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Invesco Municipal Income Opportunities Trust (OIA) Institutional Ownership

Invesco Municipal Income Opportunities Trust logo
$6.69
+0.10 (+1.52%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Municipal Income Opportunities Trust (NYSE:OIA)

Current
Institutional Ownership
Percentage
12.57%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$5.73M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$202.16K
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OIA Institutional Buying and Selling by Quarter

Invesco Municipal Income Opportunities Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Van ECK Associates Corp198,066$1.32M0.0%-3.4%0.416%
10/29/2024 Farther Finance Advisors LLC91,432$627K0.0%+32.3%0.192%
10/24/2024 Modera Wealth Management LLC11,640$80K0.0%-26.2%0.024%
9/5/2024Sanctuary Advisors LLC45,357$278K0.0%N/A0.095%
8/30/2024Creekside Partners14,892$95K0.1%N/A0.031%
8/16/2024Northwestern Mutual Wealth Management Co.75,513$480K0.0%-4.5%0.159%
8/2/2024Wolverine Asset Management LLC18,787$119K0.0%N/A0.039%
8/1/2024Providence First Trust Co41,974$267K0.1%+61.4%0.088%
7/31/2024Rothschild Investment LLC71,700$455K0.0%N/A0.151%
7/17/2024 Keudell Morrison Wealth Management11,270$72K0.0%N/A0.024%
7/15/2024RFG Advisory LLC26,586$169K0.0%+11.9%0.056%
5/29/2024 Pathway Financial Advisers LLC23,356$153K0.1%N/A0.049%
5/8/2024Avantax Advisory Services Inc.17,048$111K0.0%N/A0.036%
4/30/2024Commonwealth Equity Services LLC201,508$1.32M0.0%-2.1%0.423%
4/27/2024Phoenix Wealth Advisors12,284$80K0.0%N/A0.026%
4/11/2024RFG Advisory LLC23,757$155K0.0%+32.4%0.050%
3/27/2024Nomura Holdings Inc.17,887$114K0.0%N/A0.038%
2/22/2024Napa Wealth Management30,944$196K0.1%N/A0.065%
2/6/2024Fortitude Advisory Group L.L.C.13,468$86K0.1%N/A0.028%
2/5/2024Kestra Private Wealth Services LLC10,516$67K0.0%N/A0.022%
2/5/2024 Van ECK Associates Corp261,713$1.66M0.0%+45.5%0.549%
2/2/2024Truist Financial Corp18,250$116K0.0%+32.7%0.038%
1/29/2024 Genesee Capital Advisors LLC17,830$113K0.1%N/A0.037%
1/26/2024Financial Counselors Inc.43,009$273K0.0%N/A0.090%
1/22/2024 Silverlake Wealth Management LLC16,857$107K0.1%-31.1%0.035%
1/22/2024 Melfa Wealth Management LLC75,200$478K0.4%+5.0%0.158%
1/16/2024Raymond James Financial Services Advisors Inc.139,275$884K0.0%+3.3%0.292%
1/16/2024Raymond James & Associates91,826$583K0.0%+29.2%0.193%
1/12/2024 Advisor Resource Council69,162$439K0.1%N/A0.145%
12/1/2023B. Riley Wealth Advisors Inc.19,557$114K0.0%+24.9%0.041%
11/30/2023 Modera Wealth Management LLC15,763$92K0.0%N/A0.033%
11/9/2023UBS Group AG403,621$2.35M0.0%+442.9%0.847%
11/8/2023HighTower Advisors LLC48,527$282K0.0%-5.3%0.102%
11/8/2023 Van ECK Associates Corp179,883$1.05M0.0%-1.0%0.378%
10/24/2023Raymond James Financial Services Advisors Inc.134,834$783K0.0%-22.0%0.283%
10/23/2023Commonwealth Equity Services LLC369,985$2.15M0.0%-15.4%0.777%
9/12/2023 Farther Finance Advisors LLC5,569$35K0.0%N/A0.012%
8/11/2023Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
8/11/2023Guggenheim Capital LLC604,679$3.77M0.0%-16.7%1.270%
8/10/2023Commonwealth Equity Services LLC437,424$2.73M0.0%-5.3%0.918%
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8/10/2023Cetera Advisor Networks LLC371,194$2.32M0.0%+4.7%0.779%
8/8/2023Prospera Financial Services Inc13,776$86K0.0%N/A0.029%
8/3/2023 Van ECK Associates Corp181,762$1.13M0.0%+10.0%0.382%
8/1/2023Kistler Tiffany Companies LLC6,273$39K0.0%N/A0.013%
7/31/2023LPL Financial LLC195,199$1.22M0.0%+32.3%0.410%
7/25/2023Raymond James Financial Services Advisors Inc.172,923$1.08M0.0%+14.9%0.363%
7/20/2023 Keudell Morrison Wealth Management18,395$115K0.0%-21.7%0.039%
5/11/2023Commonwealth Equity Services LLC461,993$3.07M0.0%+1.5%0.971%
5/11/2023Guggenheim Capital LLC726,091$4.82M0.0%-16.8%1.525%
5/9/2023RFG Advisory LLC17,548$117K0.0%N/A0.037%
5/3/2023 Van ECK Associates Corp165,186$1.10M0.0%-1.3%0.347%
4/27/2023Stratos Wealth Partners LTD.13,270$88K0.0%-54.2%0.028%
4/20/2023 Melfa Wealth Management LLC70,707$469K0.5%-4.8%0.149%
4/18/2023 Keudell Morrison Wealth Management23,495$156K0.0%-32.9%0.049%
4/14/2023Raymond James Financial Services Advisors Inc.150,560$1M0.0%+4.2%0.316%
4/14/2023Raymond James & Associates70,303$467K0.0%+6.4%0.148%
3/6/2023Rockefeller Capital Management L.P.47,579$296K0.0%+9.1%0.100%
2/10/2023Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
2/10/2023Advisor Group Holdings Inc.327,269$2.04M0.0%-7.6%0.688%
2/8/2023Raymond James Financial Services Advisors Inc.144,538$902K0.0%-9.3%0.304%
2/8/2023 Cambridge Investment Research Advisors Inc.29,062$181K0.0%+6.0%0.061%
2/8/2023 Van ECK Associates Corp167,373$1.04M0.0%+13.3%0.352%
2/7/2023Commonwealth Equity Services LLC455,208$2.84M0.0%+10.2%0.956%
2/7/2023LPL Financial LLC168,240$1.05M0.0%+50.5%0.353%
1/31/2023 Melfa Wealth Management LLC74,273$463K0.5%N/A0.156%
1/30/2023 James Investment Research Inc.5,160$32K0.0%N/A0.011%
1/20/2023 Keudell Morrison Wealth Management34,995$218K0.1%-16.6%0.074%
1/20/2023V Wealth Advisors LLC20,005$125K0.0%N/A0.042%
1/6/2023 Insight Wealth Strategies LLC36,971$231K0.0%-12.6%0.078%
11/22/2022IHT Wealth Management LLC88,995$522K0.0%+3.1%0.187%
11/15/2022Commonwealth Equity Services LLC413,109$2.42M0.0%+15.3%0.868%
11/14/2022United Capital Financial Advisers LLC33,808$198K0.0%-15.2%0.071%
11/14/2022Guggenheim Capital LLC1,049,877$6.15M0.1%+14.7%2.206%
11/4/2022 Lincoln National Corp18,746$110K0.0%N/A0.039%
11/2/2022Rockefeller Capital Management L.P.43,597$255K0.0%+52.5%0.092%
10/27/2022 Van ECK Associates Corp147,663$865K0.0%-2.3%0.310%
10/25/2022Raymond James & Associates50,659$297K0.0%-11.8%0.106%
10/25/2022Raymond James Financial Services Advisors Inc.159,300$934K0.0%+91.7%0.335%
10/24/2022Stratos Wealth Partners LTD.28,888$169K0.0%-53.2%0.061%
10/17/2022 Cambridge Investment Research Advisors Inc.27,412$161K0.0%-29.4%0.058%
10/12/2022 Keudell Morrison Wealth Management41,937$246K0.1%+45.9%0.088%
8/12/2022United Capital Financial Advisers LLC39,859$257K0.0%-6.1%0.084%
8/11/2022Cetera Advisor Networks LLC253,546$1.64M0.0%-0.8%0.533%
8/8/2022Baird Financial Group Inc.31,660$204K0.0%+15.0%0.067%
8/4/2022Northwestern Mutual Wealth Management Co.125,542$810K0.0%-45.0%0.264%
8/3/2022 Van ECK Associates Corp151,152$975K0.0%-20.9%0.318%
7/27/2022 Advisor Resource Council45,962$296K0.0%N/A0.097%
7/22/2022Stratos Wealth Partners LTD.61,699$398K0.0%+8.0%0.130%
7/19/2022Commonwealth Equity Services LLC358,206$2.31M0.0%+1.8%0.753%
7/18/2022 Keudell Morrison Wealth Management28,752$185K0.1%N/A0.060%
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7/13/2022 Cambridge Investment Research Advisors Inc.38,809$250K0.0%+21.0%0.082%
5/12/2022Cetera Advisor Networks LLC255,641$1.82M0.0%+4.0%0.538%
5/10/2022Mercer Global Advisors Inc. ADV10,313$73K0.0%N/A0.022%
5/10/2022Western Wealth Management LLC14,434$102K0.0%N/A0.030%
5/9/2022Northwestern Mutual Wealth Management Co.228,138$1.62M0.0%-3.0%0.480%
5/4/2022Advisor Group Holdings Inc.371,894$2.61M0.0%-1.4%0.782%
5/4/2022Commonwealth Equity Services LLC351,834$2.50M0.0%+3.7%0.740%
4/26/2022Stratos Wealth Partners LTD.57,118$406K0.0%N/A0.120%
4/12/2022Bromfield Sneider Wealth Advisors13,050$93K0.1%N/A0.027%
2/14/2022Guggenheim Capital LLC597,571$4.78M0.0%+21.6%1.257%
(Data available from 1/1/2016 forward)

OIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OIA shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Invesco Municipal Income Opportunities Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($3.77M), UBS Group AG ($2.35M), Cetera Advisor Networks LLC ($2.32M), Advisor Group Holdings Inc. ($2.04M), Commonwealth Equity Services LLC ($1.32M), Van ECK Associates Corp ($1.32M), and LPL Financial LLC ($1.22M).Learn more on OIA's institutional investors.

What percentage of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors?

12.57% of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors. Learn more on OIA's institutional investor holdings.

Which institutional investors have been buying Invesco Municipal Income Opportunities Trust stock?

Of the 39 institutional investors that purchased Invesco Municipal Income Opportunities Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($329.28K), Guggenheim Capital LLC ($134.20K), Van ECK Associates Corp ($118.12K), LPL Financial LLC ($104.11K), Commonwealth Equity Services LLC ($103.79K), Melfa Wealth Management LLC ($77.87K), and Rothschild Investment LLC ($71.70K).

How much institutional buying is happening at Invesco Municipal Income Opportunities Trust?

Institutional investors have bought a total of 1,577,760 shares in the last 24 months. This purchase volume represents approximately $9.71M in transactions.

Which Invesco Municipal Income Opportunities Trust major shareholders have been selling company stock?

Of the 14 institutional investors that sold Invesco Municipal Income Opportunities Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($267.72K), Commonwealth Equity Services LLC ($96.33K), Raymond James Financial Services Advisors Inc. ($52.85K), Advisor Group Holdings Inc. ($26.84K), Keudell Morrison Wealth Management ($23.54K), Stratos Wealth Partners LTD. ($15.69K), and Van ECK Associates Corp ($11.08K).

How much institutional selling is happening at Invesco Municipal Income Opportunities Trust?

Institutional investors have sold a total of 527,004 shares in the last 24 months. This volume of shares sold represents approximately $3.32M in transactions.


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This page (NYSE:OIA) was last updated on 11/2/2024 by MarketBeat.com Staff
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