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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-716- 5.78% |
$5.89K - $6.85K
|
11.7K
$118K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.19K- 1.43% |
$9.79K - $11.4K
|
82K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.26K- 6.22% |
$10.3K - $12K
|
18.9K
$192K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.6K- 1.37% |
$13.2K - $15.3K
|
115K
$1.17M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.61K- 8.01% |
$13.3K - $15.4K
|
18.5K
$188K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 0.66% |
$13.8K - $16.1K
|
252K
$2.55M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 19.28% |
$20.5K - $23.8K
|
10.4K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.64K- 20.1% |
$21.7K - $25.2K
|
10.5K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.73K- 15.07% |
$22.4K - $26.1K
|
15.4K
$155K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-3K- 4.96% |
$24.7K - $28.7K
|
57.4K
$581K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.29K- 17.2% |
$27.1K - $31.5K
|
15.8K
$160K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4K- 92.64% |
$32.9K - $38.3K
|
318
$3.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.15K- 6.14% |
$34.1K - $39.7K
|
63.4K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85K- 28.74% |
$39.9K - $46.4K
|
12K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.23K- 26.32% |
$51.2K - $59.6K
|
17.4K
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-6.87K- 1.51% |
$56.5K - $65.7K
|
449K
$4.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-6.98K- 35.71% |
$57.4K - $66.8K
|
12.6K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 15.03% |
$88K - $102K
|
60.5K
$612K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.8K- 2.3% |
$163K - $190K
|
842K
$8.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.2K- 9.17% |
$182K - $212K
|
219K
$2.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-29.5K- 14.07% |
$243K - $283K
|
180K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-34.1K- 49.76% |
$281K - $327K
|
34.5K
$349K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.7K- 13.03% |
$426K - $495K
|
345K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-78.8K- 5.16% |
$649K - $754K
|
1.45M
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-81.6K- 4.88% |
$672K - $781K
|
1.59M
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-123K- 50.0% |
$1.01M - $1.18M
|
123K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-138K- 35.48% |
$1.14M - $1.33M
|
252K
$2.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 25.94% |
$1.15M - $1.33M
|
398K
$4.02M
|