Latest Institutional Transactions on Invesco Municipal Opportunity Trust (VMO)
This table provides information on the latest institutional transactions involving Invesco Municipal Opportunity Trust (VMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-4.9K- 7.7% |
$45.3K - $49.5K
|
58.7K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32.5KNew |
$300K - $329K
|
32.5K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.24KNew |
$29.9K - $32.7K
|
3.24K
$31.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 12.98% |
$126K - $138K
|
119K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 6.08% |
$16.8K - $18.3K
|
28K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
46.9KNew |
$433K - $474K
|
46.9K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
46.1KNew |
$426K - $466K
|
46.1K
$444K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$128K - $140K
|
13.8K
$133K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.22K- 34.3% |
$11.2K - $12.3K
|
2.33K
$22.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4K- 15.37% |
$37K - $40.4K
|
22K
$212K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
10K+ 34.48% |
$92.4K - $101K
|
39K
$376K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
216+ 0.96% |
$2K - $2.18K
|
22.6K
$218K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 9.23% |
$25.1K - $27.4K
|
32.1K
$309K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.2KNew |
$85.6K - $89.9K
|
9.2K
$88.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
349New |
$3.25K - $3.41K
|
349
$3.36K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.5KNew |
$172K - $181K
|
18.5K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 11.26% |
$199K - $209K
|
211K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50Closed |
$465 - $489
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
548New |
$5.1K - $5.35K
|
548
$5.28K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$10.1K - $10.6K
|
1.09K
$10.5K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.5K+ 68.18% |
$69.8K - $73.3K
|
18.5K
$178K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15KNew |
$10.7K - $11.2K
|
1.15K
$11.1K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
135+ 1.14% |
$1.26K - $1.32K
|
12K
$115K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
483New |
$4.49K - $4.72K
|
483
$4.65K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.33KNew |
$40.3K - $42.3K
|
4.33K
$41.7K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$561K - $684K
|
71.2K
$686K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.1KNew |
$174K - $212K
|
22.1K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
542New |
$4.27K - $5.21K
|
542
$5.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.61KNew |
$20.6K - $25.1K
|
2.61K
$25.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
465K+ 9.12% |
$3.67M - $4.47M
|
5.57M
$53.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
21+ 2.36% |
$165 - $202
|
911
$8.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.25K- 38.26% |
$57.1K - $69.7K
|
11.7K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 17.65% |
$18.9K - $23.1K
|
16K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
90.6KNew |
$714K - $871K
|
90.6K
$873K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$3.94K - $4.81K
|
500
$4.82K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$15.9K - $19.4K
|
2.01K
$19.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 40.4% |
$1.58K - $1.92K
|
295
$2.84K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 25.63% |
$40.7K - $49.7K
|
15K
$144K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6.54K- 48.9% |
$51.5K - $62.8K
|
6.83K
$65.8K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.4KNew |
$184K - $214K
|
22.4K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$8.23K - $9.57K
|
1K
$9.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
12.4KNew |
$102K - $119K
|
12.4K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-123K- 50.0% |
$1.01M - $1.18M
|
123K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.64K- 20.1% |
$21.7K - $25.2K
|
10.5K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4K- 92.64% |
$32.9K - $38.3K
|
318
$3.06K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-52- 0.18% |
$428 - $498
|
29K
$279K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3K- 4.96% |
$24.7K - $28.7K
|
57.4K
$553K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
30.9KNew |
$254K - $295K
|
30.9K
$297K
|
|