LPL Financial
NDMO icon

LPL Financial’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

LPL Financial’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 		$3.07M Buy
298,501
+85,938
+40% +$890K ﹤0.01% 3103
2025
Q4 		$2.14M Sell
212,563
-37,233
-15% -$389K ﹤0.01% 3350
2025
Q3 		$2.6M Sell
249,796
-15,648
-6% -$157K ﹤0.01% 3070
2025
Q2 		$2.67M Buy
265,444
+65,762
+33% +$654K ﹤0.01% 2856
2025
Q1 		$2.05M Buy
199,682
+37,005
+23% +$384K ﹤0.01% 2929
2024
Q4 		$1.63M Buy
162,677
+35,965
+28% +$385K ﹤0.01% 3051
2024
Q3 		$1.42M Buy
126,712
+56,752
+81% +$618K ﹤0.01% 3053
2024
Q2 		$756K Buy
69,960
+38,213
+120% +$413K ﹤0.01% 3509
2024
Q1 		$346K Sell
31,747
-8,882
-22% -$94K ﹤0.01% 4090
2023
Q4 		$403K Buy
40,629
+5,695
+16% +$55.5K ﹤0.01% 3838
2023
Q3 		$343K Sell
34,934
-1,427
-4% -$14.9K ﹤0.01% 3799
2023
Q2 		$370K Buy
36,361
+1,911
+6% +$20.1K ﹤0.01% 3692
2023
Q1 		$364K Buy
34,450
+13,303
+63% +$148K ﹤0.01% 3592
2022
Q4 		$210K Buy
21,147
+2,495
+13% +$25.3K ﹤0.01% 3940
2022
Q3 		$192K Buy
18,652
+1,167
+7% +$13.4K ﹤0.01% 3954
2022
Q2 		$194K Buy
17,485
+745
+4% +$8.67K ﹤0.01% 3966
2022
Q1 		$219K Buy
+16,740
New +$243K ﹤0.01% 3788

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 $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial's NDMO Position: Q1 2026 in Review

LPL Financial increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 40% in Q1 2026, buying an estimated $890K and bringing the position to 298,501 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

LPL Financial first reported a position in NDMO in Q1 2022 and has held it in 17 quarters since. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • LPL Financial held 298,501 shares of Nuveen Dynamic Municipal Opportunities Fund worth $3.07M as of Q1 2026.
  • LPL Financial bought 85,938 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $890K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3103 holding.
  • LPL Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2022 and has held it in 17 quarters since.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.