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INVMUN INCOM (OIA) Institutional Ownership

INVMUN INCOM logo
$5.54 -0.01 (-0.09%)
Closing price 08/20/2025 03:58 PM Eastern
Extended Trading
$5.56 +0.02 (+0.43%)
As of 06:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for INVMUN INCOM (NYSE:OIA)

Current
Institutional Ownership
Percentage
12.57%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$13.20M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.70M
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OIA Institutional Buying and Selling by Quarter

INVMUN INCOM Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Nomura Holdings Inc.20,000$115K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE902,189$5.19M0.0%+2.6%0.000%
8/15/2025 Ameriprise Financial Inc.565,234$3.24M0.0%-21.0%0.000%
8/14/2025 Jane Street Group LLC33,835$195K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.160,207$921K0.0%+3.8%0.000%
8/14/2025 NewEdge Advisors LLC37,752$217K0.0%-9.1%0.000%
8/13/2025 Baird Financial Group Inc.16,555$95K0.0%+31.9%0.000%
8/13/2025 Guggenheim Capital LLC1,072,622$6.17M0.0%-4.6%0.000%
8/13/2025 Everstar Asset Management LLC48,102$277K0.2%-3.6%0.000%
8/11/2025 Rothschild Investment LLC65,200$375K0.0%-5.8%0.000%
8/8/2025 PNC Financial Services Group Inc.68,788$396K0.0%+184.1%0.000%
8/7/2025 Midwest Trust Co43,009$247K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC64,286$370K0.0%-30.8%0.000%
8/4/2025 Savvy Advisors Inc.108,408$623K0.0%-4.9%0.000%
8/1/2025 Envestnet Asset Management Inc.103,233$594K0.0%+18.2%0.000%
7/22/2025 Keudell Morrison Wealth Management44,250$254K0.1%N/A0.000%
7/21/2025 River Street Advisors LLC18,450$106K0.0%N/A0.000%
7/17/2025 Melfa Wealth Management Inc.85,429$491K0.3%+12.9%0.000%
7/17/2025 Janney Montgomery Scott LLC56,208$323K0.0%+44.6%0.000%
5/16/2025 NewEdge Advisors LLC41,552$250K0.0%-14.4%0.087%
5/15/2025 Royal Bank of Canada50,167$302K0.0%+6.8%0.105%
5/15/2025 Landscape Capital Management L.L.C.141,424$851K0.1%+488.9%0.297%
5/14/2025 Entrewealth LLC10,736$65K0.0%N/A0.023%
5/14/2025 Northwestern Mutual Wealth Management Co.72,313$435K0.0%-3.9%0.152%
5/12/2025 Wolverine Asset Management LLC92,836$559K0.0%+38.3%0.195%
5/12/2025 Savvy Advisors Inc.113,948$686K0.1%+5.7%0.239%
5/9/2025 Atria Wealth Solutions Inc.25,861$156K0.0%+46.5%0.054%
5/9/2025Pathway Financial Advisers LLC16,638$100K0.0%-26.0%0.035%
5/9/2025 PNC Financial Services Group Inc.24,210$146K0.0%+7.7%0.051%
5/8/2025 Arkadios Wealth Advisors23,062$139K0.0%N/A0.048%
5/6/2025 Avantax Advisory Services Inc.78,962$475K0.0%+8.4%0.166%
5/6/2025 Readystate Asset Management LP33,298$200K0.0%-63.0%0.070%
5/1/2025 Austin Wealth Management LLC10,736$62K0.0%N/A0.023%
4/29/2025 Envestnet Asset Management Inc.87,346$526K0.0%+374.3%0.183%
4/22/2025 Advisor Resource Council65,462$394K0.0%N/A0.137%
4/17/2025 Janney Montgomery Scott LLC38,876$234K0.0%+105.7%0.082%
4/10/2025 Hennion & Walsh Asset Management Inc.267,293$1.61M0.1%N/A0.561%
4/9/2025 RFG Advisory LLC50,775$306K0.0%+24.3%0.107%
2/24/2025 Ameriflex Group Inc.8,000$50K0.0%N/A0.017%
2/18/2025 Elequin Capital LP6,963$41K0.0%N/A0.015%
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2/17/2025 Nomura Holdings Inc.68,206$402K0.0%N/A0.143%
2/17/2025Nuveen Asset Management LLC27,025$159K0.0%+124.0%0.057%
2/17/2025 Logan Stone Capital LLC183,519$1.08M0.4%N/A0.385%
2/17/2025 Citadel Advisors LLC18,054$107K0.0%N/A0.038%
2/17/2025 Bank of America Corp DE854,922$5.04M0.0%+4.5%1.795%
2/17/2025 Ameriprise Financial Inc.670,818$3.96M0.0%-0.4%1.408%
2/14/2025 Jane Street Group LLC23,129$136K0.0%N/A0.049%
2/14/2025 IHT Wealth Management LLC64,596$381K0.0%-5.0%0.136%
2/13/2025 NewEdge Advisors LLC48,552$286K0.0%+3.8%0.102%
2/13/2025 Guggenheim Capital LLC1,144,654$6.75M0.1%+5.4%2.403%
2/13/2025 XTX Topco Ltd18,955$112K0.0%N/A0.040%
2/13/2025 Savvy Advisors Inc.107,803$636K0.1%N/A0.226%
2/13/2025 Rockefeller Capital Management L.P.34,292$202K0.0%-46.5%0.072%
2/13/2025 Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/13/2025 Envestnet Asset Management Inc.18,414$109K0.0%N/A0.039%
2/13/2025 Wells Fargo & Company MN67,115$396K0.0%-31.3%0.141%
2/12/2025 Landscape Capital Management L.L.C.24,014$142K0.0%N/A0.050%
2/12/2025 Everstar Asset Management LLC57,300$338K0.2%-51.4%0.120%
2/11/2025 LPL Financial LLC121,794$719K0.0%-26.1%0.256%
2/11/2025 Virtu Financial LLC35,233$208K0.0%+234.8%0.074%
2/10/2025 Signaturefd LLC4,880$29K0.0%N/A0.010%
2/10/2025 Commonwealth Equity Services LLC265,083$1.56M0.0%+33.1%0.557%
2/10/2025 Avantax Advisory Services Inc.72,817$430K0.0%+27.2%0.153%
2/10/2025 Farther Finance Advisors LLC9,375$55K0.0%-89.7%0.020%
2/7/2025 PNC Financial Services Group Inc.22,485$133K0.0%-6.9%0.047%
2/6/2025 Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/5/2025 Providence First Trust Co29,046$171K0.1%-35.5%0.061%
2/4/2025 Rothschild Investment LLC69,200$408K0.0%-3.5%0.145%
2/3/2025 Wolverine Asset Management LLC67,120$396K0.0%N/A0.141%
1/29/2025 Van ECK Associates Corp217,955$1.29M0.0%+10.0%0.458%
1/28/2025 AlphaStar Capital Management LLC14,000$83K0.0%N/A0.029%
1/21/2025 RFG Advisory LLC40,859$241K0.0%+24.4%0.086%
1/21/2025 Cornerstone Wealth Management LLC11,064$65K0.0%N/A0.023%
1/17/2025 Janney Montgomery Scott LLC18,898$111K0.0%N/A0.040%
12/13/2024 B. Riley Wealth Advisors Inc.10,814$74K0.0%-45.4%0.023%
11/20/2024 Virtu Financial LLC10,525$72K0.0%N/A0.022%
11/15/2024 MML Investors Services LLC90,410$620K0.0%-5.6%0.190%
11/15/2024 IHT Wealth Management LLC67,996$467K0.0%-13.3%0.143%
11/14/2024 Rockefeller Capital Management L.P.64,063$439K0.0%+19.0%0.134%
11/13/2024 Horizon Kinetics Asset Management LLC19,911$137K0.0%N/A0.042%
10/29/2024 Van ECK Associates Corp198,066$1.32M0.0%-3.4%0.416%
10/29/2024 Farther Finance Advisors LLC91,432$627K0.0%+32.3%0.192%
10/24/2024 Modera Wealth Management LLC11,640$80K0.0%-26.2%0.024%
9/5/2024Sanctuary Advisors LLC45,357$278K0.0%N/A0.095%
8/30/2024 Creekside Partners14,892$95K0.1%N/A0.031%
8/16/2024 Northwestern Mutual Wealth Management Co.75,513$480K0.0%-4.5%0.159%
8/2/2024 Wolverine Asset Management LLC18,787$119K0.0%N/A0.039%
8/1/2024 Providence First Trust Co41,974$267K0.1%+61.4%0.088%
7/31/2024 Rothschild Investment LLC71,700$455K0.0%N/A0.151%
7/17/2024 Keudell Morrison Wealth Management11,270$72K0.0%N/A0.024%
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7/15/2024 RFG Advisory LLC26,586$169K0.0%+11.9%0.056%
5/29/2024Pathway Financial Advisers LLC23,356$153K0.1%N/A0.049%
5/8/2024 Avantax Advisory Services Inc.17,048$111K0.0%N/A0.036%
4/30/2024 Commonwealth 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%
3/27/2024 Nomura Holdings Inc.17,887$114K0.0%N/A0.038%
2/22/2024 Napa Wealth Management30,944$196K0.1%N/A0.065%
2/6/2024 Fortitude Advisory Group L.L.C.13,468$86K0.1%N/A0.028%
2/5/2024 Kestra Private Wealth Services LLC10,516$67K0.0%N/A0.022%
(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, 69 institutional investors and hedge funds held shares of INVMUN INCOM. The most heavily invested institutionals were Guggenheim Capital LLC ($6.17M), Bank of America Corp DE ($5.19M), Ameriprise Financial Inc. ($3.24M), UBS Group AG ($2.35M), Hennion & Walsh Asset Management Inc. ($1.61M), Commonwealth Equity Services LLC ($1.56M), and Van ECK Associates Corp ($1.29M).Learn more on INVMUN INCOM's institutional investors.

What percentage of INVMUN INCOM's stock is owned by institutional investors?

12.57% of INVMUN INCOM's stock is owned by institutional investors. Learn more on OIA's institutional investor holdings.

Which institutional investors have been buying INVMUN INCOM's stock?

Of the 59 institutional investors that purchased INVMUN INCOM's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($335.83K), UBS Group AG ($329.28K), Hennion & Walsh Asset Management Inc. ($267.29K), Logan Stone Capital LLC ($183.52K), Landscape Capital Management L.L.C. ($141.42K), Advisor Resource Council ($134.62K), and Savvy Advisors Inc. ($113.95K).

How much institutional buying is happening at INVMUN INCOM?

Institutional investors have bought a total of 2,217,892 shares in the last 24 months. This purchase volume represents approximately $13.20M in transactions.

Which of INVMUN INCOM's major shareholders have been selling company stock?

Of the 21 institutional investors that sold INVMUN INCOM's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($152.77K), Farther Finance Advisors LLC ($82.06K), Everstar Asset Management LLC ($62.41K), Readystate Asset Management LP ($56.72K), Guggenheim Capital LLC ($51.63K), LPL Financial LLC ($43.12K), and Wells Fargo & Company MN ($30.60K).

How much institutional selling is happening at INVMUN INCOM?

Institutional investors have sold a total of 626,245 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.


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This page (NYSE:OIA) was last updated on 8/21/2025 by MarketBeat.com Staff
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