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 83 institutions that hold shares in the stock, with a total of 7.77 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
18,450
shares
|
$103,135
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,450
shares
|
$103,135
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,830
shares
|
$99,669
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
17,442
shares
|
$97,500
0.04% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
16,638
shares
|
$93,006
0.03% of portfolio
|
Q1 2025
Reduced 26.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,225
shares
|
$90,697
0.0% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,275
shares
|
$85,387
0.15% of portfolio
|
Q3 2020
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,275
shares
|
$85,387
0.0% of portfolio
|
Q2 2024
Reduced 53.08%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
14,892
shares
|
$83,246
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,906
shares
|
$77,734
0.0% of portfolio
|
Q1 2025
Reduced 43.24%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
13,468
shares
|
$75,286
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
12,555
shares
|
$70,182
0.0% of portfolio
|
Q2 2024
Reduced 76.28%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
12,166
shares
|
$68,007
0.04% of portfolio
|
Q1 2025
Added 52.08%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
11,235
shares
|
$62,803
0.03% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
11,226
shares
|
$62,753
0.0% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
11,064
shares
|
$61,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,906
shares
|
$60,964
0.0% of portfolio
|
Q1 2025
Reduced 32.21%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
10,736
shares
|
$60,014
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
10,736
shares
|
$60,014
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,000
shares
|
$44,720
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,273
shares
|
$35,066
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,562
shares
|
$14,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,400
shares
|
$13,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,824
shares
|
$10,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
911
shares
|
$5,092
0.0% of portfolio
|
Q1 2025
New holding
|