Purchases and Sales Made in Q2 2023 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q2 2023. The information is specifically focused on institutions that hold shares of Invesco Municipal Income Opportunities Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.6K+ 32.27% |
$284K - $314K
|
195K
$1.16M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$151K - $166K
|
25.2K
$150K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.4K+ 14.85% |
$134K - $147K
|
173K
$1.03M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 4.72% |
$100K - $110K
|
371K
$2.21M
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
16.6K+ 10.03% |
$99K - $109K
|
182K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13.8KNew |
$82.2K - $90.8K
|
13.8K
$82K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.8KNew |
$76.7K - $84.7K
|
12.8K
$76.4K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3KNew |
$61.2K - $67.5K
|
10.3K
$61K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.36K+ 2.69% |
$55.9K - $61.7K
|
357K
$2.13M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.27KNew |
$37.4K - $41.3K
|
6.27K
$37.3K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.57KNew |
$33.2K - $36.7K
|
5.57K
$33.1K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.45K+ 10.06% |
$32.5K - $35.9K
|
59.7K
$355K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4.42KNew |
$26.4K - $29.1K
|
4.42K
$26.3K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.16K+ 4.32% |
$12.9K - $14.3K
|
52.2K
$311K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.33K+ 3.72% |
$7.96K - $8.79K
|
37.2K
$221K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
675+ 67500.0% |
$4.03K - $4.45K
|
676
$4.02K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
603+ 1.19% |
$3.6K - $3.97K
|
51.2K
$305K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
562+ 0.8% |
$3.36K - $3.7K
|
70.9K
$422K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
487+ 0.59% |
$2.91K - $3.21K
|
83.2K
$495K
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
440+ 0.62% |
$2.63K - $2.9K
|
71.1K
$423K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
306+ 0.33% |
$1.83K - $2.02K
|
92.5K
$551K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
226+ 1.18% |
$1.35K - $1.49K
|
19.4K
$116K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
189+ 0.51% |
$1.13K - $1.25K
|
37.3K
$222K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
142+ 0.81% |
$848 - $936
|
17.7K
$105K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
94+ 0.39% |
$561 - $619
|
24.4K
$145K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 0.26% |
$484 - $534
|
31.8K
$189K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 0.46% |
$364 - $402
|
13.3K
$79.3K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-230- 0.85% |
$1.37K - $1.52K
|
26.8K
$159K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 8.62% |
$7.92K - $8.74K
|
14.1K
$83.7K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.44K- 1.12% |
$8.61K - $9.5K
|
128K
$760K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.73K- 0.93% |
$22.3K - $24.6K
|
398K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.4K- 0.69% |
$26.3K - $29K
|
631K
$3.75M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.96K- 5.7% |
$29.6K - $32.7K
|
82.1K
$488K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-5.1K- 21.71% |
$30.4K - $33.6K
|
18.4K
$109K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.41K- 7.94% |
$38.3K - $42.3K
|
74.3K
$442K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.68K- 1.73% |
$45.8K - $50.6K
|
435K
$2.59M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.04K- 41.66% |
$53.9K - $59.5K
|
12.7K
$75.3K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.5K- 19.94% |
$123K - $135K
|
82.4K
$490K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.6K- 5.32% |
$147K - $162K
|
437K
$2.6M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.1K- 25.21% |
$162K - $179K
|
80.5K
$479K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62.4K- 91.8% |
$372K - $411K
|
5.57K
$33.1K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-121K- 16.72% |
$725K - $800K
|
605K
$3.6M
|