Purchases and Sales Made in Q4 2024 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q4 2024. The information is specifically focused on institutions that hold shares of Invesco Municipal Opportunity Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
782KNew |
$7.4M - $8.07M
|
782K
$7.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
519K+ 44.1% |
$4.92M - $5.37M
|
1.7M
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
153KNew |
$1.45M - $1.58M
|
153K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
128K+ 79.89% |
$1.21M - $1.32M
|
288K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
65.8KNew |
$624K - $680K
|
65.8K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
63.6KNew |
$602K - $657K
|
63.6K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.9K+ 23.6% |
$444K - $484K
|
246K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
36.6KNew |
$347K - $378K
|
36.6K
$360K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25.4KNew |
$240K - $262K
|
25.4K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.2K+ 4.35% |
$201K - $219K
|
507K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
20KNew |
$189K - $207K
|
20K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
15.6KNew |
$148K - $162K
|
15.6K
$154K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 59.44% |
$136K - $149K
|
38.6K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 13.12% |
$127K - $138K
|
115K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.5KNew |
$119K - $130K
|
12.5K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.2K+ 1.83% |
$96.7K - $105K
|
567K
$5.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.39K+ 668.42% |
$69.9K - $76.3K
|
8.49K
$83.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.94K+ 8.34% |
$65.7K - $71.7K
|
90.2K
$887K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.72K+ 885.45% |
$54.2K - $59.1K
|
6.37K
$62.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.12K+ 12.12% |
$20K - $21.9K
|
19.6K
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.83KNew |
$17.3K - $18.9K
|
1.83K
$18K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.26K+ 12.41% |
$11.9K - $13K
|
11.4K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
989+ 5.33% |
$9.37K - $10.2K
|
19.5K
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
945+ 2.1% |
$8.95K - $9.76K
|
45.9K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
769+ 1.39% |
$7.28K - $7.94K
|
55.9K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
615+ 0.33% |
$5.82K - $6.35K
|
187K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 0.11% |
$1.53K - $1.67K
|
145K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
133New |
$1.26K - $1.37K
|
133
$1.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 0.41% |
$417 - $455
|
10.9K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
22+ 0.05% |
$208 - $227
|
43.4K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.84% |
$123 - $134
|
719
$7.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.01% |
$37.9 - $41.3
|
42.9K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-90- 0.13% |
$852 - $930
|
68.7K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-106- 0.85% |
$1K - $1.09K
|
12.3K
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-311- 1.18% |
$2.95K - $3.21K
|
26.1K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-873- 3.61% |
$8.27K - $9.02K
|
23.3K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.2K- 22.12% |
$20.8K - $22.7K
|
7.75K
$76.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.21K- 15.15% |
$20.9K - $22.8K
|
12.4K
$122K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.08K- 7.52% |
$67K - $73.1K
|
87.1K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-178K- 85.78% |
$1.69M - $1.84M
|
29.5K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-183K- 12.15% |
$1.73M - $1.89M
|
1.32M
$13M
|