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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
224+ 0.87% |
$1.77K - $2.15K
|
25.9K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168+ 0.57% |
$1.32K - $1.61K
|
29.6K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84+ 0.71% |
$662 - $807
|
11.8K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75+ 0.62% |
$591 - $721
|
12.1K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
21+ 2.36% |
$165 - $202
|
911
$8.73K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12+ 0.02% |
$94.6 - $115
|
52.1K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11+ 366.67% |
$86.7 - $106
|
14
$134
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.05% |
$70.9 - $86.5
|
16.9K
$162K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.76% |
$39.4 - $48.1
|
665
$6.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 40.4% |
$1.58K - $1.92K
|
295
$2.83K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-210- 0.12% |
$1.65K - $2.02K
|
180K
$1.73M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-270- 0.43% |
$2.13K - $2.59K
|
63K
$604K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.38K- 9.81% |
$10.9K - $13.2K
|
12.7K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.52K- 16.44% |
$19.9K - $24.3K
|
12.8K
$123K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3K- 8.71% |
$23.6K - $28.8K
|
31.5K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.82K- 2.76% |
$30.1K - $36.7K
|
135K
$1.29M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5K- 35.87% |
$39.4K - $48K
|
8.93K
$85.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.17K- 25.63% |
$40.7K - $49.7K
|
15K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.48K- 4.45% |
$43.2K - $52.7K
|
118K
$1.13M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6.54K- 48.9% |
$51.5K - $62.8K
|
6.83K
$65.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.25K- 38.26% |
$57.1K - $69.7K
|
11.7K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.73K- 19.39% |
$68.8K - $83.9K
|
36.3K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.7K- 22.58% |
$108K - $131K
|
46.8K
$449K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 4.68% |
$127K - $155K
|
329K
$3.15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.6K- 5.1% |
$131K - $159K
|
308K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.7K- 35.74% |
$179K - $218K
|
40.7K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.5K- 9.23% |
$225K - $274K
|
281K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-33.4K- 1.62% |
$264K - $321K
|
2.03M
$19.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.4K- 16.7% |
$271K - $330K
|
171K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-35.5K- 24.58% |
$280K - $341K
|
109K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-41.8K- 63.44% |
$329K - $401K
|
24.1K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.8K- 57.71% |
$447K - $546K
|
41.6K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-59.8K- 72.88% |
$471K - $574K
|
22.2K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-60.7K- 50.69% |
$478K - $583K
|
59K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.3K- 22.46% |
$704K - $858K
|
308K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-116K- 78.89% |
$914K - $1.11M
|
31K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-244K- 96.77% |
$1.92M - $2.35M
|
8.14K
$78K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-265K- 18.31% |
$2.09M - $2.55M
|
1.18M
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-523K- 32.9% |
$4.12M - $5.03M
|
1.07M
$10.2M
|