Welcome to our dedicated page for Nuveen PA Quality Muni SEC filings (Ticker: NQP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Nuveen PA Quality Muni's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Nuveen PA Quality Muni's regulatory disclosures and financial reporting.
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC reported shared beneficial ownership of 3,017,202 shares of Nuveen Pennsylvania Quality Municipal Income Fund common stock, representing 8.1% of the class. The filing cites 37,217,802 shares outstanding as of August 31, 2025 as the basis for the percentage. The Schedule 13G states the stakeholders act as investment advisers to client accounts and disclaim direct beneficial ownership under Rule 13d-4. Signatures are dated 04/06/2026.
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC reported shared beneficial ownership of 3,017,202 shares of Nuveen Pennsylvania Quality Municipal Income Fund common stock, representing 8.1% of the class. The filing bases ownership on 37,217,802 shares outstanding as of August 31, 2025. The filing states the shares are held in client accounts for which the advisers possess shared voting and dispositive power and that the advisers disclaim beneficial ownership under Rule 13d-4.
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND filed a Form 3 identifying Joseph Castro as an officer of the fund, holding the title EVP, Chief Risk & Compliance. The filing does not list any share transactions or changes in ownership and contains no additional quantitative details.
Saba Capital Management and affiliates filed Amendment No. 19 to a Schedule 13D for Nuveen Pennsylvania Quality Municipal Income Fund. They report beneficial ownership of 1,856,441 common shares, representing 4.99% of the fund’s shares, based on 37,217,802 shares outstanding as of 8/31/25.
The filing lists Saba Capital Management, L.P., Saba Capital Management GP, LLC, and Boaz R. Weinstein as joint reporting persons, with shared voting and dispositive power over all reported shares. Approximately $20,582,639 was paid to acquire these shares, funded by investor subscriptions, capital appreciation and ordinary-course margin borrowings, with purchases made in the open market.
Saba Capital Management and affiliates filed Amendment No. 18 to a Schedule 13D on Nuveen Pennsylvania Quality Municipal Income Fund, disclosing a 5.1% beneficial stake. The group reports ownership of 1,897,433 common shares, based on 37,217,802 shares outstanding as of 8/31/25.
Approximately $21,037,123 was paid to acquire these shares, using investor subscription proceeds, capital appreciation, and ordinary-course margin borrowings. All recent trades were executed in the open market, and funds and accounts advised by Saba Capital are entitled to dividends and sale proceeds on the reported shares.
Nuveen’s proposal to merge several state-specific municipal funds into Nuveen Municipal High Income Opportunity Fund (NMZ) compares after-tax earnings for shareholders who would lose state tax exemption. Using industry convention, yields for NXJ, NQP, and the Missouri fund are “grossed up” by each state’s maximum tax rate.
As of July 31, 2025, common earnings yields were 3.30% for NXJ, 3.54% for NQP, 3.32% for the Missouri fund, and 6.17% for NMZ. On a state tax adjusted equivalent basis, these become 3.70%, 3.65%, and 3.49% versus NMZ’s 6.17%. The table shows gains of about 2.5 percentage points in state tax adjusted equivalent rates for each state fund, indicating higher earnings even after losing state tax exemption.
Nuveen is asking shareholders to approve a merger combining Nuveen New Jersey (NXJ), Nuveen Pennsylvania (NQP) and Nuveen Missouri municipal funds into Nuveen Municipal High Income Opportunity Fund (NMZ). Common shareholders would receive newly issued NMZ shares, and preferred shareholders also vote on the proposal.
The materials highlight projected benefits for common shareholders as of July 31, 2025, including higher post‑merger common earnings yields of 6.17% for NMZ, with increases of about 2.6–2.9 percentage points for the target funds, and taxable equivalent rate increases of about 3.6–4.3 percentage points. Estimated total expense savings range up to 1.42 percentage points for one target fund. The merger is also expected to narrow trading discounts, improve bid/ask spreads, and increase average daily trading volume.
For preferred shareholders, the NMZ preferred shares received in the merger would no longer include state tax gross‑up provisions, reflecting NMZ’s nationally diversified portfolio. The combined fund is shown with managed assets of $3.37 billion, a leverage ratio of 42.04%, and preferred share coverage of 334.24%, illustrating the capital structure and coverage metrics after combining the funds.
Nuveen is asking shareholders of three single-state municipal funds (NXJ, NQP, and the Missouri fund) to approve a merger into Nuveen Municipal High Income Opportunity Fund (NMZ). The combined fund would have common assets of 2,120,784,666 and managed assets of 3,368,142,306 as of July 31, 2025, creating a larger, nationally diversified portfolio.
For common shareholders, the materials highlight higher post-merger common earnings yields for the target funds (for example, NQP rising from 3.54% to NMZ’s 6.17%) and higher taxable equivalent rates, along with total expense reductions of up to 1.42%. They also show potential secondary market benefits such as narrower average discounts, tighter bid/ask spreads, and higher average daily trading volume.
Preferred shareholders are told that NMZ preferred shares will not retain the existing “state tax gross-up” feature, but the combined structure would have a leverage ratio of 42.04% and preferred share coverage of 334.24% as of July 31, 2025. The funds also emphasize diversification, with NMZ holding 909 positions as of December 31, 2025, and reiterate that all projections are subject to typical investment and market risks.
Saba Capital Management and affiliates have updated their ownership filing for Nuveen Pennsylvania Quality Municipal Income Fund. Amendment No. 17 to Schedule 13D reports that Saba Capital Management, L.P., Saba Capital Management GP, LLC, and Boaz R. Weinstein beneficially own 2,283,826 common shares, representing 6.14% of the fund’s outstanding common shares.
The percentage is based on 37,217,802 common shares outstanding as of August 31, 2025, as disclosed in the fund’s N-CSR. Approximately $25,321,120 was paid to acquire the reported shares, using investor subscription proceeds, capital appreciation, and ordinary-course margin borrowings. The filing notes that all trades during the recent period through January 21, 2026 were executed in the open market and that Saba-advised funds and accounts are entitled to dividends and sale proceeds from these shares.