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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$10.1K - $10.6K
|
1.09K
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
548New |
$5.1K - $5.35K
|
548
$5.15K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
483New |
$4.49K - $4.72K
|
483
$4.54K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
349New |
$3.25K - $3.41K
|
349
$3.28K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
135+ 1.14% |
$1.26K - $1.32K
|
12K
$113K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
465K+ 9.12% |
$3.67M - $4.47M
|
5.57M
$52.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
90.6KNew |
$714K - $871K
|
90.6K
$852K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$561K - $684K
|
71.2K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$492K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.1KNew |
$174K - $212K
|
22.1K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.61KNew |
$20.6K - $25.1K
|
2.61K
$24.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 17.65% |
$18.9K - $23.1K
|
16K
$150K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$15.9K - $19.4K
|
2.01K
$18.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$3.94K - $4.81K
|
500
$4.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
21+ 2.36% |
$165 - $202
|
911
$8.56K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
30.9KNew |
$254K - $295K
|
30.9K
$290K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.4KNew |
$184K - $214K
|
22.4K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
12.4KNew |
$102K - $119K
|
12.4K
$116K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
239+ 1.43% |
$1.97K - $2.29K
|
16.9K
$159K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.4KNew |
$203K - $219K
|
22.4K
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15KNew |
$136K - $147K
|
15K
$141K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.17KNew |
$46.8K - $50.6K
|
5.17K
$48.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
121+ 1.15% |
$1.1K - $1.19K
|
10.6K
$100K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
29+ 1.13% |
$263 - $284
|
2.6K
$24.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
27.7KNew |
$259K - $282K
|
27.7K
$261K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
798New |
$7.45K - $8.12K
|
798
$7.5K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
576New |
$5.37K - $5.86K
|
576
$5.41K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
77KNew |
$672K - $763K
|
77K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7KNew |
$181K - $205K
|
20.7K
$195K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
19.8KNew |
$173K - $196K
|
19.8K
$186K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15KNew |
$131K - $149K
|
15K
$141K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.2KNew |
$62.9K - $71.4K
|
7.2K
$67.7K
|
|
|
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
$790K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
19.7KNew |
$179K - $215K
|
19.7K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
5K+ 14.04% |
$45.3K - $54.5K
|
40.6K
$382K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.49KNew |
$22.5K - $27.1K
|
2.49K
$23.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$15.9K - $19.1K
|
1.76K
$16.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 1.37% |
$380 - $457
|
3.1K
$29.1K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.1K+ 131.08% |
$128K - $150K
|
23.1K
$217K
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$108K - $127K
|
11.1K
$104K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$103K - $121K
|
10.6K
$99.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.54KNew |
$24.8K - $29K
|
2.54K
$23.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.42KNew |
$23.6K - $27.7K
|
2.42K
$22.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.36KNew |
$23K - $27K
|
2.36K
$22.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$13.8K - $16.1K
|
1.41K
$13.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
492New |
$4.8K - $5.62K
|
492
$4.62K
|
|
|
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
|
|