Purchases and Sales Made in Q2 2023 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
207K+ 4.46% |
$1.88M - $2.03M
|
4.86M
$46.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
194K+ 12.45% |
$1.76M - $1.9M
|
1.76M
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
143K+ 41.8% |
$1.3M - $1.41M
|
487K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
137K+ 8.94% |
$1.24M - $1.34M
|
1.67M
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
129K+ 15.84% |
$1.17M - $1.26M
|
942K
$9.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
103K+ 7.26% |
$937K - $1.01M
|
1.53M
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
57.4K+ 32.95% |
$520K - $563K
|
232K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51KNew |
$462K - $499K
|
51K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
50.3K+ 27.44% |
$456K - $493K
|
234K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
31.3K+ 8.73% |
$284K - $307K
|
390K
$3.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
29KNew |
$263K - $284K
|
29K
$278K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.4KNew |
$203K - $219K
|
22.4K
$214K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$173K - $187K
|
19.1K
$183K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
17.5K+ 3.99% |
$158K - $171K
|
456K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
16.3K+ 8.44% |
$148K - $160K
|
210K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15KNew |
$136K - $147K
|
15K
$144K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
13.4KNew |
$121K - $131K
|
13.4K
$128K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
12.6KNew |
$114K - $123K
|
12.6K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2K+ 59.75% |
$92.5K - $100K
|
27.3K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.1K+ 75.08% |
$91.9K - $99.4K
|
23.7K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.19K+ 15.75% |
$83.3K - $90.1K
|
67.5K
$647K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.89K+ 2.87% |
$71.5K - $77.3K
|
283K
$2.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.25K+ 8.12% |
$56.6K - $61.2K
|
83.2K
$797K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.68K+ 4.54% |
$51.5K - $55.7K
|
131K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.36K+ 2.27% |
$48.5K - $52.5K
|
242K
$2.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.22K+ 4.46% |
$47.2K - $51.1K
|
122K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.17KNew |
$46.8K - $50.6K
|
5.17K
$49.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.8K+ 48.0% |
$43.5K - $47K
|
14.8K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.77K+ 39.45% |
$43.2K - $46.7K
|
16.9K
$162K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4K+ 1257.86% |
$36.2K - $39.2K
|
4.32K
$41.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.57K+ 15.64% |
$32.3K - $35K
|
26.4K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.32K+ 2.88% |
$30.1K - $32.6K
|
119K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 8.63% |
$12K - $13K
|
16.7K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 2.42% |
$11.5K - $12.4K
|
53.7K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.15K+ 6.04% |
$10.4K - $11.3K
|
20.2K
$194K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
1K+ 5.0% |
$9.06K - $9.8K
|
21K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
652+ 5.32% |
$5.91K - $6.39K
|
12.9K
$124K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
487+ 2.55% |
$4.41K - $4.77K
|
19.5K
$187K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
401+ 0.22% |
$3.63K - $3.93K
|
185K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
121+ 1.15% |
$1.1K - $1.19K
|
10.6K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.04% |
$997 - $1.08K
|
254K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
104New |
$942 - $1.02K
|
104
$996
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50New |
$453 - $490
|
50
$479
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50New |
$453 - $490
|
50
$479
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49+ 0.27% |
$444 - $480
|
18.1K
$173K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
29+ 1.13% |
$263 - $284
|
2.6K
$24.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.05% |
$236 - $255
|
51.9K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 0.17% |
$217 - $235
|
13.9K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20New |
$181 - $196
|
20
$192
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11+ 0.02% |
$99.7 - $108
|
52.1K
$499K
|