Free Trial
→ JD Vance Predicts: Wall Street vs. Trump & Your Money (From Priority Gold) (Ad) Free VMO Stock Alerts

Invesco Municipal Opportunity Trust (VMO) Institutional Ownership

Invesco Municipal Opportunity Trust logo
$9.88 +0.01 (+0.10%)
(As of 11:08 AM 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)
30
Total
Institutional Outflows
(last 12 months)
$19.59M
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
11/15/2024 Whitebox Advisors LLC254,394$2.61M0.1%+7.1%0.000%
11/15/2024 Stifel Financial Corp117,063$1.20M0.0%+35.2%0.000%
11/15/2024 Rivernorth Capital Management LLC2,367,527$24.32M1.2%+26.2%0.000%
11/15/2024 HighTower Advisors LLC48,162$496K0.0%N/A0.000%
11/14/2024 Encompass More Asset Management12,937$133K0.1%N/A0.000%
11/14/2024 Westchester Capital Management LLC96,458$991K0.0%-57.3%0.000%
11/14/2024 Walleye Capital LLC15,976$164K0.0%N/A0.000%
11/12/2024 Garner 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%
10/31/2024 Concurrent 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%
10/25/2024 JFS 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%
10/24/2024 Ackerman 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%
10/18/2024Stratos Wealth Advisors LLC94,131$967K0.0%+7.9%0.000%
8/22/2024 Cetera Investment Advisers214,351$2.16M0.0%-3.4%0.000%
8/16/2024 Quarry LP32,500$328K0.1%N/A0.000%
8/15/2024 Logan Stone Capital LLC273,195$2.75M0.7%-50.1%0.000%
8/14/2024 Whitebox Advisors LLC237,523$2.39M0.1%N/A0.000%
8/14/2024 Bank of Montreal Can37,518$409K0.0%-32.1%0.000%
8/12/2024 Garner Asset Management Corp124,931$1.26M0.6%+10.0%0.000%
8/9/2024 Angeles Investment Advisors LLC46,900$473K0.0%N/A0.000%
8/8/2024 NINE MASTS CAPITAL Ltd41,798$421K0.1%-64.1%0.000%
8/7/2024 Choreo LLC13,826$139K0.0%N/A0.000%
8/6/2024 Wakefield Asset Management LLLP184,127$1.86M0.6%-1.1%0.000%
8/5/2024 Blue 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%
8/1/2024 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%
7/26/2024 Cambridge 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%
7/26/2024 Bank of New York Mellon Corp24,372$246K0.0%-38.1%0.000%
7/25/2024 Planning Alternatives Ltd. ADV39,000$393K0.1%+34.5%0.000%
New Year, New Opportunity! 2 AI Stocks Under $10 Ready to Soar (Ad)

As we step into 2025, artificial intelligence (AI) stocks continue to dominate headlines, and now is the perfect moment to position yourself for the coming year’s potential. Our latest research has uncovered two must-buy AI stocks currently trading under $10/share – an affordable entry with promising growth potential. These stocks are flying under the radar, but it’s only a matter of time before they gain mainstream attention.

👉 Click here to access your FREE report now!
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%
5/24/2024 Cetera Investment Advisers221,889$2.16M0.0%+1,735.6%0.000%
5/17/2024 Garner 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%
5/14/2024 Robinson Capital Management LLC768,126$7.17M2.6%+4.1%0.000%
5/14/2024 Karpus Management Inc.2,103,335$20.47M0.6%+1.2%0.000%
5/7/2024 Concurrent Investment Advisors LLC22,760$221K0.0%-11.4%0.000%
5/2/2024 Summit Financial Wealth Advisors LLC28,455$277K0.1%-9.5%0.042%
5/1/2024 Wakefield 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%
4/24/2024 Blue 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%
3/22/2024 PNC Financial Services Group Inc.46,822$450K0.0%-22.6%0.069%
2/26/2024Virtu Financial LLC22,058$212K0.0%N/A0.033%
2/14/2024 Garner Asset Management Corp108,955$1.05M0.4%-24.6%0.162%
2/13/2024 Karpus Management Inc.2,078,577$19.98M0.6%+41.0%3.082%
2/13/2024 Wellspring Financial Advisors LLC16,000$154K0.0%+17.6%0.024%
2/12/2024 Gridiron Partners LLC90,638$871K0.6%N/A0.134%
2/12/2024 Catalytic Wealth RIA LLC52,349$503K0.2%N/A0.078%
2/12/2024 Steward Partners Investment Advisory LLC75,578$726K0.0%+30.2%0.112%
2/9/2024 UBS Group AG1,066,686$10.25M0.0%-32.9%1.582%
2/9/2024 PNC Financial Services Group Inc.46,822$450K0.0%-22.6%0.069%
2/8/2024 Brown Advisory Inc.24,061$231K0.0%-63.4%0.036%
2/8/2024 Robinson 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%
2/7/2024 JFS Wealth Advisors LLC8,139$78K0.0%-96.8%0.012%
2/6/2024 Summit Trail Advisors LLC21,736$209K0.0%+37.4%0.032%
2/6/2024 TCG 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%
2/1/2024 Wolverine 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%
1/24/2024 Capital Wealth Alliance LLC22,237$214K0.1%-72.9%0.033%
1/19/2024 Summit 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%
1/11/2024LexAurum 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%
Download Our Tesla Ebook For Free (Ad)

Like many of you, we here at the TradingPub are bullish on Tesla long term. We believe the company will continue to be a leader in technology, EVs and A.I. We also believe it’s share price will be rewarded in a big way… In fact, our #1 Tesla expert just published a brand new Ebook regarding Tesla’s future, and we’d like to send it to you at no cost.

To claim your copy free of charge simply follow this link.
11/14/2023 AQR Arbitrage LLC453,977$3.74M0.2%+95.9%0.673%
11/14/2023 Saba Capital Management L.P.118,051$972K0.0%N/A0.175%
11/14/2023 Robinson Capital Management LLC251,826$2.08M0.9%-35.5%0.373%
11/14/2023 Summit Financial Wealth Advisors LLC34,455$295K0.1%-49.8%0.051%
11/13/2023 Bramshill Investments LLC5,103,511$42.00M4.9%+5.0%7.567%
11/13/2023 Wolverine Asset Management LLC14,048$116K0.0%+13,407.7%0.021%
11/13/2023 PNC Financial Services Group Inc.60,479$498K0.0%-15.0%0.090%
11/9/2023 Fiera Capital Corp964,891$7.94M0.0%+2.4%1.431%
11/9/2023 Karpus Management Inc.1,473,696$12.13M0.4%+10.7%2.185%
11/9/2023 UBS 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 11/21/2024 by MarketBeat.com Staff
From Our Partners
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored