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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.5KNew |
$172K - $181K
|
18.5K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 11.26% |
$199K - $209K
|
211K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
548New |
$5.1K - $5.35K
|
548
$5.32K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$10.1K - $10.6K
|
1.09K
$10.6K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.5K+ 68.18% |
$69.8K - $73.3K
|
18.5K
$179K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15KNew |
$10.7K - $11.2K
|
1.15K
$11.2K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
135+ 1.14% |
$1.26K - $1.32K
|
12K
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
483New |
$4.49K - $4.72K
|
483
$4.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.33KNew |
$40.3K - $42.3K
|
4.33K
$42K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$561K - $684K
|
71.2K
$691K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.1KNew |
$174K - $212K
|
22.1K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
465K+ 9.12% |
$3.67M - $4.47M
|
5.57M
$54M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.61KNew |
$20.6K - $25.1K
|
2.61K
$25.3K
|
|
|
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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$508K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 17.65% |
$18.9K - $23.1K
|
16K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$3.94K - $4.81K
|
500
$4.85K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$15.9K - $19.4K
|
2.01K
$19.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 25.63% |
$40.7K - $49.7K
|
15K
$146K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6.54K- 48.9% |
$51.5K - $62.8K
|
6.83K
$66.3K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.4KNew |
$184K - $214K
|
22.4K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
12.4KNew |
$102K - $119K
|
12.4K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4K- 92.64% |
$32.9K - $38.3K
|
318
$3.08K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.64K- 20.1% |
$21.7K - $25.2K
|
10.5K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-123K- 50.0% |
$1.01M - $1.18M
|
123K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-52- 0.18% |
$428 - $498
|
29K
$281K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
30.9KNew |
$254K - $295K
|
30.9K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-6.98K- 35.71% |
$57.4K - $66.8K
|
12.6K
$122K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31.2K- 61.78% |
$283K - $306K
|
19.3K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
121+ 1.15% |
$1.1K - $1.19K
|
10.6K
$103K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.17KNew |
$46.8K - $50.6K
|
5.17K
$50.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.4KNew |
$203K - $219K
|
22.4K
$217K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
29+ 1.13% |
$263 - $284
|
2.6K
$25.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15KNew |
$136K - $147K
|
15K
$146K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-11.1KClosed |
$103K - $113K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-10K- 29.15% |
$93.3K - $102K
|
24.3K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
27.7KNew |
$259K - $282K
|
27.7K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-164- 12.97% |
$1.53K - $1.67K
|
1.1K
$10.7K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.91K- 14.81% |
$17.8K - $19.5K
|
11K
$107K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
798New |
$7.45K - $8.12K
|
798
$7.74K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-10KClosed |
$93.5K - $102K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.88K- 15.19% |
$16.4K - $18.7K
|
10.5K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
77KNew |
$672K - $763K
|
77K
$747K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6K- 30.0% |
$52.4K - $59.5K
|
14K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.99K- 13.26% |
$17.4K - $19.7K
|
13K
$126K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7KNew |
$181K - $205K
|
20.7K
$201K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15KNew |
$131K - $149K
|
15K
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.2KNew |
$62.9K - $71.4K
|
7.2K
$69.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-216- 2.1% |
$1.89K - $2.14K
|
10.1K
$97.6K
|
|