Purchases and Sales Made in Q1 2023 in Nuveen Municipal High Income Opportunity Fund (NMZ)
This table provides information about the institutional ownership of Nuveen Municipal High Income Opportunity Fund (NMZ) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$3.06K - $3.34K
|
300
$3.26K
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
210+ 0.12% |
$2.14K - $2.34K
|
177K
$1.92M
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
182+ 1.8% |
$1.86K - $2.03K
|
10.3K
$112K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
129+ 1.28% |
$1.32K - $1.44K
|
10.2K
$111K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
102+ 0.15% |
$1.04K - $1.14K
|
66.2K
$720K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 0.21% |
$1.02K - $1.11K
|
48.6K
$528K
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
65+ 0.19% |
$663 - $723
|
33.4K
$363K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26+ 0.01% |
$265 - $289
|
228K
$2.48M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14+ 0.04% |
$143 - $156
|
37.3K
$406K
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$91.8 - $100
|
14.8K
$161K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
8+ 1.52% |
$81.6 - $89
|
534
$5.8K
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
4+ 0.02% |
$40.8 - $44.5
|
20K
$217K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.14% |
$40.8 - $44.5
|
2.87K
$31.1K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16- 0.17% |
$163 - $178
|
9.43K
$103K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-238- 3.2% |
$2.43K - $2.65K
|
7.21K
$78.3K
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-274- 2.57% |
$2.79K - $3.05K
|
10.4K
$113K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-590- 1.71% |
$6.02K - $6.57K
|
33.8K
$368K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-964- 5.67% |
$9.83K - $10.7K
|
16K
$174K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.37K- 7.76% |
$13.9K - $15.2K
|
16.2K
$177K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.59K- 4.56% |
$16.2K - $17.7K
|
33.3K
$361K
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2K- 5.56% |
$20.4K - $22.3K
|
34K
$370K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.37K- 9.84% |
$24.2K - $26.4K
|
21.7K
$236K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.4K- 66.67% |
$24.5K - $26.7K
|
1.2K
$13K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.94K- 4.2% |
$30K - $32.7K
|
67.1K
$729K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.78K- 26.36% |
$48.8K - $53.2K
|
13.4K
$145K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.99K- 6.37% |
$50.9K - $55.6K
|
73.4K
$798K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.7K- 3.98% |
$68.3K - $74.6K
|
162K
$1.76M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.93K- 5.42% |
$70.7K - $77.1K
|
121K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.77K- 11.99% |
$99.6K - $109K
|
71.7K
$779K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.96K- 66.67% |
$102K - $111K
|
4.98K
$54.1K
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-10K- 50.0% |
$102K - $111K
|
10K
$109K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 7.4% |
$104K - $114K
|
128K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-11.1K- 42.86% |
$113K - $123K
|
14.8K
$160K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.4K- 7.76% |
$116K - $127K
|
135K
$1.47M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.7K- 3.26% |
$130K - $141K
|
377K
$4.1M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.9K- 49.87% |
$132K - $144K
|
13K
$141K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-14K- 36.69% |
$143K - $156K
|
24.2K
$263K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-15K- 64.94% |
$153K - $167K
|
8.1K
$88K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-17.1K- 57.14% |
$175K - $191K
|
12.9K
$140K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.8K- 99.18% |
$253K - $277K
|
205
$2.23K
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-27.2K- 30.14% |
$277K - $303K
|
63K
$685K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-36.6K- 50.01% |
$373K - $407K
|
36.6K
$398K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44.2K- 68.85% |
$451K - $492K
|
20K
$217K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-101K- 28.62% |
$1.03M - $1.12M
|
251K
$2.73M
|