Purchases and Sales Made in Q3 2023 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q3 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 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
396K+ 69.48% |
$3.26M - $3.79M
|
965K
$9.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
309K+ 17.58% |
$2.54M - $2.95M
|
2.06M
$20.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
274K+ 56.22% |
$2.25M - $2.62M
|
760K
$7.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
241K+ 4.96% |
$1.99M - $2.31M
|
5.1M
$51.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
222K+ 95.89% |
$1.83M - $2.13M
|
454K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
158K+ 67.77% |
$1.3M - $1.52M
|
392K
$3.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
143K+ 10.74% |
$1.18M - $1.37M
|
1.47M
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
133KNew |
$1.09M - $1.27M
|
133K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
118KNew |
$972K - $1.13M
|
118K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
69.9KNew |
$575K - $669K
|
69.9K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.3K+ 12.09% |
$274K - $319K
|
309K
$3.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
30.9KNew |
$254K - $295K
|
30.9K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.5K+ 111.8% |
$243K - $282K
|
55.9K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.7KNew |
$203K - $236K
|
24.7K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
23.5K+ 19.45% |
$194K - $225K
|
144K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
22.9K+ 2.43% |
$188K - $219K
|
965K
$9.72M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.4KNew |
$184K - $214K
|
22.4K
$225K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21.3KNew |
$175K - $204K
|
21.3K
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
19.4KNew |
$160K - $186K
|
19.4K
$196K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.9KNew |
$139K - $161K
|
16.9K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 13.18% |
$133K - $155K
|
139K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3K+ 7.45% |
$117K - $137K
|
206K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.9K+ 13407.69% |
$115K - $133K
|
14K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
12.4KNew |
$102K - $119K
|
12.4K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.64K+ 5.84% |
$62.9K - $73.1K
|
138K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.11K+ 11.38% |
$50.2K - $58.4K
|
59.8K
$602K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
6.04K+ 48.07% |
$49.7K - $57.8K
|
18.6K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.25K+ 3.7% |
$43.2K - $50.2K
|
147K
$1.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.58K+ 16.23% |
$29.5K - $34.3K
|
25.6K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3K+ 5.6% |
$27.2K - $31.6K
|
62.3K
$627K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
BUY
|
- |
3K+ 14.29% |
$24.7K - $28.7K
|
24K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17K+ 7.95% |
$17.9K - $20.8K
|
29.5K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03K+ 1.8% |
$8.45K - $9.83K
|
58K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$8.23K - $9.57K
|
1K
$10.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
899+ 0.74% |
$7.4K - $8.6K
|
123K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
895+ 0.48% |
$7.37K - $8.57K
|
186K
$1.87M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
890New |
$7.32K - $8.52K
|
890
$8.96K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
872+ 0.73% |
$7.18K - $8.35K
|
120K
$1.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
239+ 1.43% |
$1.97K - $2.29K
|
16.9K
$170K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 67.8% |
$1.65K - $1.91K
|
495
$4.98K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 0.22% |
$255 - $297
|
13.9K
$140K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28+ 0.05% |
$230 - $268
|
52K
$523K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.02% |
$107 - $124
|
52.1K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5+ 0.01% |
$41.2 - $47.9
|
98.4K
$991K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17- 85.0% |
$140 - $163
|
3
$30.2
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-52- 0.18% |
$428 - $498
|
29K
$292K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-224- 0.87% |
$1.84K - $2.14K
|
25.6K
$258K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-620- 87.57% |
$5.1K - $5.93K
|
88
$886
|