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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 1.23% |
$72.5 - $78.4
|
660
$6.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
7+ 1.0% |
$63.4 - $68.6
|
708
$6.86K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40- 0.07% |
$362 - $392
|
57K
$552K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-97- 0.48% |
$879 - $951
|
20.2K
$195K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-462- 3.59% |
$4.19K - $4.53K
|
12.4K
$120K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-800- 1.55% |
$7.25K - $7.84K
|
51K
$494K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.04K- 1.73% |
$9.43K - $10.2K
|
59K
$571K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.77K- 7.42% |
$16K - $17.3K
|
22.1K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2K- 14.53% |
$18.1K - $19.6K
|
11.8K
$114K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.18K- 1.74% |
$19.8K - $21.4K
|
123K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.42K- 2.41% |
$22K - $23.8K
|
98.4K
$953K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.35K- 9.89% |
$39.4K - $42.6K
|
39.6K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.85K- 0.36% |
$43.9K - $47.5K
|
1.33M
$12.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.23K- 4.21% |
$56.4K - $61K
|
142K
$1.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.01K- 2.48% |
$63.5K - $68.6K
|
276K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.39K- 14.09% |
$67K - $72.4K
|
45K
$436K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10K- 12.73% |
$90.6K - $98K
|
68.6K
$664K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12K- 5.9% |
$109K - $118K
|
191K
$1.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.5K- 3.28% |
$122K - $132K
|
397K
$3.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31.2K- 61.78% |
$283K - $306K
|
19.3K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.2K- 100.0% |
$310K - $335K
|
1
$9.69
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.5K- 6.21% |
$322K - $348K
|
537K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-47.6K- 28.24% |
$431K - $466K
|
121K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-106K- 10.97% |
$962K - $1.04M
|
861K
$8.35M
|