Free Trial
Claim MarketBeat All Access New Year Sale New Year's Sale Claim Sale

Invesco Municipal Opportunity Trust (VMO) Institutional Ownership

Invesco Municipal Opportunity Trust logo
$9.62 +0.10 (+1.05%)
(As of 05:17 PM ET)
Compare

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)
40
Total
Institutional Inflows
(last 12 months)
$35.78M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$19.58M
Get VMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Municipal Opportunity Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VMO Institutional Buying and Selling by Quarter

Invesco Municipal Opportunity Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/24/2024Kercheville 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%
10/23/2024Hennion & 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%
8/2/2024Simon 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%
7/31/2024Rothschild 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Altcoin season moves fast, and those who hesitate are left behind. The window is closing.

>> Register for the Workshop Now
7/22/2024Dakota Wealth Management114,949$1.16M0.0%-9.1%0.000%
7/20/2024Hennion & 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%
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%
5/1/2024Janney 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%
4/24/2024Blue Bell Private Wealth Management LLC13,559$132K0.0%N/A0.020%
4/23/2024Summit Trail Advisors LLC18,955$184K0.0%-12.8%0.028%
4/17/2024Hennion & Walsh Asset Management Inc.1,263,852$12.30M0.7%+16.5%1.874%
4/16/2024Financial Management Professionals Inc.4,333$42K0.0%N/A0.006%
4/15/2024Kingswood Wealth Advisors LLC29,405$286K0.0%+36.4%0.044%
3/22/2024PNC Financial Services Group Inc.46,822$450K0.0%-22.6%0.069%
2/26/2024Virtu Financial LLC22,058$212K0.0%N/A0.033%
2/14/2024Garner Asset Management Corp108,955$1.05M0.4%-24.6%0.162%
2/13/2024Karpus Management Inc.2,078,577$19.98M0.6%+41.0%3.082%
2/13/2024Wellspring Financial Advisors LLC16,000$154K0.0%+17.6%0.024%
2/12/2024Gridiron Partners LLC90,638$871K0.6%N/A0.134%
2/12/2024Catalytic Wealth RIA LLC52,349$503K0.2%N/A0.078%
2/12/2024Steward Partners Investment Advisory LLC75,578$726K0.0%+30.2%0.112%
2/9/2024UBS Group AG1,066,686$10.25M0.0%-32.9%1.582%
2/9/2024PNC Financial Services Group Inc.46,822$450K0.0%-22.6%0.069%
2/8/2024Brown Advisory Inc.24,061$231K0.0%-63.4%0.036%
2/8/2024Robinson Capital Management LLC737,934$7.07M2.5%+193.0%1.094%
2/8/2024Fiera Capital Corp1,066,784$10.25M0.0%+10.6%1.582%
2/8/2024Janney Montgomery Scott LLC53,256$512K0.0%+2.5%0.079%
2/7/2024JFS Wealth Advisors LLC8,139$78K0.0%-96.8%0.012%
2/6/2024Summit Trail Advisors LLC21,736$209K0.0%+37.4%0.032%
2/6/2024TCG Advisory Services LLC134,509$1.29M0.1%-2.8%0.199%
2/5/2024Van ECK Associates Corp508,977$4.89M0.0%+13.4%0.755%
2/1/2024Wolverine Asset Management LLC12,670$122K0.0%-9.8%0.019%
1/25/2024International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
1/24/2024International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
1/24/2024Capital Wealth Alliance LLC22,237$214K0.1%-72.9%0.033%
1/19/2024Summit Financial Wealth Advisors LLC31,455$302K0.1%-8.7%0.047%
1/16/2024Simon Quick Advisors LLC23,156$223K0.0%+8.7%0.034%
1/16/2024Kingswood Wealth Advisors LLC21,555$207K0.0%N/A0.032%
1/16/2024Raymond James Financial Services Advisors Inc.171,393$1.65M0.0%-16.7%0.254%
1/16/2024Raymond James & Associates329,118$3.16M0.0%-4.7%0.488%
1/11/2024LexAurum Advisors LLC15,000$144K0.0%-25.6%0.022%
1/4/2024Compass Wealth Management LLC6,831$66K0.0%-48.9%0.010%
12/1/2023B. Riley Wealth Advisors Inc.18,538$153K0.0%-8.0%0.027%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Altcoin season moves fast, and those who hesitate are left behind. The window is closing.

>> Register for the Workshop Now
11/14/2023AQR Arbitrage LLC453,977$3.74M0.2%+95.9%0.673%
11/14/2023Saba Capital Management L.P.118,051$972K0.0%N/A0.175%
11/14/2023Robinson Capital Management LLC251,826$2.08M0.9%-35.5%0.373%
11/14/2023Summit Financial Wealth Advisors LLC34,455$295K0.1%-49.8%0.051%
11/13/2023Bramshill Investments LLC5,103,511$42.00M4.9%+5.0%7.567%
11/13/2023Wolverine Asset Management LLC14,048$116K0.0%+13,407.7%0.021%
11/13/2023PNC Financial Services Group Inc.60,479$498K0.0%-15.0%0.090%
11/9/2023Fiera Capital Corp964,891$7.94M0.0%+2.4%1.431%
11/9/2023Karpus Management Inc.1,473,696$12.13M0.4%+10.7%2.185%
11/9/2023UBS Group AG1,589,673$13.08M0.0%-4.9%2.357%
(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, 87 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), Karpus Management Inc. ($20.47M), Hennion & Walsh Asset Management Inc. ($15.45M), Sit Investment Associates Inc. ($14.45M), UBS Group AG ($10.25M), and Guggenheim Capital LLC ($8.15M).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 72 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: Hennion & Walsh Asset Management Inc. ($980.82K), Karpus Management Inc. ($837.12K), Rivernorth Capital Management LLC ($686.26K), Fiera Capital Corp ($668.86K), Robinson Capital Management LLC ($565.18K), Bramshill Investments LLC ($541.33K), and Sit Investment Associates Inc. ($373.59K).

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

Institutional investors have bought a total of 7,837,936 shares in the last 24 months. This purchase volume represents approximately $74.94M in transactions.

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

Of the 41 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: UBS Group AG ($896.34K), Guggenheim Capital LLC ($891.80K), Fiera Capital Corp ($302.11K), Logan Stone Capital LLC ($274.28K), JFS Wealth Advisors LLC ($245.84K), Robinson Capital Management LLC ($138.45K), and Garner Asset Management Corp ($133.72K).

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

Institutional investors have sold a total of 3,790,238 shares in the last 24 months. This volume of shares sold represents approximately $36.68M in transactions.


Related Companies

This page (NYSE:VMO) was last updated on 12/30/2024 by MarketBeat.com Staff
From Our Partners
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
>>>RE: Buy this Stock before Trump Takes Office!
To make sure everyone has the opportunity to get in, closes for good at midnight on January 1st, we're lowerin...
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
It’s here. This is the moment we’ve been waiting for. The next 3-6 months in crypto will be absolutely life...
Crypto Swap Profits | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored