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

Stifel 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 		$913K Sell
88,726
-5,634
-6% -$58.4K ﹤0.01% 2501
2025
Q4 		$951K Sell
94,360
-3,090
-3% -$32.3K ﹤0.01% 2469
2025
Q3 		$1.01M Buy
97,450
+6,097
+7% +$61.2K ﹤0.01% 2384
2025
Q2 		$920K Sell
91,353
-206
-0.2% -$2.05K ﹤0.01% 2387
2025
Q1 		$939K Buy
91,559
+69
+0.1% +$716 ﹤0.01% 2276
2024
Q4 		$917K Buy
91,490
+384
+0.4% +$4.11K ﹤0.01% 2304
2024
Q3 		$1.02M Buy
91,106
+2,976
+3% +$32.4K ﹤0.01% 2215
2024
Q2 		$952K Buy
88,130
+462
+0.5% +$4.99K ﹤0.01% 2191
2024
Q1 		$955K Buy
87,668
+6,205
+8% +$65.7K ﹤0.01% 2212
2023
Q4 		$807K Buy
81,463
+44,184
+119% +$431K ﹤0.01% 2269
2023
Q3 		$366K Buy
37,279
+4,958
+15% +$51.6K ﹤0.01% 2673
2023
Q2 		$329K Buy
32,321
+10,338
+47% +$109K ﹤0.01% 2763
2023
Q1 		$232K Buy
21,983
+4,567
+26% +$50.7K ﹤0.01% 2959
2022
Q4 		$173K Sell
17,416
-626
-3% -$6.35K ﹤0.01% 3018
2022
Q3 		$185K Buy
+18,042
New +$207K ﹤0.01% 2979

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

Stifel Financial's NDMO Position: Q1 2026 in Review

Stifel Financial reduced its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 6% in Q1 2026, selling an estimated $58.4K and leaving 88,726 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Stifel Financial first reported a position in NDMO in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q3 2024. 63 funds tracked by Wall St. Rank hold NDMO as of Q1 2026.

  • Stifel Financial held 88,726 shares of Nuveen Dynamic Municipal Opportunities Fund worth $913K as of Q1 2026.
  • Stifel Financial sold 5,634 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2026, an estimated $58.4K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2501 holding.
  • Stifel Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and has held it in 15 quarters since.
  • Stifel Financial's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.02M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.