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 112 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,082
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
104,478
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
89,041
shares
|
$863,697
0.04% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
87,631
shares
|
$850,020
0.0% of portfolio
|
Q3 2025
Added 93.43%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
84,089
shares
|
$815,663
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
81,154
shares
|
$787,193
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
78,182
shares
|
$758,365
0.0% of portfolio
|
Q3 2025
Reduced 54.52%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
77,986
shares
|
$756,464
0.0% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
76,850
shares
|
$745,445
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
73,000
shares
|
$708,100
0.09% of portfolio
|
Q1 2025
Added 87.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
71,568
shares
|
$694,209
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
69,948
shares
|
$678,495
0.02% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
69,753
shares
|
$676,604
0.0% of portfolio
|
Q3 2025
Added 64.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
62,924
shares
|
$610,362
0.0% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
61,249
shares
|
$594,115
0.02% of portfolio
|
Q3 2025
Reduced 92.42%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
58,290
shares
|
$565,413
0.12% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
57,657
shares
|
$559,272
0.32% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
56,281
shares
|
$545,925
0.24% of portfolio
|
Q3 2025
Added 446.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
51,162
shares
|
$496,271
0.0% of portfolio
|
Q3 2025
Reduced 61.13%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
43,476
shares
|
$421,717
0.25% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
43,000
shares
|
$417,099
0.06% of portfolio
|
Q2 2025
Added 43.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
42,075
shares
|
$408,127
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
39,214
shares
|
$380,375
0.0% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
35,711
shares
|
$346,396
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
33,051
shares
|
$320,594
0.01% of portfolio
|
Q3 2025
Added 2.03%
|
|