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BOK Financial Private Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

BOK Financial Private Wealth’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-958
Closed -$10.6K – 466
2024
Q4 		$10.4K Hold
958
– – ﹤0.01% 367
2024
Q3 		$11.2K Sell
958
-42
-4% -$467 ﹤0.01% 383
2024
Q2 		$10.9K Hold
1,000
– – ﹤0.01% 370
2024
Q1 		$10.6K Hold
1,000
– – ﹤0.01% 360
2023
Q4 		$9.88K Buy
+1,000
New +$9.33K ﹤0.01% 362

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BOK Financial Private Wealth's NMZ Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2025, closing a stake of 958 shares — an estimated $10.6K sold.

BOK Financial Private Wealth first reported a position in NMZ in Q4 2023 and held it in 5 quarters. The position peaked at $11.2K in Q3 2024. 130 funds tracked by Wall St. Rank hold NMZ as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 958 Nuveen Municipal High Income Opportunity Fund shares in Q1 2025, an estimated $10.6K.
  • BOK Financial Private Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and held it in 5 quarters.
  • BOK Financial Private Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $11.2K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.