NewEdge Advisors, LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1633516
NEW ORLEANS, LA
Position in NMZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,748,362
+$1,316,990 QoQ
Shares Held
165,408
+298.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
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, 2026NewEdge Advisors, LLC holds $346,700,436 across 298 Asset Management names. NMZ ranks #46 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in NMZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,362 | 165,408 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $431,372 | 41,558 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $587,280 | 57,633 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $771,597 | 72,861 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $823,958 | 79,456 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $864,693 | 79,257 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $833,937 | 77,145 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $774,410 | 66,416 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $678,032 | 62,839 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $454,745 | 43,063 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $514,461 | 52,071 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $405,406 | 43,686 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $539,979 | 51,086 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $589,528 | 54,586 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $435,169 | 42,086 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $300,032 | 29,186 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,093 | 17,102 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $241,374 | 18,553 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $290,893 | 19,239 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $262,713 | 17,799 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $263,461 | 17,119 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $238,527 | 16,530 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $238,362 | 16,530 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $222,989 | 16,530 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $218,030 | 16,530 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $205,798 | 16,530 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||