Purchases and Sales Made in Q2 2024 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q2 2024. 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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71.7KNew |
$435K - $464K
|
71.7K
$427K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.3K+ 195.44% |
$202K - $216K
|
50.4K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$153K - $163K
|
25.2K
$150K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
18.8KNew |
$114K - $122K
|
18.8K
$112K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 4.33% |
$113K - $121K
|
452K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 4.33% |
$113K - $121K
|
452K
$2.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
16K+ 61.44% |
$96.8K - $103K
|
42K
$250K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
14.9KNew |
$90.2K - $96.4K
|
14.9K
$88.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.3KNew |
$86.8K - $92.7K
|
14.3K
$85.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.7K+ 31.08% |
$83.2K - $88.8K
|
57.9K
$345K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
11.3KNew |
$68.3K - $72.9K
|
11.3K
$67.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.2K+ 13.41% |
$67.6K - $72.2K
|
94.4K
$562K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
9.1K+ 40.76% |
$55.2K - $58.9K
|
31.4K
$187K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.82K+ 11.5% |
$29.2K - $31.2K
|
46.7K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.67K+ 9.5% |
$28.3K - $30.2K
|
53.8K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.12KNew |
$18.9K - $20.2K
|
3.12K
$18.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.83K+ 11.91% |
$17.1K - $18.3K
|
26.6K
$158K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.4KNew |
$14.5K - $15.5K
|
2.4K
$14.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.33K+ 14.69% |
$14.1K - $15.1K
|
18.2K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.94K+ 8.76% |
$11.8K - $12.6K
|
24.1K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.78KNew |
$10.8K - $11.5K
|
1.78K
$10.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.43K+ 0.7% |
$8.67K - $9.25K
|
205K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
941+ 1.89% |
$5.7K - $6.09K
|
50.8K
$302K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
266+ 1.36% |
$1.61K - $1.72K
|
19.8K
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
260+ 0.13% |
$1.58K - $1.68K
|
202K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
222+ 0.58% |
$1.35K - $1.44K
|
38.2K
$227K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
132+ 0.48% |
$800 - $854
|
27.7K
$165K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
111+ 0.65% |
$673 - $718
|
17.1K
$102K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95+ 0.52% |
$576 - $615
|
18.5K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.16% |
$103 - $110
|
10.6K
$62.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27- 0.03% |
$164 - $175
|
95.8K
$570K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-331- 0.48% |
$2.01K - $2.14K
|
69.1K
$411K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.05K- 8.54% |
$6.36K - $6.79K
|
11.2K
$66.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.12K- 1.24% |
$6.79K - $7.25K
|
89.6K
$533K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 2.23% |
$7.53K - $8.04K
|
54.4K
$324K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.29K- 5.51% |
$7.81K - $8.33K
|
22.1K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-2.25K- 6.13% |
$13.6K - $14.6K
|
34.5K
$205K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.56K- 4.5% |
$21.6K - $23K
|
75.5K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.87K- 9.26% |
$29.5K - $31.5K
|
47.7K
$284K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.72K- 34.06% |
$46.8K - $49.9K
|
14.9K
$88.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14K- 8.65% |
$84.7K - $90.4K
|
148K
$878K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.2K- 10.88% |
$92.3K - $98.6K
|
125K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 53.08% |
$105K - $112K
|
15.3K
$90.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.3K- 2.35% |
$111K - $119K
|
763K
$4.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-25.7K- 5.52% |
$156K - $166K
|
440K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.5K- 31.54% |
$167K - $178K
|
59.7K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-30.9KClosed |
$188K - $200K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.3K- 4.5% |
$190K - $202K
|
664K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-33.8K- 3.54% |
$205K - $219K
|
922K
$5.49M
|