Stordahl Capital Management, Inc. Invesco Municipal Opportunity Trust Transaction History

Stordahl Capital Management, Inc.

$423 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$8.73 - $9.91 $180,780 - $205,216	20,708 New	20,708 $205,000
Q2 2022 Aug 04, 2022	SELL	$9.75 - $11.43 $201,903 - $236,692	-20,708 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$11.81 - $12.71 $67,517 - $72,663	5,717 Added 38.14%	20,708 $253,000
Q1 2019 May 13, 2019	SELL	$11.38 - $12.03 $2,901 - $3,067	-255 Reduced 1.67%	14,991 $179,000
Q4 2017 Feb 09, 2018	BUY	$12.22 - $13.01 $186,306 - $198,350	15,246	15,246 $189,000

Others Institutions Holding VMO

# of Institutions

123

Shares Held

22.8M

Call Options Held

0

Put Options Held

0

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

6.22M
Shares

$59.6 Million
1.36% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.37M
Shares

$22.7 Million
1.34% of portfolio
Hennion & Walsh Asset Management, Inc.

1.5M
Shares

$14.4 Million
0.75% of portfolio
Sit Investment Associates Inc Minneapolis, MN

1.49M
Shares

$14.3 Million
0.34% of portfolio
Robinson Capital Management, LLC

1.18M
Shares

$11.3 Million
4.4% 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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