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Invesco Municipal Income Opportunities Trust (OIA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco Municipal Income Opportunities Trust (NYSE:OIA)

Current
Institutional Ownership
Percentage
12.57%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$5.25M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.65M
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OIA Institutional Buying and Selling by Quarter

Invesco Municipal Income Opportunities Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Commonwealth Equity Services LLC201,508$1.32M0.0%-2.1%0.423%
4/27/2024 Phoenix Wealth Advisors12,284$80K0.0%N/A0.026%
4/11/2024 RFG Advisory LLC23,757$155K0.0%+32.4%0.050%
3/27/2024Nomura Holdings Inc.17,887$114K0.0%N/A0.038%
2/22/2024Napa Wealth Management30,944$196K0.1%N/A0.065%
2/6/2024Fortitude Advisory Group L.L.C.13,468$86K0.1%N/A0.028%
2/5/2024Kestra Private Wealth Services LLC10,516$67K0.0%N/A0.022%
2/5/2024 Van ECK Associates Corp261,713$1.66M0.0%+45.5%0.549%
2/2/2024Truist Financial Corp18,250$116K0.0%+32.7%0.038%
1/29/2024 Genesee Capital Advisors LLC17,830$113K0.1%N/A0.037%
1/26/2024Financial Counselors Inc.43,009$273K0.0%N/A0.090%
1/22/2024 Silverlake Wealth Management LLC16,857$107K0.1%-31.1%0.035%
1/22/2024 Melfa Wealth Management LLC75,200$478K0.4%+5.0%0.158%
1/16/2024 Raymond James Financial Services Advisors Inc.139,275$884K0.0%+3.3%0.292%
1/16/2024 Raymond James & Associates91,826$583K0.0%+29.2%0.193%
1/12/2024 Advisor Resource Council69,162$439K0.1%N/A0.145%
12/1/2023B. Riley Wealth Advisors Inc.19,557$114K0.0%+24.9%0.041%
11/30/2023Modera Wealth Management LLC15,763$92K0.0%N/A0.033%
11/9/2023UBS Group AG403,621$2.35M0.0%+442.9%0.847%
11/8/2023HighTower Advisors LLC48,527$282K0.0%-5.3%0.102%
11/8/2023 Van ECK Associates Corp179,883$1.05M0.0%-1.0%0.378%
10/24/2023 Raymond James Financial Services Advisors Inc.134,834$783K0.0%-22.0%0.283%
10/23/2023Commonwealth Equity Services LLC369,985$2.15M0.0%-15.4%0.777%
9/12/2023Farther Finance Advisors LLC5,569$35K0.0%N/A0.012%
8/11/2023Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
8/11/2023Guggenheim Capital LLC604,679$3.77M0.0%-16.7%1.270%
8/10/2023Commonwealth Equity Services LLC437,424$2.73M0.0%-5.3%0.918%
8/10/2023Cetera Advisor Networks LLC371,194$2.32M0.0%+4.7%0.779%
8/8/2023Prospera Financial Services Inc13,776$86K0.0%N/A0.029%
8/3/2023 Van ECK Associates Corp181,762$1.13M0.0%+10.0%0.382%
8/1/2023Kistler Tiffany Companies LLC6,273$39K0.0%N/A0.013%
7/31/2023LPL Financial LLC195,199$1.22M0.0%+32.3%0.410%
7/25/2023 Raymond James Financial Services Advisors Inc.172,923$1.08M0.0%+14.9%0.363%
7/20/2023Keudell Morrison Wealth Management18,395$115K0.0%-21.7%0.039%
5/11/2023Commonwealth Equity Services LLC461,993$3.07M0.0%+1.5%0.971%
5/11/2023Guggenheim Capital LLC726,091$4.82M0.0%-16.8%1.525%
5/9/2023 RFG Advisory LLC17,548$117K0.0%N/A0.037%
5/3/2023 Van ECK Associates Corp165,186$1.10M0.0%-1.3%0.347%
4/27/2023 Stratos Wealth Partners LTD.13,270$88K0.0%-54.2%0.028%
4/20/2023 Melfa Wealth Management LLC70,707$469K0.5%-4.8%0.149%
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4/18/2023Keudell Morrison Wealth Management23,495$156K0.0%-32.9%0.049%
4/14/2023 Raymond James Financial Services Advisors Inc.150,560$1M0.0%+4.2%0.316%
4/14/2023 Raymond James & Associates70,303$467K0.0%+6.4%0.148%
3/6/2023Rockefeller Capital Management L.P.47,579$296K0.0%+9.1%0.100%
2/10/2023Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
2/10/2023Advisor Group Holdings Inc.327,269$2.04M0.0%-7.6%0.688%
2/8/2023 Raymond James Financial Services Advisors Inc.144,538$902K0.0%-9.3%0.304%
2/8/2023 Cambridge Investment Research Advisors Inc.29,062$181K0.0%+6.0%0.061%
2/8/2023 Van ECK Associates Corp167,373$1.04M0.0%+13.3%0.352%
2/7/2023Commonwealth Equity Services LLC455,208$2.84M0.0%+10.2%0.956%
2/7/2023LPL Financial LLC168,240$1.05M0.0%+50.5%0.353%
1/31/2023 Melfa Wealth Management LLC74,273$463K0.5%N/A0.156%
1/30/2023James Investment Research Inc.5,160$32K0.0%N/A0.011%
1/20/2023Keudell Morrison Wealth Management34,995$218K0.1%-16.6%0.074%
1/20/2023V Wealth Advisors LLC20,005$125K0.0%N/A0.042%
1/6/2023 Insight Wealth Strategies LLC36,971$231K0.0%-12.6%0.078%
11/22/2022IHT Wealth Management LLC88,995$522K0.0%+3.1%0.187%
11/15/2022Commonwealth Equity Services LLC413,109$2.42M0.0%+15.3%0.868%
11/14/2022United Capital Financial Advisers LLC33,808$198K0.0%-15.2%0.071%
11/14/2022Guggenheim Capital LLC1,049,877$6.15M0.1%+14.7%2.206%
11/4/2022Lincoln National Corp18,746$110K0.0%N/A0.039%
11/2/2022Rockefeller Capital Management L.P.43,597$255K0.0%+52.5%0.092%
10/27/2022 Van ECK Associates Corp147,663$865K0.0%-2.3%0.310%
10/25/2022 Raymond James & Associates50,659$297K0.0%-11.8%0.106%
10/25/2022 Raymond James Financial Services Advisors Inc.159,300$934K0.0%+91.7%0.335%
10/24/2022 Stratos Wealth Partners LTD.28,888$169K0.0%-53.2%0.061%
10/17/2022 Cambridge Investment Research Advisors Inc.27,412$161K0.0%-29.4%0.058%
10/12/2022Keudell Morrison Wealth Management41,937$246K0.1%+45.9%0.088%
8/12/2022United Capital Financial Advisers LLC39,859$257K0.0%-6.1%0.084%
8/11/2022Cetera Advisor Networks LLC253,546$1.64M0.0%-0.8%0.533%
8/8/2022Baird Financial Group Inc.31,660$204K0.0%+15.0%0.067%
8/4/2022Northwestern Mutual Wealth Management Co.125,542$810K0.0%-45.0%0.264%
8/3/2022 Van ECK Associates Corp151,152$975K0.0%-20.9%0.318%
7/27/2022 Advisor Resource Council45,962$296K0.0%N/A0.097%
7/22/2022 Stratos Wealth Partners LTD.61,699$398K0.0%+8.0%0.130%
7/19/2022Commonwealth Equity Services LLC358,206$2.31M0.0%+1.8%0.753%
7/18/2022Keudell Morrison Wealth Management28,752$185K0.1%N/A0.060%
7/13/2022 Cambridge Investment Research Advisors Inc.38,809$250K0.0%+21.0%0.082%
5/12/2022Cetera Advisor Networks LLC255,641$1.82M0.0%+4.0%0.538%
5/10/2022Mercer Global Advisors Inc. ADV10,313$73K0.0%N/A0.022%
5/10/2022Western Wealth Management LLC14,434$102K0.0%N/A0.030%
5/9/2022Northwestern Mutual Wealth Management Co.228,138$1.62M0.0%-3.0%0.480%
5/4/2022Advisor Group Holdings Inc.371,894$2.61M0.0%-1.4%0.782%
5/4/2022Commonwealth Equity Services LLC351,834$2.50M0.0%+3.7%0.740%
4/26/2022 Stratos Wealth Partners LTD.57,118$406K0.0%N/A0.120%
4/12/2022 Bromfield Sneider Wealth Advisors13,050$93K0.1%N/A0.027%
2/14/2022Guggenheim Capital LLC597,571$4.78M0.0%+21.6%1.257%
2/14/2022IHT Wealth Management LLC99,890$799K0.1%+6.8%0.210%
2/11/2022 Advisor Resource Council37,084$297K0.0%N/A0.078%
2/9/2022Baird Financial Group Inc.17,949$144K0.0%-20.4%0.038%
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2/3/2022Advisor Group Holdings Inc.377,042$3.02M0.0%-16.3%0.793%
2/3/2022Northwestern Mutual Wealth Management Co.235,132$1.88M0.0%+6.2%0.494%
1/31/2022Commonwealth Equity Services LLC339,306$2.71M0.0%-0.4%0.714%
1/28/2022National Asset Management Inc.15,977$128K0.0%+19.8%0.034%
1/26/2022 Van ECK Associates Corp192,084$1.54M0.0%+6.9%0.404%
1/20/2022AE Wealth Management LLC10,626$85K0.0%N/A0.022%
1/18/2022 Lindbrook Capital LLC40,000$320K0.0%N/A0.084%
12/8/2021Moors & Cabot Inc.19,400$81K0.0%+61.7%0.041%
11/15/2021Guggenheim Capital LLC491,359$3.91M0.0%+8.5%1.033%
11/12/2021Wolverine Asset Management LLC21,688$172K0.0%N/A0.046%
(Data available from 1/1/2016 forward)

OIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OIA shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Invesco Municipal Income Opportunities Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($3.77M), UBS Group AG ($2.35M), Cetera Advisor Networks LLC ($2.32M), Advisor Group Holdings Inc. ($2.04M), Van ECK Associates Corp ($1.66M), Commonwealth Equity Services LLC ($1.32M), and LPL Financial LLC ($1.22M).Learn more on OIA's institutional investors.

What percentage of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors?

12.57% of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors. Learn more on OIA's institutional investor holdings.

Which institutional investors have been buying Invesco Municipal Income Opportunities Trust stock?

Of the 36 institutional investors that purchased Invesco Municipal Income Opportunities Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($329.28K), Guggenheim Capital LLC ($134.20K), Commonwealth Equity Services LLC ($122.69K), Van ECK Associates Corp ($118.12K), Advisor Resource Council ($115.12K), Raymond James Financial Services Advisors Inc. ($109.04K), and LPL Financial LLC ($104.11K).

How much institutional buying is happening at Invesco Municipal Income Opportunities Trust?

Institutional investors have bought a total of 1,567,358 shares in the last 24 months. This purchase volume represents approximately $9.63M in transactions.

Which Invesco Municipal Income Opportunities Trust major shareholders have been selling company stock?

Of the 16 institutional investors that sold Invesco Municipal Income Opportunities Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($267.72K), Northwestern Mutual Wealth Management Co. ($109.59K), Commonwealth Equity Services LLC ($96.33K), Raymond James Financial Services Advisors Inc. ($52.85K), Stratos Wealth Partners LTD. ($48.50K), Van ECK Associates Corp ($47.51K), and Advisor Group Holdings Inc. ($31.99K).

How much institutional selling is happening at Invesco Municipal Income Opportunities Trust?

Institutional investors have sold a total of 726,160 shares in the last 24 months. This volume of shares sold represents approximately $4.58M in transactions.


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This page (NYSE:OIA) was last updated on 5/2/2024 by MarketBeat.com Staff

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