Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
NDMO (Nuveen Dynamic Municipal Opportunities Fund) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
64 institutional managers report a position in Nuveen Dynamic Municipal Opportunities Fund worth $98.8M between them, filed on form 13F for the quarter ending 2026-06-30. 12 of them hold 80% of it, the largest being Morgan Stanley at 21.28%.
39 more managers in the register
12 managers hold 80% of the $98.8M institutional base. The other 52 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
Prev close 9.14 · gapped above the open, then crossed back over prior close. High/low 9.31 at 10:00 am ET, 9.14 at 4:00 pm ET.
Nuveen Dynamic Municipal Opportunities Fund
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE
via Guggenheim Capital LLC, Wiley Bros.-Aintree Capital, LLC, Stifel Financial Corp +3 more · 14.54% of NDMO, 13.50% of RMMZ
via Guggenheim Capital LLC, Advisors Asset Management, Inc., Stifel Financial Corp +6 more · 14.54% of NDMO, 8.01% of RMM
via Guggenheim Capital LLC, Stifel Financial Corp, Cambridge Investment Research Advisors, Inc. +2 more · 14.54% of NDMO, 9.11% of NNY
via Guggenheim Capital LLC, Advisors Asset Management, Inc., Sanctuary Advisors, LLC +2 more · 14.54% of NDMO, 8.34% of GUG
via Guggenheim Capital LLC, Wedbush Securities Inc, Stifel Financial Corp +1 more · 14.54% of NDMO, 7.86% of EDF
via Guggenheim Capital LLC, Commonwealth Equity Services, LLC, Stifel Financial Corp +3 more · 14.54% of NDMO, 5.51% of NXG
Managers holding a meaningful stake in NDMO also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.