KeyBank National Association’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

KeyBank National Association’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	-61,300	Closed	-$663K	–	1179
2024 Q4	$663K	Hold	61,300	–	–	﹤0.01%	677
2024 Q3	$715K	Buy	+61,300	New	+$682K	﹤0.01%	652
2022 Q4	–	Sell	-48,517	Closed	-$499K	–	1077
2022 Q3	$499K	Hold	48,517	–	–	﹤0.01%	653
2022 Q2	$568K	Hold	48,517	–	–	﹤0.01%	617
2022 Q1	$631K	Sell	48,517 -1,279	-3%	-$17.8K	﹤0.01%	644
2021 Q4	$753K	Hold	49,796	–	–	﹤0.01%	677
2021 Q3	$735K	Hold	49,796	–	–	﹤0.01%	672
2021 Q2	$766K	Hold	49,796	–	–	﹤0.01%	654
2021 Q1	$719K	Hold	49,796	–	–	﹤0.01%	695
2020 Q4	$718K	Buy	49,796 +4,464	+10%	+$60.9K	﹤0.01%	645
2020 Q3	$612K	Buy	45,332 +23,688	+109%	+$319K	﹤0.01%	630
2020 Q2	$285K	Hold	21,644	–	–	﹤0.01%	824
2020 Q1	$269K	Sell	21,644 -2,376	-10%	-$32.9K	﹤0.01%	793
2019 Q4	$341K	Hold	24,020	–	–	﹤0.01%	829
2019 Q3	$343K	Hold	24,020	–	–	﹤0.01%	801
2019 Q2	$335K	Buy	24,020 +2,376	+11%	+$32.7K	﹤0.01%	839
2019 Q1	$293K	Hold	21,644	–	–	﹤0.01%	830
2018 Q4	$252K	Hold	21,644	–	–	﹤0.01%	830
2018 Q3	$272K	Buy	+21,644	New	+$278K	﹤0.01%	931

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

KeyBank National Association's NMZ Position: Q1 2025 in Review

KeyBank National Association sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2025, closing a stake of 61,300 shares — an estimated $663K sold.

KeyBank National Association first reported a position in NMZ in Q3 2018 and held it in 19 quarters. The position peaked at $766K in Q2 2021. 130 funds tracked by Wall St. Rank hold NMZ as of Q1 2025.

KeyBank National Association reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
KeyBank National Association sold 61,300 Nuveen Municipal High Income Opportunity Fund shares in Q1 2025, an estimated $663K.
KeyBank National Association first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2018 and held it in 19 quarters.
KeyBank National Association's Nuveen Municipal High Income Opportunity Fund position peaked at $766K in Q2 2021.
130 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2025.

Based on KeyBank National Association's 13F filing for Q1 2025, filed 28 Apr 2025.