NDMONUVEEN DYNAMIC MUN OPPORTUNI
CUSIP 67079X102 · Yahoo Finance ↗ · Google Finance ↗
Nuveen Dynamic Mun Opportuni (NDMO) has 62 institutional holders in Filings Flow’s 13F database, together reporting 9.83M shares worth $95M as of Q1 2026. The largest reported holders are Morgan Stanley, Guggenheim Capital LLC, and Wells Fargo & Company/Mn.
Institutional Holders
62
Q1 2026
Reported Value
$95M
Ticker
NDMO
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Tyche Wealth Partners LLC$648M AUM | 0.47% | $3M | 293.5K | Q1 2026 |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.39% | $561,224 | 54.5K | Q1 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.39% | $923,369 | 91.7K | Q2 2025OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.27% | $358,869 | 35.6K | Q2 2025OLDER |
| River Street Advisors LLC$296M AUM | 0.17% | $495,423 | 48.1K | Q1 2026 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.16% | $1M | 101.7K | Q1 2026 |
| BAYBAN$115M AUM | 0.13% | $154,350 | 15.0K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.12% | $15M | 1.45M | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.11% | $255,311 | 24.8K | Q1 2026 |
| Congress Park Capital LLC$326M AUM | 0.09% | $308,700 | 30.0K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.09% | $149,496 | 14.5K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.08% | $156,227 | 15.2K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.06% | $1M | 138.6K | Q4 2025OLDER |
| MRA Advisory Group$276M AUM | 0.05% | $131,158 | 12.7K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.05% | $100,700 | 10.0K | Q2 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.05% | $4M | 375.2K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $599,042 | 58.2K | Q1 2026 |
| Duncan Williams Asset Management, LLC$361M AUM | 0.04% | $154,248 | 14.8K | Q3 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.04% | $909,397 | 90.2K | Q4 2025OLDER |
| SYKON CAPITAL LLC$300M AUM | 0.04% | $115,763 | 11.3K | Q1 2026 |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.03% | $104,144 | 10.3K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $391,562 | 38.1K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.02% | $168,199 | 16.7K | Q2 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $407,125 | 39.6K | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.02% | $69,302 | 6.9K | Q1 2026 |
| Heritage Trust Co$997M AUM | 0.02% | $140,980 | 14.0K | Q2 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 121.3K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.01% | $107,724 | 10.4K | Q3 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $20,160 | 2.0K | Q4 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.01% | $140,273 | 13.9K | Q4 2025OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.01% | $130,603 | 12.6K | Q3 2025OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $124,868 | 12.4K | Q2 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 112.7K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $205,409 | 20.0K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $258,948 | 25.2K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $124,165 | 12.3K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $298,925 | 29.1K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $2M | 236.1K | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $150,978 | 15.0K | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $4M | 385.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 272.2K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $10,290 | 1.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 1.32M | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $85,529 | 8.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $77,175 | 7.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $102,900 | 10.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $363,483 | 35.3K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $128,691 | 12.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 117.2K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $213,273 | 21.2K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $10,390 | 1.0K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $137,773 | 13.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $40,131 | 3.9K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 101.8K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 841.5K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 1.98M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $624,225 | 60.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $56,014 | 5.6K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $912,198 | 88.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $595,019 | 57.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $912,994 | 88.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 298.5K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $4,631 | 450 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $140,980 | 14.0K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $131,926 | 13.1K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $177,878 | 17.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $19,868 | 2.0K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 300.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $7,335 | 706 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $131,493 | 13.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $110,608 | 11.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $134,000 | 13.3K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 489.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $312,559 | 30.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $161,790 | 15.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $939,848 | 91.3K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $20,580 | 2.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $853,081 | 82.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,620 | 2.0K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $104,517 | 10.4K | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $160,031 | 15.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $11,431 | 1.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $64,549 | 6.3K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $453,954 | 44.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $215,379 | 21.4K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $405,899 | 39.4K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $40,280 | 4.0K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $179,056 | 17.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $126,242 | 12.5K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,951 | 284 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $10 | 1 | Q4 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.