Free Trial

Invesco Municipal Income Opportunities Trust (OIA) Institutional Ownership

→ Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad)
Free OIA Stock Alerts
$6.28
+0.01 (+0.16%)
(As of 05/16/2024 ET)
Compare
Stock AnalysisChartDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Invesco Municipal Income Opportunities Trust (NYSE:OIA)

Current
Institutional Ownership
Percentage
12.57%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$5.20M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.66M
Get OIA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Municipal Income Opportunities 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

OIA Institutional Buying and Selling by Quarter

Invesco Municipal Income Opportunities Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024 Avantax Advisory Services Inc.17,048$111K0.0%N/A0.036%
4/30/2024Commonwealth Equity Services LLC201,508$1.32M0.0%-2.1%0.423%
4/27/2024 Phoenix Wealth Advisors12,284$80K0.0%N/A0.026%
4/11/2024 RFG Advisory LLC23,757$155K0.0%+32.4%0.050%
3/27/2024 Nomura Holdings Inc.17,887$114K0.0%N/A0.038%
2/22/2024Napa Wealth Management30,944$196K0.1%N/A0.065%
2/6/2024 Fortitude Advisory Group L.L.C.13,468$86K0.1%N/A0.028%
2/5/2024 Kestra Private Wealth Services LLC10,516$67K0.0%N/A0.022%
2/5/2024 Van ECK Associates Corp261,713$1.66M0.0%+45.5%0.549%
2/2/2024 Truist Financial Corp18,250$116K0.0%+32.7%0.038%
1/29/2024 Genesee Capital Advisors LLC17,830$113K0.1%N/A0.037%
1/26/2024 Financial Counselors Inc.43,009$273K0.0%N/A0.090%
1/22/2024 Silverlake Wealth Management LLC16,857$107K0.1%-31.1%0.035%
1/22/2024 Melfa Wealth Management LLC75,200$478K0.4%+5.0%0.158%
1/16/2024 Raymond James Financial Services Advisors Inc.139,275$884K0.0%+3.3%0.292%
1/16/2024 Raymond James & Associates91,826$583K0.0%+29.2%0.193%
1/12/2024 Advisor Resource Council69,162$439K0.1%N/A0.145%
12/1/2023B. Riley Wealth Advisors Inc.19,557$114K0.0%+24.9%0.041%
11/30/2023 Modera Wealth Management LLC15,763$92K0.0%N/A0.033%
11/9/2023 UBS Group AG403,621$2.35M0.0%+442.9%0.847%
11/8/2023 HighTower Advisors LLC48,527$282K0.0%-5.3%0.102%
11/8/2023 Van ECK Associates Corp179,883$1.05M0.0%-1.0%0.378%
10/24/2023 Raymond James Financial Services Advisors Inc.134,834$783K0.0%-22.0%0.283%
10/23/2023Commonwealth Equity Services LLC369,985$2.15M0.0%-15.4%0.777%
9/12/2023Farther Finance Advisors LLC5,569$35K0.0%N/A0.012%
8/11/2023 Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
8/11/2023 Guggenheim Capital LLC604,679$3.77M0.0%-16.7%1.270%
8/10/2023Commonwealth Equity Services LLC437,424$2.73M0.0%-5.3%0.918%
8/10/2023 Cetera Advisor Networks LLC371,194$2.32M0.0%+4.7%0.779%
8/8/2023Prospera Financial Services Inc13,776$86K0.0%N/A0.029%
8/3/2023 Van ECK Associates Corp181,762$1.13M0.0%+10.0%0.382%
8/1/2023Kistler Tiffany Companies LLC6,273$39K0.0%N/A0.013%
7/31/2023 LPL Financial LLC195,199$1.22M0.0%+32.3%0.410%
7/25/2023 Raymond James Financial Services Advisors Inc.172,923$1.08M0.0%+14.9%0.363%
7/20/2023 Keudell Morrison Wealth Management18,395$115K0.0%-21.7%0.039%
5/11/2023Commonwealth Equity Services LLC461,993$3.07M0.0%+1.5%0.971%
5/11/2023 Guggenheim Capital LLC726,091$4.82M0.0%-16.8%1.525%
5/9/2023 RFG Advisory LLC17,548$117K0.0%N/A0.037%
5/3/2023 Van ECK Associates Corp165,186$1.10M0.0%-1.3%0.347%
4/27/2023 Stratos Wealth Partners LTD.13,270$88K0.0%-54.2%0.028%
A ‘DeFi Summer’ Projected! (Ad)

Top analysts are predicting DeFi coins to see massive gains in the coming months… During this dubbed ‘DeFi Summer…’ A coin that has been called the “DeFi pioneer” is poised to shoot up 3-7x!

Just click here to learn how you can access this coin right now.
4/20/2023 Melfa Wealth Management LLC70,707$469K0.5%-4.8%0.149%
4/18/2023 Keudell Morrison Wealth Management23,495$156K0.0%-32.9%0.049%
4/14/2023 Raymond James Financial Services Advisors Inc.150,560$1M0.0%+4.2%0.316%
4/14/2023 Raymond James & Associates70,303$467K0.0%+6.4%0.148%
3/6/2023 Rockefeller Capital Management L.P.47,579$296K0.0%+9.1%0.100%
2/10/2023 Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
2/10/2023 Advisor Group Holdings Inc.327,269$2.04M0.0%-7.6%0.688%
2/8/2023 Raymond James Financial Services Advisors Inc.144,538$902K0.0%-9.3%0.304%
2/8/2023 Cambridge Investment Research Advisors Inc.29,062$181K0.0%+6.0%0.061%
2/8/2023 Van ECK Associates Corp167,373$1.04M0.0%+13.3%0.352%
2/7/2023Commonwealth Equity Services LLC455,208$2.84M0.0%+10.2%0.956%
2/7/2023 LPL Financial LLC168,240$1.05M0.0%+50.5%0.353%
1/31/2023 Melfa Wealth Management LLC74,273$463K0.5%N/A0.156%
1/30/2023 James Investment Research Inc.5,160$32K0.0%N/A0.011%
1/20/2023 Keudell Morrison Wealth Management34,995$218K0.1%-16.6%0.074%
1/20/2023V Wealth Advisors LLC20,005$125K0.0%N/A0.042%
1/6/2023 Insight Wealth Strategies LLC36,971$231K0.0%-12.6%0.078%
11/22/2022 IHT Wealth Management LLC88,995$522K0.0%+3.1%0.187%
11/15/2022Commonwealth Equity Services LLC413,109$2.42M0.0%+15.3%0.868%
11/14/2022 United Capital Financial Advisers LLC33,808$198K0.0%-15.2%0.071%
11/14/2022 Guggenheim Capital LLC1,049,877$6.15M0.1%+14.7%2.206%
11/4/2022 Lincoln National Corp18,746$110K0.0%N/A0.039%
11/2/2022 Rockefeller Capital Management L.P.43,597$255K0.0%+52.5%0.092%
10/27/2022 Van ECK Associates Corp147,663$865K0.0%-2.3%0.310%
10/25/2022 Raymond James & Associates50,659$297K0.0%-11.8%0.106%
10/25/2022 Raymond James Financial Services Advisors Inc.159,300$934K0.0%+91.7%0.335%
10/24/2022 Stratos Wealth Partners LTD.28,888$169K0.0%-53.2%0.061%
10/17/2022 Cambridge Investment Research Advisors Inc.27,412$161K0.0%-29.4%0.058%
10/12/2022 Keudell Morrison Wealth Management41,937$246K0.1%+45.9%0.088%
8/12/2022 United Capital Financial Advisers LLC39,859$257K0.0%-6.1%0.084%
8/11/2022 Cetera Advisor Networks LLC253,546$1.64M0.0%-0.8%0.533%
8/8/2022 Baird Financial Group Inc.31,660$204K0.0%+15.0%0.067%
8/4/2022 Northwestern Mutual Wealth Management Co.125,542$810K0.0%-45.0%0.264%
8/3/2022 Van ECK Associates Corp151,152$975K0.0%-20.9%0.318%
7/27/2022 Advisor Resource Council45,962$296K0.0%N/A0.097%
7/22/2022 Stratos Wealth Partners LTD.61,699$398K0.0%+8.0%0.130%
7/19/2022Commonwealth Equity Services LLC358,206$2.31M0.0%+1.8%0.753%
7/18/2022 Keudell Morrison Wealth Management28,752$185K0.1%N/A0.060%
7/13/2022 Cambridge Investment Research Advisors Inc.38,809$250K0.0%+21.0%0.082%
5/12/2022 Cetera Advisor Networks LLC255,641$1.82M0.0%+4.0%0.538%
5/10/2022 Mercer Global Advisors Inc. ADV10,313$73K0.0%N/A0.022%
5/10/2022 Western Wealth Management LLC14,434$102K0.0%N/A0.030%
5/9/2022 Northwestern Mutual Wealth Management Co.228,138$1.62M0.0%-3.0%0.480%
5/4/2022 Advisor Group Holdings Inc.371,894$2.61M0.0%-1.4%0.782%
5/4/2022Commonwealth Equity Services LLC351,834$2.50M0.0%+3.7%0.740%
4/26/2022 Stratos Wealth Partners LTD.57,118$406K0.0%N/A0.120%
4/12/2022 Bromfield Sneider Wealth Advisors13,050$93K0.1%N/A0.027%
2/14/2022 Guggenheim Capital LLC597,571$4.78M0.0%+21.6%1.257%
2/14/2022 IHT Wealth Management LLC99,890$799K0.1%+6.8%0.210%
2/11/2022 Advisor Resource Council37,084$297K0.0%N/A0.078%
A ‘DeFi Summer’ Projected! (Ad)

Top analysts are predicting DeFi coins to see massive gains in the coming months… During this dubbed ‘DeFi Summer…’ A coin that has been called the “DeFi pioneer” is poised to shoot up 3-7x!

Just click here to learn how you can access this coin right now.
2/9/2022 Baird Financial Group Inc.17,949$144K0.0%-20.4%0.038%
2/3/2022 Advisor Group Holdings Inc.377,042$3.02M0.0%-16.3%0.793%
2/3/2022 Northwestern Mutual Wealth Management Co.235,132$1.88M0.0%+6.2%0.494%
1/31/2022Commonwealth Equity Services LLC339,306$2.71M0.0%-0.4%0.714%
1/28/2022National Asset Management Inc.15,977$128K0.0%+19.8%0.034%
1/26/2022 Van ECK Associates Corp192,084$1.54M0.0%+6.9%0.404%
1/20/2022 AE Wealth Management LLC10,626$85K0.0%N/A0.022%
1/18/2022 Lindbrook Capital LLC40,000$320K0.0%N/A0.084%
12/8/2021 Moors & Cabot Inc.19,400$81K0.0%+61.7%0.041%
11/15/2021 Guggenheim Capital LLC491,359$3.91M0.0%+8.5%1.033%
(Data available from 1/1/2016 forward)

OIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OIA shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Invesco Municipal Income Opportunities Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($3.77M), UBS Group AG ($2.35M), Cetera Advisor Networks LLC ($2.32M), Advisor Group Holdings Inc. ($2.04M), Van ECK Associates Corp ($1.66M), Commonwealth Equity Services LLC ($1.32M), and LPL Financial LLC ($1.22M).Learn more on OIA's institutional investors.

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

12.57% of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors. Learn more on OIA's institutional investor holdings.

Which institutional investors have been buying Invesco Municipal Income Opportunities Trust stock?

Of the 35 institutional investors that purchased Invesco Municipal Income Opportunities Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($329.28K), Guggenheim Capital LLC ($134.20K), Van ECK Associates Corp ($118.12K), Advisor Resource Council ($115.12K), Commonwealth Equity Services LLC ($110.16K), Raymond James Financial Services Advisors Inc. ($109.04K), and LPL Financial LLC ($104.11K).

How much institutional buying is happening at Invesco Municipal Income Opportunities Trust?

Institutional investors have bought a total of 1,537,213 shares in the last 24 months. This purchase volume represents approximately $9.40M in transactions.

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

Of the 16 institutional investors that sold Invesco Municipal Income Opportunities Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($267.72K), Northwestern Mutual Wealth Management Co. ($102.60K), Commonwealth Equity Services LLC ($96.33K), Raymond James Financial Services Advisors Inc. ($52.85K), Stratos Wealth Partners LTD. ($48.50K), Van ECK Associates Corp ($47.51K), and Advisor Group Holdings Inc. ($26.84K).

How much institutional selling is happening at Invesco Municipal Income Opportunities Trust?

Institutional investors have sold a total of 714,018 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.


Related Companies:
This page (NYSE:OIA) was last updated on 5/17/2024 by MarketBeat.com Staff

From Our Partners
348 million Americans lives to END as we know it?
The Oxford Club
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Invest in the "Trojan Horse" of Alzheimer's Treatment
Behind the Markets
How Biden has already won 2024
Porter & Company
A once-in-a-century investment opportunity
Stansberry Research
Charles Payne Demystifies Options
Unstoppable Prosperity
Biden FINISHED On June 13th?
Paradigm Press
Why Is Gold On a MASSIVE rally?
Huge Alerts