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Invesco Municipal Opportunity Trust (VMO) Institutional Ownership

Invesco Municipal Opportunity Trust logo
$9.77 +0.06 (+0.62%)
As of 01/30/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
44
Total
Institutional Inflows
(last 12 months)
$36.57M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$20.22M
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VMO Institutional Buying and Selling by Quarter

Invesco Municipal Opportunity Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/29/2025 Van ECK Associates Corp507,362$4.93M0.0%+4.4%0.000%
1/28/2025 Live Oak Private Wealth LLC20,000$194K0.0%N/A0.000%
1/27/2025 Stratos Wealth Advisors LLC87,051$846K0.0%-7.5%0.000%
1/24/2025 Absolute Investment Advisers LLC63,600$618K0.1%N/A0.000%
1/17/2025 Avior 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%
11/14/2024 Encompass 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%
11/1/2024 Fiera Capital Corp556,859$5.72M0.0%-2.2%0.000%
10/31/2024Concurrent Investment Advisors LLC26,451$272K0.0%+21.3%0.000%
10/29/2024 Van 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%
10/23/2024 Dakota 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%
10/22/2024 International Assets Investment Management LLC46,476$4.53M0.0%+935.3%0.000%
10/19/2024 Allspring Global Investments Holdings LLC43,363$445K0.0%-47.1%0.000%
10/18/2024Raymond James & Associates377,675$3.88M0.0%+8.1%0.000%
10/18/2024 Stratos 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%
8/7/2024 Choreo 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%
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8/2/2024 Simon Quick Advisors LLC17,473$176K0.0%-32.2%0.000%
8/1/2024 Fiera Capital Corp569,318$5.74M0.0%-30.6%0.000%
7/31/2024 Van ECK Associates Corp487,254$4.91M0.0%-8.0%0.000%
7/31/2024Rothschild Investment LLC63,297$638K0.0%N/A0.000%
7/30/2024 International 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%
7/26/2024 Allspring 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%
7/22/2024 Dakota 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%
7/9/2024 Kingswood 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%
5/1/2024 Janney Montgomery Scott LLC59,652$580K0.0%+12.0%0.088%
4/30/2024 Van ECK Associates Corp529,667$5.15M0.0%+4.1%0.785%
4/24/2024 CENTRAL TRUST Co2,938$29K0.0%N/A0.004%
4/24/2024Blue Bell Private Wealth Management LLC13,559$132K0.0%N/A0.020%
4/23/2024 Summit Trail Advisors LLC18,955$184K0.0%-12.8%0.028%
4/17/2024 Hennion & Walsh Asset Management Inc.1,263,852$12.30M0.7%+16.5%1.874%
4/16/2024 Financial Management Professionals Inc.4,333$42K0.0%N/A0.006%
4/15/2024 Kingswood 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%
2/12/2024 Gridiron 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%
2/8/2024 Fiera Capital Corp1,066,784$10.25M0.0%+10.6%1.582%
2/8/2024 Janney Montgomery Scott LLC53,256$512K0.0%+2.5%0.079%
2/7/2024JFS Wealth Advisors LLC8,139$78K0.0%-96.8%0.012%
2/6/2024 Summit Trail Advisors LLC21,736$209K0.0%+37.4%0.032%
2/6/2024TCG Advisory Services LLC134,509$1.29M0.1%-2.8%0.199%
2/5/2024 Van ECK Associates Corp508,977$4.89M0.0%+13.4%0.755%
2/1/2024Wolverine Asset Management LLC12,670$122K0.0%-9.8%0.019%
1/25/2024 International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
1/24/2024 International Assets Investment Management LLC42,665$4.44M0.0%N/A0.063%
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1/24/2024 Capital Wealth Alliance LLC22,237$214K0.1%-72.9%0.033%
1/19/2024Summit Financial Wealth Advisors LLC31,455$302K0.1%-8.7%0.047%
1/16/2024 Simon Quick Advisors LLC23,156$223K0.0%+8.7%0.034%
1/16/2024 Kingswood 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%
1/11/2024 LexAurum Advisors LLC15,000$144K0.0%-25.6%0.022%
1/4/2024 Compass 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%
11/14/2023AQR Arbitrage LLC453,977$3.74M0.2%+95.9%0.673%
(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, 89 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), Sit Investment Associates Inc. ($14.45M), Hennion & Walsh Asset Management Inc. ($12.85M), 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 76 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. ($933.08K), 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 7,746,351 shares in the last 24 months. This purchase volume represents approximately $74.00M in transactions.

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

Of the 40 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), Hennion & Walsh Asset Management Inc. ($189.02K), and Robinson Capital Management LLC ($138.45K).

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

Institutional investors have sold a total of 3,958,965 shares in the last 24 months. This volume of shares sold represents approximately $38.31M in transactions.


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This page (NYSE:VMO) was last updated on 1/31/2025 by MarketBeat.com Staff
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