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Invesco Municipal Opportunity Trust (VMO) Institutional Ownership

Invesco Municipal Opportunity Trust logo
$9.25 -0.03 (-0.28%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$9.26 +0.00 (+0.01%)
As of 04/17/2025 04:05 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 Opportunity Trust (NYSE:VMO)

Current
Institutional Ownership
Percentage
42.57%
Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$53.70M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$55.13M
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VMO Institutional Buying and Selling by Quarter

Invesco Municipal Opportunity Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC43,738$415K0.0%+13.3%0.000%
4/11/2025 Permanent Capital Management LP14,517$138K0.0%-7.2%0.000%
4/10/2025 Wealth Alliance Advisory Group LLC53,540$508K0.1%+46.3%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.1,084,043$10.29M0.5%-18.0%0.000%
4/8/2025 Rothschild Investment LLC49,207$467K0.0%-28.4%0.000%
2/17/2025Saba Capital Management L.P.2,180,578$21.20M0.5%-64.9%0.000%
2/17/2025Nomura Holdings Inc.20,746$202K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC77,986$758K0.0%+12.4%0.000%
2/17/2025Cetera Investment Advisers30,152$293K0.0%-18.2%0.000%
2/17/2025Bank of America Corp DE27,818$270K0.0%-11.3%0.000%
2/17/2025Ameriprise Financial Inc.299,320$2.91M0.0%+160.3%0.000%
2/14/2025Westchester Capital Management LLC84,363$820K0.0%-12.5%0.000%
2/14/2025Stifel Financial Corp201,656$1.96M0.0%+72.3%0.000%
2/13/2025NewEdge Advisors LLC53,428$519K0.0%+8.8%0.000%
2/13/2025Guggenheim Capital LLC945,263$9.19M0.1%+48.2%0.000%
2/13/2025Garner Asset Management Corp117,254$1.14M0.5%+1.3%0.000%
2/13/2025Raymond James Financial Inc.781,661$7.60M0.0%N/A0.000%
2/13/2025Invesco Ltd.151,366$1.47M0.0%-6.9%0.000%
2/13/2025Bank of Montreal Can39,745$386K0.0%+4.1%0.000%
2/13/2025Aristides Capital LLC21,780$212K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.1,373,565$13.35M0.3%-8.0%0.000%
2/13/2025Wells Fargo & Company MN208,405$2.03M0.0%-4.8%0.000%
2/12/2025Landscape Capital Management L.L.C.29,793$290K0.0%N/A0.000%
2/12/2025StoneX Group Inc.30,055$292K0.0%N/A0.000%
2/11/2025LPL Financial LLC452,242$4.40M0.0%+214.7%0.000%
2/11/2025HUB Investment Partners LLC90,170$876K0.0%+8.3%0.000%
2/10/2025Harbour Investments Inc.7,746$75K0.0%-22.1%0.000%
2/10/2025Rareview Capital LLC288,132$2.96M2.2%+79.9%0.000%
2/7/2025Independent Advisor Alliance65,841$640K0.0%N/A0.000%
2/7/2025 Permanent Capital Management LP15,649$152K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC12,389$120K0.0%-15.1%0.000%
2/6/2025Raymond James Financial Inc.781,661$7.60M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC115,193$1.12M0.0%+13.1%0.000%
2/4/2025Bank of New York Mellon Corp63,528$617K0.0%+160.6%0.000%
1/31/2025Robinson Capital Management LLC1,697,121$16.50M6.7%+44.1%0.000%
1/31/2025Venturi Wealth Management LLC6,366$62K0.0%+885.4%0.000%
1/29/2025Van ECK Associates Corp507,362$4.93M0.0%+4.4%0.000%
1/28/2025Live Oak Private Wealth LLC20,000$194K0.0%N/A0.000%
1/27/2025Stratos Wealth Advisors LLC87,051$846K0.0%-7.5%0.000%
1/24/2025Absolute Investment Advisers LLC63,600$618K0.1%N/A0.000%
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1/17/2025Avior Wealth Management LLC8,491$83K0.0%+668.4%0.000%
1/17/2025 Janney Montgomery Scott LLC38,618$375K0.0%+59.4%0.000%
1/15/2025 Wealth Alliance Advisory Group LLC36,600$356K0.1%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.1,321,665$12.85M0.6%-12.1%0.000%
1/6/2025 Insight Wealth Strategies LLC25,383$247K0.0%N/A0.000%
11/15/2024Whitebox Advisors LLC254,394$2.61M0.1%+7.1%0.000%
11/15/2024Stifel Financial Corp117,063$1.20M0.0%+35.2%0.000%
11/15/2024Rivernorth Capital Management LLC2,367,527$24.32M1.2%+26.2%0.000%
11/15/2024HighTower Advisors LLC48,162$496K0.0%N/A0.000%
11/14/2024Encompass More Asset Management12,937$133K0.1%N/A0.000%
11/14/2024Westchester Capital Management LLC96,458$991K0.0%-57.3%0.000%
11/14/2024Walleye Capital LLC15,976$164K0.0%N/A0.000%
11/12/2024Garner Asset Management Corp115,747$1.19M0.5%-7.4%0.000%
11/1/2024Fiera Capital Corp556,859$5.72M0.0%-2.2%0.000%
10/31/2024Concurrent Investment Advisors LLC26,451$272K0.0%+21.3%0.000%
10/29/2024Van ECK Associates Corp486,189$4.83M0.0%-0.2%0.000%
10/25/2024JFS Wealth Advisors LLC144,908$1.49M0.1%+1,629.2%0.000%
10/24/2024 Kercheville Advisors LLC15,067$155K0.1%+15.3%0.000%
10/24/2024Ackerman Capital Advisors LLC15,647$161K0.0%N/A0.000%
10/23/2024Dakota Wealth Management44,949$462K0.0%-60.9%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.1,504,422$15.45M0.7%-0.4%0.000%
10/22/2024International Assets Investment Management LLC46,476$4.53M0.0%+935.3%0.000%
10/19/2024Allspring Global Investments Holdings LLC43,363$445K0.0%-47.1%0.000%
10/18/2024Raymond James & Associates377,675$3.88M0.0%+8.1%0.000%
10/18/2024Stratos Wealth Advisors LLC94,131$967K0.0%+7.9%0.000%
8/22/2024Cetera Investment Advisers214,351$2.16M0.0%-3.4%0.000%
8/16/2024Quarry LP32,500$328K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC273,195$2.75M0.7%-50.1%0.000%
8/14/2024Whitebox Advisors LLC237,523$2.39M0.1%N/A0.000%
8/14/2024Bank of Montreal Can37,518$409K0.0%-32.1%0.000%
8/12/2024Garner Asset Management Corp124,931$1.26M0.6%+10.0%0.000%
8/9/2024Angeles Investment Advisors LLC46,900$473K0.0%N/A0.000%
8/8/2024NINE MASTS CAPITAL Ltd41,798$421K0.1%-64.1%0.000%
8/7/2024Choreo LLC13,826$139K0.0%N/A0.000%
8/6/2024Wakefield Asset Management LLLP184,127$1.86M0.6%-1.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC14,601$147K0.0%+7.7%0.000%
8/2/2024 Simon Quick Advisors LLC17,473$176K0.0%-32.2%0.000%
8/1/2024Fiera Capital Corp569,318$5.74M0.0%-30.6%0.000%
7/31/2024Van ECK Associates Corp487,254$4.91M0.0%-8.0%0.000%
7/31/2024 Rothschild Investment LLC63,297$638K0.0%N/A0.000%
7/30/2024International Assets Investment Management LLC4,489$45K0.0%N/A0.000%
7/26/2024Cambridge Investment Research Advisors Inc.111,034$1.12M0.0%-1.8%0.000%
7/26/2024Allspring Global Investments Holdings LLC81,900$826K0.0%+17.2%0.000%
7/26/2024Bank of New York Mellon Corp24,372$246K0.0%-38.1%0.000%
7/25/2024Planning Alternatives Ltd. ADV39,000$393K0.1%+34.5%0.000%
7/22/2024Dakota Wealth Management114,949$1.16M0.0%-9.1%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.1,510,686$15.23M0.8%+19.5%0.000%
7/19/2024Raymond James & Associates349,256$3.52M0.0%+2.2%0.000%
7/9/2024Kingswood Wealth Advisors LLC32,120$324K0.0%+9.2%0.000%
5/24/2024Cetera Investment Advisers221,889$2.16M0.0%+1,735.6%0.000%
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5/17/2024Garner Asset Management Corp113,530$1.11M0.6%+4.2%0.000%
5/16/2024B. Riley Wealth Advisors Inc.18,538$180K0.0%N/A0.000%
5/14/2024Robinson Capital Management LLC768,126$7.17M2.6%+4.1%0.000%
5/14/2024Karpus Management Inc.2,103,335$20.47M0.6%+1.2%0.000%
5/7/2024Concurrent Investment Advisors LLC22,760$221K0.0%-11.4%0.000%
5/2/2024Summit Financial Wealth Advisors LLC28,455$277K0.1%-9.5%0.042%
5/1/2024Wakefield Asset Management LLLP186,180$1.81M0.6%+3.3%0.276%
5/1/2024 Janney Montgomery Scott LLC59,652$580K0.0%+12.0%0.088%
4/30/2024Van ECK Associates Corp529,667$5.15M0.0%+4.1%0.785%
4/24/2024CENTRAL TRUST Co2,938$29K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

VMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMO shares?

During the previous two years, 99 institutional investors and hedge funds held shares of Invesco Municipal Opportunity Trust. The most heavily invested institutionals were Bramshill Investments LLC ($42.00M), Rivernorth Capital Management LLC ($24.32M), Saba Capital Management L.P. ($21.20M), Karpus Management Inc. ($20.47M), Robinson Capital Management LLC ($16.50M), Sit Investment Associates Inc. ($13.35M), and Hennion & Walsh Asset Management Inc. ($10.29M).Learn more on VMO's institutional investors.

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

42.57% of Invesco Municipal Opportunity Trust stock is owned by institutional investors. Learn more on VMO's institutional investor holdings.

Which institutional investors have been buying Invesco Municipal Opportunity Trust stock?

Of the 84 institutional investors that purchased Invesco Municipal Opportunity Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.56M), Robinson Capital Management LLC ($1.08M), Hennion & Walsh Asset Management Inc. ($933.08K), Karpus Management Inc. ($837.12K), Rivernorth Capital Management LLC ($686.26K), Bramshill Investments LLC ($541.33K), and LPL Financial LLC ($308.52K).

How much institutional buying is happening at Invesco Municipal Opportunity Trust?

Institutional investors have bought a total of 9,937,807 shares in the last 24 months. This purchase volume represents approximately $95.09M in transactions.

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

Of the 48 institutional investors that sold Invesco Municipal Opportunity Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($4.04M), Guggenheim Capital LLC ($891.80K), UBS Group AG ($604.63K), Hennion & Walsh Asset Management Inc. ($426.64K), Fiera Capital Corp ($302.11K), Logan Stone Capital LLC ($274.28K), and JFS Wealth Advisors LLC ($245.84K).

How much institutional selling is happening at Invesco Municipal Opportunity Trust?

Institutional investors have sold a total of 8,089,829 shares in the last 24 months. This volume of shares sold represents approximately $78.34M in transactions.



This page (NYSE:VMO) was last updated on 4/18/2025 by MarketBeat.com Staff
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