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Raymond James Financial Services Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Raymond James Financial Services Advisors’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 		$3.6M Buy
308,570
+112,445
+57% +$1.25M ﹤0.01% 1410
2024
Q2 		$2.12M Buy
196,125
+24,328
+14% +$255K ﹤0.01% 1634
2024
Q1 		$1.81M Buy
171,797
+30,499
+22% +$310K ﹤0.01% 1691
2023
Q4 		$1.4M Sell
141,298
-30,371
-18% -$283K ﹤0.01% 1780
2023
Q3 		$1.59M Sell
171,669
-84,677
-33% -$865K ﹤0.01% 1635
2023
Q2 		$2.71M Sell
256,346
-9,734
-4% -$103K ﹤0.01% 1351
2023
Q1 		$2.87M Buy
266,080
+56,798
+27% +$600K 0.01% 1284
2022
Q4 		$2.16M Buy
209,282
+33,246
+19% +$347K ﹤0.01% 1398
2022
Q3 		$1.81M Sell
176,036
-29,766
-14% -$350K ﹤0.01% 1473
2022
Q2 		$2.41M Sell
205,802
-119,326
-37% -$1.43M 0.01% 1343
2022
Q1 		$4.23M Buy
325,128
+211
+0.1% +$2.94K 0.01% 1092
2021
Q4 		$4.91M Buy
324,917
+41,266
+15% +$612K 0.01% 1012
2021
Q3 		$4.19M Buy
283,651
+21,132
+8% +$325K 0.01% 1071
2021
Q2 		$4.04M Buy
262,519
+46,754
+22% +$698K 0.01% 1082
2021
Q1 		$3.11M Buy
215,765
+12,704
+6% +$182K 0.01% 1145
2020
Q4 		$2.93M Buy
203,061
+26,303
+15% +$359K 0.01% 1091
2020
Q3 		$2.38M Buy
176,758
+19,600
+12% +$264K 0.01% 1077
2020
Q2 		$2.07M Buy
157,158
+13,029
+9% +$164K 0.01% 1105
2020
Q1 		$1.79M Buy
144,129
+32,434
+29% +$449K 0.01% 934
2019
Q4 		$1.58M Buy
111,695
+7,329
+7% +$104K 0.01% 1287
2019
Q3 		$1.49M Buy
104,366
+2,289
+2% +$32.5K 0.01% 1257
2019
Q2 		$1.43M Buy
102,077
+2,738
+3% +$37.7K 0.01% 1291
2019
Q1 		$1.34M Buy
99,339
+16,840
+20% +$214K 0.01% 1287
2018
Q4 		$960K Buy
82,499
+13,046
+19% +$154K 0.01% 1287
2018
Q3 		$872K Buy
69,453
+13,905
+25% +$179K ﹤0.01% 1547
2018
Q2 		$704K Buy
55,548
+26,864
+94% +$336K ﹤0.01% 1650
2018
Q1 		$359K Buy
28,684
+1,906
+7% +$24.9K ﹤0.01% 1933
2017
Q4 		$364K Buy
26,778
+1,207
+5% +$16.5K ﹤0.01% 1904
2017
Q3 		$348K Buy
25,571
+198
+0.8% +$2.69K ﹤0.01% 1937
2017
Q2 		$341K Buy
25,373
+15,120
+147% +$202K ﹤0.01% 1908
2017
Q1 		$135K Buy
+10,253
New +$134K ﹤0.01% 2221
2016
Q3 		– Sell
-25,962
Closed -$386K – 2362
2016
Q2 		$386K Sell
25,962
-1,979
-7% -$28.2K ﹤0.01% 1560
2016
Q1 		$391K Sell
27,941
-11,522
-29% -$160K ﹤0.01% 1390
2015
Q4 		$545K Buy
39,463
+3,663
+10% +$49.9K 0.01% 1173
2015
Q3 		$476K Buy
35,800
+18,300
+105% +$244K 0.01% 1075
2015
Q2 		$229K Buy
+17,500
New +$236K 0.02% 595

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $11.8B AUM 21.23% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

Raymond James Financial Services Advisors's NMZ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 57% in Q3 2024, buying an estimated $1.25M and bringing the position to 308,570 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Raymond James Financial Services Advisors first reported a position in NMZ in Q2 2015 and has held it in 36 quarters since. The position peaked at $4.91M in Q4 2021. 122 funds tracked by Wall St. Rank hold NMZ as of Q3 2024.

  • Raymond James Financial Services Advisors held 308,570 shares of Nuveen Municipal High Income Opportunity Fund worth $3.6M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 112,445 Nuveen Municipal High Income Opportunity Fund shares in Q3 2024, an estimated $1.25M.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1410 holding.
  • Raymond James Financial Services Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2015 and has held it in 36 quarters since.
  • Raymond James Financial Services Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $4.91M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.