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Invesco Municipal Opportunity Trust (VMO) Institutional Ownership

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-0.04 (-0.42%)
(As of 05/10/2024 ET)
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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)
46
Total
Institutional Inflows
(last 12 months)
$34.66M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$15.04M
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VMO Institutional Buying and Selling by Quarter

Invesco Municipal Opportunity Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Concurrent Investment Advisors LLC22,760$221K0.0%-11.4%0.000%
5/2/2024 Summit Financial Wealth Advisors LLC28,455$277K0.1%-9.5%0.042%
5/1/2024 Wakefield Asset Management LLLP186,180$1.81M0.6%+3.3%0.276%
5/1/2024 Janney Montgomery Scott LLC59,652$580K0.0%+12.0%0.088%
4/30/2024 Van ECK Associates Corp529,667$5.15M0.0%+4.1%0.785%
4/24/2024 CENTRAL TRUST Co2,938$29K0.0%N/A0.004%
4/24/2024 Blue Bell Private Wealth Management LLC13,559$132K0.0%N/A0.020%
4/23/2024 Summit Trail Advisors LLC18,955$184K0.0%-12.8%0.028%
4/17/2024 Hennion & Walsh Asset Management Inc.1,263,852$12.30M0.7%+16.5%1.874%
4/16/2024 Financial 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%
2/13/2024 Wellspring 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%
2/8/2024 Brown Advisory Inc.24,061$231K0.0%-63.4%0.036%
2/8/2024Robinson Capital Management LLC737,934$7.07M2.5%+193.0%1.094%
2/8/2024 Fiera Capital Corp1,066,784$10.25M0.0%+10.6%1.582%
2/8/2024 Janney Montgomery Scott LLC53,256$512K0.0%+2.5%0.079%
2/7/2024 JFS Wealth Advisors LLC8,139$78K0.0%-96.8%0.012%
2/6/2024 Summit Trail Advisors LLC21,736$209K0.0%+37.4%0.032%
2/6/2024TCG Advisory Services LLC134,509$1.29M0.1%-2.8%0.199%
2/5/2024 Van ECK Associates Corp508,977$4.89M0.0%+13.4%0.755%
2/1/2024Wolverine Asset Management LLC12,670$122K0.0%-9.8%0.019%
1/25/2024 International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
1/24/2024 International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
1/24/2024Capital Wealth Alliance LLC22,237$214K0.1%-72.9%0.033%
1/19/2024 Summit Financial Wealth Advisors LLC31,455$302K0.1%-8.7%0.047%
1/16/2024 Simon Quick Advisors LLC23,156$223K0.0%+8.7%0.034%
1/16/2024 Kingswood Wealth Advisors LLC21,555$207K0.0%N/A0.032%
1/16/2024 Raymond James Financial Services Advisors Inc.171,393$1.65M0.0%-16.7%0.254%
1/16/2024 Raymond James & Associates329,118$3.16M0.0%-4.7%0.488%
1/11/2024 LexAurum Advisors LLC15,000$144K0.0%-25.6%0.022%
1/4/2024 Compass Wealth Management LLC6,831$66K0.0%-48.9%0.010%
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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%
11/14/2023 Summit 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%
11/9/2023 Fiera 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%
11/8/2023 Van ECK Associates Corp448,758$3.69M0.0%-1.5%0.665%
11/8/2023 Landscape Capital Management L.L.C.55,863$460K0.1%+111.8%0.083%
11/8/2023 Kestra Private Wealth Services LLC16,865$139K0.0%N/A0.025%
11/6/2023Capital Wealth Alliance LLC82,008$675K0.5%-1.4%0.122%
11/2/2023 JFS Wealth Advisors LLC252,292$2.08M0.2%-0.7%0.374%
11/1/2023 Wakefield Asset Management LLLP180,392$1.49M0.7%-14.1%0.267%
10/30/2023 Summit Trail Advisors LLC15,818$130K0.0%-17.2%0.023%
10/30/2023 Ackerman Capital Advisors LLC19,424$160K0.0%N/A0.029%
10/27/2023 Hennion & Walsh Asset Management Inc.760,259$6.26M0.4%+56.2%1.127%
10/27/2023 Crestone Asset Management LLC30,852$254K0.1%N/A0.046%
10/24/2023 Simon Quick Advisors LLC21,309$175K0.0%N/A0.032%
10/24/2023 Raymond James Financial Services Advisors Inc.205,766$1.69M0.0%+7.5%0.305%
10/24/2023 Raymond James & Associates345,274$2.84M0.0%-13.0%0.512%
10/24/2023 Dakota Wealth Management115,200$948K0.0%-1.4%0.171%
10/17/2023 Planning Alternatives Ltd. ADV24,000$198K0.0%+14.3%0.036%
10/16/2023 Riverbridge Partners LLC25,643$211K0.0%+16.2%0.038%
10/10/2023 Sandbox 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%
8/11/2023 Landscape Capital Management L.L.C.26,375$250K0.0%+15.6%0.039%
8/11/2023 Fairhaven 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%
8/10/2023 Cary 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%
8/9/2023 Fiera 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%
8/3/2023 Van ECK Associates Corp455,625$4.31M0.0%+4.0%0.676%
8/2/2023Bank of Montreal Can58,975$643K0.0%N/A0.087%
8/1/2023Kistler Tiffany Companies LLC22,386$212K0.0%N/A0.033%
8/1/2023 Merit Financial Group LLC29,023$275K0.0%N/A0.043%
8/1/2023 Wakefield Asset Management LLLP209,923$1.99M0.8%+8.4%0.311%
7/27/2023 Compass Wealth Management LLC13,368$126K0.0%N/A0.020%
7/26/2023 Riverbridge Partners LLC22,062$209K0.0%-7.4%0.033%
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7/25/2023 Raymond James Financial Services Advisors Inc.191,491$1.81M0.0%-5.9%0.284%
7/25/2023 Raymond James & Associates397,020$3.76M0.0%-3.3%0.589%
7/25/2023 Summit Trail Advisors LLC19,105$181K0.0%N/A0.028%
7/21/2023Capital Wealth Alliance LLC83,197$787K0.6%+8.1%0.123%
7/14/2023 Pinnacle Bancorp Inc.15,000$142K0.0%N/A0.022%
7/13/2023 Cambridge Investment Research Advisors Inc.122,273$1.16M0.0%+4.5%0.181%
7/12/2023 Summit Financial Wealth Advisors LLC68,575$649K0.1%-12.7%0.102%
7/11/2023 Capital Investment Advisors LLC16,674$158K0.0%+8.6%0.025%
5/16/2023Garner Asset Management Corp168,546$1.65M0.8%-19.7%0.250%
5/11/2023Karpus Management Inc.1,335,666$13.10M0.4%+5.1%1.980%
(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, 92 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. ($19.98M), 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 78 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. ($910.03K), Hennion & Walsh Asset Management Inc. ($736.02K), Fiera Capital Corp ($691.34K), UBS Group AG ($666.19K), Rivernorth Capital Management LLC ($652.85K), and Robinson Capital Management LLC ($567.11K).

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

Institutional investors have bought a total of 9,680,449 shares in the last 24 months. This purchase volume represents approximately $94.24M in transactions.

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

Of the 44 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: Bramshill Investments LLC ($1.26M), 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), and Summit Financial Wealth Advisors LLC ($122.37K).

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

Institutional investors have sold a total of 4,782,010 shares in the last 24 months. This volume of shares sold represents approximately $48.43M in transactions.


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This page (NYSE:VMO) was last updated on 5/12/2024 by MarketBeat.com Staff

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