Sandbox Financial Partners, LLC Invesco Municipal Opportunity Trust Transaction History

Sandbox Financial Partners, LLC

$292 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$8.23 - $9.57 $57,445 - $66,798	-6,980 Reduced 35.71%	12,569 $103,000
Q2 2023 Jul 14, 2023	BUY	$9.06 - $9.8 $4,412 - $4,772	487 Added 2.55%	19,549 $184,000
Q1 2023 Apr 21, 2023	BUY	$9.33 - $10.18 $177,848 - $194,051	19,062 New	19,062 $186,000

Others Institutions Holding VMO

# of Institutions

124

Shares Held

23.3M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

6.22M
Shares

$61.1 Million
1.36% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.37M
Shares

$23.2 Million
1.34% of portfolio
Robinson Capital Management, LLC

1.7M
Shares

$16.7 Million
6.87% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.49M
Shares

$14.7 Million
0.34% of portfolio
Hennion & Walsh Asset Management, Inc.

1.32M
Shares

$13 Million
0.61% of portfolio

About Invesco Municipal Opportunity Trust

Ticker VMO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Invesco Municipal Opportunity Trust is a closed ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured...

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