Nuveen Municipal High Income Opportunity Fund
NMZ- Exchange
- NYSE
- SEC CIK
- 0001266585
In the last 90 days, Nuveen Municipal High Income Opportunity Fund insiders filed 3 open-market purchases and 3 sales; 213 institutions reported holding it in 13F filings for Q2 2026, worth $358.6M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nuveen Municipal High Income Opportunity Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 109
- −1 vs. Q1 2021
- Shares held
- 9.03M
- +587.5K (+7.0%) vs. Q1 2021
- Total value
- $139.8M
- +$17.9M (+14.7%) vs. Q1 2021
- New holders
- 8
- 51 more added
- Sold out
- 9
- 20 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NMZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 213 | $358.6M |
| Q1 2026 | 138 | $209.4M |
| Q4 2025 | 130 | $193.0M |
| Q3 2025 | 124 | $184.9M |
| Q2 2025 | 127 | $178.2M |
| Q1 2025 | 133 | $188.9M |
| Q4 2024 | 127 | $180.7M |
| Q3 2024 | 123 | $186.7M |
| Q2 2024 | 120 | $169.4M |
| Q1 2024 | 117 | $165.4M |
| Q4 2023 | 133 | $152.2M |
| Q3 2023 | 114 | $126.6M |
| Q2 2023 | 112 | $142.7M |
| Q1 2023 | 122 | $148.6M |
| Q4 2022 | 127 | $126.8M |
| Q3 2022 | 121 | $110.2M |
| Q2 2022 | 119 | $126.0M |
| Q1 2022 | 111 | $135.6M |
| Q4 2021 | 124 | $155.9M |
| Q3 2021 | 115 | $144.6M |
| Q2 2021 | 109 | $139.8M |
| Q1 2021 | 110 | $121.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen Municipal High Income Opportunity Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 69 | $1.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 150 | $2.00K | 0.00% | −188−55.6% | Reduced |
| Salem Investment Counselors Inc | 440 | $7.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $7.70K | 0.00% | −3,000−85.7% | Reduced |
| Advisory Services Network, LLC | 681 | $10.0K | 0.00% | +681 | New |
| BBVA USA | 1,028 | $16.0K | 0.00% | +1,028 | New |
| Cullen/Frost Bankers, Inc. | 1,399 | $22.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,851 | $28.0K | 0.00% | +1,851 | New |
| Sargent Bickham Lagudis LLC | 1,897 | $29.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,971 | $30.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,139 | $33.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 2,435 | $37.0K | 0.00% | −205−7.8% | Reduced |
| Washington Trust Co | 2,426 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,000 | $46.0K | 0.01% | +3,000 | New |
| CoreFirst Bank & Trust | 3,992 | $61.0K | 0.04% | +989+32.9% | Added |
| Fifth Third Bancorp | 4,500 | $69.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4,600 | $71.0K | 0.01% | −5,581−54.8% | Reduced |
| Ellis Investment Partners, LLC | 5,631 | $86.0K | 0.02% | +63+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 5,746 | $88.0K | 0.05% | +30+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 6,558 | $101.0K | 0.00% | +111+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,952 | $107.0K | 0.01% | −59,597−89.6% | Reduced |
| Accel Wealth Management | 7,948 | $122.0K | 0.08% | +80+1.0% | Added |
| Cohen & Steers, Inc. | 7,980 | $123.0K | 0.00% | −1,041−11.5% | Reduced |
| US Bancorp | 9,650 | $149.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 10,000 | $153.0K | 0.06% | +452+4.7% | Added |
| AlphaCentric Advisors LLC | 10,228 | $157.0K | 0.04% | +5,026+96.6% | Added |
| Berger Financial Group, Inc | 11,230 | $173.0K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | – | $177.0K | 0.00% | – | – |
| Hudson Valley Investment Advisors Inc | 11,500 | $177.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,525 | $177.0K | 0.00% | +148+1.3% | Added |
| Ritholtz Wealth Management | 11,525 | $177.0K | 0.01% | +148+1.3% | Added |
| Level Four Advisory Services, LLC | 11,726 | $180.0K | 0.01% | +26+0.2% | Added |
| Lantz Financial LLC | 11,770 | $181.0K | 0.09% | +11,770 | New |
| Proequities, Inc. | 11,888 | $184.0K | 0.01% | +337+2.9% | Added |
| TrinityPoint Wealth, LLC | 11,999 | $185.0K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,099 | $186.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Daniel L | 12,200 | $188.0K | 0.09% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,732 | $196.0K | 0.09% | +29+0.2% | Added |
| Altus Wealth Group LLC | 13,685 | $211.0K | 0.21% | 00.0% | Unchanged |
| Lavaca Capital LLC | 14,432 | $222.0K | 0.11% | +1,094+8.2% | Added |
| Camelot Portfolios, LLC | 14,526 | $224.0K | 0.09% | +640+4.6% | Added |
| Kercheville Advisors, LLC | 14,770 | $227.0K | 0.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,740 | $227.0K | 0.01% | +712+5.1% | Added |
| Clarus Group, Inc. | 15,064 | $236.0K | 0.18% | −3,073−16.9% | Reduced |
| RDA Financial Network | 16,570 | $255.0K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,119 | $263.0K | 0.01% | +589+3.6% | Added |
| Quad-Cities Investment Group, LLC | 17,469 | $269.0K | 0.18% | +98+0.6% | Added |
| Hollencrest Capital Management | 17,795 | $274.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 18,494 | $285.0K | 0.01% | +24+0.1% | Added |
| Ibex Wealth Advisors | 18,744 | $288.0K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 18,992 | $292.0K | 0.02% | −5,816−23.4% | Reduced |
| AdvisorNet Financial, Inc | 19,350 | $298.0K | 0.02% | +800+4.3% | Added |
| Cito Capital Group, LLC | 20,000 | $309.0K | 0.14% | 00.0% | Unchanged |
| Surevest, LLC | 20,515 | $316.0K | 0.08% | +20,515 | New |
| Cetera Investment Advisers | 22,926 | $353.0K | 0.01% | +2,702+13.4% | Added |
| American Portfolios Advisors | 23,596 | $363.1K | 0.01% | +10,990+87.2% | Added |
| Samalin Investment Counsel, LLC | 25,281 | $389.0K | 0.25% | −3,364−11.7% | Reduced |
| Capital Investment Advisors, LLC | 25,631 | $394.0K | 0.01% | +8,064+45.9% | Added |
| Family Management Corp | 25,812 | $397.0K | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,685 | $411.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 28,133 | $433.0K | 0.00% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 28,365 | $437.0K | 0.45% | +2,965+11.7% | Added |
| Capital Investment Advisory Services, LLC | 28,500 | $439.0K | 0.06% | −6,700−19.0% | Reduced |
| Principle Wealth Partners LLC | 29,073 | $447.0K | 0.05% | +16,617+133.4% | Added |
| Inscription Capital, LLC | 29,073 | $447.0K | 0.05% | +29,073 | New |
| Raymond James Trust N.A. | 30,079 | $463.0K | 0.02% | −3,500−10.4% | Reduced |
| Envestnet Asset Management Inc | 33,661 | $518.0K | 0.00% | +5,538+19.7% | Added |
| Baird Financial Group, Inc. | 39,906 | $614.0K | 0.00% | +26,380+195.0% | Added |
| Invesco Ltd. | 43,557 | $670.0K | 0.00% | −105−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 46,275 | $712.0K | 0.00% | −1,260−2.7% | Reduced |
| Pacitti Group Inc. | – | $743.0K | 0.45% | – | – |
| Keybank National Association | 49,796 | $766.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 56,000 | $862.0K | 0.01% | +41,000+273.3% | Added |
| Wedbush Securities Inc | 57,903 | $891.0K | 0.04% | +84+0.1% | Added |
| Janney Montgomery Scott LLC | 61,619 | $948.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 62,899 | $969.0K | 0.03% | +668+1.1% | Added |
| Western Wealth Management, LLC | 64,365 | $991.0K | 0.10% | +64,365 | New |
| Legacy Wealth Planning, LLC | 88,483 | $1.36M | 1.55% | +3,782+4.5% | Added |
| Ameriprise Financial Inc | 90,504 | $1.39M | 0.00% | −9,708−9.7% | Reduced |
| D.A. Davidson & Co. | 90,629 | $1.40M | 0.02% | +23,657+35.3% | Added |
| First Trust Advisors LP | 90,873 | $1.40M | 0.00% | +5,279+6.2% | Added |
| Private Advisor Group, LLC | 91,854 | $1.41M | 0.01% | −5,351−5.5% | Reduced |
| Kestra Advisory Services, LLC | 111,696 | $1.72M | 0.02% | +6,328+6.0% | Added |
| Northwestern Mutual Wealth Management Co | 113,557 | $1.75M | 0.00% | +17,538+18.3% | Added |
| LPL Financial LLC | 117,586 | $1.81M | 0.00% | +3,653+3.2% | Added |
| Spire Wealth Management | 123,252 | $1.90M | 0.05% | −1,550−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 137,627 | $2.12M | 0.09% | +17,024+14.1% | Added |
| Financial Advocates Investment Management | 147,388 | $2.27M | 0.16% | +17,965+13.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 149,460 | $2.30M | 0.01% | +12,621+9.2% | Added |
| Traynor Capital Management, Inc. | 153,049 | $2.37M | 0.33% | −2,292−1.5% | Reduced |
| Wells Fargo & Company | 182,988 | $2.82M | 0.00% | −22,987−11.2% | Reduced |
| Advisors Asset Management, Inc. | 187,209 | $2.88M | 0.04% | +18,798+11.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 198,920 | $3.06M | 0.13% | −11,464−5.4% | Reduced |
| Royal Bank of Canada | 210,520 | $3.24M | 0.00% | +22,276+11.8% | Added |
| AE Wealth Management LLC | 240,532 | $3.70M | 0.03% | +9,834+4.3% | Added |
| Raymond James & Associates | 262,186 | $4.04M | 0.00% | +720+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 262,519 | $4.04M | 0.01% | +46,754+21.7% | Added |