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Invesco Municipal Income Opportunities Trust (OIA) Institutional Ownership

Invesco Municipal Income Opportunities Trust logo
$6.20 -0.01 (-0.08%)
Closing price 03/3/2025 03:59 PM Eastern
Extended Trading
$6.18 -0.01 (-0.16%)
As of 03/3/2025 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
$8.98M
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

Invesco Municipal Income Opportunities Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/24/2025 Ameriflex Group Inc.8,000$50K0.0%N/A0.017%
2/18/2025 Elequin Capital LP6,963$41K0.0%N/A0.015%
2/17/2025 Nomura Holdings Inc.68,206$402K0.0%N/A0.143%
2/17/2025 Nuveen Asset Management LLC27,025$159K0.0%+124.0%0.057%
2/17/2025 Logan Stone Capital LLC183,519$1.08M0.4%N/A0.385%
2/17/2025 Citadel Advisors LLC18,054$107K0.0%N/A0.038%
2/17/2025 Bank of America Corp DE854,922$5.04M0.0%+4.5%1.795%
2/17/2025 Ameriprise Financial Inc.670,818$3.96M0.0%-0.4%1.408%
2/14/2025 Jane Street Group LLC23,129$136K0.0%N/A0.049%
2/14/2025 IHT Wealth Management LLC64,596$381K0.0%-5.0%0.136%
2/13/2025 NewEdge Advisors LLC48,552$286K0.0%+3.8%0.102%
2/13/2025 Guggenheim Capital LLC1,144,654$6.75M0.1%+5.4%2.403%
2/13/2025 XTX Topco Ltd18,955$112K0.0%N/A0.040%
2/13/2025 Savvy Advisors Inc.107,803$636K0.1%N/A0.226%
2/13/2025 Rockefeller Capital Management L.P.34,292$202K0.0%-46.5%0.072%
2/13/2025 Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/13/2025 Envestnet Asset Management Inc.18,414$109K0.0%N/A0.039%
2/13/2025 Wells Fargo & Company MN67,115$396K0.0%-31.3%0.141%
2/12/2025 Landscape Capital Management L.L.C.24,014$142K0.0%N/A0.050%
2/12/2025 Everstar Asset Management LLC57,300$338K0.2%-51.4%0.120%
2/11/2025 LPL Financial LLC121,794$719K0.0%-26.1%0.256%
2/11/2025 Virtu Financial LLC35,233$208K0.0%+234.8%0.074%
2/10/2025 Signaturefd LLC4,880$29K0.0%N/A0.010%
2/10/2025 Commonwealth Equity Services LLC265,083$1.56M0.0%+33.1%0.557%
2/10/2025 Avantax Advisory Services Inc.72,817$430K0.0%+27.2%0.153%
2/10/2025 Farther Finance Advisors LLC9,375$55K0.0%-89.7%0.020%
2/7/2025 PNC Financial Services Group Inc.22,485$133K0.0%-6.9%0.047%
2/6/2025 Raymond James Financial Inc.164,959$973K0.0%N/A0.346%
2/5/2025 Providence First Trust Co29,046$171K0.1%-35.5%0.061%
2/4/2025 Rothschild Investment LLC69,200$408K0.0%-3.5%0.145%
2/3/2025 Wolverine Asset Management LLC67,120$396K0.0%N/A0.141%
1/29/2025 Van ECK Associates Corp217,955$1.29M0.0%+10.0%0.458%
1/28/2025 AlphaStar Capital Management LLC14,000$83K0.0%N/A0.029%
1/21/2025 RFG Advisory LLC40,859$241K0.0%+24.4%0.086%
1/21/2025 Cornerstone Wealth Management LLC11,064$65K0.0%N/A0.023%
1/17/2025 Janney Montgomery Scott LLC18,898$111K0.0%N/A0.040%
12/13/2024 B. Riley Wealth Advisors Inc.10,814$74K0.0%-45.4%0.023%
11/20/2024 Virtu Financial LLC10,525$72K0.0%N/A0.022%
11/15/2024 MML Investors Services LLC90,410$620K0.0%-5.6%0.190%
11/15/2024 IHT Wealth Management LLC67,996$467K0.0%-13.3%0.143%
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11/14/2024 Rockefeller Capital Management L.P.64,063$439K0.0%+19.0%0.134%
11/13/2024 Horizon Kinetics Asset Management LLC19,911$137K0.0%N/A0.042%
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%
9/5/2024 Sanctuary Advisors LLC45,357$278K0.0%N/A0.095%
8/30/2024 Creekside Partners14,892$95K0.1%N/A0.031%
8/16/2024 Northwestern Mutual Wealth Management Co.75,513$480K0.0%-4.5%0.159%
8/2/2024 Wolverine Asset Management LLC18,787$119K0.0%N/A0.039%
8/1/2024 Providence First Trust Co41,974$267K0.1%+61.4%0.088%
7/31/2024 Rothschild Investment LLC71,700$455K0.0%N/A0.151%
7/17/2024 Keudell Morrison Wealth Management11,270$72K0.0%N/A0.024%
7/15/2024 RFG Advisory LLC26,586$169K0.0%+11.9%0.056%
5/29/2024 Pathway Financial Advisers LLC23,356$153K0.1%N/A0.049%
5/8/2024 Avantax Advisory Services Inc.17,048$111K0.0%N/A0.036%
4/30/2024 Commonwealth Equity Services LLC201,508$1.32M0.0%-2.1%0.423%
4/27/2024 Phoenix Wealth Advisors12,284$80K0.0%N/A0.026%
4/11/2024 RFG Advisory LLC23,757$155K0.0%+32.4%0.050%
3/27/2024 Nomura Holdings Inc.17,887$114K0.0%N/A0.038%
2/22/2024 Napa Wealth Management30,944$196K0.1%N/A0.065%
2/6/2024 Fortitude Advisory Group L.L.C.13,468$86K0.1%N/A0.028%
2/5/2024 Kestra 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%
2/2/2024 Truist Financial Corp18,250$116K0.0%+32.7%0.038%
1/29/2024 Genesee Capital Advisors LLC17,830$113K0.1%N/A0.037%
1/26/2024 Financial 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%
12/1/2023 B. 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%
11/9/2023 UBS Group AG403,621$2.35M0.0%+442.9%0.847%
11/8/2023 HighTower 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%
10/23/2023 Commonwealth Equity Services LLC369,985$2.15M0.0%-15.4%0.777%
9/12/2023 Farther Finance Advisors LLC5,569$35K0.0%N/A0.012%
8/11/2023 Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
8/11/2023 Guggenheim Capital LLC604,679$3.77M0.0%-16.7%1.270%
8/10/2023 Commonwealth 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%
8/8/2023 Prospera 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%
7/31/2023 LPL 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%
5/11/2023 Commonwealth Equity Services LLC461,993$3.07M0.0%+1.5%0.971%
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5/11/2023 Guggenheim Capital LLC726,091$4.82M0.0%-16.8%1.525%
5/9/2023 RFG Advisory LLC17,548$117K0.0%N/A0.037%
5/3/2023 Van ECK Associates Corp165,186$1.10M0.0%-1.3%0.347%
4/27/2023 Stratos 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%
3/6/2023 Rockefeller Capital Management L.P.47,579$296K0.0%+9.1%0.100%
2/10/2023 Fairhaven Wealth Management LLC18,450$115K0.0%N/A0.039%
(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, 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 2,324,798 shares in the last 24 months. This purchase volume represents approximately $14.08M 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.



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