Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
280+ 0.32% |
$4.13K - $4.43K
|
88.8K
$960K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
146+ 1.27% |
$2.15K - $2.31K
|
11.7K
$126K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
146+ 1.27% |
$2.15K - $2.31K
|
11.7K
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
90+ 0.52% |
$1.33K - $1.42K
|
17.6K
$190K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 1.08% |
$900 - $964
|
5.69K
$61.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
51+ 0.18% |
$753 - $806
|
29.1K
$315K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
29+ 0.23% |
$428 - $458
|
12.8K
$138K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 0.11% |
$413 - $443
|
25.7K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 0.04% |
$280 - $300
|
48.4K
$523K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16+ 0.14% |
$236 - $253
|
11.7K
$127K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
6New |
$88.6 - $94.9
|
6
$64.9
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-150Closed |
$2.21K - $2.37K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-185- 0.73% |
$2.73K - $2.92K
|
25.1K
$272K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-185- 0.73% |
$2.73K - $2.92K
|
25.1K
$272K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-681Closed |
$10.1K - $10.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 3.75% |
$14.8K - $15.8K
|
25.7K
$278K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.02K- 14.72% |
$15.1K - $16.2K
|
5.93K
$64.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.39K- 0.94% |
$20.5K - $22K
|
146K
$1.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.57K- 6.84% |
$23.1K - $24.8K
|
21.4K
$231K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-1.72K- 21.67% |
$25.4K - $27.2K
|
6.23K
$67.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.97KClosed |
$29.1K - $31.2K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-2.4K- 14.48% |
$35.4K - $37.9K
|
14.2K
$153K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.5K- 97.83% |
$66.4K - $71.1K
|
100
$1.08K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.75KClosed |
$84.8K - $90.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.13K- 6.28% |
$105K - $113K
|
106K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.33K- 1.52% |
$108K - $116K
|
475K
$5.14M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.55K- 28.37% |
$141K - $151K
|
24.1K
$261K
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-10KClosed |
$148K - $158K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.5K- 34.81% |
$155K - $166K
|
19.6K
$212K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 41.86% |
$174K - $186K
|
16.4K
$177K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.8K- 7.73% |
$175K - $187K
|
141K
$1.53M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 38.35% |
$191K - $204K
|
20.8K
$225K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-14.5KClosed |
$214K - $230K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-17.3K- 14.01% |
$255K - $273K
|
106K
$1.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-29.1KClosed |
$429K - $460K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-40.4K- 21.56% |
$596K - $638K
|
147K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-95K- 7.41% |
$1.4M - $1.5M
|
1.19M
$12.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-199KClosed |
$2.94M - $3.14M
|
0
$0
|