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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
133New |
$1.26K - $1.37K
|
133
$1.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61+ 0.61% |
$578 - $630
|
10.1K
$97.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 0.41% |
$417 - $455
|
10.9K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
22+ 0.05% |
$208 - $227
|
43.4K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.84% |
$123 - $134
|
719
$6.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.01% |
$37.9 - $41.3
|
42.9K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.41% |
$37.9 - $41.3
|
288
$2.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-90- 0.13% |
$852 - $930
|
68.7K
$661K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-106- 0.85% |
$1K - $1.09K
|
12.3K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-299- 2.04% |
$2.83K - $3.09K
|
14.3K
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-311- 1.18% |
$2.95K - $3.21K
|
26.1K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-630- 2.85% |
$5.97K - $6.51K
|
21.5K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-873- 3.61% |
$8.27K - $9.02K
|
23.3K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.2K- 22.12% |
$20.8K - $22.7K
|
7.75K
$74.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.21K- 15.15% |
$20.9K - $22.8K
|
12.4K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.55K- 11.31% |
$33.6K - $36.6K
|
27.8K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.72K- 18.23% |
$63.7K - $69.4K
|
30.2K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.08K- 7.52% |
$67K - $73.1K
|
87.1K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.5K- 4.78% |
$99.1K - $108K
|
208K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.3K- 6.93% |
$107K - $116K
|
151K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.8K- 84.45% |
$112K - $122K
|
2.17K
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
- |
-12.1K- 12.54% |
$115K - $125K
|
84.4K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15K- 3.06% |
$142K - $155K
|
474K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-119K- 7.96% |
$1.13M - $1.23M
|
1.37M
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-178K- 85.78% |
$1.69M - $1.84M
|
29.5K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-183K- 12.15% |
$1.73M - $1.89M
|
1.32M
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.04M- 64.94% |
$38.3M - $41.7M
|
2.18M
$21M
|