Purchases and Sales Made in Q2 2024 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
479K+ 7.7% |
$4.43M - $4.85M
|
6.71M
$64.2M
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
335K+ 12.06% |
$3.09M - $3.38M
|
3.11M
$29.8M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
247K+ 19.53% |
$2.28M - $2.5M
|
1.51M
$14.5M
|
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
238KNew |
$2.19M - $2.4M
|
238K
$2.28M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
218KNew |
$2.01M - $2.2M
|
218K
$2.09M
|
|
Aug 07, 2024
Q2 2024
|
Mackay Shields LLC
|
BUY
|
- |
175KNew |
$1.62M - $1.77M
|
175K
$1.68M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
87.3KNew |
$806K - $882K
|
87.3K
$836K
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
69.3K+ 258.96% |
$640K - $701K
|
96.1K
$920K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
63.3KNew |
$585K - $640K
|
63.3K
$606K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.4K+ 139.47% |
$466K - $510K
|
86.6K
$830K
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
46.9KNew |
$433K - $474K
|
46.9K
$449K
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
46.1KNew |
$426K - $466K
|
46.1K
$441K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32.5KNew |
$300K - $329K
|
32.5K
$311K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.1K+ 24.63% |
$213K - $233K
|
117K
$1.12M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$128K - $140K
|
13.8K
$132K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 12.98% |
$126K - $138K
|
119K
$1.14M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5KNew |
$125K - $137K
|
13.5K
$130K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12K+ 17.17% |
$111K - $121K
|
81.9K
$785K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.5K+ 5.35% |
$106K - $116K
|
226K
$2.17M
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
11.4K+ 10.04% |
$105K - $115K
|
125K
$1.2M
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
10K+ 34.48% |
$92.4K - $101K
|
39K
$374K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 3.15% |
$91.6K - $100K
|
325K
$3.11M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 3.15% |
$91.6K - $100K
|
325K
$3.11M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.95K+ 8.63% |
$73.5K - $80.4K
|
100K
$959K
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.6K+ 14.51% |
$70.2K - $76.8K
|
60K
$575K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.47K+ 2.18% |
$69K - $75.5K
|
349K
$3.35M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.24K+ 4.23% |
$66.9K - $73.2K
|
179K
$1.71M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.49KNew |
$41.5K - $45.4K
|
4.49K
$43K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 4.07% |
$30.7K - $33.5K
|
84.8K
$812K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.24KNew |
$29.9K - $32.7K
|
3.24K
$31K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 9.23% |
$25.1K - $27.4K
|
32.1K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.32KNew |
$21.4K - $23.4K
|
2.32K
$22.2K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.68% |
$9.63K - $10.5K
|
14.6K
$140K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
891+ 0.85% |
$8.23K - $9.01K
|
105K
$1.01M
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
216+ 0.96% |
$2K - $2.18K
|
22.6K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
127+ 1.14% |
$1.17K - $1.28K
|
11.2K
$108K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.43% |
$1.09K - $1.19K
|
8.38K
$80.3K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
100+ 0.54% |
$924 - $1.01K
|
18.5K
$178K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
76+ 1.16% |
$702 - $768
|
6.66K
$63.8K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45+ 0.26% |
$416 - $455
|
17.4K
$167K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16+ 0.04% |
$148 - $162
|
43.4K
$415K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14+ 280.0% |
$129 - $142
|
19
$182
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 1.46% |
$92.4 - $101
|
693
$6.64K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5- 0.01% |
$46.2 - $50.6
|
59.5K
$570K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19- 0.16% |
$176 - $192
|
11.6K
$111K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-89- 98.89% |
$822 - $900
|
1
$9.58
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-250- 2.08% |
$2.31K - $2.53K
|
11.8K
$113K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-259- 14.1% |
$2.39K - $2.62K
|
1.58K
$15.1K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-901- 2.44% |
$8.33K - $9.11K
|
36.1K
$346K
|