Institutional Ownership Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 6.28 Million shares, which have been reported (via 13F filing form) to have a value of $38.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
43,893
shares
|
$271,697
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
43,009
shares
|
$266,225
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
40,859
shares
|
$252,917
0.01% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
40,760
shares
|
$252,304
0.0% of portfolio
|
Q3 2024
Reduced 31.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$247,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
38,618
shares
|
$239,045
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
38,219
shares
|
$236,575
0.0% of portfolio
|
Q3 2024
Reduced 19.94%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
34,470
shares
|
$213,369
0.1% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,926
shares
|
$172,861
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
25,220
shares
|
$156,111
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
24,362
shares
|
$150,800
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
24,162
shares
|
$149,562
0.0% of portfolio
|
Q3 2024
Added 30.94%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
22,493
shares
|
$139,231
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$123,800
0.13% of portfolio
|
Q3 2020
Reduced 25.61%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
19,911
shares
|
$123,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
18,898
shares
|
$116,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,450
shares
|
$114,205
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,830
shares
|
$110,367
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,651
shares
|
$109,259
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
17,324
shares
|
$107,235
0.04% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,275
shares
|
$94,552
0.15% of portfolio
|
Q3 2020
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
15,275
shares
|
$94,552
0.0% of portfolio
|
Q2 2024
Reduced 53.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,989
shares
|
$92,781
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
14,892
shares
|
$92,181
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
14,000
shares
|
$86,660
0.01% of portfolio
|
Q4 2024
New holding
|