Nuveen Dynamic Municipal Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.02 M | $21.01 M | 1.62% | 3.34% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.60 M | $16.69 M | 21.85% | 2.66% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.38 M | $14.36 M | -4.70% | 2.29% |
| UBS GROUP AG | 08/13/2026 | 550.54 K | $5.73 M | -34.58% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 480.11 K | $5.00 M | -1.95% | 0.80% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 352.11 K | $3.67 M | -8.56% | 0.58% |
| ROYAL BANK OF CANADA | 08/14/2026 | 309.19 K | $3.22 M | 3.01% | 0.51% |
| LPL FINANCIAL LLC | 08/07/2026 | 306.26 K | $3.19 M | 2.60% | 0.51% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 293.87 K | $3.06 M | 0.13% | 0.49% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 292.79 K | $3.05 M | 7.58% | 0.49% |
| STEPHENS INC /AR/ | 07/29/2026 | 120.00 K | $1.25 M | -68.01% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 117.25 K | $1.22 M | 0.03% | 0.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 114.03 K | $1.19 M | 100.00% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 107.07 K | $1.11 M | 17.22% | 0.18% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 104.92 K | $1.09 M | 18.35% | 0.17% |
| REGATTA CAPITAL GROUP, LLC | 08/12/2026 | 101.71 K | $1.06 M | 0.00% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 101.35 K | $1.06 M | 75.27% | 0.17% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 95.81 K | $997.40 K | -14.99% | 0.16% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 90.64 K | $943.61 K | 9.34% | 0.15% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 89.08 K | $927.33 K | 0.40% | 0.15% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 73.79 K | $768.00 K | 4.14% | 0.12% |
| NBC SECURITIES, INC. | 07/21/2026 | 70.05 K | $729.18 K | 20.32% | 0.12% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 69.71 K | $725.69 K | 97.35% | 0.12% |
| MARINER, LLC | 08/13/2026 | 67.65 K | $704.21 K | 122.71% | 0.11% |
| PRIMORIS WEALTH ADVISORS, LLC | 07/29/2026 | 54.58 K | $568.20 K | 0.08% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 53.66 K | $558.64 K | -11.54% | 0.09% |
| US BANCORP \DE\ | 08/12/2026 | 51.69 K | $538.07 K | 723.98% | 0.09% |
| RIVER STREET ADVISORS LLC | 07/21/2026 | 48.15 K | $501.20 K | 0.00% | 0.08% |
| LM ADVISORS LLC | 08/12/2026 | 43.44 K | $452.00 K | 100.00% | 0.07% |
| INVESCO LTD. | 08/14/2026 | 43.15 K | $449.20 K | -2.19% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 42.63 K | $444.00 K | 0.23% | 0.07% |
| COHEN & STEERS, INC. | 08/14/2026 | 40.00 K | $416.00 K | 0.00% | 0.07% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 39.67 K | $412.92 K | 0.26% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 38.26 K | $398.26 K | -3.01% | 0.06% |
| CONGRESS PARK CAPITAL LLC | 07/14/2026 | 30.00 K | $312.30 K | 0.00% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 29.05 K | $302.41 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 26.65 K | $277.45 K | 53.16% | 0.04% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 07/08/2026 | 25.26 K | $262.95 K | 1.81% | 0.04% |
| MGO ONE SEVEN LLC | 07/31/2026 | 24.95 K | $259.68 K | -0.87% | 0.04% |
| AURORA PRIVATE WEALTH, INC. | 07/22/2026 | 24.47 K | $255.00 K | -18.54% | 0.04% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 19.96 K | $207.80 K | 0.00% | 0.03% |
| FIFTH THIRD BANCORP | 08/05/2026 | 19.72 K | $205.32 K | 25.44% | 0.03% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 07/16/2026 | 19.16 K | $199.45 K | -49.65% | 0.03% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 18.28 K | $190.34 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 17.60 K | $183.22 K | 1.82% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 14.85 K | $155.00 K | 12.93% | 0.02% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 14.53 K | $151.24 K | 0.00% | 0.02% |
| MPWM ADVISORY SOLUTIONS, LLC | 08/13/2026 | 14.16 K | $147.41 K | -6.73% | 0.02% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 14.12 K | $146.99 K | 5.46% | 0.02% |
| WORTH ASSET MANAGEMENT, LLC | 07/08/2026 | 13.46 K | $140.12 K | 100.00% | 0.02% |
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Nuveen Dynamic Municipal Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of Nuveen Dynamic Municipal Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.02 M
WELLS FARGO & COMPANY/MN: 1.6 M
GUGGENHEIM CAPITAL LLC: 1.38 M
UBS Group AG: 550,535
BANK OF AMERICA CORP /DE/: 480,109
VAN ECK ASSOCIATES CORP: 352,107
16.20% of Nuveen Dynamic Municipal Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.91 M shares in the last 24 months. This purchase volume represents approximately $103.05 M in transactions.