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 2024
Institutional positions in Nuveen Municipal High Income Opportunity Fund as of Sep 30, 2024. 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
- 123
- +4 vs. Q2 2024
- Shares held
- 16.0M
- +353.1K (+2.3%) vs. Q2 2024
- Total value
- $186.7M
- +$17.4M (+10.3%) vs. Q2 2024
- New holders
- 16
- 41 more added
- Sold out
- 12
- 21 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Nuveen Municipal High Income Opportunity Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9 | $105 | 0.00% | −661−98.7% | Reduced |
| Key Financial Inc | 11 | $128 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 313 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 666 | $7.77K | 0.00% | +666 | New |
| IFP Advisors, Inc | 700 | $8.16K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 729 | $8.50K | 0.00% | +729 | New |
| CoreFirst Bank & Trust | 806 | $9.40K | 0.01% | +806 | New |
| BOK Financial Private Wealth, Inc. | 958 | $11.2K | 0.00% | −42−4.2% | Reduced |
| Manchester Capital Management LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,070 | $12.0K | 0.01% | +1,070 | New |
| Private Trust Co NA | 1,200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $17.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,614 | $18.8K | 0.00% | +1,614 | New |
| Cullen/Frost Bankers, Inc. | 1,737 | $20.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,600 | $30.3K | 0.00% | −500−16.1% | Reduced |
| CoreCap Advisors, LLC | 2,750 | $32.1K | 0.00% | +2,750 | New |
| Plante Moran Financial Advisors, LLC | 2,864 | $33.4K | 0.00% | +2,864 | New |
| Carmichael Hill & Associates, Inc. | 4,270 | $49.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 5,000 | $58.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,561 | $76.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,701 | $89.8K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,000 | $113.9K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 10,000 | $116.6K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,000 | $117.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,000 | $117.3K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 10,110 | $117.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,000 | $118.7K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 10,478 | $122.2K | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 10,500 | $122.4K | 0.06% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 10,797 | $125.9K | 0.04% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 11,000 | $128.3K | 0.01% | +11,000 | New |
| Hudson Valley Investment Advisors Inc | 11,500 | $134.1K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,549 | $134.7K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,703 | $136.5K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,709 | $136.5K | 0.00% | +1,038+9.7% | Added |
| Spire Wealth Management | 11,849 | $138.2K | 0.00% | −2,328−16.4% | Reduced |
| Concurrent Investment Advisors, LLC | 11,964 | $139.5K | 0.00% | +11,964 | New |
| Marex Group plc | 12,003 | $140.0K | 0.00% | −22,909−65.6% | Reduced |
| Kestra Private Wealth Services, LLC | 12,100 | $141.1K | 0.00% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,173 | $141.9K | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 12,530 | $147.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,052 | $152.0K | 0.00% | −676−4.9% | Reduced |
| Altus Wealth Group LLC | 13,080 | $152.5K | 0.07% | 00.0% | Unchanged |
| EWG Elevate Inc. | 13,525 | $157.7K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | – | $158.5K | 0.00% | – | – |
| Sunbelt Securities, Inc. | 13,829 | $161.2K | 0.02% | +173+1.3% | Added |
| Savant Capital, LLC | 14,078 | $164.2K | 0.00% | +14,078 | New |
| D.A. Davidson & Co. | 15,149 | $176.6K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 15,657 | $183.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,794 | $184.2K | 0.00% | −2,142−11.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 17,322 | $202.0K | 0.00% | +6,953+67.1% | Added |
| Kercheville Advisors, LLC | 17,442 | $203.4K | 0.09% | +2,520+16.9% | Added |
| Bessemer Group Inc | 17,500 | $204.0K | 0.00% | +17,500 | New |
| Pacitti Group Inc. | 18,736 | $218.5K | 0.10% | 00.0% | Unchanged |
| FF Advisors,LLC | 19,718 | $227.5K | 0.15% | +19,718 | New |
| Kingswood Wealth Advisors, LLC | 21,500 | $250.7K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 22,316 | $260.2K | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,001 | $268.2K | 0.00% | +13,722+147.9% | Added |
| WESPAC Advisors, LLC | 25,230 | $294.2K | 0.22% | 00.0% | Unchanged |
| Wedbush Securities Inc | 25,769 | $300.0K | 0.01% | +14+0.1% | Added |
| Integrated Capital Management, Inc. | 29,286 | $341.5K | 0.26% | +205+0.7% | Added |
| Sage Private Wealth Group, LLC | 31,993 | $373.0K | 0.29% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 33,944 | $395.8K | 0.01% | 00.0% | Unchanged |
| Archetype Wealth Partners | 37,200 | $434.0K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 37,685 | $439.0K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 40,221 | $469.0K | 0.04% | +16,120+66.9% | Added |
| Capital Investment Advisors, LLC | 40,506 | $472.3K | 0.01% | +1,088+2.8% | Added |
| Focus Financial Network, Inc. | 41,126 | $481.2K | 0.02% | +41,126 | New |
| Core Wealth Partners LLC | 44,460 | $518.4K | 0.31% | 00.0% | Unchanged |
| National Asset Management, Inc. | 47,105 | $551.6K | 0.02% | +33,020+234.4% | Added |
| Cerity Partners LLC | 47,608 | $555.1K | 0.00% | +21,390+81.6% | Added |
| Insigneo Advisory Services, LLC | 48,800 | $569.0K | 0.06% | 00.0% | Unchanged |
| Summit X, LLC | 53,704 | $579.5K | 0.14% | −15,312−22.2% | Reduced |
| Stifel Financial Corp | 51,373 | $599.0K | 0.00% | −153,560−74.9% | Reduced |
| Independent Financial Group, LLC | 51,710 | $602.9K | 0.02% | +51,710 | New |
| Truist Financial Corp | 54,445 | $634.8K | 0.00% | −19,672−26.5% | Reduced |
| Running Point Capital Advisors, LLC | 57,757 | $673.4K | 0.26% | −5,314−8.4% | Reduced |
| Ameriprise Financial Inc | 60,662 | $707.3K | 0.00% | −6,444−9.6% | Reduced |
| Keybank National Association | 61,300 | $714.8K | 0.00% | +61,300 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 65,524 | $764.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 66,416 | $774.4K | 0.01% | +3,577+5.7% | Added |
| Harbour Investments, Inc. | 69,805 | $813.9K | 0.02% | +25,897+59.0% | Added |
| Venture Visionary Partners LLC | 70,011 | $816.3K | 0.04% | +80.0% | Added |
| Everstar Asset Management, LLC | 70,084 | $817.2K | 0.56% | +70,084 | New |
| PFG Investments, LLC | 78,141 | $911.1K | 0.06% | +39,771+103.7% | Added |
| AE Wealth Management LLC | 78,845 | $919.3K | 0.01% | +339+0.4% | Added |
| Wakefield Asset Management LLLP | 81,301 | $948.3K | 0.31% | +1,063+1.3% | Added |
| Camelot Portfolios, LLC | 81,479 | $950.0K | 0.94% | −18,710−18.7% | Reduced |
| Ausdal Financial Partners, Inc. | 82,729 | $964.6K | 0.10% | +3,376+4.3% | Added |
| Stephens Inc | 91,775 | $1.07M | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 98,500 | $1.15M | 0.46% | +2,000+2.1% | Added |
| Mariner, LLC | 99,719 | $1.16M | 0.00% | +466+0.5% | Added |
| Private Advisor Group, LLC | 104,267 | $1.22M | 0.01% | −10,582−9.2% | Reduced |
| Regatta Capital Group, LLC | 112,369 | $1.31M | 0.25% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 126,500 | $1.48M | 0.01% | +3,866+3.2% | Added |
| Advisor Group Holdings, Inc. | 127,251 | $1.48M | 0.00% | −21,341−14.4% | Reduced |
| Invesco Ltd. | 135,029 | $1.57M | 0.00% | +3,794+2.9% | Added |
| Traynor Capital Management, Inc. | 138,812 | $1.62M | 0.13% | +19,367+16.2% | Added |
| Park Avenue Securities LLC | 151,336 | $1.76M | 0.02% | −8,099−5.1% | Reduced |