Purchases and Sales Made in Q1 2023 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q1 2023. The information is specifically focused on institutions that hold shares of Invesco Municipal Income Opportunities Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
35.8K+ 38.33% |
$223K - $254K
|
129K
$769K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$135K - $154K
|
21.7K
$129K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.5K+ 6.28% |
$128K - $146K
|
348K
$2.07M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.5KNew |
$109K - $124K
|
17.5K
$104K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 1.66% |
$64.4K - $73.3K
|
635K
$3.78M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.5KNew |
$59.2K - $67.4K
|
9.5K
$56.5K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.79K+ 1.49% |
$42.3K - $48.1K
|
462K
$2.75M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.78K+ 23.31% |
$42.2K - $48K
|
35.8K
$213K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.62K+ 13.92% |
$41.2K - $46.9K
|
54.2K
$322K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.02K+ 4.17% |
$37.5K - $42.7K
|
151K
$896K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.21K+ 6.37% |
$26.2K - $29.8K
|
70.3K
$418K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.06K+ 8.82% |
$25.3K - $28.8K
|
50K
$298K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.73K+ 1.06% |
$23.2K - $26.4K
|
354K
$2.11M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.02KNew |
$12.6K - $14.3K
|
2.02K
$12K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 9.43% |
$8.27K - $9.41K
|
15.4K
$91.6K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
729+ 0.8% |
$4.54K - $5.17K
|
92.2K
$549K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
596+ 1.19% |
$3.71K - $4.23K
|
50.6K
$301K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
473+ 0.57% |
$2.95K - $3.35K
|
82.7K
$492K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
223+ 1.17% |
$1.39K - $1.58K
|
19.2K
$114K
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
187+ 0.51% |
$1.17K - $1.33K
|
37.2K
$221K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
95+ 0.39% |
$592 - $674
|
24.3K
$144K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 0.26% |
$505 - $574
|
31.7K
$189K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$6.23 - $7.09
|
1
$5.95
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.2K- 4.26% |
$7.48K - $8.51K
|
27K
$161K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.36K- 1.65% |
$8.45K - $9.61K
|
80.8K
$480K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.95K- 9.26% |
$12.1K - $13.8K
|
19.1K
$114K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.11K- 6.42% |
$13.1K - $14.9K
|
30.7K
$183K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-2.19K- 1.31% |
$13.6K - $15.5K
|
165K
$983K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.16K- 10.48% |
$19.7K - $22.4K
|
27K
$161K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.57K- 4.8% |
$22.2K - $25.3K
|
70.7K
$421K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.4K- 25.97% |
$33.6K - $38.3K
|
15.4K
$91.6K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.54K- 5.98% |
$34.5K - $39.3K
|
87K
$518K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.12K- 1.58% |
$44.4K - $50.5K
|
443K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.74K- 2.37% |
$60.7K - $69K
|
402K
$2.39M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.2K- 9.46% |
$70K - $79.7K
|
108K
$640K
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-11.5K- 32.86% |
$71.6K - $81.5K
|
23.5K
$140K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.8K- 12.58% |
$92.3K - $105K
|
103K
$612K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.7K- 54.17% |
$97.7K - $111K
|
13.3K
$79K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.7K- 12.28% |
$129K - $147K
|
148K
$878K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-146K- 16.77% |
$911K - $1.04M
|
726K
$4.32M
|