Purchases and Sales Made in Q4 2022 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q4 2022. 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 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.27MNew |
$11.1M - $12.6M
|
1.27M
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
415K+ 95.07% |
$3.63M - $4.12M
|
852K
$8.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
381K+ 73.48% |
$3.33M - $3.78M
|
900K
$8.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
292K+ 7.19% |
$2.55M - $2.89M
|
4.35M
$41.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
270K+ 25.78% |
$2.36M - $2.68M
|
1.32M
$12.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
178KNew |
$1.55M - $1.76M
|
178K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
165KNew |
$1.44M - $1.63M
|
165K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
157K+ 85.52% |
$1.37M - $1.56M
|
341K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.7K+ 15.43% |
$731K - $830K
|
626K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
77KNew |
$672K - $763K
|
77K
$737K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
60.4KNew |
$528K - $599K
|
60.4K
$579K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
52KNew |
$454K - $516K
|
52K
$499K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
51KNew |
$445K - $505K
|
51K
$489K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.4K+ 81.74% |
$431K - $489K
|
110K
$1.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
47.7K+ 77.79% |
$417K - $473K
|
109K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
42.3K+ 38.4% |
$370K - $419K
|
153K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
34.3KNew |
$299K - $340K
|
34.3K
$329K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.1K+ 8.65% |
$298K - $338K
|
428K
$4.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
31.2K+ 9.14% |
$272K - $309K
|
372K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
26.8K+ 14.64% |
$234K - $266K
|
210K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 37.8% |
$232K - $264K
|
97.1K
$930K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.4K+ 20.54% |
$230K - $261K
|
155K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21K+ 13.5% |
$183K - $208K
|
177K
$1.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9K+ 53.31% |
$182K - $207K
|
60K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
20.7KNew |
$181K - $205K
|
20.7K
$198K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
20KNew |
$175K - $198K
|
20K
$192K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
19.8KNew |
$173K - $196K
|
19.8K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
17.8K+ 37.21% |
$156K - $177K
|
65.8K
$631K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.7KNew |
$137K - $155K
|
15.7K
$150K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15KNew |
$131K - $149K
|
15K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.6KNew |
$119K - $135K
|
13.6K
$130K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.7K+ 78.51% |
$102K - $116K
|
26.7K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 20.6% |
$92.7K - $105K
|
62.2K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.53K+ 80.5% |
$74.4K - $84.5K
|
19.1K
$183K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.2KNew |
$62.9K - $71.4K
|
7.2K
$69K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.81K+ 9.77% |
$42K - $47.7K
|
54.1K
$518K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.31K+ 118.33% |
$20.1K - $22.8K
|
4.25K
$40.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.13K+ 1.64% |
$18.6K - $21.1K
|
132K
$1.26M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 29.23% |
$10.2K - $11.5K
|
5.14K
$49.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
939+ 4.22% |
$8.2K - $9.31K
|
23.2K
$222K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
800+ 1.57% |
$6.98K - $7.93K
|
51.8K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
800+ 1.57% |
$6.98K - $7.93K
|
51.8K
$496K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
610+ 0.91% |
$5.33K - $6.05K
|
67.5K
$647K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
503+ 0.83% |
$4.39K - $4.98K
|
60.9K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
394+ 2.63% |
$3.44K - $3.9K
|
15.4K
$147K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
357+ 0.61% |
$3.12K - $3.54K
|
58.6K
$561K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
326+ 88.59% |
$2.85K - $3.23K
|
694
$6.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
318New |
$2.78K - $3.15K
|
318
$3.05K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
227+ 0.43% |
$1.98K - $2.25K
|
52.6K
$504K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
194+ 0.96% |
$1.69K - $1.92K
|
20.4K
$196K
|