NUVEEN MUN HIGH INCOME OPPOR (NMZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
204
Reporting holders
$329.8M
Reported value
0.0%
Held as options
+74
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $33.5M | 3,168,046 | 0.00% | 35q | +18.8%+$5.3M |
| GUGGENHEIM CAPITAL LLC | $25.1M | 2,376,749 | 0.16% | 31q | +16.3%+$3.5M |
| WELLS FARGO & COMPANY/MN | $24.9M | 2,359,288 | 0.00% | 31q | +34.3%+$6.4M |
| Hennion & Walsh Asset Management, Inc. | $23.4M | 2,217,036 | 0.67% | 12q | +35.3%+$6.1M |
| RAYMOND JAMES FINANCIAL INC | $20.4M | 1,930,236 | 0.01% | 7q | +72.3%+$8.6M |
| UBS Group AG | $16.2M | 1,531,663 | 0.00% | 31q | -20.2%-$4.1M |
| BANK OF AMERICA CORP /DE/ | $11.8M | 1,112,841 | 0.00% | 31q | +185.9%+$7.6M |
| LPL Financial LLC | $11.4M | 1,080,405 | 0.00% | 31q | +41.4%+$3.3M |
| VAN ECK ASSOCIATES CORP | $11.2M | 1,056,439 | 0.01% | 31q | +56.7%+$4.0M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.1M | 1,049,891 | 0.53% | new | NEW |
| J.W. COLE ADVISORS, INC. | $10.8M | 1,023,649 | 0.19% | new | NEW |
| Cetera Investment Advisers | $10.6M | 1,002,529 | 0.01% | 28q | +152.1%+$6.4M |
| Melone Private Wealth, LLC | $8.9M | 846,287 | 3.41% | 19q | +25.8%+$1.8M |
| Rockefeller Capital Management L.P. | $6.3M | 592,054 | 0.01% | 27q | +351.2%+$4.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.5M | 516,095 | 0.00% | 31q | +51.5%+$1.9M |
| ROYAL BANK OF CANADA | $4.8M | 450,516 | 0.00% | 31q | +62.3%+$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 446,955 | 0.01% | 31q | +103.1%+$2.4M |
| OSAIC HOLDINGS, INC. | $3.3M | 311,793 | 0.00% | 26q | +40.5%+$950.3K |
| Advisors Asset Management, Inc. | $2.9M | 271,945 | 0.04% | 3q | +3.6%+$101.0K |
| HighTower Advisors, LLC | $2.8M | 265,084 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $2.3M | 217,064 | 0.00% | 28q | +37.8%+$628.9K |
| Platform Technology Partners | $2.0M | 193,277 | 0.33% | 5q | +11.6%+$211.8K |
| Kestra Advisory Services, LLC | $2.0M | 189,986 | 0.01% | 24q | +10.7%+$194.4K |
| OneDigital Investment Advisors LLC | $2.0M | 187,628 | 0.02% | 31q | +0.6%+$12.1K |
| AE Wealth Management LLC | $1.8M | 172,917 | 0.01% | 24q | +8.9%+$148.6K |
| Equitable Holdings, Inc. | $1.8M | 170,091 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $1.8M | 168,093 | 0.00% | 2q | +628.0%+$1.5M |
| NewEdge Advisors, LLC | $1.7M | 165,408 | 0.01% | 31q | +298.0%+$1.3M |
| STIFEL FINANCIAL CORP | $1.6M | 151,024 | 0.00% | 31q | -42.1%-$1.2M |
| HighPoint Advisor Group LLC | $1.6M | 148,159 | 0.06% | 3q | +18.3%+$242.7K |
| PFG Investments, LLC | $1.5M | 141,199 | 0.06% | 10q | +10.6%+$142.5K |
| Ellis Investment Partners, LLC | $1.5M | 139,381 | 0.22% | 3q | +25.1%+$295.5K |
| TRUIST FINANCIAL CORP | $1.4M | 136,648 | 0.00% | 27q | -1.7%-$24.8K |
| High Net Worth Advisory Group LLC | $1.4M | 136,345 | 0.31% | 19q | -2.8%-$41.4K |
| BCS Private Wealth Management, Inc. | $1.4M | 134,954 | 0.43% | new | NEW |
| Palogic Value Management, L.P. | $1.4M | 135,750 | 0.47% | 15q | +1.9%+$26.4K |
| Kingsview Wealth Management, LLC | $1.3M | 124,142 | 0.02% | new | NEW |
| Cerity Partners LLC | $1.2M | 117,347 | 0.00% | 2q | -0.6%-$7.8K |
| AMERIPRISE FINANCIAL INC | $1.2M | 116,078 | 0.00% | 31q | -36.3%-$699.1K |
| Wakefield Asset Management LLLP | $1.2M | 115,718 | 0.28% | 11q | +13.6%+$146.9K |
| Breakwater Capital Group | $1.2M | 110,775 | 0.14% | new | NEW |
| Private Advisor Group, LLC | $1.2M | 110,215 | 0.01% | 31q | +103.1%+$591.4K |
| Gridiron Partners, LLC | $1.1M | 101,622 | 0.56% | 11q | -68.2%-$2.3M |
| Focus Partners Wealth | $1.0M | 97,723 | 0.00% | 3q | +177.4%+$660.6K |
| &PARTNERS | $1.0M | 97,221 | 0.00% | 7q | +4.1%+$40.1K |
| MFA Wealth Services | $1.0M | 95,615 | 0.60% | 7q | -12.7%-$147.3K |
| Venture Visionary Partners LLC | $978.6K | 92,581 | 0.03% | 27q | +31.9%+$236.7K |
| North Ground Capital | $947.1K | 89,600 | 1.14% | new | NEW |
| Ausdal Financial Partners, Inc. | $939.8K | 88,855 | 0.04% | 20q | +4.9%+$43.8K |
| ENVESTNET ASSET MANAGEMENT INC | $903.1K | 85,443 | 0.00% | 31q | +4.7%+$40.6K |
| YHB Investment Advisors, Inc. | $869.0K | 82,213 | 0.06% | 2q | +55.0%+$308.2K |
| JANE STREET GROUP, LLC | $847.1K | 80,144 | 0.00% | 6q | +94.5%+$411.6K |
| Thompson David Blair | $842.5K | 79,703 | 0.42% | 2q | -15.4%-$153.7K |
| Merit Financial Group, LLC | $829.6K | 78,488 | 0.00% | 5q | +631.8%+$716.2K |
| TCP Asset Management, LLC | $816.3K | 77,231 | 0.09% | 2q | -7.8%-$69.4K |
| PNC Financial Services Group, Inc. | $810.1K | 76,640 | 0.00% | new | NEW |
| Mutual Advisors, LLC | $779.6K | 73,760 | 0.01% | 6q | +79.8%+$346.1K |
| WESPAC Advisors, LLC | $767.4K | 72,603 | 0.37% | 10q | HELD |
| Worthington Financial Partners, LLC | $743.4K | 70,330 | 0.62% | 3q | HELD |
| EQ WEALTH ADVISORS, LLC | $740.1K | 70,022 | 0.41% | 7q | +6.3%+$43.7K |
| CAPTRUST FINANCIAL ADVISORS | $730.6K | 69,119 | 0.00% | new | NEW |
| Camelot Portfolios, LLC | $711.0K | 67,263 | 0.50% | 19q | -7.7%-$59.1K |
| Wealthcare Advisory Partners LLC | $657.2K | 62,179 | 0.01% | new | NEW |
| SMITH, MOORE & CO. | $634.0K | 59,977 | 0.04% | 9q | +40.1%+$181.6K |
| Steward Partners Investment Advisory, LLC | $613.7K | 58,059 | 0.00% | 29q | +269.9%+$447.8K |
| Mariner, LLC | $561.6K | 53,135 | 0.00% | 13q | -66.7%-$1.1M |
| EVOLVE PRIVATE WEALTH, LLC | $555.3K | 52,207 | 0.03% | new | NEW |
| OPPENHEIMER & CO INC | $548.4K | 51,878 | 0.01% | 26q | +152.0%+$330.8K |
| Traynor Capital Management, Inc. | $478.1K | 45,229 | 0.02% | 17q | HELD |
| Core Wealth Partners LLC | $471.4K | 44,599 | 0.20% | 15q | HELD |
| Secure Asset Management, LLC | $445.9K | 42,190 | 0.06% | 5q | +86.8%+$207.2K |
| MELFA WEALTH MANAGEMENT, INC. | $439.4K | 41,574 | 0.24% | 11q | +109.9%+$230.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $438.6K | 41,492 | 0.00% | 3q | +55.2%+$156.0K |
| HARBOUR INVESTMENTS, INC. | $434.2K | 41,081 | 0.01% | 21q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $415.7K | 39,327 | 0.02% | new | NEW |
| AmeriServ Wealth Advisors | $413.7K | 39,137 | 0.28% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $406.1K | 38,418 | 0.01% | 15q | HELD |
| Corient Private Wealth LP | $405.3K | 38,342 | 0.00% | new | NEW |
| WEALTH EFFECTS LLC | $400.6K | 37,898 | 0.11% | new | NEW |
| Everstar Asset Management, LLC | $396.7K | 37,529 | 0.19% | 8q | +12.1%+$42.9K |
| IBEX WEALTH ADVISORS | $396.6K | 37,521 | 0.03% | 7q | +11.2%+$40.0K |
| Ashton Thomas Private Wealth, LLC | $364.5K | 34,487 | 0.01% | 4q | +30.2%+$84.6K |
| Signal Advisors Wealth, LLC | $356.8K | 33,752 | 0.02% | 2q | +48.7%+$116.8K |
| Noble Wealth Management PBC | $349.0K | 33,022 | 0.16% | 6q | -1.9%-$6.8K |
| Compound Planning, Inc. | $343.0K | 32,452 | 0.01% | new | NEW |
| RMR Wealth Builders | $331.6K | 31,182 | 0.02% | new | NEW |
| Aviance Capital Partners, LLC | $329.0K | 31,123 | 0.03% | new | NEW |
| NCM Capital Management, LLC | $321.9K | 30,451 | 0.10% | new | NEW |
| Capital Investment Advisors, LLC | $321.1K | 30,374 | 0.00% | 31q | HELD |
| SYKON CAPITAL LLC | $320.0K | 30,271 | 0.10% | new | NEW |
| Kercheville Advisors, LLC | $310.4K | 29,364 | 0.09% | 23q | +67.0%+$124.6K |
| Creative Planning | $307.2K | 29,062 | 0.00% | 6q | +41.9%+$90.7K |
| Alpine Global Management, LLC | $306.3K | 28,980 | 0.05% | new | NEW |
| MGO ONE SEVEN LLC | $302.5K | 28,620 | 0.00% | 11q | +4.2%+$12.2K |
| Ethos Financial Group, LLC | $294.0K | 28,583 | 0.02% | new | NEW |
| Johnson & White Wealth Management, LLC | $284.8K | 26,941 | 0.11% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $284.7K | 26,937 | 0.00% | new | NEW |
| StoneX Group Inc. | $279.3K | 26,264 | 0.01% | new | NEW |
| Highland Investment Advisors LLC | $278.4K | 26,336 | 0.12% | new | FIRST |
| HUB Investment Partners, LLC | $277.1K | 26,213 | 0.00% | new | NEW |
Showing the largest 100 of 214 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 204 | $329.8M | 31,199,367 | 82 | 74 | 19 | 0.0% |
| Q1 2026 | 130 | $210.2M | 20,287,187 | 21 | 48 | 20 | 0.0% |
| Q4 2025 | 123 | $186.7M | 18,324,451 | 21 | 32 | 36 | 0.0% |
| Q3 2025 | 113 | $175.2M | 17,763,191 | 9 | 36 | 31 | 0.0% |
| Q2 2025 | 119 | $173.8M | 16,764,582 | 14 | 36 | 21 | 0.0% |
| Q1 2025 | 120 | $176.9M | 16,215,500 | 17 | 36 | 23 | 0.0% |
| Q4 2024 | 115 | $167.7M | 15,510,396 | 14 | 39 | 21 | 0.0% |
| Q3 2024 | 107 | $172.0M | 14,759,890 | 12 | 35 | 17 | 0.0% |
| Q2 2024 | 107 | $155.9M | 14,449,014 | 14 | 33 | 25 | 0.0% |
| Q1 2024 | 104 | $195.7M | 18,542,418 | 9 | 37 | 17 | 0.0% |
| Q4 2023 | 119 | $156.1M | 15,805,852 | 25 | 32 | 31 | 0.0% |
| Q3 2023 | 103 | $113.0M | 12,176,954 | 10 | 28 | 30 | 0.0% |
| Q2 2023 | 98 | $128.2M | 12,130,271 | 11 | 25 | 28 | 0.0% |
| Q1 2023 | 103 | $131.1M | 12,145,611 | 15 | 30 | 26 | 0.0% |
| Q4 2022 | 99 | $111.8M | 10,830,138 | 25 | 29 | 26 | 0.0% |
| Q3 2022 | 119 | $110.2M | 10,697,318 | 11 | 37 | 31 | 0.0% |
| Q2 2022 | 118 | $126.0M | 10,757,763 | 21 | 30 | 39 | 0.0% |
| Q1 2022 | 109 | $137.7M | 10,608,536 | 8 | 40 | 29 | 0.0% |
| Q4 2021 | 122 | $155.9M | 10,310,901 | 15 | 41 | 18 | 0.0% |
| Q3 2021 | 111 | $144.6M | 9,796,148 | 11 | 41 | 17 | 0.0% |
| Q2 2021 | 108 | $139.8M | 9,085,642 | 7 | 45 | 21 | 0.0% |
| Q1 2021 | 108 | $122.7M | 8,506,010 | 8 | 45 | 16 | 0.0% |
| Q4 2020 | 108 | $103.5M | 7,180,955 | 12 | 40 | 21 | 0.0% |
| Q3 2020 | 96 | $94.6M | 7,014,634 | 13 | 29 | 19 | 0.0% |
| Q2 2020 | 86 | $87.4M | 6,623,555 | 6 | 28 | 20 | 0.0% |
| Q1 2020 | 93 | $92.2M | 7,408,009 | 11 | 35 | 23 | 0.0% |
| Q4 2019 | 94 | $88.6M | 6,246,668 | 10 | 34 | 12 | 0.0% |
| Q3 2019 | 83 | $78.0M | 5,467,315 | 12 | 29 | 16 | 0.0% |
| Q2 2019 | 75 | $71.8M | 5,135,121 | 7 | 28 | 16 | 0.0% |
| Q1 2019 | 76 | $78.1M | 5,766,986 | 12 | 19 | 14 | 0.0% |
| Q4 2018 | 75 | $77.3M | 6,649,037 | 1 | 4 | 2 | 0.0% |