VMO
Invesco Municipal Opportunity Trust
1W: -1.5%
1M: -9.7%
3M: -13.4%
YTD: -10.2%
1Y: -10.5%
3Y: +19.2%
5Y: -20.6%
$8.51
+0.08 (+0.95%)
Weekly Expected Move ±2.9%
$8
$8
$8
$9
$9
Institutional Ownership — VMO
122
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
166M
Total Invested
17
New Positions
42
Increased
35
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (133 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,711,573 | 15M | +185,915 | +12.2% | 60Q | SEC ↗ |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,703,324 | 14M | -1,028,952 | -37.7% | 18Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,506,124 | 13M | -27,293 | -1.8% | 61Q | SEC ↗ |
| 4 | GUGGENHEIM CAPITAL LLC | 1,380,117 | 12M | -121,208 | -8.1% | 64Q | SEC ↗ |
| 5 | Hennion & Walsh Asset Management, Inc. | 1,277,578 | 11M | +604,561 | +89.8% | 18Q | SEC ↗ |
| 6 | UBS Group AG | 999,416 | 9M | -64,554 | -6.1% | 47Q | SEC ↗ |
| 7 | Advisors Asset Management, Inc. | 869,326 | 7M | +128,923 | +17.4% | 7Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 799,317 | 7M | +10,423 | +1.3% | 7Q | SEC ↗ |
| 9 | SIT INVESTMENT ASSOCIATES INC | 623,992 | 5M | — | +0.0% | 15Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 613,958 | 5M | +9,590 | +1.6% | 65Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 552,198 | 5M | +28,385 | +5.4% | 10Q | SEC ↗ |
| 12 | VAN ECK ASSOCIATES CORP | 451,018 | 4M | +6,915 | +1.6% | 15Q | SEC ↗ |
| 13 | Garden State Investment Advisory Servi | 345,925 | 3M | +18,900 | +5.8% | 4Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 344,102 | 3M | +28,823 | +9.1% | 50Q | SEC ↗ |
| 15 | Wakefield Asset Management LLLP | 231,479 | 2M | +24,135 | +11.6% | 15Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 190,532 | 2M | +109,413 | +134.9% | 26Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 185,817 | 2M | +16,250 | +9.6% | 65Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 171,832 | 1M | +6,078 | +3.7% | 43Q | SEC ↗ |
| 19 | Fiera Capital Corp | 160,932 | 1M | -6,240 | -3.7% | 2Q | SEC ↗ |
| 20 | JFS WEALTH ADVISORS, LLC | 146,154 | 1M | +185 | +0.1% | 47Q | SEC ↗ |
| 21 | Garner Asset Management Corp | 138,563 | 1M | +2,642 | +1.9% | 37Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 137,771 | 1M | +10,896 | +8.6% | 9Q | SEC ↗ |
| 23 | PLANNING ALTERNATIVES LTD /ADV | 103,000 | 877K | — | +0.0% | 15Q | SEC ↗ |
| 24 | Wealth Alliance Advisory Group, LLC | 95,961 | 817K | -12,683 | -11.7% | 7Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 89,607 | 763K | -2,300 | -2.5% | 35Q | SEC ↗ |
| 26 | Worthington Financial Partners, LLC | 86,266 | 734K | -52 | -0.1% | 3Q | SEC ↗ |
| 27 | ROBINSON CAPITAL MANAGEMENT, LLC | 76,465 | 651K | -682,306 | -89.9% | 18Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 75,976 | 647K | +50,142 | +194.1% | 3Q | SEC ↗ |
| 29 | Summit Trail Advisors, LLC | 69,850 | 594K | -2,955 | -4.1% | 2Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 69,010 | 587K | +1,000 | +1.5% | 29Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 65,322 | 556K | +23,048 | +54.5% | 15Q | SEC ↗ |
| 32 | AMERIPRISE FINANCIAL INC | 62,987 | 536K | -293,187 | -82.3% | 16Q | SEC ↗ |
| 33 | PNC Financial Services Group, Inc. | 62,920 | 535K | -4 | -0.0% | 15Q | SEC ↗ |
| 34 | Invesco Ltd. | 60,091 | 511K | -3,475 | -5.5% | 11Q | SEC ↗ |
| 35 | PETRA FINANCIAL ADVISORS INC | 58,046 | 494K | +131 | +0.2% | 15Q | SEC ↗ |
| 36 | Concurrent Investment Advisors, LLC | 53,559 | 456K | +15,318 | +40.1% | 11Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 51,706 | 440K | +744 | +1.5% | 11Q | SEC ↗ |
| 38 | Burford Brothers, Inc. | 48,690 | 414K | — | +0.0% | 5Q | SEC ↗ |
| 39 | Stratos Wealth Partners, LTD. | 47,174 | 401K | +10,453 | +28.5% | 3Q | SEC ↗ |
| 40 | Live Oak Private Wealth LLC | 43,000 | 366K | — | +0.0% | 7Q | SEC ↗ |
| 41 | MELFA WEALTH MANAGEMENT, INC. | 42,828 | 364K | +24 | +0.1% | 15Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC NEW | 42,217 | 359K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Janney Montgomery Scott LLC | 40,712 | 346K | -2,215 | -5.2% | 29Q | SEC ↗ |
| 44 | CHOREO, LLC | 38,160 | 325K | +794 | +2.1% | 9Q | SEC ↗ |
| 45 | XTX Topco Ltd NEW | 37,859 | 322K | — | +0.0% | 1Q | SEC ↗ |
| 46 | AlphaCore Capital LLC | 35,014 | 298K | +662 | +1.9% | 6Q | SEC ↗ |
| 47 | Nuveen, LLC | 32,559 | 277K | — | +0.0% | 6Q | SEC ↗ |
| 48 | PURSUIT WEALTH STRATEGIES, LLC | 32,081 | 273K | -9,410 | -22.7% | 3Q | SEC ↗ |
| 49 | HUB Investment Partners, LLC | 29,859 | 254K | -1,819 | -5.7% | 23Q | SEC ↗ |
| 50 | Insight Wealth Strategies, LLC | 28,558 | 243K | +542 | +1.9% | 7Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 42,217 | 359K |
| XTX Topco Ltd | 37,859 | 322K |
| Clark Asset Management, LLC | 26,059 | 222K |
| Baird Financial Group, Inc. | 24,737 | 211K |
| ENVESTNET ASSET MANAGEMENT INC | 14,925 | 127K |
| Private Advisor Group, LLC | 14,078 | 120K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,671 | 116K |
| Formidable Asset Management, LLC | 13,250 | 113K |
| Worth Asset Management, LLC | 12,885 | 110K |
| Global Retirement Partners, LLC | 9,433 | 80K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,206 | 78K |
| Clear Street Group Inc. | 4,325 | 37K |
| Chung Wu Investment Group, LLC | 3,000 | 26K |
| CoreCap Advisors, LLC | 1,700 | 14K |
| Integrated Wealth Concepts LLC | 184 | 2K |
| Operose Advisors LLC | 167 | 1K |
| IMA Advisory Services, Inc. | 164 | 1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Rareview Capital LLC | 286,911 | 2M |
| MACKAY SHIELDS LLC | 126,255 | 1M |
| Bank of New York Mellon Corp | 124,443 | 1M |
| Concorde Asset Management, LLC | 49,948 | 425K |
| Allspring Global Investments Holdin | 42,230 | 359K |
| StoneX Group Inc. | 31,179 | 265K |
| Stratos Wealth Advisors, LLC | 21,302 | 181K |
| BOOTHBAY FUND MANAGEMENT, LLC | 15,680 | 133K |
| HRT FINANCIAL LP | 15,625 | 133K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 10,922 | 93K |
| FIRST TRUST ADVISORS LP | 10,782 | 92K |
| Glen Eagle Advisors, LLC | 10,642 | 91K |
| Merit Financial Group, LLC | 10,025 | 85K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | 4,715 | 40K |
| Garton & Associates Financial Advis | 3,417 | 29K |
| MAI Capital Management | 1,334 | 11K |
| SageView Advisory Group, LLC | 1,210 | 10K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,100 | 9K |
| BlackRock, Inc. | 1,047 | 9K |
| Field & Main Bank | 492 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hennion & Walsh Asset Management, I | +604,561 | +89.8% | 1,277,578 |
| MORGAN STANLEY | +185,915 | +12.2% | 1,711,573 |
| Advisors Asset Management, Inc. | +128,923 | +17.4% | 869,326 |
| OSAIC HOLDINGS, INC. | +109,413 | +134.9% | 190,532 |
| JANE STREET GROUP, LLC | +50,142 | +194.1% | 75,976 |
| Cambridge Investment Research Advis | +28,823 | +9.1% | 344,102 |
| Kestra Advisory Services, LLC | +28,385 | +5.4% | 552,198 |
| CWM, LLC | +26,474 | +1427.2% | 28,329 |
| ROTHSCHILD INVESTMENT LLC | +25,000 | +1854.6% | 26,348 |
| Wakefield Asset Management LLLP | +24,135 | +11.6% | 231,479 |
| BANK OF AMERICA CORP /DE | +23,048 | +54.5% | 65,322 |
| Garden State Investment Advisory Se | +18,900 | +5.8% | 345,925 |
| ROYAL BANK OF CANADA | +16,250 | +9.6% | 185,817 |
| Concurrent Investment Advisors, LLC | +15,318 | +40.1% | 53,559 |
| NewEdge Advisors, LLC | +10,896 | +8.6% | 137,771 |
| US BANCORP \DE | +10,890 | +38892.9% | 10,918 |
| Stratos Wealth Partners, LTD. | +10,453 | +28.5% | 47,174 |
| RAYMOND JAMES FINANCIAL INC | +10,423 | +1.3% | 799,317 |
| WELLS FARGO & COMPANY/MN | +9,590 | +1.6% | 613,958 |
| Cetera Investment Advisers | +9,449 | +55.6% | 26,436 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -1,028,952 | -37.7% | 1,703,324 |
| ROBINSON CAPITAL MANAGEMENT, LLC | -682,306 | -89.9% | 76,465 |
| AMERIPRISE FINANCIAL INC | -293,187 | -82.3% | 62,987 |
| GUGGENHEIM CAPITAL LLC | -121,208 | -8.1% | 1,380,117 |
| UBS Group AG | -64,554 | -6.1% | 999,416 |
| Gridiron Partners, LLC | -51,307 | -65.3% | 27,298 |
| LPL Financial LLC | -27,293 | -1.8% | 1,506,124 |
| Wealth Alliance Advisory Group, LLC | -12,683 | -11.7% | 95,961 |
| Rockefeller Capital Management L.P. | -10,026 | -33.5% | 19,870 |
| PURSUIT WEALTH STRATEGIES, LLC | -9,410 | -22.7% | 32,081 |
| Fiera Capital Corp | -6,240 | -3.7% | 160,932 |
| SHUFRO ROSE & CO LLC | -5,000 | -19.6% | 20,500 |
| Invesco Ltd. | -3,475 | -5.5% | 60,091 |
| Summit Trail Advisors, LLC | -2,955 | -4.1% | 69,850 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,300 | -2.5% | 89,607 |
| Encompass More Asset Management | -2,220 | -17.6% | 10,410 |
| Janney Montgomery Scott LLC | -2,215 | -5.2% | 40,712 |
| HUB Investment Partners, LLC | -1,819 | -5.7% | 29,859 |
| Virtu Financial LLC | -1,138 | -7.1% | 14,845 |
| Ancora Advisors LLC | -309 | -9.4% | 2,979 |