LM Advisors LLC

Position in NDMO — Nuveen Dynamic Municipal Opportunities Fund

CIK 2011314 SAN DIEGO, CA

Position in NDMO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$452,241

+$447,642 QoQ

Shares Held

43,443

+9618.8% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#29

of 65 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LM Advisors LLC holds $21,723,438 across 15 Asset Management names. NDMO ranks #12 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NAC	Nuveen California Quality Municipal Income Fund	334,729	$4,056,915
2	NAD	Nuveen Quality Municipal Income Fund	300,845	$3,646,241
3	PSUS	Pershing Square USA, Ltd.	63,950	$2,390,451
4	OBDC	Blue Owl Capital Corp	174,217	$1,893,738
5	MHD	Blackrock Muniholdings Fund, Inc.	154,456	$1,838,026
6	BX	Blackstone Inc.	15,549	$1,829,650
7	MSDL	Morgan Stanley Direct Lending Fund	84,112	$1,271,773
8	BSTZ	BlackRock Science & Technology Term Trust	37,591	$1,128,857

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,241	43,443	+9618.8%	Shares	Sole	2026-08-12
2026-03-31	$4,599	447	-99.1%	Shares	Sole	2026-05-14
2025-09-30	$527,043	50,726	0.0%	Shares	Sole	2025-11-13
2025-06-30	$510,810	50,726	0.0%	Shares	Sole	2025-08-14
2025-03-31	$520,448	50,726	-3.8%	Shares	Sole	2025-05-13
2024-12-31	$528,314	52,726	-11.7%	Shares	Sole	2025-02-26
2024-09-30	$669,169	59,694	-1.8%	Shares	Sole	2024-11-07
2024-06-30	$656,802	60,815	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$656,873	60,319	0.0%	Shares	Sole	2024-05-15
2023-12-31	$597,761	60,319	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.