Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
248K+ 12.75% |
$2.5M - $2.75M
|
2.2M
$23.8M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
240KNew |
$2.42M - $2.66M
|
240K
$2.6M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
209K+ 11.69% |
$2.1M - $2.31M
|
1.99M
$21.6M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
109K+ 11.9% |
$1.09M - $1.2M
|
1.02M
$11M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
108KNew |
$1.09M - $1.2M
|
108K
$1.17M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.1K+ 7.42% |
$324K - $356K
|
465K
$5.04M
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
31KNew |
$312K - $343K
|
31K
$335K
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
BUY
|
- |
26.3K+ 78.51% |
$265K - $291K
|
59.8K
$647K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
22.1K+ 5.2% |
$222K - $244K
|
446K
$4.83M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.5K+ 46.8% |
$176K - $193K
|
54.8K
$593K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 11.99% |
$146K - $161K
|
135K
$1.47M
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
14.5KNew |
$146K - $160K
|
14.5K
$156K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14KNew |
$141K - $155K
|
14K
$151K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$121K - $133K
|
12K
$130K
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
10.4K+ 19.22% |
$105K - $115K
|
64.5K
$698K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10KNew |
$101K - $111K
|
10K
$108K
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.74K+ 2.61% |
$88K - $96.7K
|
344K
$3.72M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.56K+ 3.76% |
$86.2K - $94.8K
|
236K
$2.56M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.59K+ 4.22% |
$76.5K - $84.1K
|
187K
$2.03M
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.78K+ 27.95% |
$48.1K - $52.9K
|
21.9K
$237K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
4.5K+ 5.43% |
$45.3K - $49.8K
|
87.3K
$945K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.48K+ 6.24% |
$45.1K - $49.6K
|
76.2K
$824K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.45K+ 4.52% |
$44.8K - $49.3K
|
103K
$1.11M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.3KNew |
$33.2K - $36.5K
|
3.3K
$35.7K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3K+ 15.28% |
$30.2K - $33.2K
|
22.6K
$245K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.4K+ 1.9% |
$24.2K - $26.6K
|
128K
$1.39M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.25K+ 5.03% |
$22.7K - $24.9K
|
47K
$509K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2K+ 100.0% |
$20.1K - $22.1K
|
4K
$43.3K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.74KNew |
$17.5K - $19.2K
|
1.74K
$18.8K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$17.3K - $19K
|
1.72K
$18.6K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.66K+ 0.89% |
$16.7K - $18.4K
|
188K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 0.7% |
$14.6K - $16.1K
|
210K
$2.27M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
949+ 145.78% |
$9.56K - $10.5K
|
1.6K
$17.3K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
825New |
$8.31K - $9.13K
|
825
$8.93K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
763+ 8.09% |
$7.68K - $8.45K
|
10.2K
$110K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
529+ 0.17% |
$5.33K - $5.86K
|
317K
$3.43M
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
375+ 1.55% |
$3.78K - $4.15K
|
24.5K
$265K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
319+ 59.74% |
$3.21K - $3.53K
|
853
$9.23K
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
200+ 0.11% |
$2.01K - $2.21K
|
177K
$1.92M
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
123+ 1.2% |
$1.24K - $1.36K
|
10.3K
$112K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
66+ 0.06% |
$665 - $731
|
104K
$1.13M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52+ 0.43% |
$524 - $576
|
12.2K
$132K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
18+ 0.03% |
$181 - $199
|
67.1K
$726K
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
14+ 0.09% |
$141 - $155
|
14.9K
$161K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7+ 0.03% |
$70.5 - $77.5
|
28K
$302K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-263- 1.21% |
$2.65K - $2.91K
|
21.5K
$233K
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-342- 1.02% |
$3.44K - $3.79K
|
33.1K
$358K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-358- 2.81% |
$3.61K - $3.96K
|
12.4K
$134K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-376- 5.22% |
$3.79K - $4.16K
|
6.83K
$73.9K
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-500- 4.17% |
$5.04K - $5.54K
|
11.5K
$124K
|