Purchases and Sales Made in Q3 2023 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
329K+ 442.92% |
$1.87M - $2.12M
|
404K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
206K+ 34.06% |
$1.17M - $1.33M
|
811K
$4.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
88.6K+ 22.27% |
$503K - $572K
|
487K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
45.5K+ 35.58% |
$258K - $293K
|
173K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 7.98% |
$197K - $224K
|
470K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 423.18% |
$134K - $152K
|
29.1K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16K+ 19.91% |
$91K - $103K
|
96.5K
$574K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.8KNew |
$89.5K - $102K
|
15.8K
$93.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 3.94% |
$79.8K - $90.7K
|
371K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.16K+ 30.23% |
$23.7K - $26.9K
|
17.9K
$107K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.9K+ 24.91% |
$22.2K - $25.2K
|
19.6K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 2.64% |
$12.5K - $14.2K
|
85.4K
$508K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
753+ 2.03% |
$4.28K - $4.86K
|
37.9K
$226K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
458+ 0.64% |
$2.6K - $2.95K
|
71.6K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
355+ 0.6% |
$2.02K - $2.29K
|
60K
$357K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
221+ 0.31% |
$1.26K - $1.43K
|
71.1K
$423K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
197+ 0.53% |
$1.12K - $1.27K
|
37.5K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120+ 0.13% |
$682 - $774
|
92.7K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114+ 0.22% |
$648 - $735
|
52.3K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
96+ 0.39% |
$545 - $619
|
24.4K
$145K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
95+ 0.54% |
$540 - $613
|
17.8K
$106K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-170- 0.64% |
$966 - $1.1K
|
26.6K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-675- 99.85% |
$3.83K - $4.35K
|
1
$5.95
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-713- 2.32% |
$4.05K - $4.6K
|
30K
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-905- 1.1% |
$5.14K - $5.84K
|
81.2K
$483K
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-1K- 3.7% |
$5.68K - $6.45K
|
26K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.14K- 9.0% |
$6.47K - $7.35K
|
11.5K
$68.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.28K- 6.59% |
$7.28K - $8.27K
|
18.2K
$108K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.5KClosed |
$8.52K - $9.68K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 10.68% |
$8.53K - $9.69K
|
12.6K
$74.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.88K- 1.03% |
$10.7K - $12.1K
|
180K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.37K- 12.44% |
$13.5K - $15.3K
|
16.7K
$99.5K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.72K- 5.31% |
$15.5K - $17.6K
|
48.5K
$289K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.42KClosed |
$25.1K - $28.5K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.16K- 2.47% |
$52K - $59.1K
|
362K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.5K- 33.04% |
$59.6K - $67.7K
|
21.3K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25.1K- 30.51% |
$143K - $162K
|
57.3K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.9K- 14.28% |
$158K - $180K
|
167K
$996K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.1K- 22.03% |
$216K - $246K
|
135K
$802K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.4K- 15.42% |
$383K - $435K
|
370K
$2.2M
|