LPL Financial LLC
Position in NDMO — Nuveen Dynamic Municipal Opportunities Fund
CIK 1403438
FORT MILL, SC
Position in NDMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,188,197
+$116,622 QoQ
Shares Held
306,263
+2.6% QoQ
Ownership
0.506%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 65 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. NDMO ranks #199 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in NDMO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,188,197 | 306,263 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,071,575 | 298,501 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,142,635 | 212,563 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,595,380 | 249,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,673,021 | 265,444 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,048,737 | 199,682 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,630,023 | 162,677 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,420,441 | 126,712 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $755,568 | 69,960 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $345,724 | 31,747 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $402,633 | 40,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $342,702 | 34,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $369,791 | 36,361 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $364,136 | 34,450 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $210,201 | 21,147 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $191,742 | 18,652 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $194,433 | 17,485 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $219,461 | 16,740 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||