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 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
15,000
shares
|
$140,100
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
14,517
shares
|
$135,588
0.04% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
14,400
shares
|
$134,496
0.0% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
13,826
shares
|
$129,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
12,964
shares
|
$121,083
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
12,937
shares
|
$120,831
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
12,717
shares
|
$118,776
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
12,389
shares
|
$115,713
0.02% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
12,387
shares
|
$115,694
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
11,375
shares
|
$106,242
0.01% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
11,000
shares
|
$102,740
0.05% of portfolio
|
Q1 2023
Reduced 14.81%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
10,299
shares
|
$96,192
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,211
shares
|
$95,370
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
10,189
shares
|
$95,165
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
10,175
shares
|
$95,034
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,891
shares
|
$92,381
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,746
shares
|
$72,347
0.0% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
6,831
shares
|
$63,801
0.02% of portfolio
|
Q4 2023
Reduced 48.9%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,167
shares
|
$48,259
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,298
shares
|
$40,143
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
3,083
shares
|
$28,795
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,700
shares
|
$25,218
0.0% of portfolio
|
Q1 2025
Added 413.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,171
shares
|
$20,277
0.0% of portfolio
|
Q4 2024
Reduced 84.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,014
shares
|
$18,810
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$18,680
0.01% of portfolio
|
Q3 2024
New holding
|