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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
12,630
shares
|
$122,510
0.03% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
12,387
shares
|
$120,153
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
11,372
shares
|
$110,308
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
11,000
shares
|
$106,699
0.04% of portfolio
|
Q1 2023
Reduced 14.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,746
shares
|
$104,236
0.0% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,450
shares
|
$101,364
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
10,189
shares
|
$98,833
0.03% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,891
shares
|
$95,942
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,267
shares
|
$80,189
0.0% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
7,052
shares
|
$68,404
0.01% of portfolio
|
Q3 2025
Reduced 21.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,935
shares
|
$38,169
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,291
shares
|
$22,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,014
shares
|
$19,535
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,848
shares
|
$17,925
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,765
shares
|
$17,120
0.0% of portfolio
|
Q4 2021
Reduced 22.08%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,411
shares
|
$13,686
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,348
shares
|
$13,075
0.0% of portfolio
|
Q3 2025
Reduced 97.02%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,334
shares
|
$12,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
1,151
shares
|
$11,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,136
shares
|
$11,019
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,088
shares
|
$10,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
886
shares
|
$8,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
885
shares
|
$8,584
0.0% of portfolio
|
Q3 2025
Reduced 79.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
767
shares
|
$7,439
0.0% of portfolio
|
Q2 2025
Added 33.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
657
shares
|
$6,372
0.0% of portfolio
|
Q3 2025
New holding
|
|