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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
123+ 1.51% |
$1.14K - $1.2K
|
8.26K
$80.1K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 2.71% |
$167 - $176
|
683
$6.62K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.15% |
$121 - $127
|
8.95K
$86.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 0.0% |
$18.6 - $19.5
|
171K
$1.66M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 2.27% |
$18.6 - $19.5
|
90
$872
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9- 64.29% |
$83.7 - $87.9
|
5
$48.4
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50Closed |
$465 - $489
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-261- 21.88% |
$2.43K - $2.55K
|
932
$9.03K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-530- 4.83% |
$4.93K - $5.18K
|
10.5K
$101K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.18K- 24.93% |
$10.9K - $11.5K
|
3.55K
$34.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.78K- 12.79% |
$25.9K - $27.2K
|
19K
$184K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.93K- 11.39% |
$27.2K - $28.6K
|
22.8K
$221K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3K- 9.54% |
$27.9K - $29.3K
|
28.5K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.03K- 8.34% |
$28.2K - $29.6K
|
33.3K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.7K- 2.84% |
$34.4K - $36.1K
|
126K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.13K- 69.2% |
$38.4K - $40.3K
|
1.84K
$17.8K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.32K- 1.54% |
$40.2K - $42.2K
|
276K
$2.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 3.88% |
$42.5K - $44.6K
|
113K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.57K- 11.22% |
$42.5K - $44.7K
|
36.2K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.6K- 11.05% |
$42.7K - $44.9K
|
37K
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5K- 16.12% |
$46.5K - $48.9K
|
26K
$252K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.1K- 24.95% |
$47.4K - $49.8K
|
15.3K
$149K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-6.86K- 4.55% |
$63.8K - $67.1K
|
144K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-8.74K- 16.78% |
$81.3K - $85.4K
|
43.3K
$420K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.91K- 3.05% |
$92.2K - $96.9K
|
315K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-10.7K- 84.21% |
$99.2K - $104K
|
2K
$19.4K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 27.7% |
$146K - $154K
|
41K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.4K- 7.11% |
$153K - $161K
|
215K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.5K- 24.04% |
$163K - $171K
|
55.3K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-28.9K- 5.63% |
$269K - $283K
|
485K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-30K- 22.34% |
$279K - $294K
|
104K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-35.3K- 3.31% |
$328K - $344K
|
1.03M
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.8K- 28.0% |
$333K - $350K
|
92.2K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-134K- 6.59% |
$1.24M - $1.31M
|
1.9M
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-241K- 30.58% |
$2.24M - $2.36M
|
547K
$5.31M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-247K- 23.13% |
$2.29M - $2.41M
|
820K
$7.95M
|