Vault-13

NUVEEN MUN HIGH INCOME OPPOR NMZ

COM · Closed-End Fund · CUSIP 670682103

127 institutional holders +6 vs Q3 2022
12,343,51312.3m shares reported held*
$127.5mreported value*
29 new 38 added 34 reduced 22 sold out net bought ≈ $18.1m (+1.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.33.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 121Q4 22: 127127Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022121
Q4 2022127

Biggest buyers

MORGAN STANLEY Added +535,487+535.5k
UBS Group AG Added +446,712+446.7k
Weiss Asset Management LP New +260,006+260.0k
GUGGENHEIM CAPITAL LLC Added +179,188+179.2k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +176,880+176.9k
REGATTA CAPITAL GROUP, LLC New +112,369+112.4k
LPL Financial LLC Added +86,666+86.7k
Logan Stone Capital, LLC New +68,567+68.6k
High Net Worth Advisory Group LLC Added +66,929+66.9k
Melone Private Wealth, LLC Added +64,184+64.2k

Biggest sellers

Advisors Asset Management, Inc. Sold out -90,342-90.3k
Brookstone Capital Management Sold out -83,618-83.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -63,013-63.0k
WELLS FARGO & COMPANY/MN Reduced -60,722-60.7k
BANK OF AMERICA CORP /DE/ Reduced -58,293-58.3k
Summit X, LLC Sold out -57,901-57.9k
Virtu Financial LLC Reduced -50,585-50.6k
KEYBANK NATIONAL ASSOCIATION/OH Sold out -48,517-48.5k
Invesco Ltd. Sold out -43,074-43.1k
HARBOUR INVESTMENTS, INC. Reduced -41,305-41.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WELLS FARGO & COMPANY/MN 13D · may seek influence filed 2026-04-29
Stated purposeItem 4 of the Original Schedule 13D is hereby amended by adding the following paragraph at the end thereof: "In connection with the Reorganization of NXJ and NQP into the Issuer, Capital Strategies exchanged its 1,443 Series 2 VRDP Shares of NXJ (CUSIP: 67069Y607), its 886 Series 3 VRDP Shares of NXJ (CUSIP: 67069Y706), its 1,125 Series 2 VRDP Shares of NQP (CUSIP: 670972603), and its 1,050 Series 3 VRDP Shares of NQP (CUSIP: 670972702) for 4,504 Series 1 VRDP Shares of the Issuer (CUSIP: 670682855) pursuant to that certain Initial Series 1 Variable Rate Demand Preferred Shares (VRDP) Adjustable Rate Special Rate Period Purchase Agreement dated April 27, 2026." Full filing
76.8% 6.2k 2026-04-29
BANK OF AMERICA CORP /DE/ 13D · may seek influence -29.2 pts · filed 2026-04-29 23.2% -29.2 pts 1.9k 2026-04-29

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 1 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20221$26.0k0——
DateInsiderTradeSharesPrice ValueTheir holding
2022-11-28 TOTH TERENCE J Trustee Bought 2,370 $10.97 $26.0k2.4k shares +129%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,919,7031.9m $19.8m $19.8m 0.01% Added +446.7k +446,712
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,536,6891.5m $15.9m $15.9m 0.00% Added +535.5k +535,487
3 GUGGENHEIM CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 809,636809.6k $8.4m $8.4m 0.07% Added +179.2k +179,188
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 409,790409.8k $4.2m $4.2m 0.01% Reduced -63.0k -63,013
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 397,843397.8k $4.1m $4.1m 0.01% Reduced -25.1k -25,064
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 389,487389.5k $4.0m $4.0m 0.00% Added +86.7k +86,666
7 OneDigital Investment Advisors LLC 0.12% of their portfolio OVERLAND PARK, KS 386,650386.6k $4.0m $4.0m 0.12% Added +38.4k +38,373
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 352,154352.2k $3.6m $3.6m 0.00% Reduced -58.3k -58,293
9 VAN ECK ASSOCIATES CORP 0.01% of their portfolio NEW YORK, NY 351,789351.8k $3.6m $3.6m 0.01% Added +27.0k +27,031
10 Melone Private Wealth, LLC 2.70% of their portfolio AUBURN HILLS, MI 307,878307.9k $3.2m $3.2m 2.70% Added +64.2k +64,184
11 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 300,418300.4k $3.1m $3.1m 0.00% Reduced -25.5k -25,472
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 296,852296.9k $3.1m $3.1m 0.00% Reduced -60.7k -60,722
13 Weiss Asset Management LP 0.13% of their portfolio BOSTON, MA 260,006260.0k $2.7m $2.7m 0.13% New
14 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 227,721227.7k $2.4m $2.4m 0.00% Added +33.6k +33,628
15 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 209,282209.3k $2.2m $2.2m 0.00% Added +33.2k +33,246
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 191,600191.6k $2.0m $2.0m 0.00% Added +9.9k +9,875
17 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 186,569186.6k $1.9m $1.9m 0.03% Added +3.6k +3,625
18 High Net Worth Advisory Group LLC 0.74% of their portfolio NAPLES, FL 182,938182.9k $1.9m $1.9m 0.74% Added +66.9k +66,929
19 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.07% of their portfolio MINNEAPOLIS, MN 176,880176.9k $1.8m $1.8m 0.07% New
20 Financial Advocates Investment Management 0.13% of their portfolio OLYMPIA, WA 168,454168.5k $1.7m $1.7m 0.13% Added +8.3k +8,348
21 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 160,014160.0k $1.7m $1.7m 0.01% Reduced -19.4k -19,359
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 146,800146.8k $1.5m $1.5m 0.00% Reduced -15.3k -15,270
23 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 138,000138.0k $1.4m $1.4m 0.01% Reduced -7.2k -7,212
24 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 130,595130.6k $1.4m $1.4m 0.01% Added +38.2k +38,218
25 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 127,899127.9k $1.3m $1.3m 0.04% Added +1.0k +1,031
26 REGATTA CAPITAL GROUP, LLC 0.41% of their portfolio EL SEGUNDO, CA 112,369112.4k $1.2m $1.2m 0.41% New
27 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 103,258103.3k $1.1m $1.1m 0.00% Added +23.2k +23,196
28 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 99,33099.3k $1.0m $1.0m 0.01% Added +14.6k +14,587
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 98,41998.4k $1.0m $1.0m 0.00% Reduced -26.0k -26,029
30 Running Point Capital Advisors, LLC 0.57% of their portfolio EL SEGUNDO, CA 90,22890.2k $933.0k $933.0k 0.57% Added +57.9k +57,882
31 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 81,46481.5k $842.3k $842.3k 0.05% Reduced -41.3k -41,305
32 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 78,39278.4k $811.0k $811.0k 0.04% Added +834 +834
33 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 77,47677.5k $801.1k $801.1k 0.00% Added +4.6k +4,595
34 U.S. Capital Wealth Advisors, LLC 0.04% of their portfolio AUSTIN, TX 73,19873.2k $756.9k $756.9k 0.04% Unchanged
35 Venture Visionary Partners LLC 0.05% of their portfolio Sylvania, OH 69,99270.0k $723.7k $723.7k 0.05% Added +46.0k +45,977
36 Logan Stone Capital, LLC 0.26% of their portfolio CHICAGO, IL 68,56768.6k $709.0k $709.0k 0.26% New
37 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 66,11866.1k $684.0k $684.0k 0.00% Added +6.0k +5,995
38 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 64,21564.2k $664.0k $664.0k 0.04% Added +19.9k +19,851
39 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.10% of their portfolio Englewood, NJ 64,07964.1k $662.6k $662.6k 0.10% New
40 Western Wealth Management, LLC 0.07% of their portfolio GOLDEN, CO 64,07964.1k $662.6k $662.6k 0.07% Reduced -4.7k -4,711
41 SMITH, MOORE & CO. 0.07% of their portfolio CLAYTON, MO 48,50348.5k $501.5k $501.5k 0.07% Added +4.4k +4,433
42 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 45,99146.0k $476.0k $476.0k 0.01% Added +2.9k +2,874
43 Traynor Capital Management, Inc. 0.08% of their portfolio MALVERN, PA 44,35544.4k $458.6k $458.6k 0.08% Added +8.3k +8,333
44 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 42,30542.3k $437.4k $437.4k 0.01% Added +29.9k +29,890
45 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 42,08642.1k $262.8k $262.8k 0.01% Added +12.9k +12,900
46 RPO LLC 0.16% of their portfolio Stamford, CT 40,87840.9k $422.7k $422.7k 0.16% New
47 Ranch Capital Advisors Inc. 0.31% of their portfolio SARASOTA, FL 38,16138.2k $394.6k $394.6k 0.31% Reduced -10.2k -10,239
48 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 37,32137.3k $385.9k $385.9k 0.06% Reduced -10.9k -10,916
49 Palogic Value Management, L.P. 0.19% of their portfolio DALLAS, TX 36,00036.0k $372.2k $372.2k 0.19% First filing
50 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 34,84334.8k $360.3k $360.3k 0.00% Reduced -8.5k -8,539
51 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 34,42334.4k $356.0k $356.0k 0.02% Reduced -3.7k -3,703
52 IBEX WEALTH ADVISORS 0.08% of their portfolio BEDMINSTER, NJ 34,06034.1k $352.0k $352.0k 0.08% Unchanged
53 Camelot Portfolios, LLC 0.26% of their portfolio Maumee, OH 33,37433.4k $345.1k $345.1k 0.26% Added +21.1k +21,093
54 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 31,51531.5k $325.9k $325.9k 0.01% Added +16.2k +16,175
55 Samalin Investment Counsel, LLC 0.20% of their portfolio CHAPPAQUA, NY 30,00730.0k $310.3k $310.3k 0.20% Reduced -3.7k -3,657
56 WMS Partners, LLC 0.03% of their portfolio TOWSON, MD 29,84029.8k $308.5k $308.5k 0.03% Reduced -11.0k -11,000
57 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 29,06229.1k $301.0k $301.0k 0.01% Unchanged
58 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 26,79526.8k $277.1k $277.1k 0.03% Unchanged
59 Virtu Financial LLC 0.04% of their portfolio New York, NY 25,94625.9k $268.0k $268.0k 0.04% Reduced -50.6k -50,585
60 Family Manage LLC 0.07% of their portfolio NEW YORK, NY 25,81225.8k $266.9k $266.9k 0.07% Unchanged
61 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 25,05125.1k $259.0k $259.0k 0.01% New
62 All Season Financial Advisors, Inc. 0.22% of their portfolio DENVER, CO 24,10724.1k $249.3k $249.3k 0.22% Reduced -35.6k -35,650
63 AlphaCentric Advisors LLC 0.24% of their portfolio SAN JUAN, PR 23,10023.1k $238.9k $238.9k 0.24% Reduced -900 -900
64 Kaizen Financial Strategies 0.23% of their portfolio CAMPBELL, CA 21,72021.7k $232.0k $232.0k 0.23% Reduced -5.4k -5,419
65 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 20,56620.6k $212.7k $212.7k 0.00% Reduced -1.3k -1,318
66 Ceeto Capital Group, LLC 0.11% of their portfolio CORAL GABLES, FL 20,00020.0k $207.0k $207.0k 0.11% Unchanged
67 Waterfront Wealth Inc. 0.07% of their portfolio OVERLAND PARK, KS 19,95019.9k $218.1k $218.1k 0.07% New
68 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 18,13418.1k $187.5k $187.5k 0.01% Reduced -4.5k -4,468
69 GOODWIN DANIEL L 0.09% of their portfolio Oak Brook, IL 17,70017.7k $183.0k $183.0k 0.09% Added +3.5k +3,500
70 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 17,61117.6k $182.1k $182.1k 0.00% Reduced -5.5k -5,490
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,43117.4k $180.2k $180.2k 0.00% New
72 Altus Wealth Group LLC 0.14% of their portfolio COLORADO SPRINGS, CO 17,33517.3k $179.2k $179.2k 0.14% Added +3.6k +3,650
73 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,32517.3k $179.1k $179.1k 0.00% New
74 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 17,24317.2k $178.3k $178.3k 0.00% New
75 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 17,00517.0k $175.8k $175.8k 0.00% Reduced -2.0k -2,000
76 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 16,63216.6k $172.0k $172.0k 0.01% Unchanged
77 TWO SIGMA SECURITIES, LLC 0.02% of their portfolio NEW YORK, NY 15,83315.8k $163.7k $163.7k 0.02% New
78 Van Hulzen Asset Management, LLC 0.02% of their portfolio EL DORADO HILLS, CA 15,65715.7k $162.0k $162.0k 0.02% Unchanged
79 Worth Asset Management, LLC 0.11% of their portfolio DALLAS, TX 14,94014.9k $154.5k $154.5k 0.11% Unchanged
80 Kercheville Advisors, LLC 0.11% of their portfolio San Antonio, TX 14,83814.8k $153.4k $153.4k 0.11% Added +22 +22
81 Berkeley Capital Partners, LLC 0.06% of their portfolio Milton, GA 14,27314.3k $147.6k $147.6k 0.06% Added +42 +42
82 EWG Elevate Inc. 0.07% of their portfolio ROSEVILLE, CA 13,52513.5k $139.8k $139.8k 0.07% New
83 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 13,19213.2k $136.4k $136.4k 0.03% New
84 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 12,53012.5k $130.0k $130.0k 0.00% Reduced -7.6k -7,647
85 Orange Investment Advisors, Inc. 0.02% of their portfolio GOSHEN, NY 12,00012.0k $124.1k $124.1k 0.02% Added +500 +500
86 TrinityPoint Wealth, LLC 0.03% of their portfolio MILFORD, CT 11,99912.0k $124.1k $124.1k 0.03% Unchanged
87 Ellis Investment Partners, LLC 0.03% of their portfolio Berwyn, PA 11,84211.8k $122.4k $122.4k 0.03% Added +4.1k +4,093
88 Keystone Wealth Services, LLC 0.05% of their portfolio PALM DESERT, CA 11,60811.6k $120.0k $120.0k 0.05% New
89 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 10,80510.8k $111.7k $111.7k 0.01% Reduced -2.1k -2,089
90 CTC Capital Management, LLC 0.14% of their portfolio Chicago, IL 10,70010.7k $110.6k $110.6k 0.14% New
91 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 10,64310.6k $110.0k $110.0k 0.00% Unchanged
92 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 10,56510.6k $109.0k $109.0k 0.00% New
93 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,34110.3k $107.0k $107.0k 0.00% Reduced -14.8k -14,785
94 Core Wealth Partners LLC 0.12% of their portfolio SANTA ROSA, CA 10,32210.3k $104.1k $104.1k 0.12% First filing
95 Aurora Private Wealth, Inc. 0.12% of their portfolio ROCKAWAY, NJ 10,09710.1k $104.0k $104.0k 0.12% New
96 FIRETHORN WEALTH PARTNERS, LLC 0.09% of their portfolio AUGUSTA, GA 10,08610.1k $104.3k $104.3k 0.09% New
97 FIRST FOUNDATION ADVISORS 0.00% of their portfolio Irvine, CA 10,00010.0k $103.4k $103.4k 0.00% Unchanged
98 Stewardship Advisors, LLC 0.04% of their portfolio MOUNT JOY, PA 10,00010.0k $103.4k $103.4k 0.04% New
99 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,4469.4k $97.7k $97.7k 0.00% Reduced -30.5k -30,473
100 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 8,7488.7k $90.5k $90.5k 0.00% New