Latest Institutional Purchases of Nuveen Municipal High Income Opportunity Fund (NMZ)
This list provides information on the latest institutional transactions involving Nuveen Municipal High Income Opportunity Fund (NMZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
6.11K+ 6.68% |
$62.8K - $76.4K
|
97.6K
$988K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.65KNew |
$37.5K - $45.7K
|
3.65K
$36.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$18.5K - $22.5K
|
1.8K
$18.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.11K+ 7.64% |
$11.4K - $13.9K
|
15.7K
$158K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 0.81% |
$1.19K - $1.45K
|
14.4K
$145K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$10.3 - $12.5
|
1
$10.1
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
35KNew |
$385K - $460K
|
35K
$354K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.1KNew |
$298K - $356K
|
27.1K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$128K - $154K
|
11.7K
$118K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.4KNew |
$125K - $150K
|
11.4K
$115K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.76KNew |
$85.3K - $102K
|
7.76K
$78.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4K+ 22.23% |
$44K - $52.6K
|
22K
$223K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
230+ 1.85% |
$2.96K - $3.47K
|
12.7K
$128K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.43KNew |
$35.2K - $36.8K
|
2.43K
$24.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.99KNew |
$28.8K - $30.1K
|
1.99K
$20.1K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.94K+ 19.3% |
$25.7K - $28K
|
12K
$121K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
11New |
$145 - $159
|
11
$111
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
400New |
$4.59K - $5.33K
|
400
$4.05K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$20.2K - $23.1K
|
1.7K
$17.2K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
16.2KNew |
$184K - $205K
|
16.2K
$164K
|
|
|
Jan 25, 2019
Q4 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15KNew |
$171K - $190K
|
15K
$152K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.3KNew |
$179K - $188K
|
14.3K
$145K
|
|
| Q3 2017 | |||||||
|
Oct 12, 2017
Q3 2017
|
Webster Bank, N. A.
|
BUY
|
- |
1.5KNew |
$20.3K - $20.7K
|
1.5K
$15.2K
|
|