Purchases and Sales Made in Q1 2023 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q1 2023. The information is specifically focused on institutions that hold shares of Invesco Municipal Opportunity Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
662K+ 73.54% |
$6.17M - $6.74M
|
1.56M
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
300K+ 6.89% |
$2.8M - $3.05M
|
4.65M
$47.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
234K+ 214.58% |
$2.18M - $2.38M
|
343K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
107K+ 8.09% |
$994K - $1.08M
|
1.42M
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 90.27% |
$818K - $892K
|
185K
$1.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
69.9KNew |
$652K - $712K
|
69.9K
$708K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
65.8K+ 129.02% |
$614K - $670K
|
117K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
65.6K+ 17.62% |
$612K - $668K
|
438K
$4.44M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
64.6K+ 5.08% |
$603K - $658K
|
1.34M
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.5K+ 28.2% |
$564K - $616K
|
275K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.2KNew |
$319K - $348K
|
34.2K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
27.7KNew |
$259K - $282K
|
27.7K
$281K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27K+ 15.28% |
$252K - $275K
|
203K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
21.8K+ 14.27% |
$203K - $222K
|
174K
$1.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
19.1KNew |
$178K - $194K
|
19.1K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 11.22% |
$173K - $188K
|
183K
$1.86M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
18.3K+ 31.29% |
$171K - $187K
|
76.9K
$779K
|
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
17.5K+ 5.14% |
$164K - $179K
|
359K
$3.64M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.5K+ 8.7% |
$145K - $158K
|
194K
$1.96M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 467.97% |
$131K - $143K
|
17.1K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 14.49% |
$119K - $130K
|
101K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$93.3K - $102K
|
10K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.69K+ 5.18% |
$53.1K - $57.9K
|
115K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.66K+ 5.42% |
$34.1K - $37.2K
|
71.2K
$721K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.6K+ 1.79% |
$24.3K - $26.5K
|
148K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 20.42% |
$19.1K - $20.9K
|
12.1K
$122K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.16K+ 2.1% |
$10.9K - $11.8K
|
56.5K
$572K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
798New |
$7.45K - $8.12K
|
798
$8.08K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
664+ 2.87% |
$6.2K - $6.76K
|
23.8K
$241K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
646New |
$6.03K - $6.58K
|
646
$6.54K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
638+ 5.22% |
$5.95K - $6.49K
|
12.9K
$130K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
576New |
$5.37K - $5.86K
|
576
$5.83K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148+ 1.19% |
$1.38K - $1.51K
|
12.6K
$127K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.04% |
$1.04K - $1.14K
|
254K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98+ 0.55% |
$914 - $998
|
18K
$183K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
30+ 1.18% |
$280 - $305
|
2.57K
$26.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.02% |
$121 - $132
|
52.1K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.08% |
$103 - $112
|
13.9K
$141K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.07% |
$84 - $91.6
|
12.3K
$124K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 1.09% |
$65.3 - $71.3
|
652
$6.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7+ 1.01% |
$65.3 - $71.3
|
701
$7.1K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$18.7 - $20.4
|
13.5K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-66- 0.35% |
$616 - $672
|
19.1K
$193K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-164- 12.97% |
$1.53K - $1.67K
|
1.1K
$11.1K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-194- 0.95% |
$1.81K - $1.97K
|
20.2K
$205K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-539- 1.06% |
$5.03K - $5.49K
|
50.5K
$511K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-662- 1.26% |
$6.18K - $6.74K
|
51.9K
$526K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-952- 56.77% |
$8.88K - $9.69K
|
725
$7.34K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-964- 6.27% |
$8.99K - $9.81K
|
14.4K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.68K- 3.1% |
$15.6K - $17.1K
|
52.4K
$531K
|