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Raymond James & Associates’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Raymond James & Associates’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
2024
Q3 		$6.02M Buy
516,479
+11,214
+2% +$125K ﹤0.01% 1527
2024
Q2 		$5.45M Buy
505,265
+3,673
+0.7% +$38.6K ﹤0.01% 1514
2024
Q1 		$5.3M Buy
501,592
+32,182
+7% +$327K ﹤0.01% 1537
2023
Q4 		$4.64M Buy
469,410
+191,485
+69% +$1.79M ﹤0.01% 1591
2023
Q3 		$2.58M Sell
277,925
-39,161
-12% -$400K ﹤0.01% 1856
2023
Q2 		$3.35M Buy
317,086
+529
+0.2% +$5.62K ﹤0.01% 1742
2023
Q1 		$3.42M Buy
316,557
+16,139
+5% +$171K ﹤0.01% 1723
2022
Q4 		$3.11M Sell
300,418
-25,472
-8% -$266K ﹤0.01% 1728
2022
Q3 		$3.35M Buy
325,890
+28,780
+10% +$338K ﹤0.01% 1644
2022
Q2 		$3.48M Sell
297,110
-30,926
-9% -$372K ﹤0.01% 1649
2022
Q1 		$4.27M Buy
328,036
+7,926
+2% +$110K ﹤0.01% 1619
2021
Q4 		$4.84M Buy
320,110
+34,009
+12% +$504K ﹤0.01% 1569
2021
Q3 		$4.22M Buy
286,101
+23,915
+9% +$368K ﹤0.01% 1604
2021
Q2 		$4.04M Buy
262,186
+720
+0.3% +$10.8K ﹤0.01% 1630
2021
Q1 		$3.77M Buy
261,466
+43,492
+20% +$625K ﹤0.01% 1611
2020
Q4 		$3.14M Buy
217,974
+24,129
+12% +$329K ﹤0.01% 1603
2020
Q3 		$2.62M Sell
193,845
-11,871
-6% -$160K ﹤0.01% 1595
2020
Q2 		$2.71M Sell
205,716
-14,966
-7% -$188K ﹤0.01% 1542
2020
Q1 		$2.75M Buy
220,682
+45,054
+26% +$624K ﹤0.01% 1391
2019
Q4 		$2.49M Buy
175,628
+20,982
+14% +$298K ﹤0.01% 1689
2019
Q3 		$2.21M Sell
154,646
-12,322
-7% -$175K ﹤0.01% 1715
2019
Q2 		$2.33M Buy
166,968
+36,698
+28% +$505K ﹤0.01% 1709
2019
Q1 		$1.76M Sell
130,270
-53,507
-29% -$681K ﹤0.01% 1834
2018
Q4 		$2.14M Buy
183,777
+41,888
+30% +$495K ﹤0.01% 1612
2018
Q3 		$1.78M Buy
141,889
+44,734
+46% +$576K ﹤0.01% 1893
2018
Q2 		$1.23M Buy
97,155
+25,522
+36% +$319K ﹤0.01% 2059
2018
Q1 		$895K Sell
71,633
-12,382
-15% -$162K ﹤0.01% 2209
2017
Q4 		$1.14M Buy
84,015
+566
+0.7% +$7.73K ﹤0.01% 2045
2017
Q3 		$1.14M Sell
83,449
-107
-0.1% -$1.45K ﹤0.01% 2019
2017
Q2 		$1.12M Buy
83,556
+2,495
+3% +$33.3K ﹤0.01% 1959
2017
Q1 		$1.07M Buy
81,061
+31,350
+63% +$408K ﹤0.01% 1938
2016
Q4 		$637K Buy
49,711
+28,337
+133% +$375K ﹤0.01% 2184
2016
Q3 		$310K Buy
21,374
+6,985
+49% +$104K ﹤0.01% 2605
2016
Q2 		$214K Buy
14,389
+677
+5% +$9.65K ﹤0.01% 2616
2016
Q1 		$192K Buy
+13,712
New +$191K ﹤0.01% 2584

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's NMZ Position: Q3 2024 in Review

Raymond James & Associates increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 2.2% in Q3 2024, buying an estimated $125K and bringing the position to 516,479 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Raymond James & Associates first reported a position in NMZ in Q1 2016 and has held it in 35 quarters since. 122 funds tracked by Wall St. Rank hold NMZ as of Q3 2024.

  • Raymond James & Associates held 516,479 shares of Nuveen Municipal High Income Opportunity Fund worth $6.02M as of Q3 2024.
  • Raymond James & Associates bought 11,214 Nuveen Municipal High Income Opportunity Fund shares in Q3 2024, an estimated $125K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1527 holding.
  • Raymond James & Associates first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2016 and has held it in 35 quarters since.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.