Vault-13

NUVEEN MUN HIGH INCOME OPPOR NMZ

COM · Closed-End Fund · CUSIP 670682103

128 institutional holders -6 vs Q1 2025
17,627,24317.6m shares reported held*
$182.8mreported value*
13 new 48 added 25 reduced 18 sold out net bought ≈ $3.6m (+350.9k 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 ≈ $10.37.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 121Q4 22: 127Q1 23: 121Q2 23: 112Q3 23: 114Q4 23: 133Q1 24: 117Q2 24: 121Q3 24: 124Q4 24: 128Q1 25: 134Q2 25: 128128Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022121
Q4 2022127
Q1 2023121
Q2 2023112
Q3 2023114
Q4 2023133
Q1 2024117
Q2 2024121
Q3 2024124
Q4 2024128
Q1 2025134
Q2 2025128

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 49 bought or addedQ3 23: 39 cut or sold outQ4 23: 66 bought or addedQ4 23: 48 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 50 cut or sold outQ2 24: 54 bought or addedQ2 24: 43 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 33 cut or sold outQ4 24: 61 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 42 cut or sold outQ2 25: 61 bought or addedQ2 25: 43 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234939
Q4 20236648
Q1 20245450
Q2 20245443
Q3 20245633
Q4 20246139
Q1 20256342
Q2 20256143

Biggest buyers

ROYAL BANK OF CANADA Added +329,851+329.9k
STIFEL FINANCIAL CORP Added +210,184+210.2k
OneDigital Investment Advisors LLC Added +153,353+153.4k
Rockefeller Capital Management L.P. Added +133,275+133.3k
LPL Financial LLC Added +95,527+95.5k
Running Point Capital Advisors, LLC Added +81,607+81.6k
TRUIST FINANCIAL CORP Added +77,253+77.3k
Platform Technology Partners New +58,363+58.4k
JANE STREET GROUP, LLC Added +37,720+37.7k
StoneX Group Inc. New +30,664+30.7k

Biggest sellers

Atria Wealth Solutions, Inc. Sold out -339,811-339.8k
PARK AVENUE SECURITIES LLC Sold out -178,752-178.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -163,155-163.2k
Summit X, LLC Reduced -86,695-86.7k
UBS Group AG Reduced -52,535-52.5k
OSAIC HOLDINGS, INC. Reduced -43,122-43.1k
Traynor Capital Management, Inc. Reduced -41,150-41.1k
INTEGRATED CAPITAL MANAGEMENT, INC. Sold out -37,565-37.6k
Advisor Resource Council Sold out -27,025-27.0k
High Net Worth Advisory Group LLC Reduced -25,649-25.6k

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 2025

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 23: 0 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 1 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20231$9.2k1$35.8k—
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20251$3.3k0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,682,2262.7m $27.8m $27.8m 0.00% Reduced -15.7k -15,679
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,774,5751.8m $18.4m $18.4m 0.00% Reduced -52.5k -52,535
3 GUGGENHEIM CAPITAL LLC 0.13% of their portfolio CHICAGO, IL 1,542,0271.5m $16.0m $16.0m 0.13% Reduced -6.2k -6,189
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,024,6351.0m $10.6m $10.6m 0.00% Added +24.8k +24,840
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 812,628812.6k $8.4m $8.4m 0.00% Added +9.2k +9,216
6 Hennion & Walsh Asset Management, Inc. 0.31% of their portfolio Parsippany, NJ 751,630751.6k $7.8m $7.8m 0.31% Reduced -11.5k -11,481
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 598,110598.1k $6.2m $6.2m 0.00% Added +329.9k +329,851
8 Melone Private Wealth, LLC 3.00% of their portfolio AUBURN HILLS, MI 567,862567.9k $5.9m $5.9m 3.00% Added +22.4k +22,425
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 565,929565.9k $5.9m $5.9m 0.00% Added +3.5k +3,483
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 470,651470.7k $4.9m $4.9m 0.00% Added +95.5k +95,527
11 Gridiron Partners, LLC 2.78% of their portfolio Wexford, PA 431,778431.8k $4.5m $4.5m 2.78% Unchanged
12 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 411,299411.3k $4.3m $4.3m 0.00% Added +9.5k +9,474
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 351,167351.2k $3.6m $3.6m 0.01% Added +21.4k +21,372
14 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 284,826284.8k $3.0m $3.0m 0.00% Added +133.3k +133,275
15 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 262,557262.6k $2.7m $2.7m 0.00% Added +210.2k +210,184
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 250,381250.4k $2.6m $2.6m 0.00% Added +24.5k +24,473
17 High Net Worth Advisory Group LLC 0.62% of their portfolio NAPLES, FL 225,532225.5k $2.3m $2.3m 0.62% Reduced -25.6k -25,649
18 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 219,410219.4k $2.3m $2.3m 0.03% Added +153.4k +153,353
19 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 194,799194.8k $2.0m $2.0m 0.00% Reduced -1.1k -1,075
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 193,120193.1k $2.0m $2.0m 0.00% Reduced -43.1k -43,122
21 PFG Investments, LLC 0.11% of their portfolio WOODBURY, NY 189,064189.1k $2.0m $2.0m 0.11% Added +17.2k +17,176
22 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 167,116167.1k $1.7m $1.7m 0.01% Added +3.8k +3,799
23 Running Point Capital Advisors, LLC 0.40% of their portfolio EL SEGUNDO, CA 141,208141.2k $1.5m $1.5m 0.40% Added +81.6k +81,607
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 133,710133.7k $1.4m $1.4m 0.00% Added +77.3k +77,253
25 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 130,672130.7k $1.4m $1.4m 0.01% Added +27.0k +27,035
26 Palogic Value Management, L.P. 0.54% of their portfolio DALLAS, TX 122,700122.7k $1.3m $1.3m 0.54% Added +3.8k +3,750
27 MFA Wealth Services 0.86% of their portfolio THOUSAND OAKS, CA 110,379110.4k $1.1m $1.1m 0.86% Added +13.9k +13,921
28 REGATTA CAPITAL GROUP, LLC 0.20% of their portfolio EL SEGUNDO, CA 109,768109.8k $1.1m $1.1m 0.20% Unchanged
29 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 97,14597.1k $1.0m $1.0m 0.01% Unchanged
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 92,16092.2k $955.7k $955.7k 0.00% Added +10.8k +10,758
31 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 90,53590.5k $939.0k $939.0k 0.00% Reduced -16.8k -16,759
32 Wakefield Asset Management LLLP 0.25% of their portfolio Englewood, CO 87,77287.8k $910.6k $910.6k 0.25% Added +2.1k +2,086
33 Traynor Capital Management, Inc. 0.06% of their portfolio MALVERN, PA 84,71984.7k $887.0k $887.0k 0.06% Reduced -41.1k -41,150
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 81,28581.3k $842.9k $842.9k 0.00% Reduced -163.2k -163,155
35 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 81,07981.1k $840.8k $840.8k 0.02% Reduced -9.1k -9,062
36 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 79,50079.5k $824.4k $824.4k 0.00% Unchanged
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 79,45679.5k $824.0k $824.0k 0.00% Added +199 +199
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 77,13477.1k $799.9k $799.9k 0.00% Added +3.6k +3,612
39 Camelot Portfolios, LLC 0.46% of their portfolio Maumee, OH 74,07274.1k $768.1k $768.1k 0.46% Added +103 +103
40 Ausdal Financial Partners, Inc. 0.05% of their portfolio Davenport, IA 70,43370.4k $730.4k $730.4k 0.05% Added +758 +758
41 WESPAC Advisors, LLC 0.51% of their portfolio ORINDA, CA 70,27470.3k $728.7k $728.7k 0.51% Unchanged
42 Venture Visionary Partners LLC 0.03% of their portfolio Sylvania, OH 70,09570.1k $726.9k $726.9k 0.03% Added +30 +30
43 SMITH, MOORE & CO. 0.06% of their portfolio CLAYTON, MO 69,91169.9k $725.0k $725.0k 0.06% Added +10.2k +10,240
44 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 69,67869.7k $722.6k $722.6k 0.02% Reduced -138 -138
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 69,09069.1k $716.5k $716.5k 0.00% Added +94 +94
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 62,26862.3k $645.7k $645.7k 0.00% Reduced -1.9k -1,901
47 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 59,91159.9k $621.3k $621.3k 0.01% Unchanged
48 Platform Technology Partners 0.16% of their portfolio NEW YORK, NY 58,36358.4k $605.2k $605.2k 0.16% New
49 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 56,70656.7k $588.0k $588.0k 0.00% Added +76 +76
50 LexAurum Advisors, LLC 0.09% of their portfolio OVERLAND PARK, KS 56,56156.6k $586.5k $586.5k 0.09% Added +747 +747
51 Summit X, LLC 0.11% of their portfolio CHESTERFIELD, MO 55,19555.2k $572.4k $572.4k 0.11% Reduced -86.7k -86,695
52 INSIGNEO ADVISORY SERVICES, LLC 0.05% of their portfolio MIAMI, FL 51,80051.8k $537.2k $537.2k 0.05% Added +3.0k +3,000
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 50,09950.1k $519.5k $519.5k 0.00% Added +37.7k +37,720
54 Transce3nd, LLC 0.20% of their portfolio BUDA, TX 46,23446.2k $479.4k $479.4k 0.20% Added +23.8k +23,832
55 Core Wealth Partners LLC 0.23% of their portfolio SANTA ROSA, CA 44,46044.5k $461.1k $461.1k 0.23% Unchanged
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,29643.3k $449.0k $449.0k 0.00% Added +5.6k +5,586
57 Everstar Asset Management, LLC 0.25% of their portfolio MOORESVILLE, NC 39,96440.0k $414.4k $414.4k 0.25% Unchanged
58 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 38,58338.6k $400.1k $400.1k 0.01% Added +38 +38
59 Arkos Global Advisors 0.05% of their portfolio HOUSTON, TX 34,59834.6k $359.0k $359.0k 0.05% Unchanged
60 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 34,32434.3k $355.9k $355.9k 0.00% Added +2.3k +2,300
61 IBEX WEALTH ADVISORS 0.04% of their portfolio BEDMINSTER, NJ 33,73933.7k $349.9k $349.9k 0.04% Unchanged
62 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 33,45333.5k $347.0k $347.0k 0.00% Reduced -7.5k -7,500
63 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 32,65632.7k $338.6k $338.6k 0.01% Reduced -600 -600
64 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 30,66430.7k $318.0k $318.0k 0.02% New
65 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 30,47130.5k $316.0k $316.0k 0.01% Added +15 +15
66 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 29,42729.4k $307.7k $307.7k 0.01% Reduced -24.0k -24,041
67 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 23,82923.8k $247.1k $247.1k 0.00% New
68 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 23,49523.5k $243.6k $243.6k 0.00% New
69 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 23,00023.0k $238.5k $238.5k 0.01% Reduced -11.0k -11,000
70 DUNCKER STREETT & CO INC 0.04% of their portfolio St. Louis, MO 22,90022.9k $237.5k $237.5k 0.04% New
71 Plan Group Financial, LLC 0.07% of their portfolio OKLAHOMA CITY, OK 20,42720.4k $211.8k $211.8k 0.07% New
72 MELFA WEALTH MANAGEMENT, INC. 0.13% of their portfolio WESTBOROUGH, MA 19,80219.8k $205.3k $205.3k 0.13% Reduced -2.5k -2,514
73 EWG Elevate Inc. 0.06% of their portfolio ROSEVILLE, CA 17,82517.8k $184.8k $184.8k 0.06% Unchanged
74 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,54617.5k $182.0k $182.0k 0.00% Unchanged
75 Kercheville Advisors, LLC 0.06% of their portfolio San Antonio, TX 17,50717.5k $181.5k $181.5k 0.06% Added +23 +23
76 KG Capital Management 0.05% of their portfolio ST. FRANCISVILLE, LA 17,40017.4k $180.4k $180.4k 0.05% Added +2.0k +2,000
77 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 17,32217.3k $179.6k $179.6k 0.00% Unchanged
78 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 17,31417.3k $171.1k $171.1k 0.00% Added +365 +365
79 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 16,05316.1k $166.5k $166.5k 0.00% Added +91 +91
80 Van Hulzen Asset Management, LLC 0.01% of their portfolio EL DORADO HILLS, CA 15,65715.7k $162.4k $162.4k 0.01% Unchanged
81 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 15,14915.1k $157.1k $157.1k 0.00% Unchanged
82 Ranch Capital Advisors Inc. 0.06% of their portfolio SARASOTA, FL 14,37614.4k $149.1k $149.1k 0.06% Reduced -2.4k -2,355
83 Tyche Wealth Partners LLC 0.03% of their portfolio PLANO, TX 14,34914.3k $148.8k $148.8k 0.03% Unchanged
84 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 13,87313.9k $143.9k $143.9k 0.00% Added +33 +33
85 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 13,78513.8k $142.9k $142.9k 0.01% Reduced -11.1k -11,101
86 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 13,30213.3k $137.9k $137.9k 0.00% New
87 Altus Wealth Group LLC 0.06% of their portfolio COLORADO SPRINGS, CO 13,08013.1k $135.6k $135.6k 0.06% Unchanged
88 Dynamic Advisor Solutions LLC 0.00% of their portfolio PHOENIX, AZ 13,01413.0k $135.0k $135.0k 0.00% Added +238 +238
89 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 12,83412.8k $133.9k $133.9k 0.01% Added +234 +234
90 Berkeley Capital Partners, LLC 0.03% of their portfolio Milton, GA 12,17312.2k $126.2k $126.2k 0.03% Unchanged
91 Sonora Investment Management Group, LLC 0.01% of their portfolio TUCSON, AZ 12,15412.2k $126.0k $126.0k 0.01% Unchanged
92 Secure Asset Management, LLC 0.02% of their portfolio Troy, MI 12,15212.2k $126.0k $126.0k 0.02% New
93 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 12,06112.1k $130.4k $130.4k 0.01% Added +10.1k +10,061
94 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 11,96412.0k $124.1k $124.1k 0.00% Unchanged
95 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 11,94911.9k $123.9k $123.9k 0.00% Added +35 +35
96 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,94211.9k $123.8k $123.8k 0.00% Reduced -640 -640
97 EQ WEALTH ADVISORS, LLC 0.08% of their portfolio DALLAS, TX 11,91811.9k $123.6k $123.6k 0.08% Reduced -14.0k -13,957
98 Orange Investment Advisors, Inc. 0.01% of their portfolio GOSHEN, NY 11,50011.5k $119.3k $119.3k 0.01% Unchanged
99 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 11,03811.0k $114.5k $114.5k 0.00% Added +6.8k +6,768
100 Principle Wealth Partners LLC 0.01% of their portfolio MADISON, CT 11,00011.0k $114.1k $114.1k 0.01% Unchanged