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 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.91K- 14.81% |
$17.8K - $19.5K
|
11K
$111K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.5K- 4.11% |
$23.4K - $25.5K
|
58.3K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.23K- 3.21% |
$30.2K - $32.9K
|
97.5K
$987K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5K- 5.98% |
$46.7K - $50.9K
|
78.6K
$795K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.15K- 8.27% |
$48K - $52.4K
|
57K
$577K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.3K- 4.8% |
$58.8K - $64.2K
|
125K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.03K- 28.36% |
$84.2K - $91.9K
|
22.8K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.79K- 15.73% |
$91.3K - $99.6K
|
52.4K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-10K- 29.15% |
$93.3K - $102K
|
24.3K
$246K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-10KClosed |
$93.5K - $102K
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-11.1KClosed |
$103K - $113K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 11.24% |
$138K - $151K
|
117K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15KClosed |
$140K - $153K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.3K- 6.1% |
$143K - $156K
|
236K
$2.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 4.15% |
$166K - $181K
|
410K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.8K- 19.23% |
$278K - $303K
|
125K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-38.9K- 4.57% |
$363K - $396K
|
813K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-41.4K- 19.73% |
$386K - $422K
|
169K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-51.5K- 53.97% |
$481K - $525K
|
44K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.7K- 8.58% |
$501K - $547K
|
572K
$5.79M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-59.3K- 3.72% |
$554K - $604K
|
1.53M
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-786K- 44.81% |
$7.33M - $8M
|
968K
$9.79M
|