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Invesco Municipal Opportunity Trust (VMO) Institutional Ownership

Invesco Municipal Opportunity Trust logo
$9.06 -0.06 (-0.60%)
Closing price 06/13/2025 03:58 PM Eastern
Extended Trading
$9.06 0.00 (0.00%)
As of 06/13/2025 04:04 PM 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.

Institutional Ownership Changes (13F Filings) for Invesco Municipal Opportunity Trust (NYSE:VMO)

Current
Institutional Ownership
Percentage
42.57%
Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$58.90M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$57.11M
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VMO Institutional Buying and Selling by Quarter

Invesco Municipal Opportunity Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2025 CBIZ Investment Advisory Services LLC3,083$29K0.0%N/A0.005%
5/19/2025 Jane Street Group LLC16,416$156K0.0%N/A0.024%
5/16/2025 NewEdge Advisors LLC57,365$544K0.0%+7.4%0.085%
5/16/2025 Concorde Asset Management LLC10,299$95K0.1%N/A0.015%
5/16/2025 Advisors Asset Management Inc.215,382$2.04M0.0%+40.8%0.319%
5/15/2025 Royal Bank of Canada44,400$421K0.0%+16.9%0.066%
5/14/2025 Guggenheim Capital LLC1,175,072$11.15M0.1%+24.3%1.742%
5/14/2025 Kestra Advisory Services LLC308,607$2.93M0.0%+25.7%0.458%
5/13/2025 Raymond James Financial Inc.961,150$9.12M0.0%+23.0%1.425%
5/13/2025 Sit Investment Associates Inc.1,241,991$11.79M0.3%-9.6%1.842%
5/12/2025 Nuveen LLC32,559$309K0.0%N/A0.048%
5/12/2025 Invesco Ltd.111,426$1.06M0.0%-26.4%0.165%
5/12/2025 AlphaCore Capital LLC31,741$301K0.0%N/A0.047%
5/9/2025 Planning Alternatives Ltd. ADV73,000$693K0.1%+87.2%0.108%
5/9/2025 Ackerman Capital Advisors LLC10,211$97K0.0%N/A0.015%
5/9/2025 PNC Financial Services Group Inc.71,092$675K0.0%+65.6%0.105%
5/8/2025 US Bancorp DE2,700$26K0.0%+413.3%0.004%
5/7/2025 Fiera Capital Corp533,887$5.07M0.0%-5.9%0.792%
5/7/2025 LPL Financial LLC532,899$5.06M0.0%+17.8%0.790%
5/7/2025 Rareview Capital LLC281,164$2.67M1.7%-2.4%0.417%
5/6/2025 Cetera Investment Advisers36,807$349K0.0%+22.1%0.055%
5/6/2025 Wakefield Asset Management LLLP187,884$1.78M0.5%+0.7%0.279%
5/6/2025 Readystate Asset Management LP29,719$282K0.0%N/A0.044%
5/6/2025 Garner Asset Management Corp114,268$1.08M0.5%-2.5%0.169%
5/5/2025 CBIZ Investment Advisory Services LLC3,083$29K0.0%N/A0.005%
5/5/2025 Kestra Private Wealth Services LLC17,193$163K0.0%-12.2%0.025%
5/5/2025 Formidable Asset Management LLC18,850$179K0.0%N/A0.028%
4/30/2025 Cerity Partners LLC12,964$123K0.0%-9.5%0.019%
4/30/2025 Stratos Wealth Advisors LLC89,695$851K0.0%+3.0%0.133%
4/29/2025 Concurrent Investment Advisors LLC39,664$376K0.0%+51.7%0.059%
4/29/2025 Mackay Shields LLC207,705$1.97M0.1%+1.2%0.308%
4/22/2025 Live Oak Private Wealth LLC30,000$285K0.0%+50.0%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.129,282$1.23M0.0%+10.7%0.000%
4/21/2025 Riverbridge Partners LLC24,966$237K0.0%+7.3%0.000%
4/17/2025 Janney Montgomery Scott LLC43,738$415K0.0%+13.3%0.000%
4/11/2025 Permanent Capital Management LP14,517$138K0.0%-7.2%0.000%
4/10/2025 Wealth Alliance Advisory Group LLC53,540$508K0.1%+46.3%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.1,084,043$10.29M0.5%-18.0%0.000%
4/8/2025 Rothschild Investment LLC49,207$467K0.0%-28.4%0.000%
2/17/2025 Saba Capital Management L.P.2,180,578$21.20M0.5%-64.9%0.000%
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2/17/2025 Nomura Holdings Inc.20,746$202K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC77,986$758K0.0%+12.4%0.000%
2/17/2025 Cetera Investment Advisers30,152$293K0.0%-18.2%0.000%
2/17/2025 Bank of America Corp DE27,818$270K0.0%-11.3%0.000%
2/17/2025 Ameriprise Financial Inc.299,320$2.91M0.0%+160.3%0.000%
2/14/2025 Westchester Capital Management LLC84,363$820K0.0%-12.5%0.000%
2/14/2025 Stifel Financial Corp201,656$1.96M0.0%+72.3%0.000%
2/13/2025 NewEdge Advisors LLC53,428$519K0.0%+8.8%0.000%
2/13/2025 Guggenheim Capital LLC945,263$9.19M0.1%+48.2%0.000%
2/13/2025 Garner Asset Management Corp117,254$1.14M0.5%+1.3%0.000%
2/13/2025 Raymond James Financial Inc.781,661$7.60M0.0%N/A0.000%
2/13/2025 Invesco Ltd.151,366$1.47M0.0%-6.9%0.000%
2/13/2025 Bank of Montreal Can39,745$386K0.0%+4.1%0.000%
2/13/2025 Aristides Capital LLC21,780$212K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.1,373,565$13.35M0.3%-8.0%0.000%
2/13/2025 Wells Fargo & Company MN208,405$2.03M0.0%-4.8%0.000%
2/12/2025 Landscape Capital Management L.L.C.29,793$290K0.0%N/A0.000%
2/12/2025 StoneX Group Inc.30,055$292K0.0%N/A0.000%
2/11/2025 LPL Financial LLC452,242$4.40M0.0%+214.7%0.000%
2/11/2025 HUB Investment Partners LLC90,170$876K0.0%+8.3%0.000%
2/10/2025 Harbour Investments Inc.7,746$75K0.0%-22.1%0.000%
2/10/2025 Rareview Capital LLC288,132$2.96M2.2%+79.9%0.000%
2/7/2025 Independent Advisor Alliance65,841$640K0.0%N/A0.000%
2/7/2025 Permanent Capital Management LP15,649$152K0.0%N/A0.000%
2/7/2025 Blue Bell Private Wealth Management LLC12,389$120K0.0%-15.1%0.000%
2/6/2025 Raymond James Financial Inc.781,661$7.60M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC115,193$1.12M0.0%+13.1%0.000%
2/4/2025 Bank of New York Mellon Corp63,528$617K0.0%+160.6%0.000%
1/31/2025 Robinson Capital Management LLC1,697,121$16.50M6.7%+44.1%0.000%
1/31/2025 Venturi Wealth Management LLC6,366$62K0.0%+885.4%0.000%
1/29/2025 Van ECK Associates Corp507,362$4.93M0.0%+4.4%0.000%
1/28/2025 Live Oak Private Wealth LLC20,000$194K0.0%N/A0.000%
1/27/2025 Stratos Wealth Advisors LLC87,051$846K0.0%-7.5%0.000%
1/24/2025 Absolute Investment Advisers LLC63,600$618K0.1%N/A0.000%
1/17/2025 Avior Wealth Management LLC8,491$83K0.0%+668.4%0.000%
1/17/2025 Janney Montgomery Scott LLC38,618$375K0.0%+59.4%0.000%
1/15/2025 Wealth Alliance Advisory Group LLC36,600$356K0.1%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.1,321,665$12.85M0.6%-12.1%0.000%
1/6/2025 Insight Wealth Strategies LLC25,383$247K0.0%N/A0.000%
11/15/2024 Whitebox Advisors LLC254,394$2.61M0.1%+7.1%0.000%
11/15/2024 Stifel Financial Corp117,063$1.20M0.0%+35.2%0.000%
11/15/2024 Rivernorth Capital Management LLC2,367,527$24.32M1.2%+26.2%0.000%
11/15/2024 HighTower Advisors LLC48,162$496K0.0%N/A0.000%
11/14/2024 Encompass More Asset Management12,937$133K0.1%N/A0.000%
11/14/2024 Westchester Capital Management LLC96,458$991K0.0%-57.3%0.000%
11/14/2024 Walleye Capital LLC15,976$164K0.0%N/A0.000%
11/12/2024 Garner Asset Management Corp115,747$1.19M0.5%-7.4%0.000%
11/1/2024 Fiera Capital Corp556,859$5.72M0.0%-2.2%0.000%
10/31/2024 Concurrent Investment Advisors LLC26,451$272K0.0%+21.3%0.000%
10/29/2024 Van ECK Associates Corp486,189$4.83M0.0%-0.2%0.000%
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10/25/2024 JFS Wealth Advisors LLC144,908$1.49M0.1%+1,629.2%0.000%
10/24/2024 Kercheville Advisors LLC15,067$155K0.1%+15.3%0.000%
10/24/2024 Ackerman Capital Advisors LLC15,647$161K0.0%N/A0.000%
10/23/2024 Dakota Wealth Management44,949$462K0.0%-60.9%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.1,504,422$15.45M0.7%-0.4%0.000%
10/22/2024 International Assets Investment Management LLC46,476$4.53M0.0%+935.3%0.000%
10/19/2024 Allspring Global Investments Holdings LLC43,363$445K0.0%-47.1%0.000%
10/18/2024Raymond James & Associates377,675$3.88M0.0%+8.1%0.000%
10/18/2024 Stratos Wealth Advisors LLC94,131$967K0.0%+7.9%0.000%
8/22/2024 Cetera Investment Advisers214,351$2.16M0.0%-3.4%0.000%
(Data available from 1/1/2016 forward)

VMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMO shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Invesco Municipal Opportunity Trust. The most heavily invested institutionals were Bramshill Investments LLC ($42.00M), Rivernorth Capital Management LLC ($24.32M), Saba Capital Management L.P. ($21.20M), Karpus Management Inc. ($20.47M), Robinson Capital Management LLC ($16.50M), Sit Investment Associates Inc. ($11.79M), and Guggenheim Capital LLC ($11.15M).Learn more on VMO's institutional investors.

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

42.57% of Invesco Municipal Opportunity Trust stock is owned by institutional investors. Learn more on VMO's institutional investor holdings.

Which institutional investors have been buying Invesco Municipal Opportunity Trust stock?

Of the 96 institutional investors that purchased Invesco Municipal Opportunity Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.74M), Robinson Capital Management LLC ($1.07M), Karpus Management Inc. ($772.52K), Hennion & Walsh Asset Management Inc. ($698.97K), Rivernorth Capital Management LLC ($686.26K), Guggenheim Capital LLC ($537.15K), and LPL Financial LLC ($389.18K).

How much institutional buying is happening at Invesco Municipal Opportunity Trust?

Institutional investors have bought a total of 10,099,728 shares in the last 24 months. This purchase volume represents approximately $96.36M in transactions.

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

Of the 49 institutional investors that sold Invesco Municipal Opportunity Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($4.04M), UBS Group AG ($604.63K), Hennion & Walsh Asset Management Inc. ($426.64K), Fiera Capital Corp ($296.38K), Logan Stone Capital LLC ($274.28K), Sit Investment Associates Inc. ($250.40K), and JFS Wealth Advisors LLC ($245.84K).

How much institutional selling is happening at Invesco Municipal Opportunity Trust?

Institutional investors have sold a total of 7,425,020 shares in the last 24 months. This volume of shares sold represents approximately $71.74M in transactions.



This page (NYSE:VMO) was last updated on 6/14/2025 by MarketBeat.com Staff
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