Institutional Ownership Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
125,318
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.47%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,082
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
119,655
shares
|
$1.15 Million
0.35% of portfolio
|
Q3 2024
Reduced 56.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
117,063
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
115,747
shares
|
$1.11 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
115,003
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
109,158
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
101,829
shares
|
$975,521
0.01% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Nov 14, 2024 Q3 2024 |
96,458
shares
|
$924,067
0.05% of portfolio
|
Q3 2024
Reduced 57.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
94,131
shares
|
$901,774
0.05% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Nov 14, 2024 Q3 2024 |
90,638
shares
|
$868,312
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
84,089
shares
|
$805,572
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
83,231
shares
|
$797,352
0.04% of portfolio
|
Q3 2024
Reduced 21.0%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,386
shares
|
$664,717
0.0% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
68,797
shares
|
$659,075
0.05% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
57,440
shares
|
$550,275
0.39% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
55,144
shares
|
$528,279
0.0% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
49,125
shares
|
$470,617
0.0% of portfolio
|
Q3 2024
Added 263.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,162
shares
|
$461,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
44,949
shares
|
$430,611
0.01% of portfolio
|
Q3 2024
Reduced 60.9%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
43,384
shares
|
$415,618
0.29% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
43,363
shares
|
$415,417
0.0% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
42,920
shares
|
$411,173
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
39,000
shares
|
$373,620
0.06% of portfolio
|
Q2 2024
Added 34.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
38,167
shares
|
$365,639
0.0% of portfolio
|
Q3 2024
Added 1.73%
|