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Inv Vk Mun Opp (VMO) Institutional Ownership

Inv Vk Mun Opp logo
$9.69 +0.01 (+0.10%)
As of 08/21/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Inv Vk Mun Opp (NYSE:VMO)

Current
Institutional Ownership
Percentage
42.57%
Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$39.40M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$48.03M
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VMO Institutional Buying and Selling by Quarter

Inv Vk Mun Opp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Concurrent Investment Advisors LLC53,559$529K0.0%+40.1%0.079%
8/20/2026 Susquehanna International Group LLP13,671$135K0.0%N/A0.020%
8/20/2026 Rivernorth Capital Management LLC1,703,324$16.81M0.8%-37.7%2.526%
8/19/2026 Van ECK Associates Corp451,018$4.45M0.0%+1.6%0.669%
8/6/2026 Global Retirement Partners LLC9,433$93K0.0%N/A0.014%
8/5/2026 Janney Montgomery Scott LLC40,712$402K0.0%-5.2%0.060%
8/5/2026 Gridiron Partners LLC27,298$269K0.1%-65.3%0.040%
7/9/2026 Hennion & Walsh Asset Management Inc.1,277,578$12.61M0.4%+89.8%1.894%
7/9/2026 Worth Asset Management LLC12,885$127K0.0%N/A0.019%
7/8/2026 Clark Asset Management LLC26,059$257K0.0%N/A0.039%
6/3/2026 NewEdge Advisors LLC126,875$1.21M0.0%+25.1%0.188%
6/1/2026 Concorde Asset Management LLC49,948$475K0.2%-21.6%0.074%
5/19/2026 NewEdge Advisors LLC126,875$1.21M0.0%+25.1%0.188%
5/19/2026 Bank of America Corp DE42,274$402K0.0%+32.4%0.063%
5/18/2026 Rivernorth Capital Management LLC2,732,276$25.98M1.3%-32.4%4.051%
5/18/2026 Royal Bank of Canada169,567$1.61M0.0%+25.6%0.251%
5/13/2026 Cetera Investment Advisers16,987$162K0.0%-17.4%0.025%
5/13/2026 Petra Financial Advisors Inc.57,915$551K0.3%+12.9%0.086%
5/7/2026 Planning Alternatives Ltd. ADV103,000$980K0.1%+41.1%0.153%
5/6/2026 Allspring Global Investments Holdings LLC42,230$402K0.0%-39.5%0.063%
4/30/2026 Kestra Advisory Services LLC523,813$4.98M0.0%+19.4%0.777%
4/27/2026 Burford Brothers Inc.48,690$463K0.2%+69.9%0.072%
4/22/2026 Janney Montgomery Scott LLC42,927$408K0.0%+11.4%0.064%
3/5/2026 Worthington Financial Partners LLC86,339$826K0.7%N/A0.128%
2/23/2026 Virtu Financial LLC10,149$97K0.0%N/A0.015%
2/19/2026 Invesco Ltd.63,307$606K0.0%-39.4%0.094%
2/18/2026 NewEdge Advisors LLC101,419$971K0.0%+15.7%0.150%
2/18/2026 Garton & Associates Financial Advisors LLC3,417$33K0.0%N/A0.005%
2/18/2026 Rivernorth Capital Management LLC4,042,713$38.69M1.8%+9.1%5.994%
2/17/2026 Cetera Investment Advisers20,560$197K0.0%-23.0%0.030%
2/17/2026 Osaic Holdings Inc.82,531$790K0.0%+5.6%0.122%
2/17/2026 &PARTNERS12,474$119K0.0%N/A0.018%
2/17/2026 Royal Bank of Canada134,967$1.29M0.0%+88.6%0.200%
2/16/2026 Glen Eagle Advisors LLC10,642$102K0.0%N/A0.016%
2/16/2026 Landscape Capital Management L.L.C.10,922$105K0.0%N/A0.016%
2/13/2026 Kestra Advisory Services LLC438,630$4.20M0.0%+10.5%0.650%
2/13/2026 Stifel Financial Corp158,117$1.51M0.0%-24.7%0.234%
2/13/2026 First Trust Advisors LP10,235$98K0.0%N/A0.015%
2/13/2026 Van ECK Associates Corp400,314$3.83M0.0%-8.2%0.594%
2/13/2026 Wells Fargo & Company MN591,204$5.66M0.0%+30.7%0.877%
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2/13/2026 Concorde Asset Management LLC63,692$610K0.2%+13.2%0.094%
2/12/2026 Advisors Asset Management Inc.637,733$6.10M0.1%+42.8%0.946%
2/12/2026 Hollencrest Capital Management15,411$147K0.0%N/A0.023%
2/12/2026 Jane Street Group LLC26,715$256K0.0%N/A0.040%
2/12/2026 HRT Financial LP15,625$149K0.0%N/A0.023%
2/12/2026 Commonwealth Equity Services LLC93,230$892K0.0%+21.3%0.138%
2/12/2026 StoneX Group Inc.31,179$298K0.0%+3.6%0.046%
2/12/2026 Steward Partners Investment Advisory LLC66,004$632K0.0%-18.7%0.098%
2/11/2026 LPL Financial LLC1,075,653$10.29M0.0%+11.6%1.595%
2/10/2026 Goldman Sachs Group Inc.53,762$514K0.0%+5.1%0.080%
2/9/2026 Blue Bell Private Wealth Management LLC4,715$45K0.0%-33.1%0.007%
2/9/2026 Harbour Investments Inc.8,566$82K0.0%-20.3%0.013%
2/6/2026 Global Retirement Partners LLC8,737$84K0.0%+1,039.1%0.013%
2/5/2026 Wakefield Asset Management LLLP191,104$1.83M0.5%+0.7%0.283%
2/3/2026 Garner Asset Management Corp135,533$1.30M0.5%-4.0%0.201%
2/2/2026 Benjamin Edwards Inc.10,789$103K0.0%N/A0.016%
1/29/2026 Rareview Capital LLC286,911$2.63M1.7%+4.6%0.425%
1/29/2026 Ashton Thomas Private Wealth LLC17,000$163K0.0%+9.7%0.025%
1/29/2026 UBS Group AG1,134,539$10.86M0.0%-14.3%1.682%
1/29/2026 Wealth Alliance Advisory Group LLC69,805$668K0.1%+19.8%0.104%
1/29/2026 Concurrent Investment Advisors LLC33,474$320K0.0%+7.8%0.050%
1/29/2026 Mackay Shields LLC205,338$1.97M0.1%-33.3%0.304%
1/26/2026 River Street Advisors LLC12,547$120K0.0%N/A0.019%
1/26/2026 Merit Financial Group LLC10,025$96K0.0%N/A0.015%
1/23/2026 Choreo LLC37,567$363K0.0%+45.9%0.056%
1/21/2026 Petra Financial Advisors Inc.51,285$491K0.3%-11.1%0.076%
1/20/2026 Stratos Wealth Partners LTD.28,999$278K0.0%N/A0.043%
1/14/2026 Hennion & Walsh Asset Management Inc.613,220$5.87M0.2%-34.8%0.909%
1/13/2026 Capital Investment Advisors LLC13,500$129K0.0%-8.7%0.020%
1/8/2026 Gridiron Partners LLC90,638$867K0.5%-94.0%0.134%
11/17/2025 NewEdge Advisors LLC87,631$847K0.0%+93.4%0.130%
11/17/2025 Focus Partners Wealth16,363$158K0.0%N/A0.024%
11/17/2025 Bank of America Corp DE35,711$345K0.0%-2.9%0.053%
11/17/2025 Ameriprise Financial Inc.938,612$9.08M0.0%+25.6%1.392%
11/14/2025 Raymond James Financial Inc.763,710$7.39M0.0%-8.5%1.132%
11/13/2025 UBS Group AG1,323,395$12.80M0.0%-7.2%1.962%
11/13/2025 Wakefield Asset Management LLLP189,795$1.84M0.5%+2.4%0.281%
11/13/2025 Van ECK Associates Corp436,182$4.22M0.0%+5.0%0.647%
11/13/2025 HUB Investment Partners LLC69,948$676K0.0%-8.2%0.104%
11/12/2025 Choreo LLC25,744$249K0.0%+22.8%0.038%
11/10/2025 Garner Asset Management Corp141,112$1.37M0.6%+12.0%0.209%
11/7/2025 Fiera Capital Corp523,392$5.06M0.0%-0.9%0.776%
11/7/2025 PNC Financial Services Group Inc.62,924$608K0.0%-6.1%0.093%
11/6/2025 Advisors Asset Management Inc.446,487$4.32M0.1%+37.0%0.662%
11/4/2025 Ashton Thomas Private Wealth LLC15,500$150K0.0%N/A0.023%
10/29/2025 Formidable Asset Management LLC21,650$199K0.0%+14.9%0.032%
10/27/2025 Concurrent Investment Advisors LLC31,039$300K0.0%+24.0%0.046%
10/23/2025 Capital Investment Advisors LLC14,785$143K0.0%-12.6%0.022%
10/22/2025 Hennion & Walsh Asset Management Inc.940,653$9.10M0.3%-7.0%1.395%
10/22/2025 Blue Bell Private Wealth Management LLC7,052$68K0.0%-21.5%0.010%
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10/22/2025 Kercheville Advisors LLC18,567$180K0.1%+15.6%0.028%
10/20/2025 Allspring Global Investments Holdings LLC69,753$675K0.0%+65.0%0.103%
10/17/2025 Permanent Capital Management LP14,549$141K0.0%N/A0.022%
10/14/2025 Wealth Alliance Advisory Group LLC58,290$564K0.1%+3.6%0.086%
10/14/2025 Gridiron Partners LLC1,502,830$145K0.0%+1,558.1%2.228%
9/4/2025 Osaic Holdings Inc.171,902$1.58M0.0%-34.2%0.255%
8/18/2025 Geneos Wealth Management Inc.4,214$39K0.0%+1,328.5%0.006%
8/15/2025 Balyasny Asset Management L.P.59,283$544K0.0%N/A0.088%
8/15/2025 Bank of America Corp DE36,784$338K0.0%+15.3%0.055%
8/15/2025 Ameriprise Financial Inc.747,429$6.85M0.0%+121.2%1.108%


VMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of Inv Vk Mun Opp. The most heavily invested institutionals were Saba Capital Management L.P. ($21.20M), Rivernorth Capital Management LLC ($16.81M), Robinson Capital Management LLC ($16.50M), Guggenheim Capital LLC ($13.37M), Hennion & Walsh Asset Management Inc. ($12.61M), Sit Investment Associates Inc. ($11.79M), and UBS Group AG ($10.86M).Learn more on Inv Vk Mun Opp's institutional investors.

42.57% of Inv Vk Mun Opp's stock is owned by institutional investors. Learn more on VMO's institutional investor holdings.

Of the 92 institutional investors that purchased Inv Vk Mun Opp's 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), Gridiron Partners LLC ($1.41M), Rivernorth Capital Management LLC ($827.78K), Guggenheim Capital LLC ($818.31K), Ameriprise Financial Inc. ($785.10K), Hennion & Walsh Asset Management Inc. ($604.56K), and Robinson Capital Management LLC ($519.41K).

Institutional investors have bought a total of 4,072,007 shares in the last 24 months. This purchase volume represents approximately $39.40M in transactions.

Of the 24 institutional investors that sold Inv Vk Mun Opp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($2.34M), Gridiron Partners LLC ($1.46M), Hennion & Walsh Asset Management Inc. ($397.87K), UBS Group AG ($292.04K), Mackay Shields LLC ($102.37K), Osaic Holdings Inc. ($89.20K), and Raymond James Financial Inc. ($70.67K).

Institutional investors have sold a total of 4,990,042 shares in the last 24 months. This volume of shares sold represents approximately $48.03M in transactions.


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Institutional ownership data for NYSE:VMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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