Purchases and Sales Made in Q4 2023 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
635K+ 538.11% |
$5.01M - $6.1M
|
753K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
605K+ 41.05% |
$4.77M - $5.81M
|
2.08M
$19.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
486K+ 193.03% |
$3.83M - $4.67M
|
738K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
465K+ 9.12% |
$3.67M - $4.47M
|
5.57M
$53.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
397K+ 101.13% |
$3.12M - $3.81M
|
789K
$7.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
325K+ 42.75% |
$2.56M - $3.12M
|
1.09M
$10.4M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
151KNew |
$1.19M - $1.45M
|
151K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 70.99% |
$1.04M - $1.27M
|
318K
$3.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
112K+ 200.39% |
$882K - $1.08M
|
168K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
102K+ 10.56% |
$803K - $979K
|
1.07M
$10.2M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
102K+ 10.56% |
$803K - $979K
|
1.07M
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
93.4K+ 70.44% |
$736K - $898K
|
226K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
90.6KNew |
$714K - $871K
|
90.6K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
79.9K+ 9.49% |
$629K - $768K
|
922K
$8.83M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$561K - $684K
|
71.2K
$682K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$561K - $684K
|
71.2K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.2K+ 114.19% |
$538K - $656K
|
128K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
60.2K+ 13.42% |
$475K - $579K
|
509K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
59.6K+ 13.12% |
$469K - $572K
|
514K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
52.4KNew |
$413K - $503K
|
52.4K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
52.3KNew |
$413K - $503K
|
52.3K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51.3KNew |
$404K - $493K
|
51.3K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51KNew |
$402K - $490K
|
51K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50.7K+ 36.44% |
$399K - $487K
|
190K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.3K+ 444.23% |
$365K - $445K
|
56.7K
$544K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.7KNew |
$336K - $410K
|
42.7K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
41.4KNew |
$326K - $398K
|
41.4K
$397K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.7KNew |
$202K - $247K
|
25.7K
$246K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.1KNew |
$174K - $212K
|
22.1K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.6KNew |
$170K - $207K
|
21.6K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.5K+ 30.24% |
$138K - $169K
|
75.6K
$724K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
15K+ 13.01% |
$118K - $144K
|
130K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.6K+ 5.3% |
$91.6K - $112K
|
231K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5K+ 16.88% |
$82.8K - $101K
|
72.8K
$697K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.94KNew |
$70.4K - $85.9K
|
8.94K
$85.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.94K+ 893500.0% |
$70.4K - $85.9K
|
8.94K
$85.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.92K+ 37.41% |
$46.6K - $56.9K
|
21.7K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.61KNew |
$20.6K - $25.1K
|
2.61K
$25K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.4K+ 17.65% |
$18.9K - $23.1K
|
16K
$153K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$15.9K - $19.4K
|
2.01K
$19.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.85K+ 8.67% |
$14.6K - $17.7K
|
23.2K
$222K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.84K+ 9.88% |
$14.5K - $17.7K
|
20.4K
$196K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 2.47% |
$10.1K - $12.3K
|
53.3K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.19KNew |
$9.4K - $11.5K
|
1.19K
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
823+ 16.01% |
$6.49K - $7.91K
|
5.97K
$57.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
542New |
$4.27K - $5.21K
|
542
$5.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$3.94K - $4.81K
|
500
$4.79K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
469+ 11.03% |
$3.7K - $4.51K
|
4.72K
$45.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
224+ 0.87% |
$1.77K - $2.15K
|
25.9K
$248K
|