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, Q4 2023
Institutional positions in Nuveen Municipal High Income Opportunity Fund as of Dec 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
- 133
- +21 vs. Q3 2023
- Shares held
- 15.4M
- +1.82M (+13.4%) vs. Q3 2023
- Total value
- $152.2M
- +$26.2M (+20.8%) vs. Q3 2023
- New holders
- 34
- 36 more added
- Sold out
- 13
- 36 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen Municipal High Income Opportunity Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1 | $10 | 0.00% | −6−85.7% | Reduced |
| Key Financial Inc | 11 | $109 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 50 | $494 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 218 | $2.00K | 0.00% | +218 | New |
| Sound Income Strategies, LLC | 651 | $6.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 700 | $6.92K | 0.00% | −500−41.7% | Reduced |
| CoreFirst Bank & Trust | 806 | $7.96K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $9.88K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,000 | $9.88K | 0.00% | +1,000 | New |
| Private Trust Co NA | 1,200 | $11.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,737 | $17.2K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 2,390 | $23.6K | 0.00% | +2,390 | New |
| US Bancorp | 2,600 | $25.7K | 0.00% | +1,000+62.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,614 | $25.8K | 0.00% | −9,511−78.4% | Reduced |
| Sandy Spring Bank | 3,000 | $29.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,000 | $39.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,270 | $42.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,561 | $60.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,177 | $61.0K | 0.00% | −125−2.0% | Reduced |
| Financial Security Advisor, Inc. | 10,000 | $98.8K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $98.8K | 0.00% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 10,000 | $98.8K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,000 | $98.8K | 0.00% | +10,000 | New |
| Cito Capital Group, LLC | 10,000 | $99.0K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 10,050 | $99.3K | 0.01% | +10,050 | New |
| Arkadios Wealth Advisors | 10,110 | $99.9K | 0.01% | −13,261−56.7% | Reduced |
| Arlington Capital Management, Inc. | 10,214 | $100.9K | 0.09% | +10,214 | New |
| Horizon Kinetics Asset Management LLC | 10,369 | $102.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,434 | $103.1K | 0.01% | −9,874−48.6% | Reduced |
| Sage Capital Management, LLC | 10,500 | $103.7K | 0.06% | +10,500 | New |
| Dynamic Advisor Solutions LLC | 10,595 | $104.4K | 0.00% | +56+0.5% | Added |
| MML Investors Services, LLC | 10,629 | $105.0K | 0.00% | +10,629 | New |
| Catalina Capital Group, LLC | 10,649 | $105.2K | 0.08% | +10,649 | New |
| Advisory Services Network, LLC | 11,000 | $108.7K | 0.00% | −3,000−21.4% | Reduced |
| Principle Wealth Partners LLC | 11,000 | $108.7K | 0.01% | +11,000 | New |
| Oppenheimer & Co Inc | 11,090 | $109.6K | 0.00% | −5,533−33.3% | Reduced |
| We Are One Seven, LLC | 11,549 | $114.1K | 0.01% | +11,549 | New |
| Hudson Valley Investment Advisors Inc | 11,500 | $114.4K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,100 | $119.5K | 0.00% | +600+5.2% | Added |
| Berkeley Capital Partners, LLC | 12,173 | $120.3K | 0.04% | −2,100−14.7% | Reduced |
| Thrivent Financial for Lutherans | 12,530 | $124.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,031 | $128.7K | 0.00% | +13,031 | New |
| EWG Elevate Inc. | 13,525 | $133.6K | 0.06% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 13,547 | $133.8K | 0.04% | +13,547 | New |
| Huntington National Bank | – | $134.3K | 0.00% | – | New |
| Altus Wealth Group LLC | 13,880 | $137.1K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 14,000 | $138.3K | 0.01% | −12,795−47.8% | Reduced |
| Sollinda Capital Management LLC | 14,000 | $138.3K | 0.04% | +14,000 | New |
| Sunbelt Securities, Inc. | 14,087 | $139.2K | 0.02% | +10,087+252.2% | Added |
| Family Management Corp | 14,750 | $145.7K | 0.03% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 14,896 | $147.2K | 0.08% | +20+0.1% | Added |
| Van Hulzen Asset Management, LLC | 15,657 | $155.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 15,873 | $156.8K | 0.00% | −8,085−33.7% | Reduced |
| Citadel Advisors LLC | 17,352 | $171.4K | 0.00% | +5,632+48.1% | Added |
| Mattern Wealth Management LLC | 18,035 | $178.2K | 0.05% | +309+1.7% | Added |
| Cetera Investment Advisers | 18,223 | $180.0K | 0.00% | −805−4.2% | Reduced |
| Cohen & Steers, Inc. | 20,000 | $198.0K | 0.00% | +20,000 | New |
| Pacitti Group Inc. | 20,519 | $202.7K | 0.13% | +27+0.1% | Added |
| Integrated Capital Management, Inc. | 21,358 | $211.0K | 0.18% | +592+2.9% | Added |
| Elequin Capital LP | 21,561 | $213.0K | 0.06% | +21,561 | New |
| Melfa Wealth Management, LLC | 22,153 | $218.9K | 0.21% | +22,153 | New |
| Moors & Cabot, Inc. | 22,500 | $222.3K | 0.01% | +22,500 | New |
| Spire Wealth Management | 25,738 | $247.1K | 0.01% | −1,368−5.0% | Reduced |
| Marex Group plc | 25,091 | $247.9K | 0.01% | +25,091 | New |
| Advisor Resource Council | 27,450 | $271.2K | 0.03% | +27,450 | New |
| Nomura Holdings Inc | 27,767 | $274.3K | 0.00% | +27,767 | New |
| Raymond James Trust N.A. | 29,092 | $287.4K | 0.01% | +30+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,953 | $305.8K | 0.02% | +9,158+42.0% | Added |
| Waterloo Capital, L.P. | 31,718 | $313.4K | 0.05% | +31,718 | New |
| Sage Private Wealth Group, LLC | 31,993 | $316.1K | 0.28% | +31,993 | New |
| Cerity Partners LLC | 32,253 | $318.7K | 0.00% | +32,253 | New |
| Archetype Wealth Partners | 37,200 | $368.0K | 0.07% | +37,200 | New |
| Capital Investment Advisors, LLC | 38,132 | $376.7K | 0.01% | +8,500+28.7% | Added |
| Harbour Investments, Inc. | 39,054 | $385.9K | 0.02% | −22,321−36.4% | Reduced |
| Core Wealth Partners LLC | 44,460 | $439.3K | 0.36% | 00.0% | Unchanged |
| GWM Advisors LLC | 52,071 | $514.5K | 0.00% | +8,385+19.2% | Added |
| Wolverine Asset Management LLC | 53,760 | $531.1K | 0.01% | +53,760 | New |
| Wedbush Securities Inc | 55,153 | $545.0K | 0.02% | −2,711−4.7% | Reduced |
| Janney Montgomery Scott LLC | 56,684 | $560.0K | 0.00% | −9,378−14.2% | Reduced |
| Ausdal Financial Partners, Inc. | 57,545 | $568.5K | 0.07% | +1,553+2.8% | Added |
| Palogic Value Management, L.P. | 63,000 | $622.4K | 0.28% | +30,000+90.9% | Added |
| Western Wealth Management, LLC | 63,394 | $626.3K | 0.05% | −685−1.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 65,524 | $647.4K | 0.02% | −31,972−32.8% | Reduced |
| Running Point Capital Advisors, LLC | 66,143 | $653.5K | 0.32% | +3,112+4.9% | Added |
| Venture Visionary Partners LLC | 69,965 | $691.3K | 0.04% | −1,826−2.5% | Reduced |
| Summit X, LLC | 72,058 | $711.9K | 0.20% | −5,467−7.1% | Reduced |
| Wakefield Asset Management LLLP | 74,152 | $732.6K | 0.27% | +74,152 | New |
| Logan Stone Capital, LLC | 78,513 | $775.7K | 0.16% | +78,513 | New |
| Cetera Advisors LLC | 85,175 | $841.5K | 0.01% | +31,529+58.8% | Added |
| Stephens Inc | 87,725 | $866.7K | 0.01% | −1,130−1.3% | Reduced |
| Ameriprise Financial Inc | 92,996 | $918.8K | 0.00% | −10,502−10.1% | Reduced |
| Truist Financial Corp | 96,859 | $957.0K | 0.00% | −3,474−3.5% | Reduced |
| Von Berge Wealth Management Group, LLC | 98,530 | $967.6K | 0.74% | +98,530 | New |
| Private Advisor Group, LLC | 101,370 | $1.00M | 0.01% | −29,650−22.6% | Reduced |
| Camelot Portfolios, LLC | 105,215 | $1.04M | 0.62% | +71,487+212.0% | Added |
| Mariner, LLC | 110,294 | $1.09M | 0.00% | +1,473+1.4% | Added |
| Weiss Asset Management LP | 111,044 | $1.10M | 0.08% | +111,044 | New |