Institutional Ownership Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 6.98 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,054
shares
|
$110,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,830
shares
|
$108,941
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,651
shares
|
$107,847
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
17,324
shares
|
$105,849
0.04% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,088
shares
|
$98,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,024
shares
|
$97,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
15,311
shares
|
$93,550
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,275
shares
|
$93,330
0.0% of portfolio
|
Q2 2024
Reduced 53.08%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,275
shares
|
$93,330
0.15% of portfolio
|
Q3 2020
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
14,892
shares
|
$90,990
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
14,000
shares
|
$85,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
13,468
shares
|
$82,289
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,613
shares
|
$77,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
12,555
shares
|
$76,711
0.0% of portfolio
|
Q2 2024
Reduced 76.28%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
11,235
shares
|
$68,645
0.03% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,064
shares
|
$67,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,814
shares
|
$66,073
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,375
shares
|
$57,281
0.0% of portfolio
|
Q4 2024
Reduced 89.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
8,000
shares
|
$48,880
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,000
shares
|
$48,880
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,963
shares
|
$42,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,273
shares
|
$38,328
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,880
shares
|
$29,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,400
shares
|
$14,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,824
shares
|
$11,144
0.0% of portfolio
|
Q3 2024
New holding
|