DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN MUN HIGH INCOME OPPOR (NMZ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
214
Reporting holders
$362.5M
Reported value
0.0%
Calls
0.0%
Puts
+74
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 | $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 | +168.5%+$15.7M |
| SIT INVESTMENT ASSOCIATES INC | $24.7M | 2,336,943 | 0.47% | new | NEW |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $3.0M | 286,680 | 0.00% | 31q | +249.8%+$2.2M |
| Advisors Asset Management, Inc. | $2.9M | 271,945 | 0.04% | 3q | +3.6%+$101.0K |
| Palogic Value Management, L.P. | $2.9M | 271,500 | 0.47% | 15q | +103.8%+$1.5M |
| HighTower Advisors, LLC | $2.8M | 265,084 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $2.3M | 220,498 | 0.00% | 31q | +500.3%+$1.9M |
| 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 | +207.9%+$1.2M |
| 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 |
| 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 | +27.4%+$263.9K |
| 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 |
| BFC Planning, Inc. | $959.2K | 90,748 | 0.04% | 7q | +15.6%+$129.7K |
| 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 |
| 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 |
| Merit Financial Group, LLC | $414.8K | 39,244 | 0.00% | 5q | +265.9%+$301.4K |
| AmeriServ Wealth Advisors | $413.7K | 39,137 | 0.28% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $406.1K | 38,418 | 0.01% | 15q | HELD |
| 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 |
| PEAPACK GLADSTONE FINANCIAL CORP | $293.0K | 27,767 | 0.00% | new | NEW |
| Johnson & White Wealth Management, LLC | $284.8K | 26,941 | 0.11% | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 71 | $49.5M | 5,528,263 | 8 | 20 | 13 | 0.0% |
| Q2 2026 | 214 | $362.5M | 34,293,013 | 84 | 80 | 19 | 0.0% |
| Q1 2026 | 140 | $210.2M | 20,257,294 | 22 | 52 | 22 | 0.0% |
| Q4 2025 | 132 | $194.6M | 19,100,078 | 21 | 35 | 39 | 0.0% |
| Q3 2025 | 125 | $185.8M | 18,768,133 | 12 | 39 | 34 | 0.0% |
| Q2 2025 | 128 | $183.6M | 17,702,741 | 14 | 39 | 23 | 0.0% |
| Q1 2025 | 134 | $189.7M | 17,388,846 | 18 | 40 | 30 | 0.0% |
| Q4 2024 | 128 | $181.4M | 16,777,756 | 14 | 42 | 27 | 0.0% |
| Q3 2024 | 123 | $187.4M | 16,048,436 | 15 | 37 | 21 | 0.0% |
| Q2 2024 | 120 | $169.4M | 15,696,277 | 14 | 37 | 30 | 0.0% |
| Q1 2024 | 119 | $212.7M | 20,155,127 | 9 | 40 | 23 | 0.0% |
| Q4 2023 | 133 | $171.3M | 17,339,827 | 29 | 34 | 35 | 0.0% |
| Q3 2023 | 114 | $126.6M | 13,643,943 | 10 | 36 | 30 | 0.0% |
| Q2 2023 | 112 | $142.7M | 13,496,852 | 11 | 28 | 33 | 0.0% |
| Q1 2023 | 122 | $148.6M | 13,770,493 | 17 | 36 | 30 | 0.0% |
| Q4 2022 | 125 | $126.8M | 12,281,279 | 29 | 34 | 36 | 0.0% |
| Q3 2022 | 117 | $463.8M | 45,095,598 | 11 | 35 | 32 | 0.0% |
| Q2 2022 | 117 | $525.0M | 44,858,507 | 22 | 30 | 37 | 0.0% |
| Q1 2022 | 108 | $681.3M | 52,395,712 | 8 | 39 | 29 | 0.0% |
| Q4 2021 | 121 | $790.0M | 52,246,148 | 14 | 41 | 18 | 0.0% |
| Q3 2021 | 111 | $629.6M | 42,654,257 | 11 | 41 | 17 | 0.0% |
| Q2 2021 | 108 | $510.3M | 33,157,546 | 7 | 45 | 21 | 0.0% |
| Q1 2021 | 106 | $354.7M | 24,582,850 | 7 | 44 | 16 | 0.0% |
| Q4 2020 | 108 | $301.3M | 20,893,229 | 12 | 40 | 21 | 0.0% |
| Q3 2020 | 96 | $279.6M | 20,726,908 | 13 | 29 | 19 | 0.0% |
| Q2 2020 | 86 | $268.3M | 20,335,829 | 6 | 28 | 20 | 0.0% |
| Q1 2020 | 93 | $267.2M | 21,459,664 | 11 | 35 | 23 | 0.0% |
| Q4 2019 | 94 | $287.5M | 20,259,641 | 10 | 35 | 11 | 0.0% |
| Q3 2019 | 83 | $207.3M | 14,516,597 | 12 | 29 | 16 | 0.0% |
| Q2 2019 | 75 | $198.5M | 14,206,127 | 7 | 28 | 16 | 0.0% |
| Q1 2019 | 76 | $226.8M | 16,752,937 | 12 | 19 | 14 | 0.0% |
| Q4 2018 | 75 | $153.2M | 13,174,265 | 1 | 4 | 2 | 0.0% |