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Invesco Municipal Income Opportunities Trust (OIA) Institutional Ownership

Invesco Municipal Income Opportunities Trust logo
$6.12 +0.04 (+0.66%)
As of 12:45 PM Eastern
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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)
35
Total
Institutional Inflows
(last 12 months)
$8.86M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$1.90M
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OIA Institutional Buying and Selling by Quarter

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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
2/24/2025Ameriflex Group Inc.8,000$50K0.0%N/A0.017%
2/18/2025Elequin Capital LP6,963$41K0.0%N/A0.015%
2/17/2025Nomura Holdings Inc.68,206$402K0.0%N/A0.143%
2/17/2025Nuveen Asset Management LLC27,025$159K0.0%+124.0%0.057%
2/17/2025Logan Stone Capital LLC183,519$1.08M0.4%N/A0.385%
2/17/2025Citadel Advisors LLC18,054$107K0.0%N/A0.038%
2/17/2025Bank of America Corp DE854,922$5.04M0.0%+4.5%1.795%
2/17/2025Ameriprise Financial Inc.670,818$3.96M0.0%-0.4%1.408%
2/14/2025Jane Street Group LLC23,129$136K0.0%N/A0.049%
2/14/2025IHT Wealth Management LLC64,596$381K0.0%-5.0%0.136%
2/13/2025NewEdge Advisors LLC48,552$286K0.0%+3.8%0.102%
2/13/2025Guggenheim Capital LLC1,144,654$6.75M0.1%+5.4%2.403%
2/13/2025XTX Topco Ltd18,955$112K0.0%N/A0.040%
2/13/2025Savvy Advisors Inc.107,803$636K0.1%N/A0.226%
2/13/2025Rockefeller Capital Management L.P.34,292$202K0.0%-46.5%0.072%
2/13/2025Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/13/2025Envestnet Asset Management Inc.18,414$109K0.0%N/A0.039%
2/13/2025Wells Fargo & Company MN67,115$396K0.0%-31.3%0.141%
2/12/2025Landscape Capital Management L.L.C.24,014$142K0.0%N/A0.050%
2/12/2025Everstar Asset Management LLC57,300$338K0.2%-51.4%0.120%
2/11/2025LPL Financial LLC121,794$719K0.0%-26.1%0.256%
2/11/2025Virtu Financial LLC35,233$208K0.0%+234.8%0.074%
2/10/2025Signaturefd LLC4,880$29K0.0%N/A0.010%
2/10/2025Commonwealth Equity Services LLC265,083$1.56M0.0%+33.1%0.557%
2/10/2025Avantax Advisory Services Inc.72,817$430K0.0%+27.2%0.153%
2/10/2025Farther Finance Advisors LLC9,375$55K0.0%-89.7%0.020%
2/7/2025PNC Financial Services Group Inc.22,485$133K0.0%-6.9%0.047%
2/6/2025Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/5/2025Providence First Trust Co29,046$171K0.1%-35.5%0.061%
2/4/2025Rothschild Investment LLC69,200$408K0.0%-3.5%0.145%
2/3/2025Wolverine Asset Management LLC67,120$396K0.0%N/A0.141%
1/29/2025Van ECK Associates Corp217,955$1.29M0.0%+10.0%0.458%
1/28/2025AlphaStar Capital Management LLC14,000$83K0.0%N/A0.029%
1/21/2025RFG Advisory LLC40,859$241K0.0%+24.4%0.086%
1/21/2025Cornerstone Wealth Management LLC11,064$65K0.0%N/A0.023%
1/17/2025Janney Montgomery Scott LLC18,898$111K0.0%N/A0.040%
12/13/2024B. Riley Wealth Advisors Inc.10,814$74K0.0%-45.4%0.023%
11/20/2024Virtu Financial LLC10,525$72K0.0%N/A0.022%
11/15/2024MML Investors Services LLC90,410$620K0.0%-5.6%0.190%
11/15/2024IHT Wealth Management LLC67,996$467K0.0%-13.3%0.143%
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11/14/2024Rockefeller Capital Management L.P.64,063$439K0.0%+19.0%0.134%
11/13/2024Horizon Kinetics Asset Management LLC19,911$137K0.0%N/A0.042%
10/29/2024Van ECK Associates Corp198,066$1.32M0.0%-3.4%0.416%
10/29/2024Farther Finance Advisors LLC91,432$627K0.0%+32.3%0.192%
10/24/2024Modera 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%
7/17/2024Keudell Morrison Wealth Management11,270$72K0.0%N/A0.024%
7/15/2024RFG Advisory LLC26,586$169K0.0%+11.9%0.056%
5/29/2024Pathway 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%
2/5/2024Van ECK Associates Corp261,713$1.66M0.0%+45.5%0.549%
2/2/2024Truist Financial Corp18,250$116K0.0%+32.7%0.038%
1/29/2024Genesee Capital Advisors LLC17,830$113K0.1%N/A0.037%
1/26/2024Financial Counselors Inc.43,009$273K0.0%N/A0.090%
1/22/2024Silverlake Wealth Management LLC16,857$107K0.1%-31.1%0.035%
1/22/2024Melfa 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%
1/12/2024Advisor Resource Council69,162$439K0.1%N/A0.145%
12/1/2023B. Riley Wealth Advisors Inc.19,557$114K0.0%+24.9%0.041%
11/30/2023Modera 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%
11/8/2023Van 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%
9/12/2023Farther 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%
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%
8/3/2023Van 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%
7/20/2023Keudell Morrison Wealth Management18,395$115K0.0%-21.7%0.039%
5/11/2023Commonwealth Equity Services LLC461,993$3.07M0.0%+1.5%0.971%
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5/11/2023Guggenheim Capital LLC726,091$4.82M0.0%-16.8%1.525%
5/9/2023RFG Advisory LLC17,548$117K0.0%N/A0.037%
5/3/2023Van 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%
4/20/2023Melfa Wealth Management LLC70,707$469K0.5%-4.8%0.149%
4/18/2023Keudell 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%
(Data available from 1/1/2016 forward)

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OIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OIA shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Invesco Municipal Income Opportunities Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($6.75M), Bank of America Corp DE ($5.04M), Ameriprise Financial Inc. ($3.96M), UBS Group AG ($2.35M), Cetera Advisor Networks LLC ($2.32M), Commonwealth Equity Services LLC ($1.56M), and Van ECK Associates Corp ($1.29M).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 53 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: Raymond James Financial Inc. ($329.92K), UBS Group AG ($329.28K), Logan Stone Capital LLC ($183.52K), Van ECK Associates Corp ($118.30K), Savvy Advisors Inc. ($107.80K), Nomura Holdings Inc. ($86.09K), and Wolverine Asset Management LLC ($85.91K).

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

Institutional investors have bought a total of 2,320,816 shares in the last 24 months. This purchase volume represents approximately $14.06M in transactions.

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

Of the 23 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), Farther Finance Advisors LLC ($82.06K), Everstar Asset Management LLC ($60.60K), LPL Financial LLC ($43.12K), Raymond James Financial Services Advisors Inc. ($38.09K), and Wells Fargo & Company MN ($30.60K).

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

Institutional investors have sold a total of 764,267 shares in the last 24 months. This volume of shares sold represents approximately $4.73M in transactions.


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This page (NYSE:OIA) was last updated on 4/3/2025 by MarketBeat.com Staff
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