STIFEL FINANCIAL CORP
Position in NDMO — Nuveen Dynamic Municipal Opportunities Fund
CIK 720672
ST. LOUIS, MO
Position in NDMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$927,333
+$14,343 QoQ
Shares Held
89,081
+0.4% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 65 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NDMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. NDMO ranks #153 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in NDMO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,333 | 89,081 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $912,990 | 88,726 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $951,148 | 94,360 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,012,505 | 97,450 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $919,924 | 91,353 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $939,395 | 91,559 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $916,729 | 91,490 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,021,298 | 91,106 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $951,804 | 88,130 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $954,704 | 87,668 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $807,298 | 81,463 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $365,706 | 37,279 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $328,704 | 32,321 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $232,360 | 21,983 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $173,115 | 17,416 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $185,471 | 18,042 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||