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。
2023 年第 4 季 13F 持有人
Nuveen Municipal High Income Opportunity Fund 在 2023/12/31 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
- 133
- 較 2023 年第 3 季 +21 家
- 持有股數
- 1,539 萬
- 較 2023 年第 3 季 +181.5 萬 (+13.4%)
- 總市值
- $1.52 億
- 較 2023 年第 3 季 +$2,621 萬 (+20.8%)
- 新進機構
- 34
- 另有 36 家加碼
- 清倉機構
- 13
- 另有 36 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
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 |
2023 年第 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1 | $10 | 0.00% | −6−85.7% | 減碼 |
| Key Financial Inc | 11 | $109 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 50 | $494 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 200 | $1,976 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 218 | $2,000 | 0.00% | +218 | 新進 |
| Sound Income Strategies, LLC | 651 | $6,435 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 700 | $6,916 | 0.00% | −500−41.7% | 減碼 |
| CoreFirst Bank & Trust | 806 | $7,963 | 0.01% | 00.0% | 不變 |
| Caldwell Trust Co | 1,000 | $9,880 | 0.00% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 1,000 | $9,880 | 0.00% | +1,000 | 新進 |
| Private Trust Co NA | 1,200 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,173 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,500 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,737 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| LM Advisors LLC | 2,390 | $2.36 萬 | 0.00% | +2,390 | 新進 |
| US Bancorp | 2,600 | $2.57 萬 | 0.00% | +1,000+62.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,614 | $2.58 萬 | 0.00% | −9,511−78.4% | 減碼 |
| Sandy Spring Bank | 3,000 | $2.96 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 4,000 | $3.95 萬 | 0.00% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 4,270 | $4.22 萬 | 0.02% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 6,561 | $6.09 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 6,177 | $6.10 萬 | 0.00% | −125−2.0% | 減碼 |
| Financial Security Advisor, Inc. | 10,000 | $9.88 萬 | 0.04% | 00.0% | 不變 |
| First Foundation Advisors | 10,000 | $9.88 萬 | 0.00% | 00.0% | 不變 |
| Stewardship Advisors, LLC | 10,000 | $9.88 萬 | 0.04% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 10,000 | $9.88 萬 | 0.00% | +10,000 | 新進 |
| Cito Capital Group, LLC | 10,000 | $9.90 萬 | 0.04% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 10,050 | $9.93 萬 | 0.01% | +10,050 | 新進 |
| Arkadios Wealth Advisors | 10,110 | $9.99 萬 | 0.01% | −13,261−56.7% | 減碼 |
| Arlington Capital Management, Inc. | 10,214 | $10.1 萬 | 0.09% | +10,214 | 新進 |
| Horizon Kinetics Asset Management LLC | 10,369 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 10,434 | $10.3 萬 | 0.01% | −9,874−48.6% | 減碼 |
| Sage Capital Management, LLC | 10,500 | $10.4 萬 | 0.06% | +10,500 | 新進 |
| Dynamic Advisor Solutions LLC | 10,595 | $10.4 萬 | 0.00% | +56+0.5% | 加碼 |
| MML Investors Services, LLC | 10,629 | $10.5 萬 | 0.00% | +10,629 | 新進 |
| Catalina Capital Group, LLC | 10,649 | $10.5 萬 | 0.08% | +10,649 | 新進 |
| Advisory Services Network, LLC | 11,000 | $10.9 萬 | 0.00% | −3,000−21.4% | 減碼 |
| Principle Wealth Partners LLC | 11,000 | $10.9 萬 | 0.01% | +11,000 | 新進 |
| Oppenheimer & Co Inc | 11,090 | $11.0 萬 | 0.00% | −5,533−33.3% | 減碼 |
| We Are One Seven, LLC | 11,549 | $11.4 萬 | 0.01% | +11,549 | 新進 |
| Hudson Valley Investment Advisors Inc | 11,500 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 12,100 | $12.0 萬 | 0.00% | +600+5.2% | 加碼 |
| Berkeley Capital Partners, LLC | 12,173 | $12.0 萬 | 0.04% | −2,100−14.7% | 減碼 |
| Thrivent Financial for Lutherans | 12,530 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 13,031 | $12.9 萬 | 0.00% | +13,031 | 新進 |
| EWG Elevate Inc. | 13,525 | $13.4 萬 | 0.06% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 13,547 | $13.4 萬 | 0.04% | +13,547 | 新進 |
| Huntington National Bank | – | $13.4 萬 | 0.00% | – | 新進 |
| Altus Wealth Group LLC | 13,880 | $13.7 萬 | 0.08% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 14,000 | $13.8 萬 | 0.01% | −12,795−47.8% | 減碼 |
| Sollinda Capital Management LLC | 14,000 | $13.8 萬 | 0.04% | +14,000 | 新進 |
| Sunbelt Securities, Inc. | 14,087 | $13.9 萬 | 0.02% | +10,087+252.2% | 加碼 |
| Family Management Corp | 14,750 | $14.6 萬 | 0.03% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 14,896 | $14.7 萬 | 0.08% | +20+0.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 15,657 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| First Trust Advisors LP | 15,873 | $15.7 萬 | 0.00% | −8,085−33.7% | 減碼 |
| Citadel Advisors LLC | 17,352 | $17.1 萬 | 0.00% | +5,632+48.1% | 加碼 |
| Mattern Wealth Management LLC | 18,035 | $17.8 萬 | 0.05% | +309+1.7% | 加碼 |
| Cetera Investment Advisers | 18,223 | $18.0 萬 | 0.00% | −805−4.2% | 減碼 |
| Cohen & Steers, Inc. | 20,000 | $19.8 萬 | 0.00% | +20,000 | 新進 |
| Pacitti Group Inc. | 20,519 | $20.3 萬 | 0.13% | +27+0.1% | 加碼 |
| Integrated Capital Management, Inc. | 21,358 | $21.1 萬 | 0.18% | +592+2.9% | 加碼 |
| Elequin Capital LP | 21,561 | $21.3 萬 | 0.06% | +21,561 | 新進 |
| Melfa Wealth Management, LLC | 22,153 | $21.9 萬 | 0.21% | +22,153 | 新進 |
| Moors & Cabot, Inc. | 22,500 | $22.2 萬 | 0.01% | +22,500 | 新進 |
| Spire Wealth Management | 25,738 | $24.7 萬 | 0.01% | −1,368−5.0% | 減碼 |
| Marex Group plc | 25,091 | $24.8 萬 | 0.01% | +25,091 | 新進 |
| Advisor Resource Council | 27,450 | $27.1 萬 | 0.03% | +27,450 | 新進 |
| Nomura Holdings Inc | 27,767 | $27.4 萬 | 0.00% | +27,767 | 新進 |
| Raymond James Trust N.A. | 29,092 | $28.7 萬 | 0.01% | +30+0.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 30,953 | $30.6 萬 | 0.02% | +9,158+42.0% | 加碼 |
| Waterloo Capital, L.P. | 31,718 | $31.3 萬 | 0.05% | +31,718 | 新進 |
| Sage Private Wealth Group, LLC | 31,993 | $31.6 萬 | 0.28% | +31,993 | 新進 |
| Cerity Partners LLC | 32,253 | $31.9 萬 | 0.00% | +32,253 | 新進 |
| Archetype Wealth Partners | 37,200 | $36.8 萬 | 0.07% | +37,200 | 新進 |
| Capital Investment Advisors, LLC | 38,132 | $37.7 萬 | 0.01% | +8,500+28.7% | 加碼 |
| Harbour Investments, Inc. | 39,054 | $38.6 萬 | 0.02% | −22,321−36.4% | 減碼 |
| Core Wealth Partners LLC | 44,460 | $43.9 萬 | 0.36% | 00.0% | 不變 |
| GWM Advisors LLC | 52,071 | $51.4 萬 | 0.00% | +8,385+19.2% | 加碼 |
| Wolverine Asset Management LLC | 53,760 | $53.1 萬 | 0.01% | +53,760 | 新進 |
| Wedbush Securities Inc | 55,153 | $54.5 萬 | 0.02% | −2,711−4.7% | 減碼 |
| Janney Montgomery Scott LLC | 56,684 | $56.0 萬 | 0.00% | −9,378−14.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 57,545 | $56.9 萬 | 0.07% | +1,553+2.8% | 加碼 |
| Palogic Value Management, L.P. | 63,000 | $62.2 萬 | 0.28% | +30,000+90.9% | 加碼 |
| Western Wealth Management, LLC | 63,394 | $62.6 萬 | 0.05% | −685−1.1% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 65,524 | $64.7 萬 | 0.02% | −31,972−32.8% | 減碼 |
| Running Point Capital Advisors, LLC | 66,143 | $65.3 萬 | 0.32% | +3,112+4.9% | 加碼 |
| Venture Visionary Partners LLC | 69,965 | $69.1 萬 | 0.04% | −1,826−2.5% | 減碼 |
| Summit X, LLC | 72,058 | $71.2 萬 | 0.20% | −5,467−7.1% | 減碼 |
| Wakefield Asset Management LLLP | 74,152 | $73.3 萬 | 0.27% | +74,152 | 新進 |
| Logan Stone Capital, LLC | 78,513 | $77.6 萬 | 0.16% | +78,513 | 新進 |
| Cetera Advisors LLC | 85,175 | $84.2 萬 | 0.01% | +31,529+58.8% | 加碼 |
| Stephens Inc | 87,725 | $86.7 萬 | 0.01% | −1,130−1.3% | 減碼 |
| Ameriprise Financial Inc | 92,996 | $91.9 萬 | 0.00% | −10,502−10.1% | 減碼 |
| Truist Financial Corp | 96,859 | $95.7 萬 | 0.00% | −3,474−3.5% | 減碼 |
| Von Berge Wealth Management Group, LLC | 98,530 | $96.8 萬 | 0.74% | +98,530 | 新進 |
| Private Advisor Group, LLC | 101,370 | $100.2 萬 | 0.01% | −29,650−22.6% | 減碼 |
| Camelot Portfolios, LLC | 105,215 | $104.0 萬 | 0.62% | +71,487+212.0% | 加碼 |
| Mariner, LLC | 110,294 | $109.0 萬 | 0.00% | +1,473+1.4% | 加碼 |
| Weiss Asset Management LP | 111,044 | $109.7 萬 | 0.08% | +111,044 | 新進 |