Purchases and Sales Made in Q4 2023 in Invesco Municipal Income Opportunities Trust (OIA)
This table provides information about the institutional ownership of Invesco Municipal Income Opportunities Trust (OIA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
173K+ 35.52% |
$854K - $1.12M
|
659K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 18.51% |
$577K - $756K
|
747K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
98.9K+ 12.2% |
$489K - $641K
|
910K
$5.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
81.8K+ 45.49% |
$404K - $530K
|
262K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
69.2KNew |
$342K - $448K
|
69.2K
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
51.4K+ 12.73% |
$254K - $333K
|
455K
$2.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
43KNew |
$212K - $279K
|
43K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
40.2KNew |
$198K - $260K
|
40.2K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$198K - $259K
|
40K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.8K+ 133.15% |
$192K - $251K
|
67.9K
$407K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
36.7KNew |
$181K - $238K
|
36.7K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.6KNew |
$161K - $211K
|
32.6K
$195K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
30.9KNew |
$153K - $201K
|
30.9K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.4K+ 99.22% |
$130K - $171K
|
53K
$317K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.7K+ 29.18% |
$102K - $134K
|
91.8K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.9KNew |
$88.4K - $116K
|
17.9K
$107K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
17.8KNew |
$88.1K - $116K
|
17.8K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.1KNew |
$69.6K - $91.3K
|
14.1K
$84.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13.5KNew |
$66.5K - $87.3K
|
13.5K
$80.7K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$64.2K - $84.2K
|
13K
$77.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$52.8K - $69.3K
|
10.7K
$64.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.5KNew |
$51.9K - $68.1K
|
10.5K
$63K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.59K+ 65.95% |
$37.5K - $49.2K
|
19.1K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.27K+ 19.16% |
$35.9K - $47.1K
|
45.2K
$271K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.5K+ 32.73% |
$22.2K - $29.2K
|
18.3K
$109K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.44K+ 3.29% |
$21.9K - $28.8K
|
139K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.21K+ 23.49% |
$20.8K - $27.3K
|
22.2K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.71K+ 2.22% |
$18.3K - $24K
|
171K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.6K+ 5.02% |
$17.8K - $23.3K
|
75.2K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
672+ 1.38% |
$3.32K - $4.35K
|
49.2K
$295K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
561New |
$2.77K - $3.64K
|
561
$3.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
560+ 56000.0% |
$2.77K - $3.63K
|
561
$3.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
252+ 1.39% |
$1.24K - $1.63K
|
18.4K
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
211+ 0.56% |
$1.04K - $1.37K
|
37.8K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
161+ 0.91% |
$795 - $1.04K
|
17.9K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125+ 0.24% |
$618 - $810
|
52.4K
$314K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33+ 0.17% |
$163 - $214
|
19.6K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
33New |
$163 - $214
|
33
$198
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-717- 0.77% |
$3.54K - $4.65K
|
91.9K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 5.97% |
$6.27K - $8.22K
|
20K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.02K- 16.06% |
$9.97K - $13.1K
|
10.5K
$63.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.15K- 2.65% |
$10.6K - $13.9K
|
79K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.6K- 6.0% |
$17.8K - $23.3K
|
56.4K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.03K- 7.03% |
$19.9K - $26.1K
|
53.2K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 4.86% |
$20.5K - $26.9K
|
81.3K
$487K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.62K- 15.4% |
$22.8K - $29.9K
|
25.4K
$152K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7.59K- 31.05% |
$37.5K - $49.2K
|
16.9K
$101K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 2.98% |
$54.7K - $71.7K
|
360K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.1K- 19.79% |
$94.3K - $124K
|
77.4K
$464K
|