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Invmun Incom (OIA) Institutional Ownership

Invmun Incom logo
$6.00 -0.04 (-0.66%)
As of 02:15 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)
30
Total
Institutional Inflows
(last 12 months)
$11.62M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.37M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.1,259,187$7.82M0.2%-2.0%2.627%
6/3/2026NewEdge Advisors LLC53,712$330K0.0%-30.9%0.113%
5/19/2026NewEdge Advisors LLC48,038$295K0.0%-38.2%0.101%
5/19/2026Bank of America Corp DE859,961$5.28M0.0%-12.8%1.810%
5/13/2026Cetera Investment Advisers96,513$593K0.0%+8.4%0.203%
5/8/2026PNC Financial Services Group Inc.223,597$1.37M0.0%+11.2%0.471%
4/22/2026Janney Montgomery Scott LLC62,049$381K0.0%+8.0%0.131%
4/20/2026 RFG Advisory LLC18,199$112K0.0%+10.6%0.038%
2/18/2026NewEdge Advisors LLC77,762$467K0.0%+28.0%0.000%
2/18/2026Garton & Associates Financial Advisors LLC6,359$38K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC1,020,442$6.13M0.0%+14.4%0.000%
2/17/2026Cetera Investment Advisers89,009$535K0.0%-6.9%0.000%
2/17/2026Osaic Holdings Inc.178,935$1.08M0.0%-14.3%0.000%
2/17/2026Royal Bank of Canada37,609$226K0.0%-20.8%0.000%
2/16/2026MML Investors Services LLC74,826$450K0.0%-5.2%0.000%
2/13/2026Arete Wealth Advisors LLC18,603$112K0.0%N/A0.000%
2/13/2026Van ECK Associates Corp271,827$1.63M0.0%+13.1%0.000%
2/13/2026Wells Fargo & Company MN278,112$1.67M0.0%+68.3%0.000%
2/12/2026Jane Street Group LLC71,394$429K0.0%+226.7%0.000%
2/12/2026HRT Financial LP13,894$83K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC246,474$1.48M0.0%-1.2%0.000%
2/12/2026Marex Group plc17,500$105K0.0%N/A0.000%
2/12/2026Nuveen LLC15,969$96K0.0%N/A0.000%
2/11/2026LPL Financial LLC150,921$907K0.0%-2.1%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.38,779$233K0.0%-18.4%0.000%
2/6/2026PNC Financial Services Group Inc.201,154$1.21M0.0%+51.4%0.000%
2/6/2026 Stronghold Wealth Management L.L.C.25,811$155K0.2%N/A0.000%
2/3/2026 RFG Advisory LLC16,459$99K0.0%-68.1%0.000%
2/3/2026 Providence First Trust Co10,000$60K0.0%-61.5%0.000%
1/27/2026 Evergreen Capital Management LLC12,914$78K0.0%N/A0.000%
1/23/2026G2 Capital Management LLC OH28,793$173K0.0%N/A0.000%
1/20/2026 Savvy Advisors Inc.80,050$481K0.0%-10.6%0.000%
1/16/2026 Melfa Wealth Management Inc.74,780$449K0.3%-12.5%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.1,057,088$6.35M0.2%+88.4%0.000%
1/6/2026 Arlington Capital Management Inc.34,139$205K0.1%+13.4%0.000%
11/17/2025NewEdge Advisors LLC60,752$366K0.0%+60.9%0.000%
11/17/2025Susquehanna International Group LLP19,026$115K0.0%N/A0.000%
11/17/2025Nomura Holdings Inc.10,000$60K0.0%-50.0%0.000%
11/17/2025Northwestern Mutual Wealth Management Co.47,500$286K0.0%-34.3%0.000%
11/17/2025Bank of America Corp DE918,632$5.54M0.0%+1.8%0.000%
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11/14/2025Raymond James Financial Inc.546,875$3.30M0.0%+241.4%0.000%
11/14/2025 Arlington Capital Management Inc.30,109$182K0.1%N/A0.000%
11/13/2025UBS Group AG437,774$2.64M0.0%-12.5%0.000%
11/13/2025Van ECK Associates Corp240,383$1.45M0.0%+2.9%0.000%
11/7/2025Rothschild Investment LLC4,440$27K0.0%-93.2%0.000%
11/7/2025PNC Financial Services Group Inc.132,894$801K0.0%+93.2%0.000%
11/6/2025 Savvy Advisors Inc.89,536$540K0.0%-17.4%0.000%
11/5/2025 Envestnet Asset Management Inc.114,059$688K0.0%+10.5%0.000%
10/29/2025 Vista Investment Partners II LLC13,947$84K0.0%N/A0.000%
10/27/2025 Concurrent Investment Advisors LLC25,646$155K0.0%N/A0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.561,074$3.38M0.1%+10.8%0.000%
9/9/2025 NWF Advisory Services Inc.12,166$70K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.230,698$1.33M0.0%+7.8%0.000%
8/18/2025Nomura Holdings Inc.20,000$115K0.0%N/A0.000%
8/15/2025Bank of America Corp DE902,189$5.19M0.0%+2.6%0.000%
8/15/2025Ameriprise Financial Inc.565,234$3.24M0.0%-21.0%0.000%
8/14/2025Jane Street Group LLC33,835$195K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.160,207$921K0.0%+3.8%0.000%
8/14/2025NewEdge Advisors LLC37,752$217K0.0%-9.1%0.000%
8/13/2025Baird Financial Group Inc.16,555$95K0.0%+31.9%0.000%
8/13/2025Guggenheim 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%
8/11/2025Rothschild Investment LLC65,200$375K0.0%-5.8%0.000%
8/8/2025PNC Financial Services Group Inc.68,788$396K0.0%+184.1%0.000%
8/7/2025Midwest Trust Co43,009$247K0.0%N/A0.000%
8/4/2025Wolverine 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%
7/17/2025Janney Montgomery Scott LLC56,208$323K0.0%+44.6%0.000%
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%
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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%


OIA Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 institutional investors and hedge funds held shares of Invmun Incom. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($7.82M), Guggenheim Capital LLC ($6.13M), Bank of America Corp DE ($5.28M), Raymond James Financial Inc. ($3.30M), Ameriprise Financial Inc. ($3.24M), UBS Group AG ($2.64M), and Wells Fargo & Company MN ($1.67M).Learn more on Invmun Incom's institutional investors.

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

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: Hennion & Walsh Asset Management Inc. ($817.79K), Raymond James Financial Inc. ($722.50K), PNC Financial Services Group Inc. ($201.11K), Guggenheim Capital LLC ($187.39K), Logan Stone Capital LLC ($183.52K), Landscape Capital Management L.L.C. ($141.42K), and Envestnet Asset Management Inc. ($114.06K).

Institutional investors have bought a total of 1,938,204 shares in the last 24 months. This purchase volume represents approximately $11.62M in transactions.

Of the 20 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. ($150.11K), Bank of America Corp DE ($125.71K), Rothschild Investment LLC ($64.76K), UBS Group AG ($62.66K), NewEdge Advisors LLC ($57.57K), Guggenheim Capital LLC ($51.63K), and RFG Advisory LLC ($35.06K).

Institutional investors have sold a total of 729,523 shares in the last 24 months. This volume of shares sold represents approximately $4.37M in transactions.


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This page (NYSE:OIA) was last updated on 8/5/2026 by MarketBeat.com Staff.
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