Free Trial

Invesco Municipal Opportunity Trust (VMO) Institutional Ownership

$10.16
0.00 (0.00%)
(As of 02:43 PM ET)

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)
45
Total
Institutional Inflows
(last 12 months)
$37.29M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$14.53M
Get VMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Municipal Opportunity Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/9/2024 Kingswood Wealth Advisors LLC32,120$324K0.0%+9.2%0.000%
5/24/2024Cetera Investment Advisers221,889$2.16M0.0%+1,735.6%0.000%
5/17/2024Garner Asset Management Corp113,530$1.11M0.6%+4.2%0.000%
5/16/2024B. Riley Wealth Advisors Inc.18,538$180K0.0%N/A0.000%
5/14/2024Robinson Capital Management LLC768,126$7.17M2.6%+4.1%0.000%
5/14/2024Karpus Management Inc.2,103,335$20.47M0.6%+1.2%0.000%
5/7/2024Concurrent Investment Advisors LLC22,760$221K0.0%-11.4%0.000%
5/2/2024Summit Financial Wealth Advisors LLC28,455$277K0.1%-9.5%0.042%
5/1/2024Wakefield Asset Management LLLP186,180$1.81M0.6%+3.3%0.276%
5/1/2024Janney Montgomery Scott LLC59,652$580K0.0%+12.0%0.088%
4/30/2024Van ECK Associates Corp529,667$5.15M0.0%+4.1%0.785%
4/24/2024CENTRAL TRUST Co2,938$29K0.0%N/A0.004%
4/24/2024Blue Bell Private Wealth Management LLC13,559$132K0.0%N/A0.020%
4/23/2024Summit Trail Advisors LLC18,955$184K0.0%-12.8%0.028%
4/17/2024Hennion & Walsh Asset Management Inc.1,263,852$12.30M0.7%+16.5%1.874%
4/16/2024Financial Management Professionals Inc.4,333$42K0.0%N/A0.006%
4/15/2024 Kingswood Wealth Advisors LLC29,405$286K0.0%+36.4%0.044%
3/22/2024PNC Financial Services Group Inc.46,822$450K0.0%-22.6%0.069%
2/26/2024Virtu Financial LLC22,058$212K0.0%N/A0.033%
2/14/2024Garner Asset Management Corp108,955$1.05M0.4%-24.6%0.162%
2/13/2024Karpus Management Inc.2,078,577$19.98M0.6%+41.0%3.082%
2/13/2024Wellspring Financial Advisors LLC16,000$154K0.0%+17.6%0.024%
2/12/2024Gridiron Partners LLC90,638$871K0.6%N/A0.134%
2/12/2024Catalytic Wealth RIA LLC52,349$503K0.2%N/A0.078%
2/12/2024Steward Partners Investment Advisory LLC75,578$726K0.0%+30.2%0.112%
2/9/2024UBS Group AG1,066,686$10.25M0.0%-32.9%1.582%
2/9/2024PNC Financial Services Group Inc.46,822$450K0.0%-22.6%0.069%
2/8/2024Brown Advisory Inc.24,061$231K0.0%-63.4%0.036%
2/8/2024Robinson Capital Management LLC737,934$7.07M2.5%+193.0%1.094%
2/8/2024Fiera Capital Corp1,066,784$10.25M0.0%+10.6%1.582%
2/8/2024Janney Montgomery Scott LLC53,256$512K0.0%+2.5%0.079%
2/7/2024JFS Wealth Advisors LLC8,139$78K0.0%-96.8%0.012%
2/6/2024Summit Trail Advisors LLC21,736$209K0.0%+37.4%0.032%
2/6/2024TCG Advisory Services LLC134,509$1.29M0.1%-2.8%0.199%
2/5/2024Van ECK Associates Corp508,977$4.89M0.0%+13.4%0.755%
2/1/2024Wolverine Asset Management LLC12,670$122K0.0%-9.8%0.019%
1/25/2024International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
1/24/2024International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
1/24/2024Capital Wealth Alliance LLC22,237$214K0.1%-72.9%0.033%
1/19/2024Summit Financial Wealth Advisors LLC31,455$302K0.1%-8.7%0.047%
You're missing out on these earnings plays (Ad)

FREE Guide: Unlock Earnings Season's Hidden Profits 15+ years of trading wisdom condensed into one powerful strategy. Learn to spot opportunities others miss during Q3 earnings. Daily intel included: Morning briefing, Midday update, Evening report. Claim your free Ultimate Strategy Guide To Trade Earnings Season now.

Limited time offer. Click here before this opportunity vanishes!
1/16/2024Simon Quick Advisors LLC23,156$223K0.0%+8.7%0.034%
1/16/2024 Kingswood Wealth Advisors LLC21,555$207K0.0%N/A0.032%
1/16/2024Raymond James Financial Services Advisors Inc.171,393$1.65M0.0%-16.7%0.254%
1/16/2024Raymond James & Associates329,118$3.16M0.0%-4.7%0.488%
1/11/2024LexAurum Advisors LLC15,000$144K0.0%-25.6%0.022%
1/4/2024Compass Wealth Management LLC6,831$66K0.0%-48.9%0.010%
12/1/2023B. Riley Wealth Advisors Inc.18,538$153K0.0%-8.0%0.027%
11/14/2023AQR Arbitrage LLC453,977$3.74M0.2%+95.9%0.673%
11/14/2023Saba Capital Management L.P.118,051$972K0.0%N/A0.175%
11/14/2023Robinson Capital Management LLC251,826$2.08M0.9%-35.5%0.373%
11/14/2023Summit Financial Wealth Advisors LLC34,455$295K0.1%-49.8%0.051%
11/13/2023Bramshill Investments LLC5,103,511$42.00M4.9%+5.0%7.567%
11/13/2023Wolverine Asset Management LLC14,048$116K0.0%+13,407.7%0.021%
11/13/2023PNC Financial Services Group Inc.60,479$498K0.0%-15.0%0.090%
11/9/2023Fiera Capital Corp964,891$7.94M0.0%+2.4%1.431%
11/9/2023Karpus Management Inc.1,473,696$12.13M0.4%+10.7%2.185%
11/9/2023UBS Group AG1,589,673$13.08M0.0%-4.9%2.357%
11/8/2023Westchester Capital Management LLC132,639$1.09M0.0%N/A0.197%
11/8/2023Van ECK Associates Corp448,758$3.69M0.0%-1.5%0.665%
11/8/2023Landscape Capital Management L.L.C.55,863$460K0.1%+111.8%0.083%
11/8/2023Kestra Private Wealth Services LLC16,865$139K0.0%N/A0.025%
11/6/2023Capital Wealth Alliance LLC82,008$675K0.5%-1.4%0.122%
11/2/2023JFS Wealth Advisors LLC252,292$2.08M0.2%-0.7%0.374%
11/1/2023Wakefield Asset Management LLLP180,392$1.49M0.7%-14.1%0.267%
10/30/2023Summit Trail Advisors LLC15,818$130K0.0%-17.2%0.023%
10/30/2023Ackerman Capital Advisors LLC19,424$160K0.0%N/A0.029%
10/27/2023Hennion & Walsh Asset Management Inc.760,259$6.26M0.4%+56.2%1.127%
10/27/2023Crestone Asset Management LLC30,852$254K0.1%N/A0.046%
10/24/2023Simon Quick Advisors LLC21,309$175K0.0%N/A0.032%
10/24/2023Raymond James Financial Services Advisors Inc.205,766$1.69M0.0%+7.5%0.305%
10/24/2023Raymond James & Associates345,274$2.84M0.0%-13.0%0.512%
10/24/2023Dakota Wealth Management115,200$948K0.0%-1.4%0.171%
10/17/2023Planning Alternatives Ltd. ADV24,000$198K0.0%+14.3%0.036%
10/16/2023Riverbridge Partners LLC25,643$211K0.0%+16.2%0.038%
10/10/2023Sandbox Financial Partners LLC12,569$103K0.1%-35.7%0.019%
8/15/2023Garner Asset Management Corp120,947$1.14M0.6%-28.2%0.179%
8/15/2023Rivernorth Capital Management LLC1,755,855$16.61M0.8%+12.4%2.604%
8/11/2023Karpus Management Inc.1,330,816$12.59M0.4%-0.4%1.973%
8/11/2023Landscape Capital Management L.L.C.26,375$250K0.0%+15.6%0.039%
8/11/2023Fairhaven Wealth Management LLC13,206$125K0.0%N/A0.020%
8/11/2023Guggenheim Capital LLC861,448$8.15M0.1%-11.0%1.277%
8/10/2023Osaic Holdings Inc.282,839$2.60M0.0%+2.9%0.419%
8/10/2023Cary Street Partners Investment Advisory LLC4,318$41K0.0%+1,257.9%0.006%
8/10/2023Cetera Advisor Networks LLC122,874$1.16M0.0%-1.7%0.182%
8/10/2023Sit Investment Associates Inc.1,527,882$14.45M0.4%+7.3%2.266%
8/10/2023Cetera Investment Advisers16,859$159K0.0%+39.4%0.025%
8/9/2023Fiera Capital Corp941,999$8.91M0.0%+15.8%1.397%
8/9/2023Robinson Capital Management LLC390,280$3.71M1.6%+8.7%0.579%
8/4/2023Cullen Frost Bankers Inc.5,167$49K0.0%N/A0.008%
8/3/2023Van ECK Associates Corp455,625$4.31M0.0%+4.0%0.676%
You're missing out on these earnings plays (Ad)

FREE Guide: Unlock Earnings Season's Hidden Profits 15+ years of trading wisdom condensed into one powerful strategy. Learn to spot opportunities others miss during Q3 earnings. Daily intel included: Morning briefing, Midday update, Evening report. Claim your free Ultimate Strategy Guide To Trade Earnings Season now.

Limited time offer. Click here before this opportunity vanishes!
8/2/2023Bank of Montreal Can58,975$643K0.0%N/A0.087%
8/1/2023Kistler Tiffany Companies LLC22,386$212K0.0%N/A0.033%
8/1/2023Merit Financial Group LLC29,023$275K0.0%N/A0.043%
8/1/2023Wakefield Asset Management LLLP209,923$1.99M0.8%+8.4%0.311%
7/27/2023Compass Wealth Management LLC13,368$126K0.0%N/A0.020%
7/26/2023Riverbridge Partners LLC22,062$209K0.0%-7.4%0.033%
7/25/2023Raymond James Financial Services Advisors Inc.191,491$1.81M0.0%-5.9%0.284%
7/25/2023Raymond James & Associates397,020$3.76M0.0%-3.3%0.589%
7/25/2023Summit Trail Advisors LLC19,105$181K0.0%N/A0.028%
7/21/2023Capital Wealth Alliance LLC83,197$787K0.6%+8.1%0.123%
(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, 91 institutional investors and hedge funds held shares of Invesco Municipal Opportunity Trust. The most heavily invested institutionals were Bramshill Investments LLC ($42.00M), Karpus Management Inc. ($20.47M), Rivernorth Capital Management LLC ($16.61M), Sit Investment Associates Inc. ($14.45M), Hennion & Walsh Asset Management Inc. ($12.30M), Fiera Capital Corp ($10.25M), and UBS Group AG ($10.25M).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 76 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: Bramshill Investments LLC ($2.04M), Karpus Management Inc. ($934.79K), Hennion & Walsh Asset Management Inc. ($736.02K), Fiera Capital Corp ($691.34K), UBS Group AG ($666.19K), Robinson Capital Management LLC ($597.30K), and Sit Investment Associates Inc. ($414.91K).

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

Institutional investors have bought a total of 9,442,635 shares in the last 24 months. This purchase volume represents approximately $91.03M in transactions.

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

Of the 42 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: Guggenheim Capital LLC ($935.10K), UBS Group AG ($896.34K), JFS Wealth Advisors LLC ($516.51K), Robinson Capital Management LLC ($138.45K), Garner Asset Management Corp ($124.53K), Summit Financial Wealth Advisors LLC ($122.37K), and Raymond James & Associates ($99.12K).

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

Institutional investors have sold a total of 3,486,052 shares in the last 24 months. This volume of shares sold represents approximately $33.59M in transactions.


This page (NYSE:VMO) was last updated on 7/16/2024 by MarketBeat.com Staff

From Our Partners