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
Q2 		$927K Buy
89,081
+355
+0.4% +$3.67K ﹤0.01% 2607
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial's NDMO Position: Q2 2026 in Review

Stifel Financial increased its Nuveen Dynamic Municipal Opportunities Fund (NDMO) stake by 0.4% in Q2 2026, buying an estimated $3.67K and bringing the position to 89,081 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Stifel Financial first reported a position in NDMO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q3 2024. 65 funds tracked by Wall St. Rank hold NDMO as of Q2 2026.

  • Stifel Financial held 89,081 shares of Nuveen Dynamic Municipal Opportunities Fund worth $927K as of Q2 2026.
  • Stifel Financial bought 355 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2026, an estimated $3.67K.
  • Nuveen Dynamic Municipal Opportunities Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2607 holding.
  • Stifel Financial first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q3 2022 and has held it in 16 quarters since.
  • Stifel Financial's Nuveen Dynamic Municipal Opportunities Fund position peaked at $1.02M in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.