Latest Institutional Transactions on Invesco Municipal Income Opportunities Trust (OIA)
This table provides information on the latest institutional transactions involving Invesco Municipal Income Opportunities Trust (OIA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$153K - $163K
|
25.2K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40.4K- 76.28% |
$245K - $261K
|
12.6K
$75.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 53.08% |
$105K - $112K
|
15.3K
$91.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.7K+ 31.08% |
$83.2K - $88.8K
|
57.9K
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.3KNew |
$86.8K - $92.7K
|
14.3K
$86.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.78KNew |
$10.8K - $11.5K
|
1.78K
$10.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
18.8KNew |
$114K - $122K
|
18.8K
$113K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71.7KNew |
$435K - $464K
|
71.7K
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.4KNew |
$14.5K - $15.5K
|
2.4K
$14.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.05K- 8.54% |
$6.36K - $6.79K
|
11.2K
$67.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
11.3KNew |
$68.3K - $72.9K
|
11.3K
$67.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
172New |
$1.07K - $1.15K
|
172
$1.03K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
245+ 1.33% |
$1.52K - $1.64K
|
18.7K
$112K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
479+ 0.64% |
$2.97K - $3.21K
|
75.7K
$455K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5Closed |
$31.1 - $33.5
|
0
$0
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
561New |
$2.77K - $3.64K
|
561
$3.37K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.02K- 16.06% |
$9.97K - $13.1K
|
10.5K
$63.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.1KNew |
$69.6K - $91.3K
|
14.1K
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$52.8K - $69.3K
|
10.7K
$64.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$198K - $259K
|
40K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.59K+ 65.95% |
$37.5K - $49.2K
|
19.1K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-343K- 94.83% |
$1.7M - $2.22M
|
18.7K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
33New |
$163 - $214
|
33
$198
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.5KNew |
$66.5K - $87.3K
|
13.5K
$80.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
17.8KNew |
$88.1K - $116K
|
17.8K
$107K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
43KNew |
$212K - $279K
|
43K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
69.2KNew |
$342K - $448K
|
69.2K
$416K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.37K- 12.44% |
$13.5K - $15.3K
|
16.7K
$100K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.42KClosed |
$25.1K - $28.5K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.3KNew |
$61.2K - $67.5K
|
10.3K
$61.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.27KNew |
$37.4K - $41.3K
|
6.27K
$37.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 0.46% |
$364 - $402
|
13.3K
$80.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.5KNew |
$59.2K - $67.4K
|
9.5K
$57.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.02KNew |
$12.6K - $14.3K
|
2.02K
$12.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.49KNew |
$8.14K - $10.1K
|
1.49K
$8.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
17KNew |
$92.8K - $115K
|
17K
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$101K - $125K
|
18.5K
$111K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-589- 5.4% |
$3.21K - $3.99K
|
10.3K
$62K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
500+ 4.61% |
$2.73K - $3.39K
|
11.3K
$68.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78+ 6.33% |
$425 - $528
|
1.31K
$7.87K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
5.16KNew |
$28.1K - $34.9K
|
5.16K
$31K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
20KNew |
$109K - $135K
|
20K
$120K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
545New |
$2.97K - $3.69K
|
545
$3.28K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
383+ 4.15% |
$2.24K - $2.7K
|
9.61K
$57.7K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.2KNew |
$7.24K - $8.63K
|
1.2K
$7.21K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11.8KNew |
$71.2K - $84.9K
|
11.8K
$71K
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-25.2KClosed |
$152K - $181K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-25KClosed |
$151K - $180K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.29KNew |
$13.8K - $16.4K
|
2.29K
$13.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
205+ 1.39% |
$1.24K - $1.47K
|
15K
$90.1K
|
|