Purchases and Sales Made in Q4 2021 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
115K+ 2.93% |
$1.53M - $1.59M
|
4.05M
$38.8M
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
93.8K+ 221.75% |
$1.25M - $1.3M
|
136K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
64.1K+ 99.94% |
$853K - $887K
|
128K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.5K+ 6.82% |
$540K - $561K
|
635K
$6.08M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.4K+ 15.81% |
$525K - $545K
|
289K
$2.77M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.8K+ 127.71% |
$477K - $496K
|
63.9K
$612K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
35KNew |
$466K - $484K
|
35K
$335K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24K+ 7.82% |
$319K - $332K
|
331K
$3.17M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
23.5K+ 19.72% |
$314K - $326K
|
143K
$1.37M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.8K+ 13.22% |
$277K - $287K
|
178K
$1.7M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20.1K+ 991.16% |
$267K - $278K
|
22.1K
$212K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4KNew |
$219K - $227K
|
16.4K
$157K
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$216K - $225K
|
16.2K
$155K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.1K+ 0.73% |
$175K - $182K
|
1.81M
$17.4M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8.41KNew |
$112K - $116K
|
8.41K
$80.5K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.11K+ 9.39% |
$94.7K - $98.4K
|
82.8K
$793K
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.35K+ 4.19% |
$71.3K - $74.1K
|
133K
$1.27M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5KNew |
$66.6K - $69.2K
|
5K
$47.9K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.37K+ 7.07% |
$58.2K - $60.5K
|
66.2K
$634K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.6K+ 4500.0% |
$48K - $49.8K
|
3.68K
$35.3K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 4.55% |
$21.8K - $22.7K
|
37.7K
$361K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 0.52% |
$19.3K - $20K
|
278K
$2.67M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37K+ 0.4% |
$18.2K - $18.9K
|
348K
$3.33M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
987+ 1.47% |
$13.1K - $13.7K
|
68.3K
$654K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
458+ 0.94% |
$6.1K - $6.34K
|
49.4K
$473K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
449+ 3.0% |
$5.98K - $6.21K
|
15.4K
$147K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
335New |
$4.46K - $4.64K
|
335
$3.21K
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
280+ 0.5% |
$3.73K - $3.88K
|
56.5K
$541K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 1.19% |
$466 - $484
|
2.97K
$28.5K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
28+ 1.18% |
$373 - $388
|
2.41K
$23.1K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15+ 0.09% |
$200 - $208
|
16.3K
$156K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3+ 0.01% |
$40 - $41.5
|
20.6K
$197K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
2+ 0.28% |
$26.6 - $27.7
|
726
$6.96K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
SELL
|
- |
-142- 1.36% |
$1.89K - $1.97K
|
10.3K
$98.3K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-275- 1.48% |
$3.66K - $3.81K
|
18.3K
$176K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-484- 4.26% |
$6.45K - $6.7K
|
10.9K
$104K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-500- 22.08% |
$6.66K - $6.92K
|
1.77K
$16.9K
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-775- 1.27% |
$10.3K - $10.7K
|
60.3K
$578K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-791Closed |
$10.5K - $10.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-900- 2.76% |
$12K - $12.5K
|
31.7K
$304K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 46.53% |
$14.7K - $15.2K
|
1.26K
$12.1K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.11KClosed |
$14.7K - $15.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 1.15% |
$18K - $18.7K
|
116K
$1.11M
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.52KClosed |
$20.3K - $21.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.12K- 12.24% |
$28.2K - $29.3K
|
15.2K
$145K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 2.79% |
$28.2K - $29.3K
|
74K
$709K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.22K- 0.6% |
$29.6K - $30.8K
|
370K
$3.54M
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.69KClosed |
$35.8K - $37.2K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.1K- 0.73% |
$41.3K - $42.9K
|
419K
$4.02M
|