K |
| HIGHLINE WEALTH PARTNERS LLC | $10.4K | 1,000 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $7.4K | 715 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $7.3K | 706 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $888 | 85,254 | 0.00% | 15q | +100.5% |
| WEDBUSH SECURITIES INC | $768 | 73,793 | 0.02% | 24q | +4.1% |
| LM Advisors LLC | $452 | 43,443 | 0.05% | 2q | +9618.8% |
| COHEN & STEERS, INC. | $416 | 40,000 | 0.00% | 7q | HELD |
| Aurora Private Wealth, Inc. | $255 | 24,468 | 0.16% | 3q | -18.5% |
| Janney Montgomery Scott LLC | $155 | 14,850 | 0.00% | 6q | +12.9% |
| FNY Investment Advisers, LLC | $6 | 600 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $99.3M | 9,539,529 | 8 | 20 | 15 | 0.0% |
| Q1 2026 | 55 | $109.6M | 10,648,418 | 6 | 18 | 10 | 0.0% |
| Q4 2025 | 68 | $95.4M | 9,464,051 | 10 | 20 | 18 | 0.0% |
| Q3 2025 | 62 | $86.0M | 8,278,637 | 9 | 23 | 10 | 0.0% |
| Q2 2025 | 66 | $87.6M | 8,694,447 | 9 | 24 | 11 | 0.0% |
| Q1 2025 | 69 | $80.0M | 7,800,679 | 5 | 23 | 12 | 0.0% |
| Q4 2024 | 78 | $85.5M | 8,529,626 | 27 | 19 | 13 | 0.0% |
| Q3 2024 | 52 | $71.9M | 6,426,596 | 10 | 20 | 7 | 0.0% |
| Q2 2024 | 49 | $59.1M | 5,471,961 | 8 | 14 | 13 | 0.0% |
| Q1 2024 | 44 | $95.4M | 8,758,955 | 11 | 13 | 11 | 0.0% |
| Q4 2023 | 47 | $71.3M | 7,199,203 | 16 | 12 | 12 | 0.0% |
| Q3 2023 | 34 | $51.8M | 5,283,157 | 3 | 11 | 14 | 0.0% |
| Q2 2023 | 41 | $53.6M | 5,270,915 | 7 | 11 | 11 | 0.0% |
| Q1 2023 | 37 | $56.8M | 5,372,610 | 4 | 11 | 7 | 0.0% |
| Q4 2022 | 44 | $59.4M | 5,968,535 | 15 | 13 | 11 | 0.0% |
| Q3 2022 | 43 | $68.3M | 6,639,400 | 7 | 13 | 13 | 0.0% |
| Q2 2022 | 46 | $89.2M | 8,018,492 | 15 | 10 | 11 | 0.0% |
| Q1 2022 | 33 | $113.4M | 8,749,677 | 10 | 8 | 10 | 0.0% |
| Q4 2021 | 31 | $115.7M | 6,958,615 | 8 | 15 | 5 | 0.0% |
| Q3 2021 | 26 | $85.7M | 5,351,501 | 9 | 12 | 4 | 0.0% |
| Q2 2021 | 19 | $59.2M | 3,505,657 | 6 | 9 | 4 | 0.0% |
| Q1 2021 | 16 | $63.7M | 3,942,115 | 5 | 9 | 0 | 0.0% |
| Q4 2020 | 14 | $36.1M | 2,298,827 | 7 | 6 | 1 | 0.0% |
| Q3 2020 | 7 | $16.0M | 1,067,103 | 7 | 0 | 0 | 0.0% |