Purchases and Sales Made in Q3 2021 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
249KNew |
$3.33M - $3.5M
|
249K
$2.52M
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
64.1KNew |
$856K - $901K
|
64.1K
$649K
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.7KNew |
$785K - $825K
|
58.7K
$595K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
58.1K+ 23.36% |
$776K - $816K
|
307K
$3.11M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
53K+ 3.24% |
$709K - $745K
|
1.69M
$17.1M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37.6K+ 2.13% |
$503K - $529K
|
1.8M
$18.2M
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
32.6KNew |
$436K - $458K
|
32.6K
$330K
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
23.2KNew |
$310K - $326K
|
23.2K
$235K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6KNew |
$249K - $261K
|
18.6K
$188K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
16.2KNew |
$216K - $228K
|
16.2K
$164K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.4KNew |
$206K - $216K
|
15.4K
$156K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 24.88% |
$179K - $188K
|
67.3K
$682K
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
10.4KNew |
$139K - $146K
|
10.4K
$105K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.52K+ 1.28% |
$100K - $106K
|
594K
$6.02M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.58K+ 46.94% |
$87.9K - $92.4K
|
20.6K
$209K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5KNew |
$66.8K - $70.3K
|
5K
$50.7K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.52K+ 3.94% |
$60.4K - $63.6K
|
119K
$1.21M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.23K+ 5.91% |
$56.4K - $59.4K
|
75.7K
$767K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.2K+ 3.03% |
$56.1K - $59K
|
143K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.19K+ 31.95% |
$56K - $58.8K
|
17.3K
$175K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.97K+ 5.5% |
$53K - $55.7K
|
76.1K
$771K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.85K+ 83.12% |
$51.4K - $54.1K
|
8.48K
$85.9K
|
|
Nov 15, 2021
Q3 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
3.62KNew |
$48.3K - $50.8K
|
3.62K
$36.6K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.5KNew |
$46.8K - $49.2K
|
3.5K
$35.5K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.02K+ 2.42% |
$40.3K - $42.4K
|
128K
$1.29M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.76K+ 4.67% |
$36.8K - $38.7K
|
61.8K
$626K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.64K+ 1.71% |
$35.3K - $37.1K
|
157K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.97K+ 5.77% |
$26.3K - $27.6K
|
36.1K
$365K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.56K+ 1.34% |
$20.8K - $21.9K
|
117K
$1.19M
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.52KNew |
$20.4K - $21.4K
|
1.52K
$15.4K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 0.52% |
$19K - $20K
|
277K
$2.81M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.4K+ 1.64% |
$18.7K - $19.6K
|
86.3K
$874K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11KNew |
$14.8K - $15.6K
|
1.11K
$11.2K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 7.54% |
$14K - $14.7K
|
14.9K
$151K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
791New |
$10.6K - $11.1K
|
791
$8.01K
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
413+ 0.85% |
$5.52K - $5.8K
|
48.9K
$495K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
249+ 1.55% |
$3.33K - $3.5K
|
16.3K
$165K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
80New |
$1.07K - $1.12K
|
80
$810
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
33+ 1.14% |
$441 - $464
|
2.94K
$29.8K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
27+ 1.15% |
$361 - $379
|
2.38K
$24.1K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$13.4 - $14.1
|
13.2K
$133K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-59Closed |
$788 - $829
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-357Closed |
$4.77K - $5.02K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-452- 0.8% |
$6.04K - $6.35K
|
56.2K
$570K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-535Closed |
$7.15K - $7.52K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-591- 4.35% |
$7.9K - $8.3K
|
13K
$132K
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-610- 0.66% |
$8.15K - $8.57K
|
91.7K
$929K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-707- 2.46% |
$9.45K - $9.93K
|
28.1K
$284K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-733- 22.78% |
$9.79K - $10.3K
|
2.49K
$25.2K
|