Raymond James Financial
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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
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
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
LPL Financial
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

Raymond James Financial's NDMO Position: Q1 2026 in Review

Raymond James Financial increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 3.5% in Q1 2026, buying an estimated $32K and bringing the position to 91,336 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

Raymond James Financial first reported a position in NDMO in Q4 2024 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • Raymond James Financial held 91,336 shares of Nuveen Dynamic Municipal Opportunities Fund worth $940K as of Q1 2026.
  • Raymond James Financial bought 3,091 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $32K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3898 holding.
  • Raymond James Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.