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 |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
32,559
shares
|
$315,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
31,039
shares
|
$301,078
0.01% of portfolio
|
Q3 2025
Added 24.01%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
30,086
shares
|
$291,834
0.01% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
28,650
shares
|
$277,905
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
28,550
shares
|
$276,935
0.04% of portfolio
|
Q4 2021
Reduced 29.59%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
26,949
shares
|
$261,405
0.03% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
26,761
shares
|
$259,581
0.0% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
26,688
shares
|
$258,873
0.0% of portfolio
|
Q3 2025
Reduced 47.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
25,744
shares
|
$249,716
0.0% of portfolio
|
Q3 2025
Added 22.84%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22,386
shares
|
$217,144
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,018
shares
|
$213,574
0.0% of portfolio
|
Q2 2024
Reduced 15.37%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
21,650
shares
|
$210,004
0.03% of portfolio
|
Q3 2025
Added 14.85%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
19,795
shares
|
$192,011
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,329
shares
|
$187,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
18,567
shares
|
$180,099
0.06% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
18,500
shares
|
$179,450
0.01% of portfolio
|
Q1 2024
Added 68.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
17,397
shares
|
$168,750
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
17,250
shares
|
$167,325
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
15,500
shares
|
$150,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,000
shares
|
$145,500
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
14,785
shares
|
$143,414
0.0% of portfolio
|
Q3 2025
Reduced 12.58%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
14,549
shares
|
$141,125
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,401
shares
|
$139,689
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,063
shares
|
$136,411
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,964
shares
|
$125,750
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|