Nuveen Dynamic Municipal Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.98 M | $19.97 M | 14.11% | 3.43% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.47 M | $14.86 M | 30.61% | 2.55% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.25 M | $12.56 M | -4.00% | 2.16% |
| UBS GROUP AG | 01/29/2026 | 887.78 K | $8.95 M | 1.10% | 1.54% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 470.72 K | $4.74 M | 3.01% | 0.81% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 314.55 K | $3.17 M | 5.39% | 0.54% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 293.25 K | $2.96 M | -0.78% | 0.51% |
| ROYAL BANK OF CANADA | 02/17/2026 | 277.28 K | $2.80 M | 9.56% | 0.48% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 262.84 K | $2.65 M | 2.16% | 0.45% |
| LPL FINANCIAL LLC | 02/11/2026 | 212.56 K | $2.14 M | -14.91% | 0.37% |
| JANE STREET GROUP, LLC | 02/12/2026 | 202.54 K | $2.04 M | 148.82% | 0.35% |
| NCP INC. | 02/17/2026 | 156.78 K | $1.58 M | 8.87% | 0.27% |
| STONEX GROUP INC. | 02/12/2026 | 138.58 K | $1.40 M | 43.53% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 128.85 K | $1.30 M | 216.49% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 118.82 K | $1.20 M | 784.52% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 116.43 K | $1.17 M | -15.38% | 0.20% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 101.84 K | $1.03 M | 100.00% | 0.18% |
| REGATTA CAPITAL GROUP, LLC | 01/13/2026 | 101.71 K | $1.03 M | 0.00% | 0.18% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 94.36 K | $951.15 K | -3.17% | 0.16% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 90.91 K | $916.38 K | -7.23% | 0.16% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 90.22 K | $909.40 K | 100.00% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 88.25 K | $889.51 K | 7.59% | 0.15% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 69.29 K | $698.00 K | 4.58% | 0.12% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 66.88 K | $674.18 K | -5.07% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 60.66 K | $611.49 K | -14.43% | 0.11% |
| PRIMORIS WEALTH ADVISORS, LLC | 02/03/2026 | 54.54 K | $549.77 K | 0.00% | 0.09% |
| NBC SECURITIES, INC. | 01/29/2026 | 53.74 K | $541.66 K | 24.29% | 0.09% |
| RIVER STREET ADVISORS LLC | 01/26/2026 | 48.15 K | $485.31 K | 0.00% | 0.08% |
| INVESCO LTD. | 02/19/2026 | 44.25 K | $445.99 K | 4.60% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 42.47 K | $428.00 K | 12.09% | 0.07% |
| COHEN & STEERS, INC. | 02/13/2026 | 40.00 K | $403.00 K | 0.00% | 0.07% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 39.50 K | $398.16 K | -20.80% | 0.07% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 38.66 K | $389.69 K | -37.81% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 34.47 K | $347.48 K | -22.74% | 0.06% |
| MARINER, LLC | 02/13/2026 | 30.56 K | $308.00 K | -1.66% | 0.05% |
| AURORA PRIVATE WEALTH, INC. | 02/02/2026 | 30.04 K | $303.00 K | 100.00% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 28.55 K | $287.78 K | 0.00% | 0.05% |
| MGO ONE SEVEN LLC | 02/03/2026 | 25.17 K | $253.66 K | 0.00% | 0.04% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 01/20/2026 | 24.52 K | $247.18 K | 100.00% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 21.37 K | $215.38 K | 100.00% | 0.04% |
| 02/18/2026 | 21.16 K | $213.27 M | 100.00% | 0.04% | |
| VIRTU FINANCIAL LLC | 02/23/2026 | 20.44 K | $206.00 K | -50.54% | 0.04% |
| CONGRESS PARK CAPITAL LLC | 01/14/2026 | 20.00 K | $201.60 K | -60.00% | 0.03% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 19.96 K | $201.22 K | 33.42% | 0.03% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 01/26/2026 | 18.90 K | $190.48 K | -15.50% | 0.03% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 17.08 K | $172.21 K | 2.40% | 0.03% |
| MPWM ADVISORY SOLUTIONS, LLC | 02/17/2026 | 15.57 K | $156.92 K | 2.30% | 0.03% |
| COLONY GROUP, LLC | 02/13/2026 | 15.55 K | $156.77 K | 100.00% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 15.40 K | $155.00 K | -4.29% | 0.03% |
| 03/05/2026 | 15.00 K | $151.20 K | 100.00% | 0.03% |
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Nuveen Dynamic Municipal Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of Nuveen Dynamic Municipal Opportunities Fund. The most heavily invested institutionals were:
UBS Group AG: 841,531
STEPHENS INC /AR/: 375,160
HighTower Advisors, LLC: 272,170
COMMONWEALTH EQUITY SERVICES, LLC: 117,214
REGATTA CAPITAL GROUP, LLC: 101,713
WEDBUSH SECURITIES INC: 70,862
17.29% of Nuveen Dynamic Municipal Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.72 M shares in the last 24 months. This purchase volume represents approximately $111.45 M in transactions.