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INVMUN INCOM (OIA) Institutional Ownership

INVMUN INCOM logo
$5.79 +0.01 (+0.17%)
As of 07/3/2025 03:30 PM Eastern
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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)
41
Total
Institutional Inflows
(last 12 months)
$12.35M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$2.31M
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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
5/16/2025NewEdge Advisors LLC41,552$250K0.0%-14.4%0.087%
5/15/2025Royal Bank of Canada50,167$302K0.0%+6.8%0.105%
5/15/2025Landscape Capital Management L.L.C.141,424$851K0.1%+488.9%0.297%
5/14/2025Entrewealth LLC10,736$65K0.0%N/A0.023%
5/14/2025Northwestern Mutual Wealth Management Co.72,313$435K0.0%-3.9%0.152%
5/12/2025Wolverine Asset Management LLC92,836$559K0.0%+38.3%0.195%
5/12/2025Savvy Advisors Inc.113,948$686K0.1%+5.7%0.239%
5/9/2025Atria Wealth Solutions Inc.25,861$156K0.0%+46.5%0.054%
5/9/2025Pathway Financial Advisers LLC16,638$100K0.0%-26.0%0.035%
5/9/2025PNC Financial Services Group Inc.24,210$146K0.0%+7.7%0.051%
5/8/2025Arkadios Wealth Advisors23,062$139K0.0%N/A0.048%
5/6/2025Avantax Advisory Services Inc.78,962$475K0.0%+8.4%0.166%
5/6/2025Readystate Asset Management LP33,298$200K0.0%-63.0%0.070%
5/1/2025Austin Wealth Management LLC10,736$62K0.0%N/A0.023%
4/29/2025Envestnet Asset Management Inc.87,346$526K0.0%+374.3%0.183%
4/22/2025Advisor Resource Council65,462$394K0.0%N/A0.137%
4/17/2025Janney Montgomery Scott LLC38,876$234K0.0%+105.7%0.082%
4/10/2025Hennion & Walsh Asset Management Inc.267,293$1.61M0.1%N/A0.561%
4/9/2025RFG Advisory LLC50,775$306K0.0%+24.3%0.107%
2/24/2025Ameriflex Group Inc.8,000$50K0.0%N/A0.017%
2/18/2025Elequin Capital LP6,963$41K0.0%N/A0.015%
2/17/2025Nomura Holdings Inc.68,206$402K0.0%N/A0.143%
2/17/2025Nuveen Asset Management LLC27,025$159K0.0%+124.0%0.057%
2/17/2025Logan Stone Capital LLC183,519$1.08M0.4%N/A0.385%
2/17/2025Citadel Advisors LLC18,054$107K0.0%N/A0.038%
2/17/2025Bank of America Corp DE854,922$5.04M0.0%+4.5%1.795%
2/17/2025Ameriprise Financial Inc.670,818$3.96M0.0%-0.4%1.408%
2/14/2025Jane Street Group LLC23,129$136K0.0%N/A0.049%
2/14/2025IHT Wealth Management LLC64,596$381K0.0%-5.0%0.136%
2/13/2025NewEdge Advisors LLC48,552$286K0.0%+3.8%0.102%
2/13/2025Guggenheim Capital LLC1,144,654$6.75M0.1%+5.4%2.403%
2/13/2025XTX Topco Ltd18,955$112K0.0%N/A0.040%
2/13/2025Savvy Advisors Inc.107,803$636K0.1%N/A0.226%
2/13/2025Rockefeller Capital Management L.P.34,292$202K0.0%-46.5%0.072%
2/13/2025Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/13/2025Envestnet Asset Management Inc.18,414$109K0.0%N/A0.039%
2/13/2025Wells Fargo & Company MN67,115$396K0.0%-31.3%0.141%
2/12/2025Landscape Capital Management L.L.C.24,014$142K0.0%N/A0.050%
2/12/2025Everstar Asset Management LLC57,300$338K0.2%-51.4%0.120%
2/11/2025LPL Financial LLC121,794$719K0.0%-26.1%0.256%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

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2/11/2025Virtu Financial LLC35,233$208K0.0%+234.8%0.074%
2/10/2025Signaturefd LLC4,880$29K0.0%N/A0.010%
2/10/2025Commonwealth Equity Services LLC265,083$1.56M0.0%+33.1%0.557%
2/10/2025Avantax Advisory Services Inc.72,817$430K0.0%+27.2%0.153%
2/10/2025Farther Finance Advisors LLC9,375$55K0.0%-89.7%0.020%
2/7/2025PNC Financial Services Group Inc.22,485$133K0.0%-6.9%0.047%
2/6/2025Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/5/2025Providence First Trust Co29,046$171K0.1%-35.5%0.061%
2/4/2025Rothschild Investment LLC69,200$408K0.0%-3.5%0.145%
2/3/2025Wolverine Asset Management LLC67,120$396K0.0%N/A0.141%
1/29/2025Van ECK Associates Corp217,955$1.29M0.0%+10.0%0.458%
1/28/2025AlphaStar Capital Management LLC14,000$83K0.0%N/A0.029%
1/21/2025RFG Advisory LLC40,859$241K0.0%+24.4%0.086%
1/21/2025Cornerstone Wealth Management LLC11,064$65K0.0%N/A0.023%
1/17/2025Janney Montgomery Scott LLC18,898$111K0.0%N/A0.040%
12/13/2024B. Riley Wealth Advisors Inc.10,814$74K0.0%-45.4%0.023%
11/20/2024Virtu Financial LLC10,525$72K0.0%N/A0.022%
11/15/2024MML Investors Services LLC90,410$620K0.0%-5.6%0.190%
11/15/2024IHT Wealth Management LLC67,996$467K0.0%-13.3%0.143%
11/14/2024Rockefeller Capital Management L.P.64,063$439K0.0%+19.0%0.134%
11/13/2024Horizon Kinetics Asset Management LLC19,911$137K0.0%N/A0.042%
10/29/2024Van ECK Associates Corp198,066$1.32M0.0%-3.4%0.416%
10/29/2024Farther Finance Advisors LLC91,432$627K0.0%+32.3%0.192%
10/24/2024Modera Wealth Management LLC11,640$80K0.0%-26.2%0.024%
9/5/2024Sanctuary Advisors LLC45,357$278K0.0%N/A0.095%
8/30/2024Creekside Partners14,892$95K0.1%N/A0.031%
8/16/2024Northwestern Mutual Wealth Management Co.75,513$480K0.0%-4.5%0.159%
8/2/2024Wolverine Asset Management LLC18,787$119K0.0%N/A0.039%
8/1/2024Providence First Trust Co41,974$267K0.1%+61.4%0.088%
7/31/2024Rothschild Investment LLC71,700$455K0.0%N/A0.151%
7/17/2024Keudell Morrison Wealth Management11,270$72K0.0%N/A0.024%
7/15/2024RFG Advisory LLC26,586$169K0.0%+11.9%0.056%
5/29/2024Pathway Financial Advisers LLC23,356$153K0.1%N/A0.049%
5/8/2024Avantax Advisory Services Inc.17,048$111K0.0%N/A0.036%
4/30/2024Commonwealth Equity Services LLC201,508$1.32M0.0%-2.1%0.423%
4/27/2024Phoenix Wealth Advisors12,284$80K0.0%N/A0.026%
4/11/2024RFG 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%
2/5/2024Van ECK Associates Corp261,713$1.66M0.0%+45.5%0.549%
2/2/2024Truist Financial Corp18,250$116K0.0%+32.7%0.038%
1/29/2024Genesee Capital Advisors LLC17,830$113K0.1%N/A0.037%
1/26/2024Financial Counselors Inc.43,009$273K0.0%N/A0.090%
1/22/2024Silverlake Wealth Management LLC16,857$107K0.1%-31.1%0.035%
1/22/2024Melfa Wealth Management LLC75,200$478K0.4%+5.0%0.158%
1/16/2024Raymond James Financial Services Advisors Inc.139,275$884K0.0%+3.3%0.292%
1/16/2024Raymond James & Associates91,826$583K0.0%+29.2%0.193%
1/12/2024Advisor Resource Council69,162$439K0.1%N/A0.145%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse... ...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier.

Click here to watch the full presentation before it's too late.
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%
11/8/2023Van ECK Associates Corp179,883$1.05M0.0%-1.0%0.378%
10/24/2023Raymond 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%
(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 ($6.75M), Bank of America Corp DE ($5.04M), Ameriprise Financial Inc. ($3.96M), UBS Group AG ($2.35M), Cetera Advisor Networks LLC ($2.32M), Hennion & Walsh Asset Management Inc. ($1.61M), and Commonwealth Equity Services LLC ($1.56M).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 60 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. ($329.92K), 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 Van ECK Associates Corp ($118.30K).

How much institutional buying is happening at INVMUN INCOM?

Institutional investors have bought a total of 2,058,185 shares in the last 24 months. This purchase volume represents approximately $12.35M in transactions.

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

Of the 18 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: Farther Finance Advisors LLC ($82.06K), Everstar Asset Management LLC ($60.60K), Readystate Asset Management LP ($56.72K), LPL Financial LLC ($43.12K), Wells Fargo & Company MN ($30.60K), Rockefeller Capital Management L.P. ($29.77K), and Providence First Trust Co ($16K).

How much institutional selling is happening at INVMUN INCOM?

Institutional investors have sold a total of 384,372 shares in the last 24 months. This volume of shares sold represents approximately $2.31M in transactions.


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This page (NYSE:OIA) was last updated on 7/5/2025 by MarketBeat.com Staff
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