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Nuveen Dynamic Municipal OPP (NDMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
NEW
Shares210,850
Change+210,850
Value$1.9M
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
NEW
Shares189,786
Change+189,786
Value$1.7M
Filed 2026-11-04
Regatta Capital Group, LLC
INCREASED
Shares161,713 from 101,713
Change+60,000 (+59%)
Value$1.4M (+$370.7K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares125,395 from 117,249
Change+8,146 (+7%)
Value$1.1M (-$112.1K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares97,418 from 51,688
Change+45,730 (+88%)
Value$861.2K (+$323.1K)
Filed 2026-11-05
Wolverine Asset Management LLC
NEW
Shares71,030
Change+71,030
Value$627.9K
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares66,783 from 73,793
Change-7,010 (-9%)
Value$590 (-$767.4K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares61,731 from 70,046
Change-8,315 (-12%)
Value$545.7K (-$183.5K)
Filed 2026-10-26
Primoris Wealth Advisors, LLC
INCREASED
Shares54,583 from 54,582
Change+1 (0%)
Value$482.5K (-$85.7K)
Filed 2026-10-28
River Street Advisors LLC
UNCHANGED
Shares48,146 from 48,146
Change0 (0%)
Value$425.6K (-$75.6K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares43,721 from 42,627
Change+1,094 (+3%)
Value$386 (-$443.6K)
Filed 2026-11-02
Congress Park Capital LLC
INCREASED
Shares40,000 from 30,000
Change+10,000 (+33%)
Value$353.6K (+$41.3K)
Filed 2026-10-13
Ackerman Capital Advisors, LLC
NEW
Shares38,165
Change+38,165
Value$337.4K
Filed 2026-10-30
Apollon Wealth Management, LLC
UNCHANGED
Shares29,050 from 29,050
Change0 (0%)
Value$256.8K (-$45.6K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares27,723 from 19,723
Change+8,000 (+41%)
Value$245.1K (+$39.8K)
Filed 2026-11-05
Integrated Capital Management, Inc.
NEW
Shares27,687
Change+27,687
Value$244.8K
Filed 2026-10-09
Bank of New York Mellon Corp
NEW
Shares25,961
Change+25,961
Value$229.5K
Filed 2026-11-05
MGO One Seven LLC
UNCHANGED
Shares24,945 from 24,945
Change0 (0%)
Value$220.5K (-$39.2K)
Filed 2026-10-28
Aurora Private Wealth, Inc.
DECREASED
Shares22,733 from 24,468
Change-1,735 (-7%)
Value$201 (-$254.8K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares19,420 from 14,120
Change+5,300 (+38%)
Value$171.7K (+$24.7K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares19,355 from 19,159
Change+196 (+1%)
Value$171.1K (-$28.3K)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares18,475 from 18,284
Change+191 (+1%)
Value$163.3K (-$27.0K)
Filed 2026-10-07
PUREfi Wealth, LLC
NEW
Shares14,104
Change+14,104
Value$124.7K
Filed 2026-10-19
MRA Advisory Group
INCREASED
Shares13,095 from 12,941
Change+154 (+1%)
Value$115.8K (-$19.0K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
DECREASED
Shares10,000 from 10,800
Change-800 (-7%)
Value$88.4K (-$24.0K)
Filed 2026-10-21
Spire Wealth Management
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$43.3K (-$7.7K)
Filed 2026-10-30
Blue Trust, Inc.
UNCHANGED
Shares1,662 from 1,662
Change0 (0%)
Value$14.7K (-$2.6K)
Filed 2026-10-15
Highline Wealth Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$8.8K (-$1.6K)
Filed 2026-10-19
FNY Investment Advisers, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$5 (-$1)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares350
Change+350
Value$3.1K
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 25,259
Change-25,259 (-100%)
Value$0 (-$262.9K)
Filed 2026-10-14
Worth Asset Management, LLC
CLOSED
Shares0 from 13,460
Change-13,460 (-100%)
Value$0 (-$140.1K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$78.1K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 2,018,327
Change-2,018,327 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,603,570
Change-1,603,570 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,379,401
Change-1,379,401 (-100%)
Value—
UBS Group AG
N/A
Shares— from 550,535
Change-550,535 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 480,109
Change-480,109 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 352,107
Change-352,107 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 309,189
Change-309,189 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 306,263
Change-306,263 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 293,874
Change-293,874 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 292,789
Change-292,789 (-100%)
Value—
Stephens Inc
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 114,033
Change-114,033 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 107,065
Change-107,065 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 104,916
Change-104,916 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 101,349
Change-101,349 (-100%)
Value—
&partners
N/A
Shares— from 95,811
Change-95,811 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 90,644
Change-90,644 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 89,081
Change-89,081 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 69,711
Change-69,711 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 67,647
Change-67,647 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 53,663
Change-53,663 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 43,443
Change-43,443 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 43,151
Change-43,151 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 39,666
Change-39,666 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,257
Change-38,257 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,652
Change-26,652 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,962
Change-19,962 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,850
Change-14,850 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 14,528
Change-14,528 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 14,160
Change-14,160 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 12,252
Change-12,252 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,485
Change-8,485 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
NEW210,850—+210,850——$1.9M—2026-10-13
Allspring Global Investments Holdings, LLC
NEW189,786—+189,786——$1.7M—2026-11-04
Regatta Capital Group, LLC
INCREASED161,713101,713+60,000+59%$1.1M$1.4M+$370.7K2026-10-23
Commonwealth Equity Services, LLC
INCREASED125,395117,249+8,146+7%$1.2M$1.1M-$112.1K2026-11-02
US Bancorp \de\
INCREASED97,41851,688+45,730+88%$538.1K$861.2K+$323.1K2026-11-05
Wolverine Asset Management LLC
NEW71,030—+71,030——$627.9K—2026-11-02
Wedbush Securities Inc
DECREASED66,78373,793-7,010-9%$768.0K$590-$767.4K2026-10-22
Lanark Financial, Inc.
DECREASED61,73170,046-8,315-12%$729.2K$545.7K-$183.5K2026-10-26
Primoris Wealth Advisors, LLC
INCREASED54,58354,582+10%$568.2K$482.5K-$85.7K2026-10-28
River Street Advisors LLC
UNCHANGED48,14648,14600%$501.2K$425.6K-$75.6K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED43,72142,627+1,094+3%$444.0K$386-$443.6K2026-11-02
Congress Park Capital LLC
INCREASED40,00030,000+10,000+33%$312.3K$353.6K+$41.3K2026-10-13
Ackerman Capital Advisors, LLC
NEW38,165—+38,165——$337.4K—2026-10-30
Apollon Wealth Management, LLC
UNCHANGED29,05029,05000%$302.4K$256.8K-$45.6K2026-10-23
Fifth Third Bancorp
INCREASED27,72319,723+8,000+41%$205.3K$245.1K+$39.8K2026-11-05
Integrated Capital Management, Inc.
NEW27,687—+27,687——$244.8K—2026-10-09
Bank of New York Mellon Corp
NEW25,961—+25,961——$229.5K—2026-11-05
MGO One Seven LLC
UNCHANGED24,94524,94500%$259.7K$220.5K-$39.2K2026-10-28
Aurora Private Wealth, Inc.
DECREASED22,73324,468-1,735-7%$255.0K$201-$254.8K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED19,42014,120+5,300+38%$147.0K$171.7K+$24.7K2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED19,35519,159+196+1%$199.4K$171.1K-$28.3K2026-10-14
Venture Visionary Partners LLC
INCREASED18,47518,284+191+1%$190.3K$163.3K-$27.0K2026-10-07
PUREfi Wealth, LLC
NEW14,104—+14,104——$124.7K—2026-10-19
MRA Advisory Group
INCREASED13,09512,941+154+1%$134.7K$115.8K-$19.0K2026-10-07
Wealthcare Advisory Partners LLC
DECREASED10,00010,800-800-7%$112.4K$88.4K-$24.0K2026-10-21
Spire Wealth Management
UNCHANGED4,9004,90000%$51.0K$43.3K-$7.7K2026-10-30
Blue Trust, Inc.
UNCHANGED1,6621,66200%$17.3K$14.7K-$2.6K2026-10-15
Highline Wealth Partners LLC
UNCHANGED1,0001,00000%$10.4K$8.8K-$1.6K2026-10-19
FNY Investment Advisers, LLC
UNCHANGED60060000%$6$5-$12026-10-16
MJT & Associates Financial Advisory Group, Inc.
NEW350—+350——$3.1K—2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED025,259-25,259-100%$262.9K$0-$262.9K2026-10-14
Worth Asset Management, LLC
CLOSED013,460-13,460-100%$140.1K$0-$140.1K2026-10-07
EverSource Wealth Advisors, LLC
CLOSED07,500-7,500-100%$78.1K$0-$78.1K2026-11-04
Morgan Stanley
N/A—2,018,327-2,018,327-100%$21.0M———
Wells Fargo & Company
N/A—1,603,570-1,603,570-100%$16.7M———
Guggenheim Capital LLC
N/A—1,379,401-1,379,401-100%$14.4M———
UBS Group AG
N/A—550,535-550,535-100%$5.7M———
Bank of America Corp
N/A—480,109-480,109-100%$5.0M———
Van Eck Associates Corp
N/A—352,107-352,107-100%$3.7M———
Royal Bank of Canada
N/A—309,189-309,189-100%$3.2M———
LPL Financial LLC
N/A—306,263-306,263-100%$3.2M———
Tyche Wealth Partners LLC
N/A—293,874-293,874-100%$3.1M———
HighTower Advisors, LLC
N/A—292,789-292,789-100%$3.0M———
Stephens Inc
N/A—120,000-120,000-100%$1.2M———
Advisors Asset Management, Inc.
N/A—114,033-114,033-100%$1.2M———
Raymond James Financial Inc
N/A—107,065-107,065-100%$1.1M———
Cetera Investment Advisers
N/A—104,916-104,916-100%$1.1M———
Osaic Holdings, Inc.
N/A—101,349-101,349-100%$1.1M———
&partners
N/A—95,811-95,811-100%$997.4K———
Ameriprise Financial Inc
N/A—90,644-90,644-100%$943.6K———
Stifel Financial Corp
N/A—89,081-89,081-100%$927.3K———
Sanctuary Advisors, LLC
N/A—69,711-69,711-100%$725.7K———
Mariner, LLC
N/A—67,647-67,647-100%$704.2K———
Rockefeller Capital Management L.P.
N/A—53,663-53,663-100%$558.6K———
LM Advisors LLC
N/A—43,443-43,443-100%$452.0K———
Invesco Ltd.
N/A—43,151-43,151-100%$449.2K———
Cohen & Steers, Inc.
N/A—40,000-40,000-100%$416.0K———
PFG Investments, LLC
N/A—39,666-39,666-100%$412.9K———
Susquehanna International Group, LLP
N/A—38,257-38,257-100%$398.3K———
Jane Street Group, LLC
N/A—26,652-26,652-100%$277.4K———
Savvy Advisors, Inc.
N/A—19,962-19,962-100%$207.8K———
Allworth Financial LP
N/A—17,600-17,600-100%$183.2K———
Janney Montgomery Scott LLC
N/A—14,850-14,850-100%$155.0K———
Melfa Wealth Management, Inc.
N/A—14,528-14,528-100%$151.2K———
Mpwm Advisory Solutions, LLC
N/A—14,160-14,160-100%$147.4K———
Savant Capital, LLC
N/A—12,252-12,252-100%$126.8K———
Sykon Capital LLC
N/A—11,250-11,250-100%$117.1K———
Arax Advisory Partners
N/A—8,485-8,485-100%$88.3K———
Vision Retirement, LLC
N/A—6,875-6,875-100%$71.6K———
BFC Planning, Inc.
N/A—6,500-6,500-100%$67.7K———
Global Retirement Partners, LLC
N/A—5,632-5,632-100%$58.6K———
Clear Street Group Inc.
N/A—3,327-3,327-100%$34.6K———
NewEdge Advisors, LLC
N/A—715-715-100%$7.4K———
Ameritas Advisory Services, LLC
N/A—706-706-100%$7.3K———
Showing 74 of 74 institutions