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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.74KNew |
$17.5K - $19.2K
|
1.74K
$18.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$17.3K - $19K
|
1.72K
$18.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
807KNew |
$8.23M - $8.98M
|
807K
$8.6M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$108K - $117K
|
10.5K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6.07KNew |
$61.9K - $67.6K
|
6.07K
$64.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.42KNew |
$24.7K - $26.9K
|
2.42K
$25.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2KNew |
$20.4K - $22.3K
|
2K
$21.3K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
182+ 1.8% |
$1.86K - $2.03K
|
10.3K
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.14% |
$40.8 - $44.5
|
2.87K
$30.5K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Rpo LLC
Stamford, CT |
BUY
|
- |
40.9KNew |
$400K - $459K
|
40.9K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$155K - $178K
|
15.8K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.2KNew |
$129K - $148K
|
13.2K
$141K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.6KNew |
$114K - $130K
|
11.6K
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
10.7KNew |
$105K - $120K
|
10.7K
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$103K - $119K
|
10.6K
$113K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
10KNew |
$97.8K - $112K
|
10K
$107K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
5.24KNew |
$51.2K - $58.8K
|
5.24K
$55.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.27KNew |
$41.8K - $48K
|
4.27K
$45.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.35KNew |
$23K - $26.4K
|
2.35K
$25.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.32KNew |
$22.7K - $26K
|
2.32K
$24.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$17.2K - $19.8K
|
1.76K
$18.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$1.96K - $2.25K
|
200
$2.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$9.78 - $11.2
|
1
$10.7
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
83.6KNew |
$860K - $1.05M
|
83.6K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$121K - $148K
|
11.8K
$126K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$112K - $137K
|
10.9K
$117K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.9KNew |
$81.2K - $98.9K
|
7.9K
$84.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
6.11K+ 6.68% |
$62.8K - $76.4K
|
97.6K
$1.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.65KNew |
$37.5K - $45.7K
|
3.65K
$38.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$18.5K - $22.5K
|
1.8K
$19.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.11K+ 7.64% |
$11.4K - $13.9K
|
15.7K
$167K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 0.81% |
$1.19K - $1.45K
|
14.4K
$153K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1New |
$10.3 - $12.5
|
1
$10.7
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
35KNew |
$385K - $460K
|
35K
$373K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.1KNew |
$298K - $356K
|
27.1K
$289K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$128K - $154K
|
11.7K
$125K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.4KNew |
$125K - $150K
|
11.4K
$122K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.76KNew |
$85.3K - $102K
|
7.76K
$82.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4K+ 22.23% |
$44K - $52.6K
|
22K
$235K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
230+ 1.85% |
$2.96K - $3.47K
|
12.7K
$135K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.43KNew |
$35.2K - $36.8K
|
2.43K
$25.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.99KNew |
$28.8K - $30.1K
|
1.99K
$21.2K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.94K+ 19.3% |
$25.7K - $28K
|
12K
$128K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
11New |
$145 - $159
|
11
$117
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
400New |
$4.59K - $5.33K
|
400
$4.26K
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
3.5KNew |
$49.3K - $50.4K
|
3.5K
$37.3K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$20.2K - $23.1K
|
1.7K
$18.1K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
16.2KNew |
$184K - $205K
|
16.2K
$173K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
14.3KNew |
$179K - $188K
|
14.3K
$153K
|
|
| Q3 2017 | |||||||
|
Oct 12, 2017
Q3 2017
|
Webster Bank, N. A.
|
BUY
|
- |
1.5KNew |
$20.3K - $20.7K
|
1.5K
$16K
|
|