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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
14,601
shares
|
$142,067
0.03% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,400
shares
|
$140,112
0.0% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,000
shares
|
$136,220
0.0% of portfolio
|
Q4 2022
Reduced 30.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,961
shares
|
$135,840
0.0% of portfolio
|
Q3 2024
Added 784.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,826
shares
|
$134,526
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
12,937
shares
|
$125,877
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,413
shares
|
$120,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,387
shares
|
$120,525
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11,988
shares
|
$116,643
0.06% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
11,000
shares
|
$107,030
0.05% of portfolio
|
Q1 2023
Reduced 14.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,809
shares
|
$105,171
0.0% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
10,725
shares
|
$104,354
0.03% of portfolio
|
Q3 2024
Reduced 74.34%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
10,189
shares
|
$99,138
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
10,119
shares
|
$98,457
0.01% of portfolio
|
Q2 2024
Reduced 34.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,050
shares
|
$97,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,946
shares
|
$96,774
0.0% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,891
shares
|
$96,239
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
6,831
shares
|
$66,465
0.02% of portfolio
|
Q4 2023
Reduced 48.9%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
6,580
shares
|
$64,023
0.02% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,167
shares
|
$50,274
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,298
shares
|
$41,819
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,237
shares
|
$31,496
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,329
shares
|
$22,661
0.0% of portfolio
|
Q2 2024
Reduced 34.3%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
2,090
shares
|
$20,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,014
shares
|
$19,596
0.0% of portfolio
|
Q4 2023
New holding
|