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 $38.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
13,468
shares
|
$82,693
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,555
shares
|
$77,087
0.0% of portfolio
|
Q2 2024
Reduced 76.28%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,065
shares
|
$74,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,640
shares
|
$71,469
0.0% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
11,235
shares
|
$68,982
0.03% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,064
shares
|
$67,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,814
shares
|
$66,397
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
10,525
shares
|
$64,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,000
shares
|
$49,120
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,273
shares
|
$38,516
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,400
shares
|
$14,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,824
shares
|
$11,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,784
shares
|
$10,953
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$7,368
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$3,070
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
300
shares
|
$1,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
28
shares
|
$171
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|