Purchases and Sales Made in Q1 2024 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q1 2024. 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, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
5.47M+ 726.49% |
$50.9M - $53.5M
|
6.23M
$60.3M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.59M+ 134.47% |
$14.8M - $15.6M
|
2.78M
$26.9M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
251K+ 44.04% |
$2.33M - $2.45M
|
820K
$7.95M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
222KNew |
$2.06M - $2.17M
|
222K
$2.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
179K+ 16.45% |
$1.66M - $1.74M
|
1.26M
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
116KNew |
$1.08M - $1.14M
|
116K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 153.59% |
$592K - $622K
|
105K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
42.3K+ 82.59% |
$394K - $414K
|
93.6K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
30.2K+ 4.09% |
$281K - $295K
|
768K
$7.44M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
24.8K+ 1.19% |
$230K - $242K
|
2.1M
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.5K+ 7.69% |
$227K - $239K
|
342K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4K+ 11.26% |
$199K - $209K
|
211K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
20.7K+ 4.07% |
$192K - $202K
|
530K
$5.13M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.5KNew |
$172K - $181K
|
18.5K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
18.4KNew |
$171K - $180K
|
18.4K
$179K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$126K - $132K
|
13.6K
$131K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 3.85% |
$118K - $124K
|
342K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$112K - $117K
|
12K
$116K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6KNew |
$108K - $114K
|
11.6K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$103K - $109K
|
11.1K
$108K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.2KNew |
$85.6K - $89.9K
|
9.2K
$89.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.85K+ 36.42% |
$73K - $76.7K
|
29.4K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.5K+ 68.18% |
$69.8K - $73.3K
|
18.5K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.65K+ 2.16% |
$61.9K - $65K
|
315K
$3.05M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.65K+ 2.16% |
$61.9K - $65K
|
315K
$3.05M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6.58KNew |
$61.2K - $64.3K
|
6.58K
$63.8K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.4K+ 12.01% |
$59.5K - $62.5K
|
59.7K
$578K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6K+ 3.33% |
$55.8K - $58.6K
|
186K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.86K+ 7.75% |
$54.5K - $57.2K
|
81.4K
$789K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
5K+ 20.83% |
$46.5K - $48.9K
|
29K
$281K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
4.58K+ 4.2% |
$42.5K - $44.7K
|
114K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.45K+ 0.48% |
$41.4K - $43.5K
|
926K
$8.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.33KNew |
$40.3K - $42.3K
|
4.33K
$42K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.94KNew |
$27.3K - $28.7K
|
2.94K
$28.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.61K+ 11.26% |
$24.2K - $25.5K
|
25.8K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.45K+ 1.46% |
$22.8K - $23.9K
|
170K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15KNew |
$10.7K - $11.2K
|
1.15K
$11.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.09KNew |
$10.1K - $10.6K
|
1.09K
$10.5K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
901+ 2.5% |
$8.38K - $8.8K
|
37K
$359K
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
900+ 3.48% |
$8.37K - $8.79K
|
26.8K
$259K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
548New |
$5.1K - $5.35K
|
548
$5.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
533+ 0.9% |
$4.96K - $5.21K
|
59.5K
$577K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
483New |
$4.49K - $4.72K
|
483
$4.68K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
479+ 2.84% |
$4.45K - $4.68K
|
17.4K
$168K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
349New |
$3.25K - $3.41K
|
349
$3.38K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
270+ 0.43% |
$2.51K - $2.64K
|
63.3K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
266+ 2.98% |
$2.47K - $2.6K
|
9.2K
$89.2K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
173+ 0.78% |
$1.61K - $1.69K
|
22.4K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
171+ 0.58% |
$1.59K - $1.67K
|
29.8K
$289K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
135+ 1.14% |
$1.26K - $1.32K
|
12K
$116K
|