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

Raymond James 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 Q2	$1.11M	Buy	107,065 +15,729	+17%	+$162K	﹤0.01%	3924
2026 Q1	$940K	Buy	91,336 +3,091	+4%	+$32K	﹤0.01%	3898
2025 Q4	$890K	Buy	88,245 +6,226	+8%	+$65K	﹤0.01%	3865
2025 Q3	$852K	Buy	82,019 +13,803	+20%	+$138K	﹤0.01%	3782
2025 Q2	$687K	Sell	68,216 -4,185	-6%	-$41.6K	﹤0.01%	3806
2025 Q1	$743K	Buy	72,401 +475	+0.7%	+$4.93K	﹤0.01%	3687
2024 Q4	$721K	Buy	+71,926	New	+$770K	﹤0.01%	3668

Other funds holding NDMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TWP

Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial's NDMO Position: Q2 2026 in Review

Raymond James Financial increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 17% in Q2 2026, buying an estimated $162K and bringing the position to 107,065 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

Raymond James Financial first reported a position in NDMO in Q4 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

Raymond James Financial held 107,065 shares of Nuveen Dynamic Municipal Opportunities Fund worth $1.11M as of Q2 2026.
Raymond James Financial bought 15,729 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $162K.
Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3924 holding.
Raymond James Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.