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 2023
Institutional positions in Nuveen Municipal High Income Opportunity Fund as of Jun 30, 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
- 112
- −9 vs. Q1 2023
- Shares held
- 13.5M
- −272.8K (−2.0%) vs. Q1 2023
- Total value
- $142.7M
- −$5.93M (−4.0%) vs. Q1 2023
- New holders
- 12
- 34 more added
- Sold out
- 21
- 35 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Nuveen Municipal High Income Opportunity Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 11 | $116 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $2.11K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 771 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 806 | $8.52K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 825 | $8.72K | 0.01% | +825 | New |
| CWM, LLC | 853 | $9.00K | 0.00% | +319+59.7% | Added |
| Caldwell Trust Co | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $12.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $15.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,600 | $16.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,600 | $16.9K | 0.00% | +949+145.8% | Added |
| CGC Financial Services, LLC | 1,717 | $18.1K | 0.01% | +1,717 | New |
| Cullen/Frost Bankers, Inc. | 1,737 | $18.4K | 0.00% | +1,737 | New |
| Washington Trust Advisors, Inc. | 2,426 | $25.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,000 | $31.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,300 | $34.9K | 0.01% | +3,300 | New |
| Sunbelt Securities, Inc. | 4,000 | $42.3K | 0.01% | +2,000+100.0% | Added |
| Carmichael Hill & Associates, Inc. | 4,270 | $45.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 4,700 | $49.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,561 | $69.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,831 | $72.2K | 0.00% | −376−5.2% | Reduced |
| First Foundation Advisors | 10,000 | $105.7K | 0.00% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 10,000 | $105.7K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 10,000 | $105.7K | 0.00% | +10,000 | New |
| Cito Capital Group, LLC | 10,000 | $106.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10,193 | $107.7K | 0.00% | +763+8.1% | Added |
| Aurora Private Wealth, Inc. | 10,349 | $109.0K | 0.12% | +123+1.2% | Added |
| Horizon Kinetics Asset Management LLC | 10,369 | $109.6K | 0.00% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 11,500 | $121.6K | 0.02% | −500−4.2% | Reduced |
| Citadel Advisors LLC | 11,646 | $123.1K | 0.00% | −6,853−37.0% | Reduced |
| Virtu Financial LLC | 11,847 | $125.0K | 0.01% | −1,161−8.9% | Reduced |
| Susquehanna International Group, LLP | 11,971 | $126.5K | 0.00% | +11,971 | New |
| TrinityPoint Wealth, LLC | 11,999 | $126.8K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,006 | $126.9K | 0.00% | −1,347−10.1% | Reduced |
| Dynamic Advisor Solutions LLC | 12,161 | $128.5K | 0.01% | +52+0.4% | Added |
| Ellis Investment Partners, LLC | 12,379 | $130.8K | 0.03% | −358−2.8% | Reduced |
| Thrivent Financial for Lutherans | 12,530 | $133.0K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 13,525 | $143.0K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,000 | $148.0K | 0.00% | +14,000 | New |
| Lantz Financial LLC | 14,458 | $152.8K | 0.06% | +14,458 | New |
| Family Management Corp | 14,750 | $155.9K | 0.03% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 14,861 | $157.1K | 0.10% | +14+0.1% | Added |
| D.A. Davidson & Co. | 14,993 | $158.5K | 0.00% | −1,048−6.5% | Reduced |
| Oppenheimer & Co Inc | 15,563 | $164.5K | 0.00% | −682−4.2% | Reduced |
| Van Hulzen Asset Management, LLC | 15,657 | $165.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 16,243 | $171.7K | 0.00% | −1,000−5.8% | Reduced |
| Altus Wealth Group LLC | 17,335 | $183.2K | 0.11% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 18,687 | $197.5K | 0.18% | −773−4.0% | Reduced |
| Waterfront Wealth Inc. | 18,956 | $200.7K | 0.06% | −998−5.0% | Reduced |
| Cetera Investment Advisers | 19,131 | $202.2K | 0.00% | −4,591−19.4% | Reduced |
| Belpointe Asset Management LLC | 20,000 | $211.4K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,544 | $228.0K | 0.00% | −263−1.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 21,859 | $231.1K | 0.11% | +4,775+28.0% | Added |
| Capital Investment Advisors, LLC | 22,632 | $239.2K | 0.01% | +3,000+15.3% | Added |
| Pacitti Group Inc. | 24,536 | $259.3K | 0.18% | +375+1.6% | Added |
| Capital Investment Advisory Services, LLC | 26,795 | $283.2K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 27,331 | $288.9K | 0.01% | −6,502−19.2% | Reduced |
| Level Four Advisory Services, LLC | 27,951 | $295.4K | 0.02% | +70.0% | Added |
| JPMorgan Chase & Co | 28,493 | $301.2K | 0.00% | −25,096−46.8% | Reduced |
| Raymond James Trust N.A. | 29,062 | $307.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 29,141 | $308.0K | 0.00% | −4,112−12.4% | Reduced |
| Invesco Ltd. | 30,972 | $327.4K | 0.00% | +30,972 | New |
| Palogic Value Management, L.P. | 33,000 | $348.8K | 0.16% | −1,000−2.9% | Reduced |
| Camelot Portfolios, LLC | 33,097 | $349.8K | 0.22% | −342−1.0% | Reduced |
| Core Wealth Partners LLC | 44,460 | $469.9K | 0.43% | 00.0% | Unchanged |
| Smith, Moore & Co. | 45,535 | $481.3K | 0.06% | −3,068−6.3% | Reduced |
| Cetera Advisors LLC | 47,015 | $496.9K | 0.01% | +2,250+5.0% | Added |
| GWM Advisors LLC | 51,086 | $540.0K | 0.01% | −3,500−6.4% | Reduced |
| Ausdal Financial Partners, Inc. | 54,808 | $579.3K | 0.08% | +17,473+46.8% | Added |
| Wedbush Securities Inc | 57,204 | $605.0K | 0.03% | −16,194−22.1% | Reduced |
| Goodwin Daniel L | 59,800 | $632.1K | 0.30% | +26,300+78.5% | Added |
| Summit X, LLC | 62,648 | $662.2K | 0.16% | −4,001−6.0% | Reduced |
| Janney Montgomery Scott LLC | 63,019 | $666.0K | 0.00% | −3,201−4.8% | Reduced |
| Running Point Capital Advisors, LLC | 63,031 | $666.2K | 0.37% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 64,079 | $677.3K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 64,512 | $681.9K | 0.09% | +10,399+19.2% | Added |
| Venture Visionary Partners LLC | 67,073 | $709.0K | 0.04% | +180.0% | Added |
| Harbour Investments, Inc. | 76,173 | $805.1K | 0.04% | +4,477+6.2% | Added |
| Stephens Inc | 87,317 | $922.9K | 0.02% | +4,498+5.4% | Added |
| Truist Financial Corp | 103,023 | $1.09M | 0.00% | +4,451+4.5% | Added |
| Cetera Advisor Networks LLC | 103,994 | $1.10M | 0.01% | +66+0.1% | Added |
| Baird Financial Group, Inc. | 106,627 | $1.13M | 0.00% | −7,631−6.7% | Reduced |
| Mariner, LLC | 108,498 | $1.15M | 0.00% | +108,498 | New |
| Regatta Capital Group, LLC | 112,369 | $1.19M | 0.38% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 120,296 | $1.27M | 0.01% | −7,486−5.9% | Reduced |
| AE Wealth Management LLC | 123,678 | $1.31M | 0.01% | −12,550−9.2% | Reduced |
| Park Avenue Securities LLC | 128,333 | $1.36M | 0.02% | +2,399+1.9% | Added |
| Ameriprise Financial Inc | 130,284 | $1.38M | 0.00% | −5,117−3.8% | Reduced |
| Private Advisor Group, LLC | 135,477 | $1.43M | 0.01% | +14,506+12.0% | Added |
| Atria Wealth Solutions, Inc. | 146,497 | $1.55M | 0.02% | +146,497 | New |
| Rockefeller Capital Management L.P. | 165,599 | $1.75M | 0.01% | −5,962−3.5% | Reduced |
| Kestra Advisory Services, LLC | 169,322 | $1.79M | 0.02% | −791−0.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 177,290 | $1.87M | 0.05% | +200+0.1% | Added |
| Envestnet Asset Management Inc | 187,484 | $1.98M | 0.00% | +7,594+4.2% | Added |
| High Net Worth Advisory Group LLC | 188,208 | $1.99M | 0.77% | +1,663+0.9% | Added |
| Royal Bank of Canada | 209,562 | $2.21M | 0.00% | +1,450+0.7% | Added |
| Stifel Financial Corp | 236,308 | $2.50M | 0.00% | +8,561+3.8% | Added |
| Bank of America Corp | 236,591 | $2.50M | 0.00% | −14,760−5.9% | Reduced |
| Merit Financial Group, LLC | 239,951 | $2.54M | 0.08% | +239,951 | New |