Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.39K+ 19.19% |
$69.8K - $84.3K
|
52.1K
$563K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.71KNew |
$55.9K - $67.4K
|
6.71K
$72.6K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.63K+ 48.05% |
$46.9K - $56.6K
|
17.4K
$188K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.43K+ 0.79% |
$28.6K - $34.5K
|
437K
$4.73M
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 4.94% |
$25.9K - $31.3K
|
66.1K
$716K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.39KNew |
$19.9K - $24K
|
2.39K
$25.9K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.55K+ 2.77% |
$12.9K - $15.6K
|
57.5K
$623K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 1.35% |
$12.3K - $14.8K
|
110K
$1.19M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 62.5% |
$8.33K - $10.1K
|
2.6K
$28.1K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$8.33K - $10.1K
|
1K
$10.8K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
600+ 5.22% |
$5K - $6.03K
|
12.1K
$131K
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
592+ 2.85% |
$4.93K - $5.95K
|
21.4K
$231K
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
309+ 1.74% |
$2.57K - $3.11K
|
18K
$195K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
218New |
$1.82K - $2.19K
|
218
$2.36K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
56+ 0.53% |
$466 - $563
|
10.6K
$115K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
30+ 0.1% |
$250 - $302
|
29.1K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
27+ 0.13% |
$225 - $271
|
20.5K
$222K
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$167 - $201
|
14.9K
$161K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.0% |
$8.33 - $10.1
|
70K
$757K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 85.71% |
$50 - $60.3
|
1
$10.8
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-125- 1.98% |
$1.04K - $1.26K
|
6.18K
$66.8K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 41.67% |
$4.17K - $5.03K
|
700
$7.57K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-685- 1.07% |
$5.71K - $6.88K
|
63.4K
$686K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-805- 4.23% |
$6.71K - $8.09K
|
18.2K
$197K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.13K- 1.27% |
$9.41K - $11.4K
|
87.7K
$949K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.37K- 5.05% |
$11.4K - $13.7K
|
25.7K
$278K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.83K- 2.54% |
$15.2K - $18.4K
|
70K
$757K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.97K- 1.18% |
$16.4K - $19.8K
|
165K
$1.79M
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.1K- 14.71% |
$17.5K - $21.1K
|
12.2K
$132K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.71K- 4.69% |
$22.6K - $27.2K
|
55.2K
$597K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3K- 21.43% |
$25K - $30.2K
|
11K
$119K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.47K- 3.46% |
$28.9K - $34.9K
|
96.9K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.84K- 3.29% |
$32K - $38.6K
|
113K
$1.22M
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.96K- 2.63% |
$41.3K - $49.8K
|
183K
$1.98M
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.47K- 7.05% |
$45.5K - $54.9K
|
72.1K
$780K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.53K- 33.29% |
$46.1K - $55.6K
|
11.1K
$120K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.09K- 33.75% |
$67.3K - $81.3K
|
15.9K
$172K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.92K- 7.25% |
$74.3K - $89.6K
|
114K
$1.23M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.38K- 14.2% |
$78.1K - $94.2K
|
56.7K
$613K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.51K- 78.44% |
$79.2K - $95.6K
|
2.61K
$28.3K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.87K- 48.62% |
$82.3K - $99.2K
|
10.4K
$113K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 10.15% |
$87.5K - $106K
|
93K
$1.01M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12.8K- 47.75% |
$107K - $129K
|
14K
$151K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.3K- 56.74% |
$110K - $133K
|
10.1K
$109K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.3K- 36.37% |
$186K - $224K
|
39.1K
$423K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.7K- 22.63% |
$247K - $298K
|
101K
$1.1M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.4K- 17.69% |
$253K - $305K
|
141K
$1.53M
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-32K- 32.79% |
$266K - $321K
|
65.5K
$709K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.8K- 7.23% |
$273K - $330K
|
421K
$4.55M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.5K- 23.62% |
$479K - $578K
|
186K
$2.01M
|