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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-59Closed |
$788 - $829
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.5KNew |
$46.8K - $49.2K
|
3.5K
$34K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-535Closed |
$7.15K - $7.52K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
184New |
$2.46K - $2.59K
|
184
$1.78K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.1KClosed |
$146K - $152K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.7KClosed |
$234K - $244K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
184New |
$2.43K - $2.54K
|
184
$1.78K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
82KNew |
$1.08M - $1.13M
|
82K
$796K
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.56KClosed |
$20.6K - $21.5K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-850Closed |
$10.8K - $11.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-90Closed |
$1.15K - $1.21K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.55KClosed |
$58K - $61K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
22KNew |
$281K - $296K
|
22K
$214K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-549Closed |
$7.01K - $7.37K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.03KClosed |
$13.1K - $13.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.31KNew |
$16K - $17K
|
1.31K
$12.7K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
254New |
$3.1K - $3.29K
|
254
$2.46K
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.3KClosed |
$150K - $160K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.96KClosed |
$24K - $25.4K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-8.43KClosed |
$103K - $109K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.6KClosed |
$130K - $138K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$12.1K - $13K
|
1.03K
$9.94K
|
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.14KClosed |
$13.5K - $14.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.13KClosed |
$25.1K - $27K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.97KClosed |
$82.3K - $88.6K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.76KClosed |
$20.7K - $22.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$110K - $119K
|
10K
$97K
|
|
|
Aug 13, 2020
Q2 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.78KClosed |
$19.5K - $21.2K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$13.1K - $14.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5KNew |
$48.2K - $65.1K
|
5K
$48.5K
|
|
|
May 15, 2020
Q1 2020
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
446KNew |
$4.29M - $5.8M
|
446K
$4.33M
|
|
|
May 12, 2020
Q1 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-21.9KClosed |
$211K - $285K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-828KClosed |
$7.97M - $10.8M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.89KClosed |
$18.2K - $24.5K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.74KClosed |
$26.4K - $35.7K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-28.2KClosed |
$272K - $367K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
340New |
$4.16K - $4.28K
|
340
$3.3K
|
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.6KClosed |
$130K - $134K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-349Closed |
$4.27K - $4.39K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.13KClosed |
$13.9K - $14.3K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO
|
SELL
|
- |
-2KClosed |
$24.5K - $25.2K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.6KClosed |
$141K - $145K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11KClosed |
$135K - $142K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.55KClosed |
$55.6K - $58.6K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-23.1KClosed |
$283K - $298K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.15KClosed |
$14.1K - $14.9K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53Closed |
$648 - $683
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18KClosed |
$220K - $232K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jan 27, 2020
Q2 2019
|
Tsfg, LLC
|
BUY
|
- |
1.14KNew |
$13.3K - $14K
|
1.14K
$11K
|
|