Purchases and Sales Made in Q4 2022 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
202K+ 135.51% |
$1.1M - $1.37M
|
351K
$2.3M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.7K+ 17.86% |
$516K - $641K
|
625K
$4.1M
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
74.3KNew |
$405K - $503K
|
74.3K
$487K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.5K+ 50.53% |
$308K - $382K
|
168K
$1.1M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
53.7K+ 189.38% |
$293K - $364K
|
82.1K
$539K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
48K+ 11.94% |
$261K - $325K
|
450K
$2.95M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.1K+ 10.19% |
$229K - $285K
|
455K
$2.99M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.1KNew |
$164K - $204K
|
30.1K
$198K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
29K+ 45.06% |
$158K - $196K
|
93.4K
$613K
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24.2KNew |
$132K - $164K
|
24.2K
$159K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
20KNew |
$109K - $135K
|
20K
$131K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
19.7K+ 13.35% |
$107K - $133K
|
167K
$1.1M
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$101K - $125K
|
18.5K
$121K
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
17KNew |
$92.8K - $115K
|
17K
$112K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.4K+ 30.47% |
$84.1K - $105K
|
66.1K
$434K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
13.8KNew |
$74.9K - $93.1K
|
13.8K
$90.2K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.2K+ 12.54% |
$72.2K - $89.6K
|
119K
$779K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$54.5K - $67.7K
|
10K
$65.6K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9.46K+ 40.49% |
$51.5K - $64K
|
32.8K
$215K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
5.16KNew |
$28.1K - $34.9K
|
5.16K
$33.8K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.98K+ 9.13% |
$21.7K - $27K
|
47.6K
$312K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.65K+ 6.02% |
$8.99K - $11.2K
|
29.1K
$191K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$8.18K - $10.2K
|
1.5K
$9.84K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.49KNew |
$8.14K - $10.1K
|
1.49K
$9.8K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 4.0% |
$6.62K - $8.23K
|
31.6K
$207K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
661+ 1.34% |
$3.6K - $4.47K
|
50.1K
$328K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
545New |
$2.97K - $3.69K
|
545
$3.58K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
500+ 4.61% |
$2.73K - $3.39K
|
11.3K
$74.4K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
247+ 1.32% |
$1.35K - $1.67K
|
19K
$125K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99+ 0.47% |
$540 - $670
|
21K
$138K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78+ 6.33% |
$425 - $528
|
1.31K
$8.59K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
67+ 0.23% |
$365 - $454
|
29K
$190K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
33New |
$180 - $223
|
33
$216
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-589- 5.4% |
$3.21K - $3.99K
|
10.3K
$67.7K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.34K- 12.62% |
$29.1K - $36.2K
|
37K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.72K- 7.56% |
$36.6K - $45.5K
|
82.3K
$540K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-6.94K- 16.55% |
$37.8K - $47K
|
35K
$230K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.01K- 7.11% |
$38.2K - $47.4K
|
91.5K
$600K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13K- 38.5% |
$70.9K - $88.1K
|
20.8K
$136K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.8K- 9.27% |
$80.5K - $99.9K
|
145K
$948K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.9K- 24.47% |
$81.2K - $101K
|
46K
$302K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.8K- 7.58% |
$146K - $182K
|
327K
$2.15M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40K- 30.19% |
$218K - $271K
|
92.6K
$607K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-167K- 28.81% |
$908K - $1.13M
|
411K
$2.7M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-177K- 16.9% |
$967K - $1.2M
|
872K
$5.72M
|