LPL Financial LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1403438
FORT MILL, SC
Position in NMZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,419,880
+$3,488,824 QoQ
Shares Held
1,080,405
+41.4% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 213 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. NMZ ranks #69 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in NMZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,419,880 | 1,080,405 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,931,056 | 764,071 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,449,124 | 731,023 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,385,092 | 602,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,880,650 | 470,651 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,092,602 | 375,124 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,256,707 | 393,775 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,561,683 | 391,225 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,793,871 | 351,610 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,684,985 | 348,957 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,856,475 | 289,117 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,502,095 | 377,381 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,820,410 | 361,439 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,069,321 | 376,789 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,027,295 | 389,487 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,112,999 | 302,821 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,037,823 | 259,643 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,085,737 | 237,182 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,124,208 | 140,490 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,029,603 | 137,507 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,809,648 | 117,586 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,644,053 | 113,933 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,786,464 | 123,888 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,723,401 | 127,754 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,503,620 | 113,997 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,029,814 | 82,716 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||