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 2023
Institutional positions in Nuveen Municipal High Income Opportunity Fund as of Sep 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
- 114
- +2 vs. Q2 2023
- Shares held
- 13.6M
- +148.3K (+1.1%) vs. Q2 2023
- Total value
- $126.6M
- −$16.1M (−11.3%) vs. Q2 2023
- New holders
- 11
- 39 more added
- Sold out
- 9
- 29 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen Municipal High Income Opportunity Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 7 | $65 | 0.00% | +7 | New |
| Key Financial Inc | 11 | $102 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 50 | $464 | 0.00% | +50 | New |
| Bogart Wealth, LLC | 200 | $1.86K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 651 | $6.04K | 0.00% | −949−59.3% | Reduced |
| CoreFirst Bank & Trust | 806 | $7.48K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 850 | $7.89K | 0.01% | +25+3.0% | Added |
| Caldwell Trust Co | 1,000 | $9.28K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,173 | $11.0K | 0.00% | +320+37.5% | Added |
| IFP Advisors, Inc | 1,200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $13.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,600 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,737 | $16.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,426 | $22.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,000 | $27.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,000 | $37.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,000 | $37.3K | 0.00% | −700−14.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,270 | $39.6K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,302 | $58.5K | 0.00% | −529−7.7% | Reduced |
| Beacon Capital Management, LLC | 6,561 | $69.3K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $92.8K | 0.00% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 10,000 | $92.8K | 0.04% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,000 | $93.0K | 0.05% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 10,000 | $93.3K | 0.04% | +10,000 | New |
| Horizon Kinetics Asset Management LLC | 10,369 | $96.2K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 10,476 | $97.0K | 0.11% | +127+1.2% | Added |
| Dynamic Advisor Solutions LLC | 10,539 | $97.8K | 0.00% | −1,622−13.3% | Reduced |
| Kestra Private Wealth Services, LLC | 11,500 | $106.7K | 0.00% | −506−4.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 11,500 | $106.7K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,720 | $108.8K | 0.00% | +74+0.6% | Added |
| TrinityPoint Wealth, LLC | 11,999 | $111.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,125 | $112.5K | 0.00% | +1,932+19.0% | Added |
| Thrivent Financial for Lutherans | 12,530 | $115.0K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 13,525 | $125.5K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,832 | $128.4K | 0.00% | −1,161−7.7% | Reduced |
| Altus Wealth Group LLC | 13,880 | $128.8K | 0.08% | −3,455−19.9% | Reduced |
| Advisory Services Network, LLC | 14,000 | $129.9K | 0.00% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,273 | $132.5K | 0.05% | +14,273 | New |
| Family Management Corp | 14,750 | $136.9K | 0.03% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 14,876 | $138.0K | 0.09% | +15+0.1% | Added |
| Waterfront Wealth Inc. | 17,000 | $144.6K | 0.05% | −1,956−10.3% | Reduced |
| Van Hulzen Asset Management, LLC | 15,657 | $145.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 16,243 | $150.7K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,623 | $154.3K | 0.00% | +1,060+6.8% | Added |
| Mattern Wealth Management LLC | 17,726 | $164.5K | 0.05% | +17,726 | New |
| Cetera Investment Advisers | 19,028 | $176.6K | 0.00% | −103−0.5% | Reduced |
| Level Four Advisory Services, LLC | 20,308 | $188.5K | 0.01% | −7,643−27.3% | Reduced |
| Pacitti Group Inc. | 20,492 | $190.2K | 0.13% | −4,044−16.5% | Reduced |
| Integrated Capital Management, Inc. | 20,766 | $192.7K | 0.17% | +2,079+11.1% | Added |
| Smith, Moore & Co. | 21,206 | $196.8K | 0.03% | −24,329−53.4% | Reduced |
| HighTower Advisors, LLC | 21,544 | $199.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 21,795 | $202.3K | 0.01% | +21,795 | New |
| Walled Lake Planning & Wealth Management, LLC | 21,859 | $202.9K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 23,371 | $216.9K | 0.02% | +23,371 | New |
| First Trust Advisors LP | 23,958 | $222.3K | 0.00% | −5,183−17.8% | Reduced |
| Capital Investment Advisory Services, LLC | 26,795 | $248.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 27,106 | $251.5K | 0.01% | −225−0.8% | Reduced |
| Raymond James Trust N.A. | 29,062 | $269.7K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 29,632 | $275.0K | 0.01% | +7,000+30.9% | Added |
| Landscape Capital Management, L.L.C. | 30,218 | $280.4K | 0.04% | +30,218 | New |
| Palogic Value Management, L.P. | 33,000 | $306.2K | 0.15% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 33,728 | $313.0K | 0.30% | +631+1.9% | Added |
| Walleye Capital LLC | 34,200 | $317.4K | 0.00% | +34,200 | New |
| Susquehanna International Group, LLP | 35,726 | $331.5K | 0.00% | +23,755+198.4% | Added |
| GWM Advisors LLC | 43,686 | $405.4K | 0.00% | −7,400−14.5% | Reduced |
| Core Wealth Partners LLC | 44,460 | $412.6K | 0.37% | 00.0% | Unchanged |
| Creative Planning | 45,772 | $424.8K | 0.00% | +45,772 | New |
| Cetera Advisors LLC | 53,646 | $497.8K | 0.01% | +6,631+14.1% | Added |
| Ausdal Financial Partners, Inc. | 55,992 | $519.6K | 0.07% | +1,184+2.2% | Added |
| Wedbush Securities Inc | 57,864 | $537.0K | 0.03% | +660+1.2% | Added |
| Harbour Investments, Inc. | 61,375 | $569.6K | 0.03% | −14,798−19.4% | Reduced |
| Running Point Capital Advisors, LLC | 63,031 | $584.9K | 0.34% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 64,079 | $594.7K | 0.05% | 00.0% | Unchanged |
| Goodwin Daniel L | 66,000 | $612.5K | 0.30% | +6,200+10.4% | Added |
| Janney Montgomery Scott LLC | 66,062 | $613.0K | 0.00% | +3,043+4.8% | Added |
| Invesco Ltd. | 66,594 | $618.0K | 0.00% | +35,622+115.0% | Added |
| Venture Visionary Partners LLC | 71,791 | $666.2K | 0.04% | +4,718+7.0% | Added |
| Summit X, LLC | 77,525 | $719.4K | 0.23% | +14,877+23.7% | Added |
| Traynor Capital Management, Inc. | 79,777 | $740.3K | 0.10% | +15,265+23.7% | Added |
| Stephens Inc | 88,855 | $824.6K | 0.02% | +1,538+1.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 97,496 | $904.8K | 0.03% | −79,794−45.0% | Reduced |
| Truist Financial Corp | 100,333 | $918.0K | 0.00% | −2,690−2.6% | Reduced |
| Ameriprise Financial Inc | 103,498 | $960.5K | 0.00% | −26,786−20.6% | Reduced |
| Cetera Advisor Networks LLC | 105,290 | $977.1K | 0.01% | +1,296+1.2% | Added |
| Mariner, LLC | 108,821 | $1.01M | 0.00% | +323+0.3% | Added |
| Baird Financial Group, Inc. | 110,319 | $1.02M | 0.00% | +3,692+3.5% | Added |
| Regatta Capital Group, LLC | 112,369 | $1.04M | 0.33% | 00.0% | Unchanged |
| AE Wealth Management LLC | 116,629 | $1.08M | 0.01% | −7,049−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,968 | $1.14M | 0.01% | +2,672+2.2% | Added |
| Private Advisor Group, LLC | 131,020 | $1.22M | 0.01% | −4,457−3.3% | Reduced |
| Park Avenue Securities LLC | 138,585 | $1.29M | 0.02% | +10,252+8.0% | Added |
| Atria Wealth Solutions, Inc. | 147,426 | $1.37M | 0.02% | +929+0.6% | Added |
| Royal Bank of Canada | 151,102 | $1.40M | 0.00% | −58,460−27.9% | Reduced |
| Rockefeller Capital Management L.P. | 167,127 | $1.55M | 0.01% | +1,528+0.9% | Added |
| Kestra Advisory Services, LLC | 167,309 | $1.55M | 0.02% | −2,013−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 171,669 | $1.59M | 0.00% | −84,677−33.0% | Reduced |
| High Net Worth Advisory Group LLC | 188,377 | $1.75M | 0.70% | +169+0.1% | Added |
| Envestnet Asset Management Inc | 196,358 | $1.82M | 0.00% | +8,874+4.7% | Added |
| Merit Financial Group, LLC | 236,960 | $2.20M | 0.07% | −2,991−1.2% | Reduced |