DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN MUN CR OPPORTUNITIES (NMCO)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
64
Reporting holders
$114.2M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $18.5M | 1,698,138 | 0.00% | 28q | +7.7%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $15.4M | 1,415,663 | 0.00% | 26q | -9.6%-$1.6M |
| GUGGENHEIM CAPITAL LLC | $12.9M | 1,187,798 | 0.08% | 22q | +0.7%+$91.0K |
| UBS Group AG | $11.1M | 1,020,034 | 0.00% | 28q | -17.5%-$2.4M |
| RAYMOND JAMES FINANCIAL INC | $9.0M | 822,422 | 0.00% | 7q | +25.1%+$1.8M |
| Melone Private Wealth, LLC | $7.6M | 697,450 | 2.89% | 19q | +8.3%+$582.1K |
| WELLS FARGO & COMPANY/MN | $7.0M | 647,069 | 0.00% | 28q | +43.4%+$2.1M |
| ROYAL BANK OF CANADA | $3.7M | 341,628 | 0.00% | 28q | +1.5%+$55.8K |
| Hennion & Walsh Asset Management, Inc. | $3.5M | 320,389 | 0.10% | 4q | +72.0%+$1.5M |
| Advisors Asset Management, Inc. | $2.4M | 223,312 | 0.04% | 5q | -1.0%-$23.7K |
| COHEN & STEERS, INC. | $1.8M | 165,000 | 0.00% | 7q | -10.8%-$217.8K |
| LPL Financial LLC | $1.4M | 131,165 | 0.00% | 13q | -1.0%-$14.2K |
| OSAIC HOLDINGS, INC. | $1.3M | 115,433 | 0.00% | 24q | +15.4%+$167.7K |
| Wakefield Asset Management LLLP | $1.2M | 113,424 | 0.28% | 11q | +13.6%+$148.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 112,904 | 0.00% | 25q | HELD |
| Capital Investment Advisors, LLC | $1.2M | 107,445 | 0.02% | 17q | -7.6%-$96.1K |
| NewEdge Advisors, LLC | $1.2M | 106,212 | 0.00% | 15q | +1.6%+$18.3K |
| Geneos Wealth Management Inc. | $1.0M | 93,984 | 0.02% | 5q | +32.1%+$248.7K |
| Kestra Advisory Services, LLC | $961.0K | 88,249 | 0.00% | 23q | -0.9%-$8.7K |
| Tyche Wealth Partners LLC | $841.6K | 77,281 | 0.12% | 11q | HELD |
| WESPAC Advisors, LLC | $791.6K | 72,687 | 0.39% | 10q | HELD |
| PFG Investments, LLC | $721.7K | 66,268 | 0.03% | 10q | +7.4%+$49.6K |
| Noble Wealth Management PBC | $612.1K | 56,211 | 0.27% | 3q | +26.3%+$127.6K |
| Sanctuary Advisors, LLC | $609.0K | 55,923 | 0.00% | 9q | +3.0%+$17.5K |
| Invesco Ltd. | $582.0K | 53,443 | 0.00% | 18q | -5.5%-$33.7K |
| Indivisible Partners | $546.8K | 50,211 | 0.03% | 3q | HELD |
| FOCUSED ALPHA, LLC | $465.4K | 42,738 | 0.12% | 3q | +83.3%+$211.5K |
| MELFA WEALTH MANAGEMENT, INC. | $385.2K | 35,370 | 0.21% | 15q | -13.4%-$59.7K |
| Cetera Investment Advisers | $363.0K | 33,337 | 0.00% | 5q | +39.0%+$101.8K |
| D.A. DAVIDSON & CO. | $341.1K | 31,322 | 0.00% | 4q | HELD |
| Gridiron Partners, LLC | $339.0K | 31,128 | 0.18% | 11q | -67.9%-$718.4K |
| FIFTH THIRD BANCORP | $322.5K | 29,618 | 0.00% | 2q | +38.4%+$89.5K |
| &PARTNERS | $321.1K | 29,484 | 0.00% | 11q | +1.2%+$3.9K |
| Equitable Holdings, Inc. | $315.8K | 29,000 | 0.00% | 6q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $310.4K | 28,500 | 0.00% | 10q | HELD |
| Janney Montgomery Scott LLC | $288.0K | 26,441 | 0.00% | 5q | +14.3%+$36.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $274.4K | 25,200 | 0.01% | 7q | HELD |
| Stirlingshire Investments, Inc. | $257.6K | 23,502 | 0.19% | 3q | +1.9%+$4.9K |
| Advyzon Investment Management, LLC | $255.9K | 23,502 | 0.02% | 5q | +1.9%+$4.8K |
| Worth Asset Management, LLC | $254.3K | 23,350 | 0.08% | new | NEW |
| HighTower Advisors, LLC | $237.8K | 21,838 | 0.00% | new | NEW |
| XTX Topco Ltd | $236.5K | 21,715 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $179.0K | 16,438 | 0.00% | 22q | -0.9%-$1.7K |
| DAYMARK WEALTH PARTNERS, LLC | $176.5K | 16,209 | 0.00% | new | NEW |
| Venture Visionary Partners LLC | $165.6K | 15,202 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $142.9K | 13,126 | 0.00% | 2q | +0.8%+$1.1K |
| Pasadena Private Wealth, LLC | $136.1K | 12,500 | 0.02% | 3q | +25.0%+$27.2K |
| WEDBUSH SECURITIES INC | $132.0K | 12,123 | 0.00% | 2q | -3.7%-$5.0K |
| JANE STREET GROUP, LLC | $127.8K | 11,740 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $127.2K | 11,678 | 0.00% | new | NEW |
| SMITH CHAS P & ASSOCIATES PA CPAS | $125.2K | 11,500 | 0.01% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $116.6K | 10,704 | 0.01% | 7q | HELD |
| River Street Advisors LLC | $116.6K | 10,703 | 0.03% | 5q | HELD |
| STIFEL FINANCIAL CORP | $110.5K | 10,146 | 0.00% | 26q | HELD |
| Wealth Care LLC | $108.9K | 10,000 | 0.09% | 2q | HELD |
| US BANCORP \DE\ | $105.6K | 9,700 | 0.00% | new | NEW |
| Allworth Financial LP | $96.0K | 8,815 | 0.00% | 5q | +2752.8%+$92.6K |
| BankPlus Trust Department | $21.3K | 1,960 | 0.00% | 7q | HELD |
| SHP Wealth Management | $14.2K | 1,300 | 0.00% | 3q | HELD |
| BFC Planning, Inc. | $9.8K | 900 | 0.00% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $9.5K | 865 | 0.00% | 2q | HELD |
| FNY Investment Advisers, LLC | $8.0K | 800 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $6.5K | 600 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2K | 294 | 0.00% | 3q | -89.1%-$26.1K |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-23 | Robert Young L | Other | Bought | 28,575 | $248.9K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $15.6M | 1,752,899 | 0 | 5 | 3 | 0.0% |
| Q2 2026 | 64 | $114.2M | 10,483,091 | 10 | 24 | 13 | 0.0% |
| Q1 2026 | 60 | $106.7M | 10,085,334 | 6 | 23 | 9 | 0.0% |
| Q4 2025 | 74 | $106.4M | 10,402,057 | 18 | 21 | 15 | 0.0% |
| Q3 2025 | 58 | $105.0M | 9,675,108 | 5 | 17 | 14 | 0.0% |
| Q2 2025 | 60 | $114.6M | 10,681,993 | 13 | 17 | 12 | 0.0% |
| Q1 2025 | 60 | $118.5M | 11,084,213 | 6 | 19 | 17 | 0.0% |
| Q4 2024 | 70 | $126.1M | 11,884,114 | 16 | 22 | 17 | 0.0% |
| Q3 2024 | 54 | $119.7M | 10,258,812 | 6 | 17 | 15 | 0.0% |
| Q2 2024 | 59 | $108.4M | 9,839,819 | 7 | 21 | 18 | 0.0% |
| Q1 2024 | 56 | $134.7M | 12,759,125 | 13 | 20 | 10 | 0.0% |
| Q4 2023 | 61 | $104.5M | 10,479,647 | 15 | 16 | 18 | 0.0% |
| Q3 2023 | 54 | $84.0M | 8,664,288 | 14 | 13 | 15 | 0.0% |
| Q2 2023 | 46 | $97.0M | 8,965,214 | 3 | 16 | 12 | 0.0% |
| Q1 2023 | 52 | $103.8M | 9,095,804 | 8 | 11 | 16 | 0.0% |
| Q4 2022 | 51 | $97.2M | 8,833,638 | 9 | 17 | 15 | 0.0% |
| Q3 2022 | 46 | $85.6M | 7,986,402 | 6 | 16 | 11 | 0.0% |
| Q2 2022 | 43 | $92.3M | 7,528,116 | 9 | 14 | 13 | 0.0% |
| Q1 2022 | 42 | $93.5M | 6,937,706 | 11 | 14 | 11 | 0.0% |
| Q4 2021 | 39 | $105.5M | 6,735,414 | 3 | 18 | 7 | 0.0% |
| Q3 2021 | 38 | $100.5M | 6,654,418 | 6 | 18 | 7 | 0.0% |
| Q2 2021 | 38 | $97.1M | 6,287,669 | 5 | 22 | 4 | 0.0% |
| Q1 2021 | 35 | $80.6M | 5,742,262 | 8 | 18 | 6 | 0.0% |
| Q4 2020 | 32 | $84.6M | 6,527,712 | 12 | 12 | 4 | 0.0% |
| Q3 2020 | 20 | $47.5M | 3,769,105 | 5 | 9 | 3 | 0.0% |
| Q2 2020 | 20 | $42.2M | 3,550,067 | 4 | 11 | 2 | 0.0% |
| Q1 2020 | 20 | $36.1M | 2,786,517 | 11 | 6 | 0 | 0.0% |
| Q4 2019 | 9 | $27.3M | 1,759,339 | 3 | 4 | 1 | 0.0% |
| Q3 2019 | 6 | $10.2M | 643,282 | 6 | 0 | 0 | 0.0% |