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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$12.1K - $13K
|
1.03K
$9.87K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.13KClosed |
$25.1K - $27K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.14KClosed |
$13.5K - $14.5K
|
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
$96.3K
|
|
|
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
$48.2K
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18KClosed |
$173K - $234K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
446KNew |
$4.29M - $5.8M
|
446K
$4.29M
|
|
|
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 | |||||||
|
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
$10.9K
|
|
|
Aug 14, 2019
Q2 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.89KClosed |
$57.4K - $60.1K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-46.2KClosed |
$543K - $569K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Ckw Financial Group
|
SELL
|
- |
-5.74KClosed |
$67.4K - $70.6K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-22.3KClosed |
$262K - $274K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21KClosed |
$247K - $258K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$11.8 - $12.3
|
1
$9.63
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-7.91KClosed |
$90K - $95.2K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$117K - $124K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-10KClosed |
$114K - $120K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-29.7KClosed |
$338K - $357K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-7.91KClosed |
$90K - $95.2K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.9KClosed |
$33K - $34.9K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Gen Trust, LLC
|
SELL
|
- |
-73.2KClosed |
$832K - $880K
|
0
$0
|
|
|
Apr 18, 2019
Q1 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.69KClosed |
$19.2K - $20.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Apr 16, 2019
Q4 2018
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
445New |
$4.85K - $5.12K
|
445
$4.29K
|
|
|
Feb 14, 2019
Q4 2018
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-14.6KClosed |
$159K - $168K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-48.3KClosed |
$526K - $556K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.5KClosed |
$114K - $121K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-70.7KClosed |
$770K - $813K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-17.9KClosed |
$195K - $206K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
SELL
|
- |
-42.6KClosed |
$464K - $490K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Sandy Spring Bank
|
SELL
|
- |
-175Closed |
$1.91K - $2.01K
|
0
$0
|
|