Institutional Ownership Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
38,167
shares
|
$378,616
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
36,874
shares
|
$365,790
0.0% of portfolio
|
Q3 2024
Reduced 82.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
32,584
shares
|
$323,233
0.0% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
32,500
shares
|
$322,400
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
32,120
shares
|
$318,630
0.02% of portfolio
|
Q2 2024
Added 9.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,365
shares
|
$311,140
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
28,550
shares
|
$283,216
0.04% of portfolio
|
Q4 2021
Reduced 29.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
26,451
shares
|
$262,393
0.01% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,221
shares
|
$240,272
0.0% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
24,151
shares
|
$239,577
0.0% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
24,061
shares
|
$238,685
0.0% of portfolio
|
Q4 2023
Reduced 63.44%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
22,386
shares
|
$222,069
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
22,130
shares
|
$219,529
0.04% of portfolio
|
Q2 2024
Reduced 22.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,018
shares
|
$218,418
0.0% of portfolio
|
Q2 2024
Reduced 15.37%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
19,795
shares
|
$196,366
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18,549
shares
|
$184,006
0.01% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
18,500
shares
|
$183,520
0.01% of portfolio
|
Q1 2024
Added 68.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,456
shares
|
$173,163
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,913
shares
|
$167,776
0.0% of portfolio
|
Q3 2023
Added 1.43%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
15,976
shares
|
$158,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
15,647
shares
|
$155,218
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
15,067
shares
|
$149,464
0.07% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,000
shares
|
$148,800
0.04% of portfolio
|
Q4 2023
Reduced 25.63%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
15,000
shares
|
$148,800
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
14,626
shares
|
$145,089
0.0% of portfolio
|
Q3 2024
New holding
|