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 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
12.9KNew |
$128K - $134K
|
12.9K
$119K
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-31.1K- 74.34% |
$307K - $323K
|
10.7K
$99K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.23KNew |
$12.1K - $12.8K
|
1.23K
$11.4K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.09KNew |
$20.6K - $21.7K
|
2.09K
$19.3K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
238+ 2.03% |
$2.35K - $2.47K
|
12K
$111K
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2K+ 15.31% |
$19.7K - $20.8K
|
15.1K
$139K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$19.7K - $20.8K
|
2K
$18.5K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42K+ 935.33% |
$414K - $436K
|
46.5K
$429K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
177+ 2.69% |
$1.75K - $1.84K
|
6.76K
$62.4K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-38.5K- 47.05% |
$380K - $400K
|
43.4K
$400K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
161K+ 90.2% |
$1.59M - $1.67M
|
340K
$3.14M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 8.14% |
$280K - $295K
|
378K
$3.49M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9.89KNew |
$97.6K - $103K
|
9.89K
$91.3K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.15KNew |
$11.4K - $11.9K
|
1.15K
$10.6K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-265- 2.53% |
$2.62K - $2.75K
|
10.2K
$94K
|
|
Q2 2024 | |||||||
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-4.9K- 7.7% |
$45.3K - $49.5K
|
58.7K
$542K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32.5KNew |
$300K - $329K
|
32.5K
$300K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 12.98% |
$126K - $138K
|
119K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.24KNew |
$29.9K - $32.7K
|
3.24K
$29.9K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 6.08% |
$16.8K - $18.3K
|
28K
$259K
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
46.9KNew |
$433K - $474K
|
46.9K
$433K
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
46.1KNew |
$426K - $466K
|
46.1K
$425K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$128K - $140K
|
13.8K
$128K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.22K- 34.3% |
$11.2K - $12.3K
|
2.33K
$21.5K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4K- 15.37% |
$37K - $40.4K
|
22K
$203K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
216+ 0.96% |
$2K - $2.18K
|
22.6K
$209K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 9.23% |
$25.1K - $27.4K
|
32.1K
$296K
|
|
Q1 2024 | |||||||
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.2KNew |
$85.6K - $89.9K
|
9.2K
$84.9K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
349New |
$3.25K - $3.41K
|
349
$3.22K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.5KNew |
$172K - $181K
|
18.5K
$171K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 11.26% |
$199K - $209K
|
211K
$1.95M
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
548New |
$5.1K - $5.35K
|
548
$5.06K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$10.1K - $10.6K
|
1.09K
$10K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.5K+ 68.18% |
$69.8K - $73.3K
|
18.5K
$171K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15KNew |
$10.7K - $11.2K
|
1.15K
$10.6K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
135+ 1.14% |
$1.26K - $1.32K
|
12K
$111K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
483New |
$4.49K - $4.72K
|
483
$4.46K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.33KNew |
$40.3K - $42.3K
|
4.33K
$40K
|
|
Q4 2023 | |||||||
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$561K - $684K
|
71.2K
$657K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.1KNew |
$174K - $212K
|
22.1K
$204K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
21+ 2.36% |
$165 - $202
|
911
$8.41K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.25K- 38.26% |
$57.1K - $69.7K
|
11.7K
$108K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.61KNew |
$20.6K - $25.1K
|
2.61K
$24.1K
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
465K+ 9.12% |
$3.67M - $4.47M
|
5.57M
$51.4M
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 17.65% |
$18.9K - $23.1K
|
16K
$148K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$483K
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
90.6KNew |
$714K - $871K
|
90.6K
$837K
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$483K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$3.94K - $4.81K
|
500
$4.62K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$15.9K - $19.4K
|
2.01K
$18.6K
|