Janney Montgomery Scott
NDMO icon

Janney Montgomery Scott’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Janney Montgomery Scott’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$135K Sell
13,150
-2,250
-15% -$23.3K ﹤0.01% 2681
2025
Q4 		$155K Sell
15,400
-691
-4% -$7.21K ﹤0.01% 2835
2025
Q3 		$167K Buy
16,091
+5,250
+48% +$52.7K ﹤0.01% 2756
2025
Q2 		$109K Buy
10,841
+191
+2% +$1.9K ﹤0.01% 2642
2025
Q1 		$109K Buy
+10,650
New +$110K ﹤0.01% 2606
2024
Q4 		– Sell
-14,450
Closed -$162K – 2794
2024
Q3 		$162K Hold
14,450
– – ﹤0.01% 2540
2024
Q2 		$156K Hold
14,450
– – ﹤0.01% 2488
2024
Q1 		$157K Sell
14,450
-6,051
-30% -$64K ﹤0.01% 2613
2023
Q4 		$203K Sell
20,501
-2,175
-10% -$21.2K ﹤0.01% 2461
2023
Q3 		$222K Buy
22,676
+90
+0.4% +$937 ﹤0.01% 2323
2023
Q2 		$230K Buy
22,586
+5,149
+30% +$54.1K ﹤0.01% 2384
2023
Q1 		$184K Buy
17,437
+1,155
+7% +$12.8K ﹤0.01% 2300
2022
Q4 		$162K Buy
16,282
+330
+2% +$3.35K ﹤0.01% 2413
2022
Q3 		$164K Buy
+15,952
New +$183K ﹤0.01% 2336

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return

Janney Montgomery Scott's NDMO Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 15% in Q1 2026, selling an estimated $23.3K and leaving 13,150 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

Janney Montgomery Scott first reported a position in NDMO in Q3 2022 and has held it in 14 quarters since. The position peaked at $230K in Q2 2023. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • Janney Montgomery Scott held 13,150 shares of Nuveen Dynamic Municipal Opportunities Fund worth $135K as of Q1 2026.
  • Janney Montgomery Scott sold 2,250 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $23.3K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2681 holding.
  • Janney Montgomery Scott first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and has held it in 14 quarters since.
  • Janney Montgomery Scott's Nuveen Dynamic Municipal Opportunities Fund position peaked at $230K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.