Purchases and Sales Made in Q1 2025 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q1 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
232K+ 784.04% |
$2.19M - $2.3M
|
261K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
230K+ 24.31% |
$2.17M - $2.28M
|
1.18M
$11M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
179K+ 22.96% |
$1.69M - $1.78M
|
961K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
174K+ 15.9% |
$1.64M - $1.72M
|
1.27M
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.7K+ 17.83% |
$761K - $801K
|
533K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80K+ 38.37% |
$755K - $794K
|
288K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.7K+ 16.37% |
$733K - $771K
|
552K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63K+ 25.67% |
$595K - $626K
|
309K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
62.4K+ 40.76% |
$589K - $619K
|
215K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.5K+ 12.87% |
$364K - $382K
|
338K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.1K+ 17.39% |
$331K - $348K
|
237K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
34K+ 87.18% |
$321K - $338K
|
73K
$686K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
32.6KNew |
$307K - $323K
|
32.6K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
31.7KNew |
$300K - $315K
|
31.7K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
30K+ 1.77% |
$283K - $298K
|
1.73M
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
29.7KNew |
$281K - $295K
|
29.7K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.2K+ 65.62% |
$266K - $280K
|
71.1K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
18.9KNew |
$178K - $187K
|
18.9K
$177K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
16.9K+ 46.28% |
$160K - $168K
|
53.5K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$155K - $163K
|
16.4K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5K+ 51.74% |
$128K - $134K
|
39.7K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 10.66% |
$118K - $124K
|
129K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$97.2K - $102K
|
10.3K
$96.8K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.2KNew |
$96.4K - $101K
|
10.2K
$96K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10K+ 50.0% |
$94.4K - $99.3K
|
30K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 13.32% |
$70.3K - $73.9K
|
63.4K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.03K+ 6.1% |
$66.3K - $69.8K
|
122K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.66K+ 22.07% |
$62.8K - $66.1K
|
36.8K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.42K+ 16.91% |
$60.6K - $63.8K
|
44.4K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.12K+ 13.26% |
$48.3K - $50.8K
|
43.7K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.09K+ 14.7% |
$38.6K - $40.6K
|
31.9K
$300K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.94K+ 7.37% |
$37.2K - $39.1K
|
57.4K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.08KNew |
$29.1K - $30.6K
|
3.08K
$29K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 3.04% |
$25K - $26.3K
|
89.7K
$843K
|
|
|
Apr 28, 2025
Q1 2025
|
Mackay Shields LLC
|
BUY
|
- |
2.37K+ 1.15% |
$22.3K - $23.5K
|
208K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 413.31% |
$20.5K - $21.6K
|
2.7K
$25.4K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.93KNew |
$18.2K - $19.2K
|
1.93K
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1.69K+ 7.25% |
$15.9K - $16.8K
|
25K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.31K+ 0.7% |
$12.4K - $13K
|
188K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
886New |
$8.36K - $8.8K
|
886
$8.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
792+ 4.05% |
$7.48K - $7.86K
|
20.3K
$191K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
590+ 200.0% |
$5.57K - $5.86K
|
885
$8.32K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
495+ 1.95% |
$4.67K - $4.92K
|
25.9K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
410+ 3.33% |
$3.87K - $4.07K
|
12.7K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
310+ 0.78% |
$2.93K - $3.08K
|
40.1K
$377K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
202New |
$1.91K - $2.01K
|
202
$1.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
169+ 0.12% |
$1.6K - $1.68K
|
145K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
115New |
$1.09K - $1.14K
|
115
$1.08K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64+ 0.63% |
$604 - $636
|
10.2K
$95.6K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
22+ 0.05% |
$208 - $218
|
43.4K
$408K
|