![Nuveen Dynamic Municipal Opportunities Fund logo](/files/LOGO/1793129-NDMO.png)
Company profile
Ticker
NDMO
Exchange
Employees
Incorporated
Location
SEC CIK
Corporate docs
NDMO stock data
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Jul 24
DEF 14A
Definitive proxy
27 Jun 24
8-K
Regulation FD Disclosure
6 Mar 24
N-CEN
Annual report (registered investment company)
16 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
5 Jan 24
424B3
Prospectus supplement
2 Jan 24
424B3
Prospectus supplement
8 Dec 23
8-K
Departure of Directors or Certain Officers
13 Oct 23
424B3
Prospectus supplement
13 Oct 23
N-PX
Annual report of proxy voting record
21 Aug 23
Latest ownership filings
NPORT-P
Nuveen Dynamic Municipal Opportunities Fund (Apr 2024 report)
27 Jun 24
NPORT-P
Nuveen Dynamic Municipal Opportunities Fund (Jan 2024 report)
22 Mar 24
3
Mary Beth Ramsay
11 Mar 24
3
James N Nelson III
8 Mar 24
3
LOREN M STARR
11 Jan 24
3
THOMAS J KENNY
11 Jan 24
3
Michael A Forrester
11 Jan 24
3
Joseph A Boateng
11 Jan 24
NPORT-P
Nuveen Dynamic Municipal Opportunities Fund (Oct 2023 report)
27 Dec 23
NPORT-P
Nuveen Dynamic Municipal Opportunities Fund (Jul 2023 report)
28 Sep 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Nuveen Dynamic Municipal Opportunities Fund | – | 9.31 | 4.06 | 1.20 | 919.70 mm | 381 | Jan 2024 |
Institutional ownership, Q1 2024
2.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 29 |
Opened positions | 22 |
Closed positions | 2 |
Increased positions | 0 |
Reduced positions | 1 |
13F shares | Current |
---|---|
Total value | 8.34 bn |
Total shares | 1.27 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Van Eck Associates | 301.55 k | $3.28 mm |
Tyche Wealth Partners | 230.50 k | $2.51 bn |
Commonwealth Equity Services | 130.07 k | $1.42 mm |
Regatta Capital | 101.71 k | $1.11 bn |
Atomi Financial | 59.42 k | $647.10 mm |
Primoris Wealth Advisors | 53.00 k | $577.19 mm |
Raymond James & Associates | 38.33 k | $417.36 mm |
NewEdge Wealth | 34.07 k | $367.22 mm |
Fairhaven Wealth Management | 31.18 k | $339.50 mm |
Moors & Cabot | 30.00 k | $326.70 mm |