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, Q1 2023
Institutional positions in Nuveen Municipal High Income Opportunity Fund as of Mar 31, 2023. 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
- 122
- −3 vs. Q4 2022
- Shares held
- 13.8M
- +1.36M (+11.0%) vs. Q4 2022
- Total value
- $148.6M
- +$21.8M (+17.2%) vs. Q4 2022
- New holders
- 17
- 45 more added
- Sold out
- 20
- 31 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen Municipal High Income Opportunity Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 11 | $119 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $2.16K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 205 | $2.17K | 0.00% | −24,846−99.2% | Reduced |
| Chilton Capital Management LLC | 300 | $3.24K | 0.00% | +300 | New |
| CWM, LLC | 534 | $6.00K | 0.00% | +8+1.5% | Added |
| Sound Income Strategies, LLC | 651 | $7.03K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 771 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 806 | $8.71K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $13.0K | 0.00% | −2,400−66.7% | Reduced |
| IFP Advisors, Inc | 1,200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,600 | $17.3K | 0.00% | +1,600 | New |
| Sunbelt Securities, Inc. | 2,000 | $21.1K | 0.00% | +2,000 | New |
| Ahrens Investment Partners LLC | 2,000 | $21.6K | 0.01% | +2,000 | New |
| TCI Wealth Advisors, Inc. | 2,417 | $26.1K | 0.00% | +2,417 | New |
| Washington Trust Advisors, Inc. | 2,426 | $26.2K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2,865 | $30.9K | 0.01% | +4+0.1% | Added |
| Sandy Spring Bank | 3,000 | $32.4K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,270 | $46.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 4,700 | $51.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 4,980 | $53.8K | 0.04% | −9,960−66.7% | Reduced |
| James Investment Research Inc | 5,240 | $57.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 6,072 | $65.6K | 0.04% | +6,072 | New |
| Beacon Capital Management, LLC | 6,561 | $70.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,207 | $77.8K | 0.00% | −238−3.2% | Reduced |
| AlphaCentric Advisors LLC | 8,100 | $87.5K | 0.06% | −15,000−64.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,430 | $101.8K | 0.00% | −16−0.2% | Reduced |
| Cito Capital Group, LLC | 10,000 | $108.0K | 0.05% | −10,000−50.0% | Reduced |
| First Foundation Advisors | 10,000 | $108.0K | 0.00% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 10,000 | $108.0K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $108.0K | 0.00% | +10,000 | New |
| Firethorn Wealth Partners, LLC | 10,268 | $109.2K | 0.09% | +182+1.8% | Added |
| Aurora Private Wealth, Inc. | 10,226 | $110.0K | 0.12% | +129+1.3% | Added |
| Horizon Kinetics Asset Management LLC | 10,369 | $112.0K | 0.00% | −274−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 10,565 | $114.0K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,547 | $114.0K | 0.01% | +10,547 | New |
| TrinityPoint Wealth, LLC | 11,999 | $129.6K | 0.03% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 12,000 | $129.6K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,109 | $130.8K | 0.01% | +12,109 | New |
| Thrivent Financial for Lutherans | 12,530 | $132.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 12,737 | $137.6K | 0.04% | +895+7.6% | Added |
| Samalin Investment Counsel, LLC | 12,861 | $138.9K | 0.08% | −17,146−57.1% | Reduced |
| Virtu Financial LLC | 13,008 | $140.0K | 0.01% | −12,938−49.9% | Reduced |
| Kestra Private Wealth Services, LLC | 13,353 | $144.2K | 0.01% | −4,781−26.4% | Reduced |
| EWG Elevate Inc. | 13,525 | $146.1K | 0.06% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,273 | $154.1K | 0.06% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 19,460 | $156.1K | 0.16% | +19,460 | New |
| Family Management Corp | 14,750 | $159.3K | 0.04% | −11,062−42.9% | Reduced |
| Kercheville Advisors, LLC | 14,847 | $160.3K | 0.11% | +9+0.1% | Added |
| Van Hulzen Asset Management, LLC | 15,657 | $169.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,041 | $173.2K | 0.00% | −964−5.7% | Reduced |
| Oppenheimer & Co Inc | 16,245 | $175.4K | 0.00% | −1,366−7.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 17,084 | $184.5K | 0.10% | +17,084 | New |
| Brown Advisory Inc | 17,243 | $186.2K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 17,335 | $187.2K | 0.13% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,499 | $199.8K | 0.00% | +1,174+6.8% | Added |
| Capital Investment Advisors, LLC | 19,632 | $212.0K | 0.01% | +3,000+18.0% | Added |
| Waterfront Wealth Inc. | 19,954 | $215.5K | 0.07% | +40.0% | Added |
| Belpointe Asset Management LLC | 20,000 | $216.0K | 0.01% | −44,215−68.9% | Reduced |
| All Season Financial Advisors, Inc. | 21,735 | $234.7K | 0.21% | −2,372−9.8% | Reduced |
| HighTower Advisors, LLC | 21,807 | $236.0K | 0.00% | +21,807 | New |
| Cetera Investment Advisers | 23,722 | $256.2K | 0.00% | +3,156+15.3% | Added |
| Pacitti Group Inc. | 24,161 | $260.9K | 0.19% | −14,000−36.7% | Reduced |
| Capital Investment Advisory Services, LLC | 26,795 | $289.4K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 27,944 | $301.8K | 0.02% | +17,139+158.6% | Added |
| Cohen & Steers, Inc. | 28,264 | $305.0K | 0.00% | +28,264 | New |
| Raymond James Trust N.A. | 29,062 | $314.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 33,253 | $359.1K | 0.00% | −1,590−4.6% | Reduced |
| Camelot Portfolios, LLC | 33,439 | $361.1K | 0.25% | +65+0.2% | Added |
| Goodwin Daniel L | 33,500 | $361.8K | 0.18% | +15,800+89.3% | Added |
| Spire Wealth Management | 33,833 | $365.4K | 0.01% | −590−1.7% | Reduced |
| Palogic Value Management, L.P. | 34,000 | $367.2K | 0.18% | −2,000−5.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 36,595 | $395.2K | 0.02% | −36,603−50.0% | Reduced |
| Ausdal Financial Partners, Inc. | 37,335 | $403.2K | 0.06% | +140.0% | Added |
| Core Wealth Partners LLC | 44,460 | $480.2K | 0.48% | +34,138+330.7% | Added |
| Cetera Advisors LLC | 44,765 | $483.5K | 0.01% | +13,250+42.0% | Added |
| Smith, Moore & Co. | 48,603 | $524.9K | 0.07% | +100+0.2% | Added |
| GWM Advisors LLC | 54,586 | $574.7K | 0.01% | +12,500+29.7% | Added |
| JPMorgan Chase & Co | 53,589 | $579.0K | 0.00% | +53,589 | New |
| Traynor Capital Management, Inc. | 54,113 | $584.4K | 0.09% | +9,758+22.0% | Added |
| Running Point Capital Advisors, LLC | 63,031 | $680.7K | 0.41% | −27,197−30.1% | Reduced |
| Western Wealth Management, LLC | 64,079 | $692.1K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 66,220 | $715.0K | 0.00% | +102+0.2% | Added |
| Summit X, LLC | 66,649 | $719.8K | 0.19% | +66,649 | New |
| Venture Visionary Partners LLC | 67,055 | $724.2K | 0.05% | −2,937−4.2% | Reduced |
| Landscape Capital Management, L.L.C. | 69,836 | $754.2K | 0.10% | +5,757+9.0% | Added |
| Harbour Investments, Inc. | 71,696 | $774.3K | 0.04% | −9,768−12.0% | Reduced |
| Wedbush Securities Inc | 73,398 | $793.0K | 0.04% | −4,994−6.4% | Reduced |
| Stephens Inc | 82,819 | $894.4K | 0.02% | +40,514+95.8% | Added |
| Truist Financial Corp | 98,572 | $1.06M | 0.00% | +21,096+27.2% | Added |
| Cetera Advisor Networks LLC | 103,928 | $1.12M | 0.01% | +4,598+4.6% | Added |
| Regatta Capital Group, LLC | 112,369 | $1.16M | 0.41% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 114,258 | $1.23M | 0.00% | +11,000+10.7% | Added |
| Private Advisor Group, LLC | 120,971 | $1.31M | 0.01% | −6,928−5.4% | Reduced |
| Park Avenue Securities LLC | 125,934 | $1.36M | 0.02% | +79,943+173.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 127,782 | $1.38M | 0.01% | −10,218−7.4% | Reduced |
| Ameriprise Financial Inc | 135,401 | $1.46M | 0.00% | −11,399−7.8% | Reduced |
| AE Wealth Management LLC | 136,228 | $1.47M | 0.01% | +5,633+4.3% | Added |
| Financial Advocates Investment Management | 161,755 | $1.75M | 0.13% | −6,699−4.0% | Reduced |