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, Q3 2021
Institutional positions in Nuveen Municipal High Income Opportunity Fund as of Sep 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
- 115
- +7 vs. Q2 2021
- Shares held
- 9.79M
- +829.1K (+9.3%) vs. Q2 2021
- Total value
- $144.6M
- +$5.72M (+4.1%) vs. Q2 2021
- New holders
- 15
- 45 more added
- Sold out
- 8
- 18 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen Municipal High Income Opportunity Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 31 | $0 | 0.00% | −38−55.1% | Reduced |
| Key Financial Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $0 | 0.00% | +6 | New |
| Institutional & Family Asset Management, LLC | 100 | $1.00K | 0.00% | −4,500−97.8% | Reduced |
| Northern Trust Corp | 11,822 | $2.00K | 0.00% | +11,822 | New |
| Salem Investment Counselors Inc | 440 | $6.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $7.38K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 600 | $9.00K | 0.01% | +600 | New |
| Allworth Financial LP | 770 | $11.0K | 0.00% | +770 | New |
| BBVA USA | 1,028 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,399 | $21.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,851 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,897 | $28.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,139 | $32.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 2,426 | $36.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 2,655 | $39.0K | 0.01% | +2,655 | New |
| Evermay Wealth Management LLC | 3,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,992 | $59.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 4,300 | $63.0K | 0.01% | +4,300 | New |
| Fifth Third Bancorp | 4,500 | $66.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,692 | $84.0K | 0.02% | +61+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,929 | $88.0K | 0.00% | −1,023−14.7% | Reduced |
| Accel Wealth Management | 6,226 | $92.0K | 0.06% | −1,722−21.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,962 | $103.0K | 0.00% | +404+6.2% | Added |
| Koshinski Asset Management, Inc. | 8,280 | $122.2K | 0.01% | +8,280 | New |
| Wolverine Asset Management LLC | 8,340 | $123.0K | 0.00% | +8,340 | New |
| US Bancorp | 9,650 | $142.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 10,228 | $151.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,601 | $156.0K | 0.01% | +10,601 | New |
| Berger Financial Group, Inc | 11,230 | $166.0K | 0.03% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 11,500 | $170.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,671 | $172.0K | 0.00% | +146+1.3% | Added |
| Ritholtz Wealth Management | 11,671 | $172.0K | 0.01% | +146+1.3% | Added |
| Level Four Advisory Services, LLC | 11,742 | $173.0K | 0.02% | +16+0.1% | Added |
| Lantz Financial LLC | 11,770 | $174.0K | 0.09% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 11,999 | $177.0K | 0.03% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,099 | $179.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Daniel L | 12,200 | $180.0K | 0.08% | 00.0% | Unchanged |
| Element Wealth, LLC | 12,427 | $183.0K | 0.15% | +12,427 | New |
| Berkeley Capital Partners, LLC | 12,761 | $188.0K | 0.09% | +29+0.2% | Added |
| Proequities, Inc. | 13,040 | $193.0K | 0.01% | +1,152+9.7% | Added |
| Altus Wealth Group LLC | 13,685 | $202.0K | 0.20% | 00.0% | Unchanged |
| RDA Financial Network | 14,170 | $209.0K | 0.09% | −2,400−14.5% | Reduced |
| United Capital Financial Advisers, LLC | 14,367 | $212.0K | 0.00% | +14,367 | New |
| Kercheville Advisors, LLC | 14,770 | $218.0K | 0.10% | 00.0% | Unchanged |
| Clarus Group, Inc. | 15,064 | $222.0K | 0.15% | 00.0% | Unchanged |
| Lavaca Capital LLC | 15,767 | $233.0K | 0.12% | +1,335+9.3% | Added |
| Truist Financial Corp | 16,357 | $241.0K | 0.00% | −11,776−41.9% | Reduced |
| MBA Advisors LLC | 16,772 | $248.0K | 0.18% | +16,772 | New |
| Kestra Private Wealth Services, LLC | 17,348 | $256.0K | 0.01% | +2,608+17.7% | Added |
| Quad-Cities Investment Group, LLC | 17,559 | $259.0K | 0.18% | +90+0.5% | Added |
| Thrivent Financial for Lutherans | – | $259.0K | 0.00% | – | – |
| Hollencrest Capital Management | 17,795 | $263.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,799 | $263.0K | 0.01% | +680+4.0% | Added |
| Ibex Wealth Advisors | 18,744 | $277.0K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,609 | $289.0K | 0.01% | −10,470−34.8% | Reduced |
| Oppenheimer & Co Inc | 19,609 | $289.0K | 0.01% | +1,115+6.0% | Added |
| Cito Capital Group, LLC | 20,000 | $297.0K | 0.14% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20,350 | $300.0K | 0.02% | +1,000+5.2% | Added |
| Surevest, LLC | 20,515 | $303.0K | 0.08% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,753 | $306.0K | 0.00% | −12,908−38.3% | Reduced |
| Ausdal Financial Partners, Inc. | 20,737 | $306.0K | 0.05% | +20,737 | New |
| Cetera Investment Advisers | 21,359 | $315.0K | 0.01% | −1,567−6.8% | Reduced |
| Venture Visionary Partners LLC | 23,975 | $353.0K | 0.03% | +4,983+26.2% | Added |
| American Portfolios Advisors | 24,111 | $355.9K | 0.01% | +515+2.2% | Added |
| Samalin Investment Counsel, LLC | 25,096 | $370.0K | 0.24% | −185−0.7% | Reduced |
| Stifel Financial Corp | 25,685 | $379.0K | 0.00% | −1,000−3.7% | Reduced |
| Capital Investment Advisors, LLC | 25,659 | $379.0K | 0.01% | +28+0.1% | Added |
| Family Management Corp | 25,812 | $381.0K | 0.11% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 28,365 | $419.0K | 0.45% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 28,500 | $421.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 29,124 | $430.0K | 0.05% | +51+0.2% | Added |
| Cohen & Steers, Inc. | 38,656 | $571.0K | 0.00% | +30,676+384.4% | Added |
| Rockefeller Capital Management L.P. | 46,275 | $683.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 48,351 | $714.0K | 0.45% | – | – |
| Baird Financial Group, Inc. | 48,777 | $720.0K | 0.00% | +8,871+22.2% | Added |
| Keybank National Association | 49,796 | $735.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 56,000 | $827.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 63,571 | $939.0K | 0.03% | +672+1.1% | Added |
| Janney Montgomery Scott LLC | 66,820 | $986.0K | 0.00% | +5,201+8.4% | Added |
| Kaizen Financial Strategies | 67,112 | $991.0K | 0.80% | +67,112 | New |
| Legacy Wealth Planning, LLC | 88,763 | $1.31M | 1.47% | +280+0.3% | Added |
| First Trust Advisors LP | 91,687 | $1.35M | 0.00% | +814+0.9% | Added |
| D.A. Davidson & Co. | 93,848 | $1.39M | 0.02% | +3,219+3.6% | Added |
| Private Advisor Group, LLC | 97,028 | $1.43M | 0.01% | +5,174+5.6% | Added |
| Wedbush Securities Inc | 97,587 | $1.44M | 0.07% | +39,684+68.5% | Added |
| Invesco Ltd. | 100,434 | $1.48M | 0.00% | +56,877+130.6% | Added |
| Ameriprise Financial Inc | 102,658 | $1.51M | 0.00% | +12,154+13.4% | Added |
| Spire Wealth Management | 105,984 | $1.56M | 0.04% | −17,268−14.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 106,428 | $1.57M | 0.00% | −7,129−6.3% | Reduced |
| LPL Financial LLC | 137,507 | $2.03M | 0.00% | +19,921+16.9% | Added |
| Traynor Capital Management, Inc. | 141,218 | $2.08M | 0.29% | −11,831−7.7% | Reduced |
| Financial Advocates Investment Management | 145,999 | $2.15M | 0.15% | −1,389−0.9% | Reduced |
| Advisors Asset Management, Inc. | 146,847 | $2.17M | 0.03% | −40,362−21.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 154,510 | $2.28M | 0.01% | +5,050+3.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 165,711 | $2.43M | 0.11% | +165,711 | New |
| Kestra Advisory Services, LLC | 171,395 | $2.53M | 0.03% | +59,699+53.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 201,454 | $2.97M | 0.12% | +2,534+1.3% | Added |