LPL Financial’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.93M | Buy |
764,071
+33,048
| +5% | +$345K | ﹤0.01% | 2197 |
|
|
2025
Q4 | $7.45M | Buy |
731,023
+128,087
| +21% | +$1.35M | ﹤0.01% | 2194 |
|
|
2025
Q3 | $6.39M | Buy |
602,936
+132,285
| +28% | +$1.35M | ﹤0.01% | 2260 |
|
|
2025
Q2 | $4.88M | Buy |
470,651
+95,527
| +25% | +$991K | ﹤0.01% | 2334 |
|
|
2025
Q1 | $4.09M | Sell |
375,124
-18,651
| -5% | -$207K | ﹤0.01% | 2321 |
|
|
2024
Q4 | $4.26M | Buy |
393,775
+2,550
| +0.7% | +$28.8K | ﹤0.01% | 2212 |
|
|
2024
Q3 | $4.56M | Buy |
391,225
+39,615
| +11% | +$441K | ﹤0.01% | 2076 |
|
|
2024
Q2 | $3.79M | Buy |
351,610
+2,653
| +0.8% | +$27.9K | ﹤0.01% | 2077 |
|
|
2024
Q1 | $3.68M | Buy |
348,957
+59,840
| +21% | +$608K | ﹤0.01% | 2026 |
|
|
2023
Q4 | $2.86M | Sell |
289,117
-88,264
| -23% | -$824K | ﹤0.01% | 2112 |
|
|
2023
Q3 | $3.5M | Buy |
377,381
+15,942
| +4% | +$163K | ﹤0.01% | 1831 |
|
|
2023
Q2 | $3.82M | Sell |
361,439
-15,350
| -4% | -$163K | ﹤0.01% | 1746 |
|
|
2023
Q1 | $4.07M | Sell |
376,789
-12,698
| -3% | -$134K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $4.03M | Buy |
389,487
+86,666
| +29% | +$905K | ﹤0.01% | 1590 |
|
|
2022
Q3 | $3.11M | Buy |
302,821
+43,178
| +17% | +$507K | ﹤0.01% | 1687 |
|
|
2022
Q2 | $3.04M | Buy |
259,643
+22,461
| +9% | +$270K | ﹤0.01% | 1716 |
|
|
2022
Q1 | $3.09M | Buy |
237,182
+96,692
| +69% | +$1.34M | ﹤0.01% | 1727 |
|
|
2021
Q4 | $2.12M | Buy |
140,490
+2,983
| +2% | +$44.2K | ﹤0.01% | 2046 |
|
|
2021
Q3 | $2.03M | Buy |
137,507
+19,921
| +17% | +$306K | ﹤0.01% | 2028 |
|
|
2021
Q2 | $1.81M | Buy |
117,586
+3,653
| +3% | +$54.5K | ﹤0.01% | 2058 |
|
|
2021
Q1 | $1.64M | Sell |
113,933
-9,955
| -8% | -$143K | ﹤0.01% | 1989 |
|
|
2020
Q4 | $1.79M | Sell |
123,888
-3,866
| -3% | -$52.8K | ﹤0.01% | 1738 |
|
|
2020
Q3 | $1.72M | Buy |
127,754
+13,757
| +12% | +$185K | ﹤0.01% | 1551 |
|
|
2020
Q2 | $1.5M | Buy |
113,997
+31,281
| +38% | +$393K | ﹤0.01% | 1533 |
|
|
2020
Q1 | $1.03M | Sell |
82,716
-4,621
| -5% | -$64K | ﹤0.01% | 1598 |
|
|
2019
Q4 | $1.24M | Buy |
87,337
+7,602
| +10% | +$108K | ﹤0.01% | 1683 |
|
|
2019
Q3 | $1.14M | Buy |
79,735
+11,741
| +17% | +$167K | ﹤0.01% | 1632 |
|
|
2019
Q2 | $949K | Buy |
67,994
+17,514
| +35% | +$241K | ﹤0.01% | 1756 |
|
|
2019
Q1 | $683K | Buy |
50,480
+7,607
| +18% | +$96.8K | ﹤0.01% | 1947 |
|
|
2018
Q4 | $499K | Buy |
42,873
+1,296
| +3% | +$15.3K | ﹤0.01% | 2041 |
|
|
2018
Q3 | $522K | Buy |
41,577
+380
| +0.9% | +$4.89K | ﹤0.01% | 2198 |
|
|
2018
Q2 | $522K | Sell |
41,197
-16,356
| -28% | -$205K | ﹤0.01% | 2160 |
|
|
2018
Q1 | $719K | Buy |
57,553
+32,729
| +132% | +$428K | ﹤0.01% | 1848 |
|
|
2017
Q4 | $338K | Buy |
24,824
+12,658
| +104% | +$173K | ﹤0.01% | 2382 |
|
|
2017
Q3 | $166K | Buy |
12,166
+23
| +0.2% | +$312 | ﹤0.01% | 2704 |
|
|
2017
Q2 | $163K | Sell |
12,143
-58,450
| -83% | -$779K | ﹤0.01% | 2637 |
|
|
2017
Q1 | $928K | Sell |
70,593
-11,780
| -14% | -$153K | 0.01% | 1313 |
|
|
2016
Q4 | $1.06M | Sell |
82,373
-77,049
| -48% | -$1.02M | 0.01% | 1178 |
|
|
2016
Q3 | $2.28M | Sell |
159,422
-14,882
| -9% | -$221K | 0.02% | 704 |
|
|
2016
Q2 | $2.63M | Sell |
174,304
-187,978
| -52% | -$2.68M | 0.02% | 623 |
|
|
2016
Q1 | $5.1M | Buy |
362,282
+138,371
| +62% | +$1.92M | 0.01% | 704 |
|
|
2015
Q4 | $3.11M | Buy |
223,911
+115,496
| +107% | +$1.57M | 0.01% | 936 |
|
|
2015
Q3 | $1.46M | Buy |
108,415
+6,559
| +6% | +$87.6K | 0.01% | 1000 |
|
|
2015
Q2 | $1.34M | Sell |
101,856
-40
| -0% | -$540 | 0.01% | 1145 |
|
|
2015
Q1 | $1.41M | Sell |
101,896
-12,464
| -11% | -$171K | 0.01% | 1118 |
|
|
2014
Q4 | $1.53M | Buy |
114,360
+19,272
| +20% | +$255K | 0.01% | 1048 |
|
|
2014
Q3 | $1.24M | Buy |
95,088
+5,614
| +6% | +$72.8K | 0.01% | 1138 |
|
|
2014
Q2 | $1.19M | Sell |
89,474
-16,360
| -15% | -$215K | 0.01% | 1204 |
|
|
2014
Q1 | $1.35M | Buy |
105,834
+13,766
| +15% | +$173K | 0.01% | 1073 |
|
|
2013
Q4 | $1.1M | Sell |
92,068
-8,093
| -8% | -$94.4K | 0.01% | 1184 |
|
|
2013
Q3 | $1.15M | Sell |
100,161
-14,198
| -12% | -$165K | 0.01% | 1106 |
|
|
2013
Q2 | $1.45M | Buy |
+114,359
| New | +$1.53M | 0.01% | 897 |
|
Other funds holding NMZ
GC
HWAM
MPW
LPL Financial's NMZ Position: Q1 2026 in Review
LPL Financial increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 4.5% in Q1 2026, buying an estimated $345K and bringing the position to 764,071 shares worth $7.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2197.
LPL Financial first reported a position in NMZ in Q2 2013 and has held it in 52 quarters since. 137 funds tracked by Wall St. Rank hold NMZ as of Q1 2026.
- LPL Financial held 764,071 shares of Nuveen Municipal High Income Opportunity Fund worth $7.93M as of Q1 2026.
- LPL Financial bought 33,048 Nuveen Municipal High Income Opportunity Fund shares in Q1 2026, an estimated $345K.
- Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2197 holding.
- LPL Financial first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and has held it in 52 quarters since.
- 137 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.