— Know what they know.
Not Investment Advice

NMZ

Nuveen Municipal High Income Opportunity Fund
1W: -0.6% 1M: -7.7% 3M: -14.4% YTD: -10.9% 1Y: -14.0% 3Y: +14.0% 5Y: -22.5%
$8.95
+0.05 (+0.56%)
 
Weekly Expected Move ±2.8%
$8 $9 $9 $9 $9
ETF NYSE · AUM $1.1B

Institutional Ownership — NMZ

228
Institutional Holders
+78 vs prior quarter
0.0%
Ownership
+0.00pp
356M
Total Invested
90
New Positions
81
Increased
33
Reduced
13
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (236 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 3,168,046 $28M +502,314 +18.8% 60Q SEC ↗
2 GUGGENHEIM CAPITAL LLC 2,376,749 $21M +333,311 +16.3% 58Q SEC ↗
3 WELLS FARGO & COMPANY/MN 2,359,288 $21M +1,480,618 +168.5% 79Q SEC ↗
4 SIT INVESTMENT ASSOCIATES INC NEW 2,336,943 $21M — +0.0% 1Q SEC ↗
5 Hennion & Walsh Asset Management, Inc. 2,217,036 $20M +577,934 +35.3% 12Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 1,930,236 $17M +810,274 +72.3% 7Q SEC ↗
7 UBS Group AG 1,531,663 $14M -388,040 -20.2% 47Q SEC ↗
8 BANK OF AMERICA CORP /DE 1,112,841 $10M +723,642 +185.9% 15Q SEC ↗
9 LPL Financial LLC 1,080,405 $10M +316,334 +41.4% 61Q SEC ↗
10 VAN ECK ASSOCIATES CORP 1,056,439 $9M +382,155 +56.7% 15Q SEC ↗
11 RIVERNORTH CAPITAL MANAGEMENT, LLC NEW 1,049,891 $9M — +0.0% 1Q SEC ↗
12 J.W. COLE ADVISORS, INC. NEW 1,023,649 $9M — +0.0% 1Q SEC ↗
13 Cetera Investment Advisers 1,002,529 $9M +604,904 +152.1% 28Q SEC ↗
14 Melone Private Wealth, LLC 846,287 $8M +173,665 +25.8% 19Q SEC ↗
15 Rockefeller Capital Management L.P. 592,054 $5M +460,827 +351.2% 27Q SEC ↗
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 516,095 $5M +175,474 +51.5% 33Q SEC ↗
17 ROYAL BANK OF CANADA 450,516 $4M +172,999 +62.3% 67Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 446,955 $4M +226,886 +103.1% 35Q SEC ↗
19 OSAIC HOLDINGS, INC. 311,793 $3M +89,903 +40.5% 26Q SEC ↗
20 Advisors Asset Management, Inc. 271,945 $2M +9,551 +3.6% 3Q SEC ↗
21 HighTower Advisors, LLC NEW 265,084 $2M — +0.0% 1Q SEC ↗
22 Janney Montgomery Scott LLC 220,498 $2M +183,765 +500.3% 34Q SEC ↗
23 Baird Financial Group, Inc. 217,064 $2M +59,503 +37.8% 28Q SEC ↗
24 Platform Technology Partners 193,277 $2M +20,042 +11.6% 5Q SEC ↗
25 Kestra Advisory Services, LLC 189,986 $2M +18,388 +10.7% 24Q SEC ↗
26 OneDigital Investment Advisors LLC 187,628 $2M +1,142 +0.6% 31Q SEC ↗
27 AE Wealth Management LLC 172,917 $2M +14,061 +8.9% 24Q SEC ↗
28 Equitable Holdings, Inc. NEW 170,091 $2M — +0.0% 1Q SEC ↗
29 FIFTH THIRD BANCORP 168,093 $2M +145,004 +628.0% 2Q SEC ↗
30 NewEdge Advisors, LLC 165,408 $1M +111,687 +207.9% 41Q SEC ↗
31 STIFEL FINANCIAL CORP 151,024 $1M -109,892 -42.1% 49Q SEC ↗
32 HighPoint Advisor Group LLC 148,159 $1M +22,965 +18.3% 3Q SEC ↗
33 Cambridge Investment Research Advisors 143,340 $1M +61,391 +74.9% 66Q SEC ↗
34 PFG Investments, LLC 141,199 $1M +13,483 +10.6% 10Q SEC ↗
35 Ellis Investment Partners, LLC 139,381 $1M +27,954 +25.1% 3Q SEC ↗
36 TRUIST FINANCIAL CORP 136,648 $1M -2,346 -1.7% 27Q SEC ↗
37 High Net Worth Advisory Group LLC 136,345 $1M -3,919 -2.8% 19Q SEC ↗
38 Palogic Value Management, L.P. 135,750 $1M +2,500 +1.9% 15Q SEC ↗
39 BCS Private Wealth Management, Inc. NEW 134,954 $1M — +0.0% 1Q SEC ↗
40 Kingsview Wealth Management, LLC NEW 124,142 $1M — +0.0% 1Q SEC ↗
41 Cerity Partners LLC 117,347 $1M -736 -0.6% 2Q SEC ↗
42 AMERIPRISE FINANCIAL INC 116,078 $1M +24,967 +27.4% 16Q SEC ↗
43 Wakefield Asset Management LLLP 115,718 $1M +13,895 +13.6% 11Q SEC ↗
44 Breakwater Capital Group NEW 110,775 $991K — +0.0% 1Q SEC ↗
45 Private Advisor Group, LLC 110,215 $986K +55,951 +103.1% 32Q SEC ↗
46 Gridiron Partners, LLC 101,622 $910K -218,213 -68.2% 11Q SEC ↗
47 Focus Partners Wealth 97,723 $875K +62,494 +177.4% 3Q SEC ↗
48 &PARTNERS 97,221 $870K +3,796 +4.1% 7Q SEC ↗
49 MFA Wealth Services 95,615 $856K -13,931 -12.7% 7Q SEC ↗
50 Venture Visionary Partners LLC 92,581 $829K +22,390 +31.9% 27Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +1,480,618 +168.5% 2,359,288
RAYMOND JAMES FINANCIAL INC +810,274 +72.3% 1,930,236
BANK OF AMERICA CORP /DE +723,642 +185.9% 1,112,841
Cetera Investment Advisers +604,904 +152.1% 1,002,529
Hennion & Walsh Asset Management, I +577,934 +35.3% 2,217,036
MORGAN STANLEY +502,314 +18.8% 3,168,046
Rockefeller Capital Management L.P. +460,827 +351.2% 592,054
VAN ECK ASSOCIATES CORP +382,155 +56.7% 1,056,439
GUGGENHEIM CAPITAL LLC +333,311 +16.3% 2,376,749
LPL Financial LLC +316,334 +41.4% 1,080,405
COMMONWEALTH EQUITY SERVICES, LLC +226,886 +103.1% 446,955
Janney Montgomery Scott LLC +183,765 +500.3% 220,498
NORTHWESTERN MUTUAL WEALTH MANAGEME +175,474 +51.5% 516,095
Melone Private Wealth, LLC +173,665 +25.8% 846,287
ROYAL BANK OF CANADA +172,999 +62.3% 450,516
FIFTH THIRD BANCORP +145,004 +628.0% 168,093
NewEdge Advisors, LLC +111,687 +207.9% 165,408
OSAIC HOLDINGS, INC. +89,903 +40.5% 311,793
Focus Partners Wealth +62,494 +177.4% 97,723
Cambridge Investment Research Advis +61,391 +74.9% 143,340
Biggest Decreases (20)
HolderReducedChange %Total Shares
UBS Group AG -388,040 -20.2% 1,531,663
Gridiron Partners, LLC -218,213 -68.2% 101,622
STIFEL FINANCIAL CORP -109,892 -42.1% 151,024
Mariner, LLC -106,540 -66.7% 53,135
XTX Topco Ltd -25,742 -52.2% 23,588
WEDBUSH SECURITIES INC -16,450 -57.0% 12,410
Thompson David Blair -14,539 -15.4% 79,703
MFA Wealth Services -13,931 -12.7% 95,615
TCP Asset Management, LLC -6,564 -7.8% 77,231
Camelot Portfolios, LLC -5,590 -7.7% 67,263
High Net Worth Advisory Group LLC -3,919 -2.8% 136,345
FF Advisors,LLC -3,214 -16.0% 16,905
Spire Wealth Management -2,542 -20.2% 10,041
TRUIST FINANCIAL CORP -2,346 -1.7% 136,648
Outlook Wealth Advisors, LLC -1,145 -6.7% 15,832
Berkeley Capital Partners, LLC -1,098 -9.5% 10,475
Cerity Partners LLC -736 -0.6% 117,347
Noble Wealth Management PBC -642 -1.9% 33,022
IFP Advisors, Inc -259 -20.5% 1,003
Capital Investment Advisors, LLC -115 -0.4% 30,374

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms