Purchases and Sales Made in Q3 2024 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
163K+ 17.72% |
$1.02M - $1.12M
|
1.09M
$6.5M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
118KNew |
$736K - $810K
|
118K
$706K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.1K+ 7.22% |
$344K - $378K
|
818K
$4.9M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
48.1K+ 10.93% |
$300K - $331K
|
488K
$2.93M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
44.2KNew |
$276K - $303K
|
44.2K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40KNew |
$250K - $275K
|
40K
$240K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 32.27% |
$139K - $153K
|
91.4K
$548K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
19.9KNew |
$124K - $137K
|
19.9K
$119K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 163.72% |
$108K - $119K
|
27.9K
$167K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.3K+ 11.72% |
$108K - $119K
|
165K
$988K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 11.7% |
$91.1K - $100K
|
139K
$835K
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$75.3K - $82.9K
|
12.1K
$72.3K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$65.7K - $72.3K
|
10.5K
$63K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2K+ 18.97% |
$63.8K - $70.2K
|
64.1K
$384K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.86K+ 1.49% |
$61.5K - $67.7K
|
673K
$4.03M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.86K+ 13.63% |
$42.8K - $47.2K
|
57.2K
$343K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.25K+ 23.49% |
$39K - $42.9K
|
32.8K
$197K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.71K+ 30.94% |
$35.6K - $39.2K
|
24.2K
$145K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.3K+ 3.5% |
$20.6K - $22.7K
|
97.7K
$585K
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
3.07K+ 7.32% |
$19.2K - $21.1K
|
45K
$270K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.82KNew |
$11.4K - $12.5K
|
1.82K
$10.9K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
439+ 0.86% |
$2.74K - $3.02K
|
51.2K
$307K
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
300New |
$1.87K - $2.06K
|
300
$1.8K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
267+ 1.11% |
$1.67K - $1.83K
|
24.4K
$146K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
211+ 0.55% |
$1.32K - $1.45K
|
38.4K
$230K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
204+ 0.92% |
$1.27K - $1.4K
|
22.3K
$133K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
125+ 0.45% |
$780 - $859
|
27.8K
$166K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
109+ 0.23% |
$680 - $749
|
46.8K
$280K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
107+ 0.63% |
$668 - $735
|
17.2K
$103K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
81+ 0.45% |
$505 - $556
|
18.3K
$109K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46+ 0.31% |
$287 - $316
|
15K
$89.8K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 1.93% |
$6.54K - $7.2K
|
53.3K
$319K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.54K- 1.26% |
$15.9K - $17.5K
|
199K
$1.19M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.12K- 26.16% |
$25.7K - $28.3K
|
11.6K
$69.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.29K- 5.9% |
$33K - $36.3K
|
84.3K
$505K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.41K- 5.65% |
$33.8K - $37.2K
|
90.4K
$542K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.47K- 1.21% |
$34.2K - $37.6K
|
446K
$2.67M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-7.01K- 3.42% |
$43.8K - $48.2K
|
198K
$1.19M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.01K- 45.45% |
$56.2K - $61.9K
|
10.8K
$64.8K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.52K- 19.94% |
$59.4K - $65.4K
|
38.2K
$229K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 13.27% |
$64.9K - $71.4K
|
68K
$407K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.9K- 31.7% |
$118K - $130K
|
40.8K
$244K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.9K- 12.61% |
$174K - $192K
|
194K
$1.16M
|