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 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
153,017
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
145,239
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
134,945
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
129,282
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
123,082
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
122,220
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
114,268
shares
|
$1.07 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
111,426
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
90,638
shares
|
$846,558
0.55% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
89,695
shares
|
$837,751
0.05% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
88,367
shares
|
$825,347
0.04% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
May 14, 2025 Q1 2025 |
84,363
shares
|
$787,950
0.06% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
84,089
shares
|
$785,391
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
77,986
shares
|
$728,389
0.0% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
73,000
shares
|
$681,820
0.11% of portfolio
|
Q1 2025
Added 87.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
71,092
shares
|
$663,999
0.0% of portfolio
|
Q1 2025
Added 65.62%
|
|
|
Absolute Investment Advisers LLC
|
Apr 29, 2025 Q1 2025 |
63,600
shares
|
$594,024
0.09% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
63,360
shares
|
$591,782
0.0% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
57,440
shares
|
$536,489
0.45% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
57,365
shares
|
$535,789
0.0% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
53,540
shares
|
$500,063
0.12% of portfolio
|
Q1 2025
Added 46.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
49,207
shares
|
$459,593
0.03% of portfolio
|
Q1 2025
Reduced 28.38%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
45,762
shares
|
$427,417
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
44,400
shares
|
$414,696
0.0% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
43,738
shares
|
$408,512
0.0% of portfolio
|
Q1 2025
Added 13.26%
|