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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.54KNew |
$24.8K - $29K
|
2.54K
$23.9K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
492New |
$4.8K - $5.62K
|
492
$4.62K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-9.57KClosed |
$93.3K - $109K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.42KNew |
$23.6K - $27.7K
|
2.42K
$22.8K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.08KClosed |
$10.6K - $12.4K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.1K+ 131.08% |
$128K - $150K
|
23.1K
$217K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.3KClosed |
$276K - $324K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.5KClosed |
$102K - $120K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-879- 7.72% |
$8.57K - $10K
|
10.5K
$98.8K
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-12.4KClosed |
$121K - $141K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$13.8K - $16.1K
|
1.41K
$13.3K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-22.1KClosed |
$242K - $306K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.2KClosed |
$177K - $225K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.2KClosed |
$166K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$144K - $183K
|
13.2K
$124K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.68KClosed |
$40.2K - $51K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-83KClosed |
$908K - $1.15M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-16.8KClosed |
$184K - $233K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.09KClosed |
$88.4K - $112K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$164K - $208K
|
15K
$141K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.52KClosed |
$49.4K - $62.7K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
3.96KNew |
$43.3K - $55K
|
3.96K
$37.3K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35KClosed |
$383K - $485K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.7KClosed |
$62.6K - $65K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-791Closed |
$10.5K - $10.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.69KClosed |
$35.8K - $37.2K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.52KClosed |
$20.3K - $21.1K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
2+ 0.28% |
$26.6 - $27.7
|
726
$6.82K
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$157K - $163K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-11.2KClosed |
$149K - $155K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-12K- 29.59% |
$160K - $166K
|
28.6K
$268K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-500- 22.08% |
$6.66K - $6.92K
|
1.77K
$16.6K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-11KClosed |
$147K - $155K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-59Closed |
$788 - $829
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.5KNew |
$46.8K - $49.2K
|
3.5K
$32.9K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-535Closed |
$7.15K - $7.52K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-357Closed |
$4.77K - $5.02K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
184New |
$2.46K - $2.59K
|
184
$1.73K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.1KClosed |
$146K - $152K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.7KClosed |
$234K - $244K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
184New |
$2.43K - $2.54K
|
184
$1.73K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
82KNew |
$1.08M - $1.13M
|
82K
$771K
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.56KClosed |
$20.6K - $21.5K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-850Closed |
$10.8K - $11.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-90Closed |
$1.15K - $1.21K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.55KClosed |
$58K - $61K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
22KNew |
$281K - $296K
|
22K
$207K
|