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 |
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
43,428
shares
|
$405,617
0.28% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
43,363
shares
|
$405,010
0.0% of portfolio
|
Q3 2024
Reduced 47.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
40,055
shares
|
$374,113
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
39,664
shares
|
$370,461
0.01% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
36,807
shares
|
$343,777
0.0% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
32,559
shares
|
$304,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,500
shares
|
$303,550
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
31,906
shares
|
$298,002
0.0% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
31,741
shares
|
$296,460
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
30,065
shares
|
$280,807
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
30,000
shares
|
$280,200
0.05% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
29,719
shares
|
$277,575
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
28,550
shares
|
$266,657
0.04% of portfolio
|
Q4 2021
Reduced 29.59%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
25,878
shares
|
$241,700
0.03% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
25,511
shares
|
$238,272
0.0% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
24,966
shares
|
$233,182
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22,386
shares
|
$209,085
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,018
shares
|
$205,648
0.0% of portfolio
|
Q2 2024
Reduced 15.37%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
21,500
shares
|
$200,810
0.04% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
20,330
shares
|
$189,882
0.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
19,795
shares
|
$184,885
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
18,850
shares
|
$176,059
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
18,500
shares
|
$172,790
0.02% of portfolio
|
Q1 2024
Added 68.18%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
17,193
shares
|
$160,582
0.0% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,913
shares
|
$157,967
0.0% of portfolio
|
Q3 2023
Added 1.43%
|