Latest Institutional Purchases of Invesco Municipal Opportunity Trust (VMO)
This list provides information on the latest institutional transactions involving Invesco Municipal Opportunity Trust (VMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
77KNew |
$672K - $763K
|
77K
$760K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7KNew |
$181K - $205K
|
20.7K
$204K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
19.8KNew |
$173K - $196K
|
19.8K
$195K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15KNew |
$131K - $149K
|
15K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.2KNew |
$62.9K - $71.4K
|
7.2K
$71.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
84.1KNew |
$761K - $916K
|
84.1K
$830K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
19.7KNew |
$179K - $215K
|
19.7K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
5K+ 14.04% |
$45.3K - $54.5K
|
40.6K
$401K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.49KNew |
$22.5K - $27.1K
|
2.49K
$24.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$15.9K - $19.1K
|
1.76K
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 1.37% |
$380 - $457
|
3.1K
$30.6K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.1K+ 131.08% |
$128K - $150K
|
23.1K
$228K
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$108K - $127K
|
11.1K
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$103K - $121K
|
10.6K
$105K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.54KNew |
$24.8K - $29K
|
2.54K
$25.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.42KNew |
$23.6K - $27.7K
|
2.42K
$23.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.36KNew |
$23K - $27K
|
2.36K
$23.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$13.8K - $16.1K
|
1.41K
$13.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
492New |
$4.8K - $5.62K
|
492
$4.86K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$164K - $208K
|
15K
$148K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$144K - $183K
|
13.2K
$130K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.3KNew |
$47K - $59.6K
|
4.3K
$42.4K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
3.96KNew |
$43.3K - $55K
|
3.96K
$39.1K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
2+ 0.28% |
$26.6 - $27.7
|
726
$7.17K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.5KNew |
$46.8K - $49.2K
|
3.5K
$34.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
184New |
$2.46K - $2.59K
|
184
$1.82K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
82KNew |
$1.08M - $1.13M
|
82K
$810K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
184New |
$2.43K - $2.54K
|
184
$1.82K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
22KNew |
$281K - $296K
|
22K
$218K
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.31KNew |
$16K - $17K
|
1.31K
$12.9K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
254New |
$3.1K - $3.29K
|
254
$2.51K
|
|
| Q3 2020 | |||||||
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$12.1K - $13K
|
1.03K
$10.1K
|
|
| Q2 2020 | |||||||
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$110K - $119K
|
10K
$98.7K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
446KNew |
$4.29M - $5.8M
|
446K
$4.4M
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5KNew |
$48.2K - $65.1K
|
5K
$49.3K
|
|
| Q2 2019 | |||||||
|
Jan 27, 2020
Q2 2019
|
Tsfg, LLC
|
BUY
|
- |
1.14KNew |
$13.3K - $14K
|
1.14K
$11.2K
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$11.8 - $12.3
|
1
$9.87
|
|
| Q4 2018 | |||||||
|
Apr 16, 2019
Q4 2018
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
445New |
$4.85K - $5.12K
|
445
$4.39K
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
350New |
$4.06K - $4.38K
|
350
$3.45K
|
|
| Q3 2017 | |||||||
|
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
233New |
$3.03K - $3.12K
|
233
$2.3K
|
|
| Q1 2016 | |||||||
|
Nov 06, 2023
Q1 2016
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.59KNew |
N/A
|
3.59K
$35.5K
|
|