Purchases and Sales Made in Q1 2024 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.5K+ 18.47% |
$419K - $452K
|
433K
$2.84M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.5K+ 18.47% |
$419K - $452K
|
433K
$2.84M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.9K+ 1147.17% |
$397K - $428K
|
69.5K
$456K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
46.5K+ 5.11% |
$289K - $311K
|
956K
$6.27M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.5K+ 5.38% |
$220K - $238K
|
695K
$4.56M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34K+ 4.54% |
$211K - $227K
|
781K
$5.12M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
23.4KNew |
$145K - $156K
|
23.4K
$153K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.7KNew |
$141K - $152K
|
22.7K
$149K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.3KNew |
$139K - $150K
|
22.3K
$147K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17KNew |
$106K - $114K
|
17K
$112K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$98.4K - $106K
|
15.9K
$104K
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12.3KNew |
$76.3K - $82.3K
|
12.3K
$80.6K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
11K+ 2.41% |
$68.2K - $73.6K
|
466K
$3.06M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 23.09% |
$64.8K - $69.9K
|
55.6K
$365K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9.29K+ 50.88% |
$57.7K - $62.2K
|
27.5K
$181K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.87K+ 7.58% |
$36.4K - $39.3K
|
83.3K
$546K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 32.38% |
$36.1K - $38.9K
|
23.8K
$156K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.87K+ 10.2% |
$30.2K - $32.6K
|
52.6K
$345K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.02K+ 10.0% |
$24.9K - $26.9K
|
44.2K
$290K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.91K+ 4.25% |
$24.3K - $26.2K
|
95.9K
$629K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.81K+ 1.06% |
$23.7K - $25.5K
|
364K
$2.39M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
797+ 0.57% |
$4.95K - $5.34K
|
140K
$919K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
657+ 1.34% |
$4.08K - $4.4K
|
49.9K
$327K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
479+ 0.64% |
$2.97K - $3.21K
|
75.7K
$496K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
245+ 1.33% |
$1.52K - $1.64K
|
18.7K
$122K
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
206+ 0.55% |
$1.28K - $1.38K
|
38K
$249K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
172New |
$1.07K - $1.15K
|
172
$1.13K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
170+ 0.32% |
$1.06K - $1.14K
|
52.6K
$345K
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
137+ 0.81% |
$851 - $918
|
17K
$111K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47+ 0.06% |
$292 - $315
|
79.1K
$519K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37+ 0.35% |
$230 - $248
|
10.6K
$69.2K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5Closed |
$31.1 - $33.5
|
0
$0
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33- 0.17% |
$205 - $221
|
19.6K
$128K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-283- 1.17% |
$1.76K - $1.9K
|
23.8K
$156K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-295- 0.55% |
$1.83K - $1.98K
|
52.9K
$347K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.08K- 1.17% |
$6.68K - $7.2K
|
90.8K
$595K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.65K- 8.23% |
$10.2K - $11K
|
18.4K
$120K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 3.54% |
$17.9K - $19.3K
|
78.4K
$514K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.32K- 2.1% |
$26.9K - $29K
|
202K
$1.32M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.23K- 12.81% |
$44.9K - $48.4K
|
49.2K
$323K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.45K- 5.53% |
$58.7K - $63.3K
|
162K
$1.06M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.1K- 20.95% |
$68.9K - $74.3K
|
41.9K
$275K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.7K- 4.15% |
$116K - $125K
|
433K
$2.84M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-33.1K- 27.52% |
$206K - $222K
|
87.2K
$572K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-58.1K- 22.19% |
$361K - $389K
|
204K
$1.34M
|