NUVEEN DYNAMIC MUN OPPORTUNI NDMO
COM SHS · Closed-End Fund · CUSIP 67079X102
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.02.
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 45 |
| Q4 2022 | 56 |
| Q1 2023 | 49 |
| Q2 2023 | 52 |
| Q3 2023 | 46 |
| Q4 2023 | 58 |
| Q1 2024 | 57 |
| Q2 2024 | 60 |
| Q3 2024 | 64 |
| Q4 2024 | 87 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 25 | 20 |
| Q2 2023 | 23 | 19 |
| Q3 2023 | 19 | 27 |
| Q4 2023 | 32 | 23 |
| Q1 2024 | 29 | 29 |
| Q2 2024 | 27 | 22 |
| Q3 2024 | 39 | 19 |
| Q4 2024 | 50 | 24 |
Biggest buyers
| RIVERNORTH CAPITAL MANAGEMENT, LLC | New | +526.8k |
| NINE MASTS CAPITAL Ltd | New | +427.6k |
| GUGGENHEIM CAPITAL LLC | Added | +251.3k |
| UBS Group AG | Added | +156.9k |
| READYSTATE ASSET MANAGEMENT LP | New | +92.7k |
| ROBINSON CAPITAL MANAGEMENT, LLC | New | +87.8k |
| Logan Stone Capital, LLC | New | +70.1k |
| WELLS FARGO & COMPANY/MN | Added | +68.4k |
| VAN ECK ASSOCIATES CORP | Added | +63.0k |
| Allspring Global Investments Holdings, LLC | New | +62.6k |
Biggest sellers
| Sanctuary Advisors, LLC | Reduced | -92.4k |
| MORGAN STANLEY | Reduced | -55.4k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold out | -40.4k |
| NCP Inc. | Reduced | -38.6k |
| Compound Planning, Inc. | Reduced | -34.3k |
| LANARK FINANCIAL, INC. | Reduced | -33.8k |
| OSAIC HOLDINGS, INC. | Reduced | -33.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -31.1k |
| NewEdge Wealth, LLC | Reduced | -19.9k |
| Kestra Advisory Services, LLC | Sold out | -19.7k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2026-04-30 | 6.3% |
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $16.8m | Reduced -55.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.2m $11.7m | Added +68.4k |
| UBS Group AG 0.00% of their portfolio | 801.3k $8.0m | Added +156.9k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.25% of their portfolio | 526.8k $5.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 515.7k $5.2m | Reduced -31.1k |
| GUGGENHEIM CAPITAL LLC 0.04% of their portfolio | 429.5k $4.3m | Added +251.3k |
| NINE MASTS CAPITAL Ltd 0.79% of their portfolio | 427.6k $4.3m | New |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 358.5k $3.6m | Added +63.0k |
| Tyche Wealth Partners LLC 0.62% of their portfolio | 291.0k $2.9m | Added +13.1k |
| HighTower Advisors, LLC 0.00% of their portfolio | 234.7k $2.4m | Added +51.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 214.8k $2.2m | Reduced -2.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 185.2k $1.9m | Added +21.3k |
| LPL Financial LLC 0.00% of their portfolio | 162.7k $1.6m | Added +36.0k |
| Congress Park Capital LLC 0.47% of their portfolio | 130.5k $1.3m | Added +58.0k |
| WEDBUSH SECURITIES INC 0.04% of their portfolio | 120.0k $1.2m | Reduced -5.5k |
| REGATTA CAPITAL GROUP, LLC 0.20% of their portfolio | 101.7k $1.0m | Unchanged |
| READYSTATE ASSET MANAGEMENT LP 0.04% of their portfolio | 92.7k $929.0k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 91.5k $916.7k | Added +384 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 89.1k $892.4k | Added +8.2k |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 88.3k $885.1k | Added +46.8k |
| ROBINSON CAPITAL MANAGEMENT, LLC 0.35% of their portfolio | 87.8k $879.3k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 81.1k $813.1k | Added +2.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 71.9k $720.7k | First filing |
| Cetera Investment Advisers 0.00% of their portfolio | 70.8k $709.7k | Added +20.0k |
| Logan Stone Capital, LLC 0.24% of their portfolio | 70.1k $702.5k | New |
| NCP Inc. 0.35% of their portfolio | 67.9k $680.1k | Reduced -38.6k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 65.5k $680.1k | Reduced -92.4k |
| PRIMORIS WEALTH ADVISORS, LLC 0.48% of their portfolio | 63.0k $631.3k | Added +500 |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 62.6k $627.1k | New |
| PFG Investments, LLC 0.04% of their portfolio | 56.6k $567.2k | Added +2.1k |
| LM Advisors LLC 0.10% of their portfolio | 52.7k $528.0k | Reduced -7.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 46.9k $469.9k | Added +28.6k |
| Virtu Financial LLC 0.02% of their portfolio | 45.3k $454.0k | New |
| COHEN & STEERS, INC. 0.00% of their portfolio | 45.0k $451.0k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 38.6k $386.5k | New |
| Blake Schutter Theil Wealth Advisors, LLC 0.38% of their portfolio | 36.1k $361.8k | Unchanged |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 35.0k $350.7k | New |
| StoneX Group Inc. 0.02% of their portfolio | 33.8k $338.3k | New |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% of their portfolio | 33.1k $331.8k | New |
| Fairhaven Wealth Management, LLC 0.10% of their portfolio | 31.2k $312.4k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 30.0k $300.1k | Added +3 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 29.0k $290.0k | Reduced -1.3k |
| Apollon Wealth Management, LLC 0.01% of their portfolio | 28.6k $286.1k | Added +8.6k |
| Marex Group Ltd 0.00% of their portfolio | 27.5k $275.1k | New |
| MGO ONE SEVEN LLC 0.01% of their portfolio | 25.2k $252.2k | New |
| Compound Planning, Inc. 0.01% of their portfolio | 23.9k $239.9k | Reduced -34.3k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 23.0k $230.7k | Added +7.5k |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.05% of their portfolio | 22.8k $228.6k | Reduced -5.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 22.2k $222.6k | Reduced -33.0k |
| Arlington Capital Management, Inc. 0.15% of their portfolio | 21.3k $213.7k | New |
| MRA Advisory Group 0.11% of their portfolio | 19.9k $199.8k | Reduced -7.8k |
| Walleye Capital LLC 0.00% of their portfolio | 19.1k $191.8k | Added +8.6k |
| CreativeOne Wealth, LLC 0.01% of their portfolio | 18.8k $188.4k | New |
| Catalina Capital Group, LLC 0.06% of their portfolio | 18.3k $183.7k | New |
| River Street Advisors LLC 0.09% of their portfolio | 17.0k $170.1k | Unchanged |
| Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio | 16.7k $167.1k | New |
| STEPHENS INC /AR/ 0.00% of their portfolio | 15.6k $155.9k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 15.4k $154.5k | New |
| MPWM ADVISORY SOLUTIONS, LLC 0.11% of their portfolio | 14.5k $145.5k | First filing |
| Heritage Trust Co 0.02% of their portfolio | 14.0k $140.3k | First filing |
| Arkos Global Advisors 0.02% of their portfolio | 14.0k $140.0k | Unchanged |
| JOURNEY STRATEGIC WEALTH LLC 0.01% of their portfolio | 13.8k $138.3k | New |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 12.8k $128.8k | New |
| Sonora Investment Management Group, LLC 0.01% of their portfolio | 12.6k $126.0k | New |
| Moors & Cabot, Inc. 0.01% of their portfolio | 12.2k $122.7k | Added +2.2k |
| NewEdge Wealth, LLC 0.00% of their portfolio | 12.1k $121.2k | Reduced -19.9k |
| SYKON CAPITAL LLC 0.04% of their portfolio | 11.2k $112.7k | Unchanged |
| WMG Financial Advisors, LLC 0.05% of their portfolio | 11.1k $110.7k | Reduced -7.6k |
| Savvy Advisors, Inc. 0.01% of their portfolio | 10.8k $108.6k | Unchanged |
| Beacon Bridge Wealth Partners, LLC 0.04% of their portfolio | 10.5k $105.6k | Reduced -4.2k |
| &PARTNERS 0.00% of their portfolio | 10.3k $104.9k | New |
| MELFA WEALTH MANAGEMENT, INC. 0.07% of their portfolio | 10.0k $100.5k | Unchanged |
| ORLEANS CAPITAL MANAGEMENT CORP/LA 0.06% of their portfolio | 10.0k $106.1k | New |
| COMERICA BANK 0.00% of their portfolio | 9.0k $89.9k | Unchanged |
| Balefire, LLC 0.02% of their portfolio | 5.8k $58.1k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 4.5k $45.1k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 4.0k $40.1k | New |
| Spire Wealth Management 0.00% of their portfolio | 3.5k $35.1k | Unchanged |
| Blue Trust, Inc. 0.00% of their portfolio | 2.0k $20.0k | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 2.0k $19.7k | Unchanged |
| Elequin Capital, LP 0.00% of their portfolio | 1.9k $19.2k | New |
| Activest Wealth Management 0.00% of their portfolio | 450 $4.5k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 284 $2.8k | Reduced -4.2k |
| LANARK FINANCIAL, INC. 0.03% of their portfolio | 36 $367 | Reduced -33.8k |
| BlackRock, Inc. 0.00% of their portfolio | 22 $224 | Unchanged |
| FMR LLC 0.00% of their portfolio | 1 $10 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |