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Nuveen Dynamic Municipal Opportunities Fund

Institutional holders · 13F as of Dec 31, 2025

74 holders

HolderValueShares% of shares
Morgan Stanley$19.97M1,981,391—
GUGGENHEIM CAPITAL LLC$14.89M1,447,355—
WELLS FARGO & COMPANY/MN$12.56M1,246,463—
UBS Group AG$8.95M887,779—
BANK OF AMERICA CORP /DE$4.74M470,724—
LPL Financial LLC$3.19M306,263—
Royal Bank of Canada$3.09M300,148—
Tyche Wealth Partners LLC$2.96M293,248—
HighTower Advisors, LLC$2.65M262,837—
JANE STREET GROUP, LLC$2.04M202,541—
NCP Inc.$1.58M156,777—
StoneX Group Inc.$1.40M138,577—
OSAIC HOLDINGS, INC.$1.30M128,845—
COMMONWEALTH EQUITY SERVICES, LLC$1.17M116,428—
&PARTNERS$1.16M112,701—
Balyasny Asset Management L.P.$1.03M101,837—
REGATTA CAPITAL GROUP, LLC$1.03M101,713—
STIFEL FINANCIAL CORP$951.1K94,360—
Cetera Investment Advisers$916.4K90,910—
RIVERNORTH CAPITAL MANAGEMENT, LLC$909.4K90,218—
RAYMOND JAMES FINANCIAL INC$889.5K88,245—
AMERIPRISE FINANCIAL INC$674.2K66,883—
Rockefeller Capital Management L.P.$611.5K60,663—
PRIMORIS WEALTH ADVISORS, LLC$549.8K54,540—
NBC SECURITIES, INC.$541.7K53,736—
River Street Advisors LLC$485.3K48,146—
Invesco Ltd.$446.0K44,245—
PFG Investments, LLC$398.2K39,500—
Sanctuary Advisors, LLC$389.7K38,659—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$347.5K34,472—
Mariner, LLC$312.6K30,375—
Apollon Wealth Management, LLC$287.8K28,550—
MGO ONE SEVEN LLC$253.7K25,165—
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$247.2K24,522—
ENVESTNET ASSET MANAGEMENT INC$215.4K21,367—
Pinnacle Financial Partners, Inc.$213.3K21,157—
Congress Park Capital LLC$201.6K20,000—
Savvy Advisors, Inc.$201.2K19,962—
Patriot Financial Group Insurance Agency, LLC$190.5K18,897—
Allworth Financial LP$172.2K17,084—
MPWM ADVISORY SOLUTIONS, LLC$156.9K15,567—
Focus Partners Wealth$156.8K15,552—
BAYBAN$151.2K15,000—
XTX Topco Ltd$151.0K14,978—
MELFA WEALTH MANAGEMENT, INC.$146.4K14,528—
SMITH, MOORE & CO.$140.3K13,916—
Concurrent Investment Advisors, LLC$135.0K13,389—
NewEdge Advisors, LLC$131.5K13,045—
OPPENHEIMER & CO INC$128.7K12,767—
MRA Advisory Group$127.2K12,621—
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