Vault-13

NUVEEN MUN HIGH INCOME OPPOR NMZ

COM · Closed-End Fund · CUSIP 670682103

112 institutional holders -9 vs Q1 2023
13,496,85213.5m shares reported held*
$142.7mreported value*
11 new 35 added 34 reduced 21 sold out net sold ≈ $2.8m (-267.4k 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 ≈ $10.57.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 121Q4 22: 127Q1 23: 121Q2 23: 112112Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022121
Q4 2022127
Q1 2023121
Q2 2023112

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 67 bought or addedQ4 22: 56 cut or sold outQ4 22Q1 23: 61 bought or addedQ1 23: 52 cut or sold outQ1 23Q2 23: 46 bought or addedQ2 23: 55 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226756
Q1 20236152
Q2 20234655

Biggest buyers

UBS Group AG Added +248,361+248.4k
Merit Financial Group, LLC New +239,951+240.0k
MORGAN STANLEY Added +208,614+208.6k
Atria Wealth Solutions, Inc. New +146,497+146.5k
GUGGENHEIM CAPITAL LLC Added +108,578+108.6k
Mariner, LLC New +108,498+108.5k
OSAIC HOLDINGS, INC. Added +32,145+32.1k
Invesco Ltd. New +30,972+31.0k
GOODWIN DANIEL L Added +26,300+26.3k
OneDigital Investment Advisors LLC Added +22,084+22.1k

Biggest sellers

Woodline Partners LP Sold out -806,944-806.9k
ROBINSON CAPITAL MANAGEMENT, LLC Sold out -179,830-179.8k
Financial Advocates Investment Management Sold out -161,755-161.8k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -69,836-69.8k
U.S. Capital Wealth Advisors, LLC Sold out -36,595-36.6k
COHEN & STEERS, INC. Sold out -28,264-28.3k
WELLS FARGO & COMPANY/MN Reduced -27,575-27.6k
JPMORGAN CHASE & CO Reduced -25,096-25.1k
All Season Financial Advisors, Inc. Sold out -21,735-21.7k
WEDBUSH SECURITIES INC Reduced -16,194-16.2k

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 Q2 2023

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
101Q3 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 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20220—0——
Q4 20221$26.0k0——
Q1 20230—0——
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,196,5622.2m $23.2m $23.2m 0.01% Added +248.4k +248,361
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,993,2092.0m $21.1m $21.1m 0.00% Added +208.6k +208,614
3 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 1,021,1621.0m $10.8m $10.8m 0.09% Added +108.6k +108,578
4 VAN ECK ASSOCIATES CORP 0.01% of their portfolio NEW YORK, NY 486,049486.0k $5.1m $5.1m 0.01% Reduced -5.9k -5,929
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 465,411465.4k $4.9m $4.9m 0.01% Added +32.1k +32,145
6 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 446,451446.5k $4.7m $4.7m 0.10% Added +22.1k +22,084
7 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 420,611420.6k $4.4m $4.4m 0.01% Reduced -994 -994
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 361,439361.4k $3.8m $3.8m 0.00% Reduced -15.3k -15,350
9 Melone Private Wealth, LLC 2.56% of their portfolio AUBURN HILLS, MI 343,882343.9k $3.6m $3.6m 2.56% Added +8.7k +8,737
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 336,663336.7k $3.6m $3.6m 0.00% Reduced -27.6k -27,575
11 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 317,086317.1k $3.4m $3.4m 0.00% Added +529 +529
12 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 256,346256.3k $2.7m $2.7m 0.00% Reduced -9.7k -9,734
13 Merit Financial Group, LLC 0.08% of their portfolio ALPHARETTA, GA 239,951240.0k $2.5m $2.5m 0.08% New
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 236,591236.6k $2.5m $2.5m 0.00% Reduced -14.8k -14,760
15 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 236,308236.3k $2.5m $2.5m 0.00% Added +8.6k +8,561
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 209,562209.6k $2.2m $2.2m 0.00% Added +1.4k +1,450
17 High Net Worth Advisory Group LLC 0.77% of their portfolio NAPLES, FL 188,208188.2k $2.0m $2.0m 0.77% Added +1.7k +1,663
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 187,484187.5k $2.0m $2.0m 0.00% Added +7.6k +7,594
19 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.05% of their portfolio MINNEAPOLIS, MN 177,290177.3k $1.9m $1.9m 0.05% Added +200 +200
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 169,322169.3k $1.8m $1.8m 0.02% Reduced -791 -791
21 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 165,599165.6k $1.8m $1.8m 0.01% First filing
22 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 146,497146.5k $1.5m $1.5m 0.02% New
23 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 135,477135.5k $1.4m $1.4m 0.01% Added +14.5k +14,506
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 130,284130.3k $1.4m $1.4m 0.00% Reduced -5.1k -5,117
25 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 128,333128.3k $1.4m $1.4m 0.02% Added +2.4k +2,399
26 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 123,678123.7k $1.3m $1.3m 0.01% Reduced -12.6k -12,550
27 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 120,296120.3k $1.3m $1.3m 0.01% Reduced -7.5k -7,486
28 REGATTA CAPITAL GROUP, LLC 0.38% of their portfolio EL SEGUNDO, CA 112,369112.4k $1.2m $1.2m 0.38% Unchanged
29 Mariner, LLC 0.00% of their portfolio Overland Park, KS 108,498108.5k $1.1m $1.1m 0.00% New
30 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 106,627106.6k $1.1m $1.1m 0.00% Reduced -7.6k -7,631
31 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 103,994104.0k $1.1m $1.1m 0.01% Added +66 +66
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 103,023103.0k $1.1m $1.1m 0.00% Added +4.5k +4,451
33 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 87,31787.3k $922.9k $922.9k 0.02% Added +4.5k +4,498
34 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 76,17376.2k $805.1k $805.1k 0.04% Added +4.5k +4,477
35 Venture Visionary Partners LLC 0.04% of their portfolio Sylvania, OH 67,07367.1k $709.0k $709.0k 0.04% Added +18 +18
36 Traynor Capital Management, Inc. 0.09% of their portfolio MALVERN, PA 64,51264.5k $681.9k $681.9k 0.09% Added +10.4k +10,399
37 Western Wealth Management, LLC 0.06% of their portfolio GOLDEN, CO 64,07964.1k $677.3k $677.3k 0.06% Unchanged
38 Running Point Capital Advisors, LLC 0.37% of their portfolio EL SEGUNDO, CA 63,03163.0k $666.2k $666.2k 0.37% Unchanged
39 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 63,01963.0k $666.0k $666.0k 0.00% Reduced -3.2k -3,201
40 Summit X, LLC 0.16% of their portfolio CHESTERFIELD, MO 62,64862.6k $662.2k $662.2k 0.16% Reduced -4.0k -4,001
41 GOODWIN DANIEL L 0.30% of their portfolio Oak Brook, IL 59,80059.8k $632.1k $632.1k 0.30% Added +26.3k +26,300
42 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 57,20457.2k $605.0k $605.0k 0.03% Reduced -16.2k -16,194
43 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 54,80854.8k $579.3k $579.3k 0.08% Added +17.5k +17,473
44 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 51,08651.1k $540.0k $540.0k 0.01% Reduced -3.5k -3,500
45 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 47,01547.0k $496.9k $496.9k 0.01% Added +2.2k +2,250
46 SMITH, MOORE & CO. 0.06% of their portfolio CLAYTON, MO 45,53545.5k $481.3k $481.3k 0.06% Reduced -3.1k -3,068
47 Core Wealth Partners LLC 0.43% of their portfolio SANTA ROSA, CA 44,46044.5k $469.9k $469.9k 0.43% Unchanged
48 Camelot Portfolios, LLC 0.22% of their portfolio Maumee, OH 33,09733.1k $349.8k $349.8k 0.22% Reduced -342 -342
49 Palogic Value Management, L.P. 0.16% of their portfolio DALLAS, TX 33,00033.0k $348.8k $348.8k 0.16% Reduced -1.0k -1,000
50 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 30,97231.0k $327.4k $327.4k 0.00% New
51 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 29,14129.1k $308.0k $308.0k 0.00% Reduced -4.1k -4,112
52 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 29,06229.1k $307.0k $307.0k 0.01% Unchanged
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,49328.5k $301.2k $301.2k 0.00% Reduced -25.1k -25,096
54 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 27,95128.0k $295.4k $295.4k 0.02% Added +7 +7
55 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 27,33127.3k $288.9k $288.9k 0.01% Reduced -6.5k -6,502
56 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 26,79526.8k $283.2k $283.2k 0.03% Unchanged
57 Ranch Capital Advisors Inc. 0.18% of their portfolio SARASOTA, FL 24,53624.5k $259.3k $259.3k 0.18% Added +375 +375
58 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 22,63222.6k $239.2k $239.2k 0.01% Added +3.0k +3,000
59 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.11% of their portfolio HIGHLAND PARK, IL 21,85921.9k $231.1k $231.1k 0.11% Added +4.8k +4,775
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,54421.5k $228.0k $228.0k 0.00% Reduced -263 -263
61 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 20,00020.0k $211.4k $211.4k 0.02% Unchanged
62 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,13119.1k $202.2k $202.2k 0.00% Reduced -4.6k -4,591
63 Waterfront Wealth Inc. 0.06% of their portfolio OVERLAND PARK, KS 18,95619.0k $200.7k $200.7k 0.06% Reduced -998 -998
64 INTEGRATED CAPITAL MANAGEMENT, INC. 0.18% of their portfolio JESSUP, PA 18,68718.7k $197.5k $197.5k 0.18% Reduced -773 -773
65 Altus Wealth Group LLC 0.11% of their portfolio COLORADO SPRINGS, CO 17,33517.3k $183.2k $183.2k 0.11% Unchanged
66 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 16,24316.2k $171.7k $171.7k 0.00% Reduced -1.0k -1,000
67 Van Hulzen Asset Management, LLC 0.01% of their portfolio EL DORADO HILLS, CA 15,65715.7k $165.0k $165.0k 0.01% Unchanged
68 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 15,56315.6k $164.5k $164.5k 0.00% Reduced -682 -682
69 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 14,99315.0k $158.5k $158.5k 0.00% Reduced -1.0k -1,048
70 Kercheville Advisors, LLC 0.10% of their portfolio San Antonio, TX 14,86114.9k $157.1k $157.1k 0.10% Added +14 +14
71 Family Manage LLC 0.03% of their portfolio NEW YORK, NY 14,75014.8k $155.9k $155.9k 0.03% Unchanged
72 Lantz Financial LLC 0.06% of their portfolio NAPERVILLE, IL 14,45814.5k $152.8k $152.8k 0.06% New
73 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 14,00014.0k $148.0k $148.0k 0.00% New
74 EWG Elevate Inc. 0.06% of their portfolio ROSEVILLE, CA 13,52513.5k $143.0k $143.0k 0.06% Unchanged
75 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 12,53012.5k $133.0k $133.0k 0.00% Unchanged
76 Ellis Investment Partners, LLC 0.03% of their portfolio Berwyn, PA 12,37912.4k $130.8k $130.8k 0.03% Reduced -358 -358
77 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 12,16112.2k $128.5k $128.5k 0.01% Added +52 +52
78 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 12,00612.0k $126.9k $126.9k 0.00% Reduced -1.3k -1,347
79 TrinityPoint Wealth, LLC 0.02% of their portfolio MILFORD, CT 11,99912.0k $126.8k $126.8k 0.02% Unchanged
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,97112.0k $126.5k $126.5k 0.00% New
81 Virtu Financial LLC 0.01% of their portfolio New York, NY 11,84711.8k $125.0k $125.0k 0.01% Reduced -1.2k -1,161
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,64611.6k $123.1k $123.1k 0.00% Reduced -6.9k -6,853
83 Orange Investment Advisors, Inc. 0.02% of their portfolio GOSHEN, NY 11,50011.5k $121.6k $121.6k 0.02% Reduced -500 -500
84 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 10,36910.4k $109.6k $109.6k 0.00% Unchanged
85 Aurora Private Wealth, Inc. 0.12% of their portfolio ROCKAWAY, NJ 10,34910.3k $109.0k $109.0k 0.12% Added +123 +123
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,19310.2k $107.7k $107.7k 0.00% Added +763 +763
87 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 10,00010.0k $105.7k $105.7k 0.00% New
88 FIRST FOUNDATION ADVISORS 0.00% of their portfolio Irvine, CA 10,00010.0k $105.7k $105.7k 0.00% Unchanged
89 Ceeto Capital Group, LLC 0.05% of their portfolio CORAL GABLES, FL 10,00010.0k $106.0k $106.0k 0.05% Unchanged
90 Stewardship Advisors, LLC 0.04% of their portfolio MOUNT JOY, PA 10,00010.0k $105.7k $105.7k 0.04% Unchanged
91 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,8316.8k $72.2k $72.2k 0.00% Reduced -376 -376
92 Beacon Capital Management, LLC 0.02% of their portfolio FRANKLIN, TN 6,5616.6k $69.3k $69.3k 0.02% Unchanged
93 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 4,7004.7k $49.9k $49.9k 0.00% Unchanged
94 Carmichael Hill & Associates, Inc. 0.02% of their portfolio GAITHERSBURG, MD 4,2704.3k $45.1k $45.1k 0.02% Unchanged
95 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 4,0004.0k $42.3k $42.3k 0.01% Added +2.0k +2,000
96 Parkside Financial Bank & Trust 0.01% of their portfolio SAINT LOUIS, MO 3,3003.3k $34.9k $34.9k 0.01% New
97 Sandy Spring Bank 0.00% of their portfolio Olney, MD 3,0003.0k $31.7k $31.7k 0.00% Unchanged
98 Washington Trust Advisors, Inc. 0.00% of their portfolio WELLESLEY, MA 2,4262.4k $25.6k $25.6k 0.00% Unchanged
99 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,4002.4k $27.8k $27.8k 0.00% Added +1.2k +1,200
100 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,7371.7k $18.4k $18.4k 0.00% New