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Get Institutions for : 
Invesco Muni Income Opp Tr (OIA)  
$6.31 0.07 (1.08%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    7
Total shares held : 
 5,935,556  
% of shares held : 
 12.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 112,083  
% of shares held change : 
   0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $5.67  
Last Quarter's Ending Price : 
 $6.35  
Last Quarter's Average Price : 
 $5.85  
Change from last quarter's     
avg. price to the last closing  : 
0.46 (7.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 291,532
 4.91%
 
Increased Positions :
22
 597,826
 10.07%
 
Unchanged Positions :
14
 157,040
 2.65%
 
Decreased Positions :
14
-720,485
-12.14%
 
Closed Positions :
4
-56,790
-0.96%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GUGGENHEIM CAPITAL LLC 469 - 2024-03-31 956,033 $6,243,000 46,475
   BANK OF AMERICA CORP /DE/ 2940 - 2024-03-31 781,159 $5,101,000 33,953
   AMERIPRISE FINANCIAL INC 2355 - 2024-03-31 694,895 $4,538,000 35,490
   UBS Group AG 2615 - 2024-03-31 465,986 $3,043,000 10,980
   MORGAN STANLEY 4244 - 2024-03-31 432,814 $2,826,000 67,469
   Advisor Group Holdings Inc. 1560 - 2024-03-31 363,979 $2,377,000 3,813
   VAN ECK ASSOCIATES CORP 946 - 2024-03-31 203,649 $1,330,000 -58,064
   COMMONWEALTH EQUITY SERVICES LLC. 2042 - 2024-03-31 201,508 $1,316,000 -4,324
   LPL FINANCIAL CORP 3080 - 2024-03-31 161,581 $1,055,000 -9,451
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2110 - 2024-03-31 140,072 $915,000 797
   MML INVESTORS SERVICES LLC 1664 - 2024-03-31 95,850 $626,000 3,905
   RAYMOND JAMES & ASSOCIATES 2925 - 2024-03-31 90,751 $593,000 -1,075
   INVESCO LTD 3160 - 2024-03-31 87,162 $569,000 -33,092
   WELLS FARGO & CO/MN 3334 - 2024-03-31 83,252 $544,000 5,868
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1226 - 2024-03-31 79,071 $516,000 47
   IHT Wealth Management LLC 628 - 2024-03-31 78,396 $512,000 -2,880
   MELFA WEALTH MANAGEMENT LLC 72 - 2024-03-31 75,679 $494,000 479
   Farther Finance Advisors LLC 422 - 2024-03-31 69,455 $449,000 1,525
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2537 - 2024-03-31 55,622 $363,000 10,433
   Baird Financial Group Inc. 1499 - 2024-03-31 52,934 $346,000 -295
   ROYAL BANK OF CANADA 3705 - 2024-03-31 52,607 $344,000 170
   HIGHTOWER ADVISORS, LLC 2567 - 2024-03-31 49,856 $326,000 657
   Rockefeller Capital Management L.P. 1565 - 2024-03-31 49,176 $321,000 -7,228
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 542 - 2024-03-31 44,184 $289,000 4,015
   FINANCIAL COUNSELORS INC 511 - 2024-03-31 43,009 $281,000 0
   Goss Wealth Management LLC 1674 - 2024-03-31 41,859 $273,000 -11,093
   Moors & Cabot Inc. 716 - 2024-03-31 40,000 $261,000 0
   Insight Wealth Strategies LLC 152 - 2024-03-31 37,961 $248,000 206
   Burford Brothers Inc. 135 - 2024-03-31 36,720 $240,000 0
   MARINER WEALTH ADVISORS, LLC 2711 - 2024-03-31 32,558 $213,000 0
   BB&T CORP 2471 - 2024-03-31 27,536 $180,000 9,286
   Providence First Trust Co 102 - 2024-03-31 26,000 $170,000 0
   RFG Advisory Group LLC 696 - 2024-03-31 23,757 $155,000 5,811
   NOMURA HOLDINGS INC 800 - 2024-03-31 22,333 $146,000 4,446
   PROSPERA FINANCIAL SERVICES 1012 - 2023-12-31 22,154 $141,000 4,214
   CAMELOT PORTFOLIOS, LLC 130 - 2024-03-31 20,000 $131,000 0
   LINCOLN NATIONAL CORP 1153 - 2024-03-31 18,657 $122,000 245
   FINANCIAL NETWORK 2654 - 2024-03-31 18,719 $122,000 0
   Fairhaven Wealth Management LLC 118 - 2024-03-31 18,450 $120,000 0
   PNC FINANCIAL SERVICES GROUP INC 2501 - 2024-03-31 18,358 $120,000 -1,647
   Genesee Capital Advisors LLC 117 - 2024-03-31 17,830 $116,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1342 - 2024-03-31 19,557 $114,000 -33
   H D Vest Advisory Services 1574 *New 2024-03-31 17,048 $111,000 17,048
   SILVERLAKE WEALTH MANAGEMENT LLC 233 - 2024-03-31 16,994 $111,000 137
   Atria Wealth Solutions Inc. 1867 *New 2024-03-31 15,850 $104,000 15,850
   MODERA WEALTH MANAGEMENT, LLC 559 - 2024-03-31 15,763 $103,000 0
   Fortitude Advisory Group L.L.C. 212 - 2024-03-31 13,468 $88,000 0
   VIRTU FINANCIAL LLC 1065 *New 2023-12-31 12,987 $82,000 12,987
   Phoenix Wealth Advisors 112 *New 2024-03-31 12,284 $80,000 12,284
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1045 - 2024-03-31 10,545 $69,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1246 - 2024-03-31 10,553 $69,000 37
   Baldrige Asset Management LLC 171 - 2023-03-31 8,000 $53,000 0
   KISTLERTIFFANY COMPANIES, LLC 520 *New 2023-06-30 6,273 $39,000 6,273
   PRIVATE TRUST CO NA 1720 - 2024-03-31 1,200 $8,000 0
   Key Financial Inc 849 - 2024-03-31 1,000 $7,000 0
   CWM LLC 3677 - 2024-03-31 830 $5,000 0
   FTB Advisors Inc. 1973 - 2024-03-31 500 $3,000 0
   TOWER RESEARCH CAPITAL LLC 5292 *New 2024-03-31 172 $1,000 172
   J P MORGAN CHASE & CO 5373 *Closed 2024-03-31 0 $0 -561
   AE Wealth Management LLC 1172 *Closed 2024-03-31 0 $0 -10,151
   ADVISORY SERVICES NETWORK, LLC 2251 *Closed 2024-03-31 0 $0 -33
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5667 *Closed 2024-03-31 0 $0 -19,106
   Arete Wealth Advisors LLC 480 *Closed 2024-03-31 0 $0 -25,220
   NAPA WEALTH MANAGEMENT 79 - 2023-12-31 30,944 $0 0
   CAPTRUST FINANCIAL ADVISORS 2161 *Closed 2024-03-31 0 $0 -14,090
   CREATIVE PLANNING 2880 *Closed 2024-03-31 0 $0 -10,697
   PROEQUITIES INC. 7791 - 2024-03-31 0 $0 0
   ENDURANCE WEALTH MANAGEMENT, INC. 667 - 2023-06-30 28 $0 0
   FIFTH THIRD BANCORP 2490 *Closed 2024-03-31 0 $0 -1,201
   Advisor Resource Council 419 *Closed 2024-03-31 0 $0 -69,162
   AdvisorNet Financial Inc 2530 - 2024-03-31 0 $0 -5
  71 Records found
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  Page 1 of 1
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