DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN DYNAMIC MUN OPPORTUNI (NDMO)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
66
Reporting holders
$102.3M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +21.9%+$3.0M |
| 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 | +9.3%+$80.6K |
| STIFEL FINANCIAL CORP | $927.3K | 89,081 | 0.00% | 16q | HELD |
| Cambridge Investment Research Advisors, Inc. | $888.0K | 85,254 | 0.00% | 15q | +100.5%+$445.0K |
| WEDBUSH SECURITIES INC | $768.0K | 73,793 | 0.02% | 24q | +4.1%+$30.5K |
| 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 |
| LM Advisors LLC | $452.0K | 43,443 | 0.05% | 2q | +9618.8%+$447.3K |
| Invesco Ltd. | $449.2K | 43,151 | 0.00% | 4q | -2.2%-$10.0K |
| COHEN & STEERS, INC. | $416.0K | 40,000 | 0.00% | 7q | HELD |
| 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 |
| Aurora Private Wealth, Inc. | $255.0K | 24,468 | 0.16% | 3q | -18.5%-$58.0K |
| 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 |
| Janney Montgomery Scott LLC | $155.0K | 14,850 | 0.00% | 6q | +12.9%+$17.7K |
| 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 |
| BFC Planning, Inc. | $67.7K | 6,500 | 0.00% | 7q | 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% | 15q | -94.5%-$128.5K |
| Ameritas Advisory Services, LLC | $7.3K | 706 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $6.0K | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $7.5M | 846,282 | 4 | 6 | 4 | 0.0% |
| Q2 2026 | 66 | $102.3M | 9,828,437 | 7 | 26 | 15 | 0.0% |
| Q1 2026 | 64 | $101.4M | 9,851,296 | 7 | 20 | 11 | 0.0% |
| Q4 2025 | 76 | $100.8M | 10,002,740 | 11 | 23 | 21 | 0.0% |
| Q3 2025 | 73 | $93.4M | 8,987,889 | 10 | 30 | 11 | 0.0% |
| Q2 2025 | 79 | $94.9M | 9,420,887 | 12 | 26 | 15 | 0.0% |
| Q1 2025 | 80 | $88.6M | 8,639,390 | 7 | 26 | 14 | 0.0% |
| Q4 2024 | 87 | $94.3M | 9,412,964 | 29 | 20 | 17 | 0.0% |
| Q3 2024 | 63 | $84.3M | 7,260,002 | 11 | 24 | 10 | 0.0% |
| Q2 2024 | 59 | $67.5M | 6,252,511 | 8 | 18 | 15 | 0.0% |
| Q1 2024 | 57 | $103.7M | 9,522,907 | 13 | 17 | 14 | 0.0% |
| Q4 2023 | 57 | $77.9M | 7,857,764 | 17 | 15 | 17 | 0.0% |
| Q3 2023 | 45 | $57.8M | 5,886,986 | 4 | 13 | 16 | 0.0% |
| Q2 2023 | 51 | $59.0M | 5,794,524 | 7 | 14 | 12 | 0.0% |
| Q1 2023 | 49 | $63.9M | 6,052,176 | 6 | 16 | 9 | 0.0% |
| Q4 2022 | 55 | $66.6M | 6,698,700 | 16 | 17 | 13 | 0.0% |
| Q3 2022 | 43 | $68.3M | 6,639,400 | 7 | 13 | 13 | 0.0% |
| Q2 2022 | 45 | $89.1M | 8,017,492 | 15 | 10 | 10 | 0.0% |
| Q1 2022 | 32 | $110.7M | 8,539,344 | 10 | 7 | 10 | 0.0% |
| Q4 2021 | 31 | $115.7M | 6,958,615 | 8 | 15 | 5 | 0.0% |
| Q3 2021 | 26 | $133.6M | 8,348,501 | 9 | 12 | 4 | 0.0% |
| Q2 2021 | 19 | $109.7M | 6,502,657 | 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% |