Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
893+ 1.52% |
$9.65K - $10.1K
|
59.7K
$618K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
721+ 5.98% |
$7.79K - $8.14K
|
12.8K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
403New |
$4.36K - $4.55K
|
403
$4.17K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
354+ 0.63% |
$3.83K - $4K
|
56.6K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
339New |
$3.66K - $3.83K
|
339
$3.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
232New |
$2.51K - $2.62K
|
232
$2.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
78+ 1.17% |
$843 - $881
|
6.72K
$69.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
56+ 0.35% |
$605 - $632
|
16K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
41+ 0.07% |
$443 - $463
|
56.5K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
22+ 0.18% |
$238 - $248
|
11.9K
$123K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.14% |
$216 - $226
|
13.8K
$143K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
18+ 0.03% |
$195 - $203
|
70.1K
$725K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
14+ 0.08% |
$151 - $158
|
17.5K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-220- 1.3% |
$2.38K - $2.48K
|
16.7K
$173K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-764- 1.14% |
$8.26K - $8.63K
|
66.1K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-958Closed |
$10.4K - $10.8K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.43K- 12.47% |
$15.4K - $16.1K
|
10K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.12K- 8.27% |
$22.9K - $24K
|
23.5K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.22K- 6.03% |
$24K - $25.1K
|
34.6K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.3K- 1.27% |
$24.9K - $26K
|
179K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 6.99% |
$27K - $28.2K
|
33.3K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-2.51K- 5.9% |
$27.1K - $28.3K
|
40K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.6K- 2.31% |
$28.1K - $29.4K
|
110K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.03K- 0.88% |
$32.8K - $34.3K
|
340K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.82K- 2.09% |
$52.1K - $54.4K
|
226K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.28K- 3.37% |
$57.1K - $59.6K
|
152K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.58K- 6.42% |
$60.4K - $63K
|
81.4K
$843K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.96K- 10.03% |
$64.4K - $67.3K
|
53.5K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.78K- 5.95% |
$73.3K - $76.6K
|
107K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-9.4K- 13.62% |
$102K - $106K
|
59.6K
$617K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12K- 85.71% |
$130K - $135K
|
2K
$20.7K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-12.9K- 4.89% |
$140K - $146K
|
251K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.4K- 56.23% |
$145K - $151K
|
10.4K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14K- 9.99% |
$151K - $158K
|
126K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 4.74% |
$202K - $211K
|
375K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.9K- 66.39% |
$269K - $281K
|
12.6K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-25.9K- 1.4% |
$280K - $292K
|
1.83M
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-37K- 36.58% |
$400K - $418K
|
64.2K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-44.2K- 2.77% |
$478K - $499K
|
1.55M
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-64.3K- 80.61% |
$695K - $726K
|
15.5K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-83.2K- 17.16% |
$900K - $940K
|
402K
$4.16M
|