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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 10,500 | $103.7K | 0.06% | +10,500 | New |
| Level Four Advisory Services, LLC | 10,434 | $103.1K | 0.01% | −9,874−48.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,369 | $102.4K | 0.00% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 10,214 | $100.9K | 0.09% | +10,214 | New |
| Arkadios Wealth Advisors | 10,110 | $99.9K | 0.01% | −13,261−56.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,050 | $99.3K | 0.01% | +10,050 | New |
| Cito Capital Group, LLC | 10,000 | $99.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 6,177 | $61.0K | 0.00% | −125−2.0% | Reduced |
| Beacon Capital Management, LLC | 6,561 | $60.9K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,270 | $42.2K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 4,000 | $39.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,000 | $29.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,614 | $25.8K | 0.00% | −9,511−78.4% | Reduced |
| US Bancorp | 2,600 | $25.7K | 0.00% | +1,000+62.5% | Added |
| LM Advisors LLC | 2,390 | $23.6K | 0.00% | +2,390 | New |
| Cullen/Frost Bankers, Inc. | 1,737 | $17.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $14.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,173 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,200 | $11.9K | 0.00% | 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 |
| CoreFirst Bank & Trust | 806 | $7.96K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 700 | $6.92K | 0.00% | −500−41.7% | Reduced |
| Sound Income Strategies, LLC | 651 | $6.43K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 218 | $2.00K | 0.00% | +218 | New |
| Bogart Wealth, LLC | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 50 | $494 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $109 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1 | $10 | 0.00% | −6−85.7% | Reduced |
| StoneX Group Inc. | 0 | $0 | 0.00% | −335,752−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −45,772−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −35,726−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −21,859−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −21,544−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −21,206−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −16,243−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −13,832−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −11,999−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −10,476−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Goodwin Daniel L | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |