Latest Institutional Transactions on Invesco Municipal Opportunity Trust (VMO)
This table provides information on the latest institutional transactions involving Invesco Municipal Opportunity Trust (VMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-12.5K- 2.19% |
$123K - $129K
|
557K
$5.29M
|
|
Oct 31, 2024
Q3 2024
|
Mackay Shields LLC
|
BUY
|
- |
30.4K+ 17.35% |
$300K - $315K
|
205K
$1.95M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
238+ 2.03% |
$2.35K - $2.47K
|
12K
$114K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.65K+ 21.31% |
$45.9K - $48.2K
|
26.5K
$251K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.63K- 18.86% |
$55.6K - $58.4K
|
24.2K
$230K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.07K- 0.22% |
$10.5K - $11.1K
|
486K
$4.62M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.88K- 1.69% |
$18.5K - $19.5K
|
109K
$1.04M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
137K+ 1629.21% |
$1.35M - $1.42M
|
145K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
15.6KNew |
$154K - $162K
|
15.6K
$149K
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2K+ 15.31% |
$19.7K - $20.8K
|
15.1K
$143K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$19.7K - $20.8K
|
2K
$19K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-70K- 60.9% |
$691K - $727K
|
44.9K
$427K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42K+ 935.33% |
$414K - $436K
|
46.5K
$442K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.26K- 0.41% |
$61.8K - $65K
|
1.5M
$14.3M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.5K+ 8.69% |
$54.3K - $57.1K
|
68.8K
$654K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.39K- 7.37% |
$43.3K - $45.5K
|
55.1K
$524K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 8.14% |
$280K - $295K
|
378K
$3.59M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-38.5K- 47.05% |
$380K - $400K
|
43.4K
$412K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
177+ 2.69% |
$1.75K - $1.84K
|
6.76K
$64.2K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
161K+ 90.2% |
$1.59M - $1.67M
|
340K
$3.23M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.87K+ 7.87% |
$67.8K - $71.3K
|
94.1K
$894K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9.89KNew |
$97.6K - $103K
|
9.89K
$94K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
20+ 0.05% |
$197 - $208
|
43.4K
$412K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.08K+ 6.16% |
$10.6K - $11.2K
|
18.5K
$176K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-71.9K- 74.86% |
$710K - $747K
|
24.2K
$229K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$11.4K - $11.9K
|
1.15K
$10.9K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-265- 2.53% |
$2.62K - $2.75K
|
10.2K
$96.8K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32.5KNew |
$300K - $329K
|
32.5K
$309K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
100+ 0.54% |
$924 - $1.01K
|
18.5K
$176K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 12.98% |
$126K - $138K
|
119K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.24KNew |
$29.9K - $32.7K
|
3.24K
$30.8K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 22.23% |
$58.4K - $63.9K
|
22.1K
$210K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 6.08% |
$16.8K - $18.3K
|
28K
$266K
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
46.9KNew |
$433K - $474K
|
46.9K
$446K
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
46.1KNew |
$426K - $466K
|
46.1K
$438K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$128K - $140K
|
13.8K
$131K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.68% |
$9.63K - $10.5K
|
14.6K
$139K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.22K- 34.3% |
$11.2K - $12.3K
|
2.33K
$22.1K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4K- 15.37% |
$37K - $40.4K
|
22K
$209K
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
10K+ 34.48% |
$92.4K - $101K
|
39K
$371K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
216+ 0.96% |
$2K - $2.18K
|
22.6K
$215K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-89- 98.89% |
$822 - $900
|
1
$9.5
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 9.23% |
$25.1K - $27.4K
|
32.1K
$305K
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.22K- 34.01% |
$48.2K - $52.7K
|
10.1K
$96.1K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
349New |
$3.25K - $3.41K
|
349
$3.32K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.5KNew |
$172K - $181K
|
18.5K
$176K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 11.26% |
$199K - $209K
|
211K
$2.01M
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
548New |
$5.1K - $5.35K
|
548
$5.21K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50Closed |
$465 - $489
|
0
$0
|