Nuveen Dynamic Municipal Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.99 M | $20.44 M | 0.24% | 3.44% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.45 M | $14.89 M | -1.83% | 2.51% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.32 M | $13.54 M | 5.58% | 2.28% |
| UBS GROUP AG | 05/05/2026 | 841.53 K | $8.66 M | -5.21% | 1.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 489.66 K | $5.04 M | 4.02% | 0.85% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 385.05 K | $3.96 M | 22.41% | 0.67% |
| STEPHENS INC /AR/ | 04/28/2026 | 375.16 K | $3.86 M | 3,651.60% | 0.65% |
| ROYAL BANK OF CANADA | 05/15/2026 | 300.15 K | $3.09 M | 8.25% | 0.52% |
| LPL FINANCIAL LLC | 05/06/2026 | 298.50 K | $3.07 M | 40.43% | 0.52% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 293.49 K | $3.02 M | 0.08% | 0.51% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 272.17 K | $2.80 M | 3.55% | 0.47% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 121.32 K | $1.25 M | 100.00% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 117.21 K | $1.21 M | 0.68% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 112.70 K | $1.16 M | -5.15% | 0.20% |
| REGATTA CAPITAL GROUP, LLC | 04/15/2026 | 101.71 K | $1.05 M | 0.00% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 91.34 K | $939.85 K | 3.50% | 0.16% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 88.73 K | $912.99 K | -5.97% | 0.15% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 88.65 K | $912.20 K | -2.49% | 0.15% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 82.90 K | $853.08 K | 23.95% | 0.14% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 70.86 K | $729.00 K | 2.26% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 60.66 K | $624.23 K | 0.00% | 0.11% |
| NBC SECURITIES, INC. | 04/14/2026 | 58.22 K | $599.04 K | 8.34% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 57.82 K | $595.02 K | -55.12% | 0.10% |
| PRIMORIS WEALTH ADVISORS, LLC | 04/30/2026 | 54.54 K | $561.22 K | 0.00% | 0.09% |
| RIVER STREET ADVISORS LLC | 04/21/2026 | 48.15 K | $495.42 K | 0.00% | 0.08% |
| INVESCO LTD. | 05/12/2026 | 44.12 K | $453.95 K | -0.29% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 42.53 K | $438.00 K | 0.15% | 0.07% |
| COHEN & STEERS, INC. | 05/15/2026 | 40.00 K | $412.00 K | 0.00% | 0.07% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 39.57 K | $407.13 K | 0.16% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 39.45 K | $405.90 K | 14.43% | 0.07% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 04/22/2026 | 38.05 K | $391.56 K | 101.37% | 0.07% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 35.32 K | $363.48 K | -8.63% | 0.06% |
| MARINER, LLC | 05/13/2026 | 30.38 K | $312.56 K | -0.59% | 0.05% |
| AURORA PRIVATE WEALTH, INC. | 04/16/2026 | 30.04 K | $303.00 K | 0.00% | 0.05% |
| CONGRESS PARK CAPITAL LLC | 04/14/2026 | 30.00 K | $308.70 K | 50.00% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 29.05 K | $298.93 K | 1.75% | 0.05% |
| MGO ONE SEVEN LLC | 05/14/2026 | 25.17 K | $258.95 K | 0.00% | 0.04% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 04/14/2026 | 24.81 K | $255.31 K | 1.18% | 0.04% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 19.96 K | $205.41 K | 0.00% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 17.40 K | $179.06 K | -91.41% | 0.03% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 17.29 K | $177.88 K | 1.18% | 0.03% |
| FIFTH THIRD BANCORP | 05/01/2026 | 15.72 K | $161.79 K | 100.00% | 0.03% |
| COLONY GROUP, LLC | 05/15/2026 | 15.55 K | $160.03 K | 0.00% | 0.03% |
| MPWM ADVISORY SOLUTIONS, LLC | 05/13/2026 | 15.18 K | $156.23 K | -2.47% | 0.03% |
| 04/24/2026 | 15.00 K | $154.35 K | 0.00% | 0.03% | |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 14.53 K | $149.50 K | 0.00% | 0.03% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 13.39 K | $137.77 K | 0.00% | 0.02% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 13.15 K | $135.00 K | -14.61% | 0.02% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 13.05 K | $134.28 K | 0.04% | 0.02% |
| MRA ADVISORY GROUP | 04/22/2026 | 12.75 K | $131.16 K | 0.99% | 0.02% |
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Nuveen Dynamic Municipal Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of Nuveen Dynamic Municipal Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.99 M
GUGGENHEIM CAPITAL LLC: 1.45 M
WELLS FARGO & COMPANY/MN: 1.32 M
UBS Group AG: 841,531
BANK OF AMERICA CORP /DE/: 489,655
VAN ECK ASSOCIATES CORP: 385,054
17.04% of Nuveen Dynamic Municipal Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.96 M shares in the last 24 months. This purchase volume represents approximately $103.56 M in transactions.