Nuveen Municipal High Income Opportunity Fund
NMZ- 交易所
- NYSE
- SEC CIK
- 0001266585
近 90 天,Nuveen Municipal High Income Opportunity Fund 內部人申報 3 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 213 家機構在 13F 申報持有,市值合計 $3.59 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Nuveen Municipal High Income Opportunity Fund 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 109
- 較 2021 年第 1 季 −1 家
- 持有股數
- 902.6 萬
- 較 2021 年第 1 季 +58.8 萬 (+7.0%)
- 總市值
- $1.40 億
- 較 2021 年第 1 季 +$1,791 萬 (+14.7%)
- 新進機構
- 8
- 另有 51 家加碼
- 清倉機構
- 9
- 另有 20 家減碼
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 NMZ 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 213 | $3.59 億 |
| 2026 年第 1 季 | 138 | $2.09 億 |
| 2025 年第 4 季 | 130 | $1.93 億 |
| 2025 年第 3 季 | 124 | $1.85 億 |
| 2025 年第 2 季 | 127 | $1.78 億 |
| 2025 年第 1 季 | 133 | $1.89 億 |
| 2024 年第 4 季 | 127 | $1.81 億 |
| 2024 年第 3 季 | 123 | $1.87 億 |
| 2024 年第 2 季 | 120 | $1.69 億 |
| 2024 年第 1 季 | 117 | $1.65 億 |
| 2023 年第 4 季 | 133 | $1.52 億 |
| 2023 年第 3 季 | 114 | $1.27 億 |
| 2023 年第 2 季 | 112 | $1.43 億 |
| 2023 年第 1 季 | 122 | $1.49 億 |
| 2022 年第 4 季 | 127 | $1.27 億 |
| 2022 年第 3 季 | 121 | $1.10 億 |
| 2022 年第 2 季 | 119 | $1.26 億 |
| 2022 年第 1 季 | 111 | $1.36 億 |
| 2021 年第 4 季 | 124 | $1.56 億 |
| 2021 年第 3 季 | 115 | $1.45 億 |
| 2021 年第 2 季 | 109 | $1.40 億 |
| 2021 年第 1 季 | 110 | $1.22 億 |
2021 年第 2 季持有機構
每家機構持有 Nuveen Municipal High Income Opportunity Fund 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 1,282,349 | $1,974 萬 | 0.01% | +87,983+7.4% | 加碼 |
| Morgan Stanley | 754,729 | $1,162 萬 | 0.00% | +133,357+21.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 482,552 | $742.6 萬 | 0.40% | −7,288−1.5% | 減碼 |
| Bank of America Corp | 411,182 | $632.8 萬 | 0.00% | +20,354+5.2% | 加碼 |
| Guggenheim Capital LLC | 406,182 | $625.1 萬 | 0.04% | +57,476+16.5% | 加碼 |
| Commonwealth Equity Services, LLC | 395,138 | $608.1 萬 | 0.02% | +42,007+11.9% | 加碼 |
| Advisor Group Holdings, Inc. | 334,313 | $514.8 萬 | 0.01% | +20,911+6.7% | 加碼 |
| Van Eck Associates Corp | 293,973 | $452.4 萬 | 0.01% | +40,703+16.1% | 加碼 |
| Harbour Investments, Inc. | 264,663 | $407.3 萬 | 0.13% | +7,432+2.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 262,519 | $404.0 萬 | 0.01% | +46,754+21.7% | 加碼 |
| Raymond James & Associates | 262,186 | $403.5 萬 | 0.00% | +720+0.3% | 加碼 |
| AE Wealth Management LLC | 240,532 | $370.2 萬 | 0.03% | +9,834+4.3% | 加碼 |
| Royal Bank of Canada | 210,520 | $324.0 萬 | 0.00% | +22,276+11.8% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 198,920 | $306.1 萬 | 0.13% | −11,464−5.4% | 減碼 |
| Advisors Asset Management, Inc. | 187,209 | $288.1 萬 | 0.04% | +18,798+11.2% | 加碼 |
| Wells Fargo & Company | 182,988 | $281.6 萬 | 0.00% | −22,987−11.2% | 減碼 |
| Traynor Capital Management, Inc. | 153,049 | $237.2 萬 | 0.33% | −2,292−1.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 149,460 | $230.0 萬 | 0.01% | +12,621+9.2% | 加碼 |
| Financial Advocates Investment Management | 147,388 | $226.9 萬 | 0.16% | +17,965+13.9% | 加碼 |
| Resources Investment Advisors, LLC. | 137,627 | $211.8 萬 | 0.09% | +17,024+14.1% | 加碼 |
| Spire Wealth Management | 123,252 | $189.7 萬 | 0.05% | −1,550−1.2% | 減碼 |
| LPL Financial LLC | 117,586 | $181.0 萬 | 0.00% | +3,653+3.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 113,557 | $174.8 萬 | 0.00% | +17,538+18.3% | 加碼 |
| Kestra Advisory Services, LLC | 111,696 | $171.9 萬 | 0.02% | +6,328+6.0% | 加碼 |
| Private Advisor Group, LLC | 91,854 | $141.4 萬 | 0.01% | −5,351−5.5% | 減碼 |
| First Trust Advisors LP | 90,873 | $139.9 萬 | 0.00% | +5,279+6.2% | 加碼 |
| D.A. Davidson & Co. | 90,629 | $139.5 萬 | 0.02% | +23,657+35.3% | 加碼 |
| Ameriprise Financial Inc | 90,504 | $139.3 萬 | 0.00% | −9,708−9.7% | 減碼 |
| Legacy Wealth Planning, LLC | 88,483 | $136.2 萬 | 1.55% | +3,782+4.5% | 加碼 |
| Western Wealth Management, LLC | 64,365 | $99.1 萬 | 0.10% | +64,365 | 新進 |
| National Asset Management, Inc. | 62,899 | $96.9 萬 | 0.03% | +668+1.1% | 加碼 |
| Janney Montgomery Scott LLC | 61,619 | $94.8 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 57,903 | $89.1 萬 | 0.04% | +84+0.1% | 加碼 |
| Greenleaf Trust | 56,000 | $86.2 萬 | 0.01% | +41,000+273.3% | 加碼 |
| Keybank National Association | 49,796 | $76.6 萬 | 0.00% | 00.0% | 不變 |
| Pacitti Group Inc. | – | $74.3 萬 | 0.45% | – | – |
| Rockefeller Capital Management L.P. | 46,275 | $71.2 萬 | 0.00% | −1,260−2.7% | 減碼 |
| Invesco Ltd. | 43,557 | $67.0 萬 | 0.00% | −105−0.2% | 減碼 |
| Baird Financial Group, Inc. | 39,906 | $61.4 萬 | 0.00% | +26,380+195.0% | 加碼 |
| Envestnet Asset Management Inc | 33,661 | $51.8 萬 | 0.00% | +5,538+19.7% | 加碼 |
| Raymond James Trust N.A. | 30,079 | $46.3 萬 | 0.02% | −3,500−10.4% | 減碼 |
| Principle Wealth Partners LLC | 29,073 | $44.7 萬 | 0.05% | +16,617+133.4% | 加碼 |
| Inscription Capital, LLC | 29,073 | $44.7 萬 | 0.05% | +29,073 | 新進 |
| Capital Investment Advisory Services, LLC | 28,500 | $43.9 萬 | 0.06% | −6,700−19.0% | 減碼 |
| QP Wealth Management, LLC | 28,365 | $43.7 萬 | 0.45% | +2,965+11.7% | 加碼 |
| Truist Financial Corp | 28,133 | $43.3 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 26,685 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| Family Management Corp | 25,812 | $39.7 萬 | 0.11% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 25,631 | $39.4 萬 | 0.01% | +8,064+45.9% | 加碼 |
| Samalin Investment Counsel, LLC | 25,281 | $38.9 萬 | 0.25% | −3,364−11.7% | 減碼 |
| American Portfolios Advisors | 23,596 | $36.3 萬 | 0.01% | +10,990+87.2% | 加碼 |
| Cetera Investment Advisers | 22,926 | $35.3 萬 | 0.01% | +2,702+13.4% | 加碼 |
| Surevest, LLC | 20,515 | $31.6 萬 | 0.08% | +20,515 | 新進 |
| Cito Capital Group, LLC | 20,000 | $30.9 萬 | 0.14% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 19,350 | $29.8 萬 | 0.02% | +800+4.3% | 加碼 |
| Venture Visionary Partners LLC | 18,992 | $29.2 萬 | 0.02% | −5,816−23.4% | 減碼 |
| Ibex Wealth Advisors | 18,744 | $28.8 萬 | 0.06% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 18,494 | $28.5 萬 | 0.01% | +24+0.1% | 加碼 |
| Hollencrest Capital Management | 17,795 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 17,469 | $26.9 萬 | 0.18% | +98+0.6% | 加碼 |
| GWM Advisors LLC | 17,119 | $26.3 萬 | 0.01% | +589+3.6% | 加碼 |
| RDA Financial Network | 16,570 | $25.5 萬 | 0.11% | 00.0% | 不變 |
| Clarus Group, Inc. | 15,064 | $23.6 萬 | 0.18% | −3,073−16.9% | 減碼 |
| Kercheville Advisors, LLC | 14,770 | $22.7 萬 | 0.11% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 14,740 | $22.7 萬 | 0.01% | +712+5.1% | 加碼 |
| Camelot Portfolios, LLC | 14,526 | $22.4 萬 | 0.09% | +640+4.6% | 加碼 |
| Lavaca Capital LLC | 14,432 | $22.2 萬 | 0.11% | +1,094+8.2% | 加碼 |
| Altus Wealth Group LLC | 13,685 | $21.1 萬 | 0.21% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 12,732 | $19.6 萬 | 0.09% | +29+0.2% | 加碼 |
| Goodwin Daniel L | 12,200 | $18.8 萬 | 0.09% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 12,099 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 11,999 | $18.5 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 11,888 | $18.4 萬 | 0.01% | +337+2.9% | 加碼 |
| Lantz Financial LLC | 11,770 | $18.1 萬 | 0.09% | +11,770 | 新進 |
| Level Four Advisory Services, LLC | 11,726 | $18.0 萬 | 0.01% | +26+0.2% | 加碼 |
| Thrivent Financial for Lutherans | – | $17.7 萬 | 0.00% | – | – |
| Hudson Valley Investment Advisors Inc | 11,500 | $17.7 萬 | 0.03% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 11,525 | $17.7 萬 | 0.00% | +148+1.3% | 加碼 |
| Ritholtz Wealth Management | 11,525 | $17.7 萬 | 0.01% | +148+1.3% | 加碼 |
| Berger Financial Group, Inc | 11,230 | $17.3 萬 | 0.03% | 00.0% | 不變 |
| AlphaCentric Advisors LLC | 10,228 | $15.7 萬 | 0.04% | +5,026+96.6% | 加碼 |
| FNY Investment Advisers, LLC | 10,000 | $15.3 萬 | 0.06% | +452+4.7% | 加碼 |
| US Bancorp | 9,650 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 7,980 | $12.3 萬 | 0.00% | −1,041−11.5% | 減碼 |
| Accel Wealth Management | 7,948 | $12.2 萬 | 0.08% | +80+1.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 6,952 | $10.7 萬 | 0.01% | −59,597−89.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 6,558 | $10.1 萬 | 0.00% | +111+1.7% | 加碼 |
| Newbridge Financial Services Group, Inc. | 5,746 | $8.80 萬 | 0.05% | +30+0.5% | 加碼 |
| Ellis Investment Partners, LLC | 5,631 | $8.60 萬 | 0.02% | +63+1.1% | 加碼 |
| Institutional & Family Asset Management, LLC | 4,600 | $7.10 萬 | 0.01% | −5,581−54.8% | 減碼 |
| Fifth Third Bancorp | 4,500 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,992 | $6.10 萬 | 0.04% | +989+32.9% | 加碼 |
| Sandy Spring Bank | 3,000 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 3,000 | $4.60 萬 | 0.01% | +3,000 | 新進 |
| Citigroup Inc | 2,435 | $3.70 萬 | 0.00% | −205−7.8% | 減碼 |
| Washington Trust Co | 2,426 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 2,139 | $3.30 萬 | 0.03% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 1,971 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 1,897 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,851 | $2.80 萬 | 0.00% | +1,851 | 新進 |