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Disclosery

NDMO NUVEEN DYNAMIC MUN OPPORTUNI

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COM SHS (fund), issuer CIK 1793129

80 managers (80 13F filers) reported a position in NDMO shares at 2025-03-31, 8,635,390 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
80
13F filers
80
New
7
Added
32
Reduced
15
Sold out
13
Shares held by filers
8,635,390

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,670,328$17.1M<0.01%-6,59613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,242,312$12.7M<0.01%+74,68513F-HRTimelineGroup
UBS Group AGin group UBS Group AG831,987$8.54M<0.01%+30,72713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC578,956$5.94M0.06%+149,43113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/453,775$4.66M<0.01%-61,93013F-HRTimelineGroup
Tyche Wealth Partners LLC293,717$3.01M0.65%+2,71313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP291,047$2.99M<0.01%-67,43413F-HRTimelineGroup
HighTower Advisors, LLC267,229$2.74M<0.01%+32,54213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA258,811$2.65M<0.01%+73,56413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC221,796$2.28M<0.01%+6,96413F-HRTimeline
LPL Financial LLC199,682$2.05M<0.01%+37,00513F-HRTimeline
Congress Park Capital LLC147,500$1.51M0.57%+17,00013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC139,862$1.43M0.08%-386,96113F-HRTimeline
WEDBUSH SECURITIES INC120,303$1.23M0.05%+28013F-HRTimeline
REGATTA CAPITAL GROUP, LLC101,713$1.04M0.2%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC91,695$941K0.38%+3,94113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,559$939K<0.01%+6913F-HRTimelineGroup
NCP Inc.88,978$913K1.23%+21,10813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,182$833K<0.01%+3413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC78,456$805K0.02%-9,87313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …76,083$781K<0.01%+13,49613F-HRTimelineGroup
Cetera Investment Advisers75,258$772K<0.01%+4,42613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,401$743K<0.01%+47513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,726$726K<0.01%-18,33713F-HRTimelineGroup
Sanctuary Advisors, LLC65,710$674K<0.01%+25313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…61,706$633K0.72%+25,59813F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC59,540$611K0.47%-3,46013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.59,000$605K<0.01%+14,00013F-HRTimelineGroup
PFG Investments, LLC56,667$581K0.04%+6113F-HRTimeline
LM Advisors LLC50,726$520K0.09%-2,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.47,610$488K<0.01%+9,03413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,529$426K<0.01%+19,31613F-HRTimelineGroup
LANARK FINANCIAL, INC.37,601$385K0.03%+37,56513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,059$370K0.02%+2,29313F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC29,472$302K<0.01%-48013F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,988$297K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,550$293K0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC25,165$258K0.01%013F-HRTimeline
Arlington Capital Management, Inc.24,900$255K0.19%+3,56913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…23,081$237K0.04%+26813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP22,314$229K0.01%-70,39613F-HRTimeline
Patriot Financial Group Insurance Agenc…20,040$206K0.03%+3,36213F-HRTimeline
Compound Planning, Inc.19,639$201K0.01%-4,30613F-HRTimeline
Catalina Capital Group, LLC18,334$188K0.13%013F-HRTimeline
River Street Advisors LLC16,971$174K0.09%013F-HRTimeline
Summit X, LLC16,970$174K0.04%new13F-HRTimeline
Wealthspire Advisors, LLC16,100$165K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,554$160K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,917$153K<0.01%+2,06713F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC14,686$151K0.11%+16413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,230$146K<0.01%new13F-HRTimelineGroup
Arkos Global Advisors14,000$144K0.02%013F-HRTimeline
Heritage Trust Co14,000$144K0.02%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC13,800$142K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,289$136K<0.01%new13F-HRTimelineGroup
MRA Advisory Group13,193$135K0.07%-6,75013F-HRTimeline
NewEdge Advisors, LLC13,023$134K<0.01%-9,99613F-HRTimeline
Sonora Investment Management Group, LLC12,570$129K0.01%013F-HRTimeline
Moors & Cabot, Inc.12,250$126K0.01%013F-HRTimeline
NewEdge Wealth, LLC12,155$125K<0.01%+6013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,500$118K<0.01%-7,30013F-HRTimelineGroup
SYKON CAPITAL LLC11,250$115K0.04%013F-HRTimeline
Savvy Advisors, Inc.10,838$111K0.01%013F-HRTimeline
Janney Montgomery Scott LLC10,650$109K<0.01%new13F-HRTimeline
&PARTNERS10,329$105K<0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.10,028$103K0.07%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$103K0.06%013F-HRTimeline
COMERICA BANK8,973$92.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,500$46.2K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,000$41K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,500$35.9K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,200$30.6K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.2,000$20.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,971$20.2K<0.01%013F-HRTimeline
Elequin Capital, LP1,599$16.4K<0.01%-31513F-HRTimeline
FNY Investment Advisers, LLC600$6K<0.01%new13F-HRTimeline
Activest Wealth Management450$4.62K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…284$2.91K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.23$233<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.