Purchases and Sales Made in Q4 2024 in Invesco Municipal Opportunity Trust (VMO)
This table provides information about the institutional ownership of Invesco Municipal Opportunity Trust (VMO) during Q4 2024. 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, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
1.91M+ 80.58% |
$18.1M - $19.7M
|
4.28M
$41.1M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
782KNew |
$7.4M - $8.07M
|
782K
$7.52M
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
519K+ 44.1% |
$4.92M - $5.37M
|
1.7M
$16.3M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
436K+ 347.54% |
$4.12M - $4.5M
|
561K
$5.4M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
309K+ 214.66% |
$2.92M - $3.19M
|
452K
$4.35M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
307K+ 48.18% |
$2.91M - $3.17M
|
945K
$9.09M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 160.27% |
$1.75M - $1.9M
|
299K
$2.88M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
153KNew |
$1.45M - $1.58M
|
153K
$1.47M
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
128K+ 79.89% |
$1.21M - $1.32M
|
288K
$2.77M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84.6K+ 72.26% |
$801K - $874K
|
202K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
65.8KNew |
$624K - $680K
|
65.8K
$633K
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
63.6KNew |
$602K - $657K
|
63.6K
$612K
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
50.5K+ 4.39% |
$478K - $522K
|
1.2M
$11.5M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.9K+ 23.6% |
$444K - $484K
|
246K
$2.36M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.9K+ 4.38% |
$434K - $474K
|
1.09M
$10.5M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
36.6KNew |
$347K - $378K
|
36.6K
$352K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
30.1KNew |
$285K - $310K
|
30.1K
$289K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.8KNew |
$282K - $308K
|
29.8K
$287K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25.4KNew |
$240K - $262K
|
25.4K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
21.8KNew |
$206K - $225K
|
21.8K
$210K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
21.2K+ 4.35% |
$201K - $219K
|
507K
$4.88M
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20.7KNew |
$196K - $214K
|
20.7K
$200K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
20KNew |
$189K - $207K
|
20K
$192K
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
15.6KNew |
$148K - $162K
|
15.6K
$151K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 59.44% |
$136K - $149K
|
38.6K
$372K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 13.12% |
$127K - $138K
|
115K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.5KNew |
$119K - $130K
|
12.5K
$121K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7KNew |
$111K - $121K
|
11.7K
$112K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.2K+ 1.83% |
$96.7K - $105K
|
567K
$5.46M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.6K+ 12.39% |
$81.4K - $88.8K
|
78K
$750K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.67K+ 7.02% |
$72.6K - $79.2K
|
117K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.39K+ 668.42% |
$69.9K - $76.3K
|
8.49K
$81.7K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.94K+ 8.34% |
$65.7K - $71.7K
|
90.2K
$867K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.72K+ 885.45% |
$54.2K - $59.1K
|
6.37K
$61.2K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.39K+ 16.55% |
$51.1K - $55.7K
|
38K
$365K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.37K+ 3.34% |
$41.3K - $45.1K
|
135K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.3K+ 8.76% |
$40.7K - $44.4K
|
53.4K
$514K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.12K+ 12.12% |
$20K - $21.9K
|
19.6K
$188K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.83KNew |
$17.3K - $18.9K
|
1.83K
$17.6K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.58K+ 4.13% |
$14.9K - $16.3K
|
39.7K
$382K
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.51K+ 1.3% |
$14.3K - $15.6K
|
117K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.45K+ 6.03% |
$13.7K - $15K
|
25.5K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.33KNew |
$12.6K - $13.8K
|
1.33K
$12.8K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.26K+ 12.41% |
$11.9K - $13K
|
11.4K
$109K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
989+ 5.33% |
$9.37K - $10.2K
|
19.5K
$188K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
945+ 2.1% |
$8.95K - $9.76K
|
45.9K
$442K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
769+ 1.39% |
$7.28K - $7.94K
|
55.9K
$538K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
700New |
$6.63K - $7.23K
|
700
$6.73K
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
615+ 0.33% |
$5.82K - $6.35K
|
187K
$1.79M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 0.11% |
$1.53K - $1.67K
|
145K
$1.4M
|