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Get Institutions for : 
Invesco Van Kampen Muni Op (VMO)  
$9.73 0.01 (0.1%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 112    1
Total shares held : 
 23,306,176  
% of shares held : 
 34.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 2,286,541  
% of shares held change : 
   3.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.59  
Last Quarter's Ending Price : 
 $9.73  
Last Quarter's Average Price : 
 $9.60  
Change from last quarter's     
avg. price to the last closing  : 
0.13 (1.35%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 245,777
 1.05%
 
Increased Positions :
38
 3,897,973
 16.73%
 
Unchanged Positions :
35
 694,508
 2.98%
 
Decreased Positions :
29
-1,688,945
-7.25%
 
Closed Positions :
11
-168,264
-0.72%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   SABA CAPITAL MANAGEMENT, L.P. 14 - 2024-03-31 6,225,848 $60,578,000 5,472,556
   SIT INVESTMENT ASSOCIATES INC 42 - 2024-03-31 2,775,643 $27,007,000 1,591,873
   KARPUS MANAGEMENT INC 36 - 2024-03-31 2,103,335 $20,465,000 24,758
   RIVERNORTH CAPITAL MANAGEMENT, INC. 30 - 2024-03-31 1,897,279 $18,461,000 -133,784
   Hennion & Walsh Asset Management Inc. 21 - 2024-03-31 1,263,852 $12,297,000 178,550
   UBS Group AG 1602 - 2024-03-31 1,031,427 $10,036,000 -35,259
   GUGGENHEIM CAPITAL LLC 353 - 2024-03-31 925,980 $9,010,000 4,454
   FIERA SCEPTRE INC. 175 - 2024-03-31 820,054 $7,979,000 -246,730
   ROBINSON CAPITAL MANAGEMENT LLC 9 - 2024-03-31 768,126 $7,171,000 30,192
   Logan Stone Capital LLC 25 - 2024-03-31 547,473 $5,327,000 -241,162
   VAN ECK ASSOCIATES CORP 564 - 2024-03-31 529,667 $5,154,000 20,690
   CNH PARTNERS LLC 83 - 2024-03-31 484,611 $4,715,000 -28,920
   LPL FINANCIAL CORP 2073 - 2024-03-31 342,499 $3,333,000 24,458
   RAYMOND JAMES & ASSOCIATES 1834 - 2024-03-31 341,791 $3,326,000 12,673
   MORGAN STANLEY 4196 - 2024-03-31 314,897 $3,064,000 6,652
   Advisor Group Holdings Inc. 1480 - 2024-03-31 276,326 $2,689,000 -4,321
   WESTCHESTER CAPITAL MANAGEMENT, LLC 115 - 2024-03-31 226,076 $2,200,000 0
   Cetera Investment Advisers 1479 - 2024-03-31 221,889 $2,159,000 209,801
   WELLS FARGO & CO/MN 2541 - 2024-03-31 214,586 $2,088,000 -16,432
   FINANCIAL NETWORK 1012 - 2024-03-31 211,097 $2,054,000 21,356
   Wakefield Asset Management LLLP 51 - 2024-03-31 186,180 $1,812,000 5,998
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1723 - 2024-03-31 171,395 $1,668,000 2
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 195 - 2024-03-31 170,255 $1,657,000 2,447
   Oakmont Partners LLC 329 - 2024-03-31 126,491 $1,231,000 -3,698
   BLACKROCK INC. 3855 - 2024-03-31 123,082 $1,198,000 0
   NINE MASTS CAPITAL Ltd 28 *New 2024-03-31 116,303 $1,132,000 116,303
   Garner Asset Management Corp 59 - 2024-03-31 113,530 $1,105,000 4,575
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1649 - 2024-03-31 113,125 $1,101,000 -4,566
   Fort Point Capital Partners LLC 113 - 2024-03-31 105,061 $1,022,000 63,631
   TCG Advisory Services LLC 175 - 2024-03-31 104,464 $1,016,000 -30,045
   INVESCO LTD 2938 - 2024-03-31 93,596 $911,000 42,336
   AMERIPRISE FINANCIAL INC 3127 - 2024-03-31 92,155 $906,000 -35,834
   Gridiron Partners LLC 27 - 2024-03-31 90,638 $882,000 0
   Steward Partners Investment Advisory LLC 873 - 2024-03-31 81,434 $792,000 5,856
   Allspring Global Investments Holdings LLC 1456 - 2024-03-31 69,900 $680,000 0
   BANK OF MONTREAL /CAN/ 1946 - 2024-03-31 55,288 $607,000 -17,500
   JANNEY MONTGOMERY SCOTT LLC 1869 - 2024-03-31 59,652 $580,000 6,396
   COMMONWEALTH EQUITY SERVICES LLC. 2678 - 2024-03-31 59,537 $579,000 533
   PETRA FINANCIAL ADVISORS INC 69 - 2024-03-31 57,440 $559,000 0
   NUVEEN ASSET MANAGEMENT, LLC 2924 - 2024-03-31 52,386 $510,000 0
   GOLDMAN SACHS GROUP INC/ 3923 - 2024-03-31 50,962 $496,000 0
   PNC FINANCIAL SERVICES GROUP INC 1592 - 2024-03-31 46,822 $456,000 0
   MELFA WEALTH MANAGEMENT LLC 86 - 2024-03-31 43,348 $422,000 -8,738
   HIGHTOWER ADVISORS, LLC 2415 - 2024-03-31 41,020 $396,000 -15,716
   BANK OF NEW YORK MELLON CORP 3584 - 2024-03-31 39,394 $383,000 -4,814
   ROYAL BANK OF CANADA 3669 - 2024-03-31 37,000 $360,000 -4,595
   STIFEL FINANCIAL CORP 2795 - 2024-03-31 36,163 $352,000 -4,572
   BANK OF AMERICA CORP /DE/ 4633 - 2024-03-31 33,285 $324,000 -3,028
   Rockefeller Capital Management L.P. 1583 - 2024-03-31 29,820 $290,000 171
   KINGSWOOD WEALTH ADVISORS LLC 489 - 2024-03-31 29,405 $286,000 7,850
   PLANNING ALTERNATIVES LTD /ADV 43 - 2024-03-31 29,000 $282,000 5,000
   APCM Wealth Management for Individuals 56 - 2024-03-31 28,550 $278,000 0
   Summit Financial Wealth Advisors LLC 112 - 2024-03-31 28,455 $277,000 -3,000
   RIVERBRIDGE PARTNERS LLC 158 - 2024-03-31 26,767 $260,000 900
   RAYMOND JAMES TRUST CO 1070 - 2024-03-31 26,018 $253,000 -5,000
   Massey Quick & Co. LLC 340 - 2024-03-31 25,763 $251,000 2,607
   BROWN ADVISORY HOLDINGS INC 1141 - 2024-03-31 24,061 $234,000 0
   Concurrent Investment Advisors LLC 760 - 2024-03-31 22,760 $221,000 -2,927
   Capital Wealth Alliance LLC 94 - 2024-03-31 22,410 $218,000 173
   KISTLERTIFFANY COMPANIES, LLC 314 *New 2023-06-30 22,386 $212,000 22,386
   CHARTER TRUST CO 251 - 2024-03-31 19,795 $193,000 0
   Summit Trail Advisors LLC 565 - 2024-03-31 18,955 $184,000 -2,781
   SHUFRO ROSE & CO LLC 282 - 2024-03-31 18,500 $180,000 7,500
   NOMURA HOLDINGS INC 776 *New 2024-03-31 18,440 $179,000 18,440
   KESTRA PRIVATE WEALTH SERVICES LLC 1206 - 2024-03-31 17,353 $169,000 479
   Capital Investment Advisors LLC 589 - 2024-03-31 16,913 $165,000 0
   Wellspring Financial Advisors LLC 134 - 2024-03-31 16,000 $156,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1308 - 2024-03-31 18,538 $153,000 18,538
   MOODY NATIONAL BANK TRUST DIVISION 450 - 2024-03-31 15,335 $149,000 -5,099
   Pinnacle Bank 237 - 2024-03-31 15,000 $146,000 0
   LexAurum Advisors LLC 286 - 2024-03-31 15,000 $146,000 0
   Cresset Asset Management LLC 1792 - 2024-03-31 14,400 $140,000 0
   ADVISORY SERVICES NETWORK, LLC 1381 - 2024-03-31 14,000 $136,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 232 *New 2024-03-31 13,559 $132,000 13,559
   Kercheville Advisors LLC 80 - 2024-03-31 13,067 $127,000 0
   Berkeley Capital Partners LLC 163 - 2024-03-31 12,387 $121,000 0
   WMG Financial Advisors LLC 142 *New 2024-03-31 12,000 $117,000 12,000
   GREAT VALLEY ADVISOR GROUP INC. 728 - 2024-03-31 11,979 $117,000 135
   Sigma Planning Corp 1161 - 2024-03-31 11,637 $113,000 11,637
   Kestra Advisory Services LLC 2344 *New 2024-03-31 11,115 $108,000 11,115
   Collaborative Wealth Managment Inc. 171 - 2024-03-31 11,000 $107,000 0
   MODERA WEALTH MANAGEMENT, LLC 558 - 2024-03-31 10,633 $103,000 0
   GILL CAPITAL PARTNERS LLC 122 - 2024-03-31 10,454 $97,000 -530
   J P MORGAN CHASE & CO 4505 - 2024-03-31 9,202 $90,000 266
   HARBOUR INVESTMENTS INC. 1190 - 2023-12-31 8,933 $86,000 -4,997
   JFS WEALTH ADVISORS, LLC 359 - 2024-03-31 8,262 $80,000 123
   Compass Wealth Management LLC 225 - 2024-03-31 6,831 $66,000 0
   Gilliland Jeter Wealth Management LLC 260 *New 2024-03-31 6,580 $64,000 6,580
   CULLEN FROST BANKERS INC 660 - 2024-03-31 5,167 $50,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 298 *New 2024-03-31 4,333 $42,000 4,333
   ANCORA ADVISORS, LLC 945 - 2024-03-31 4,298 $42,000 0
   UMB BANK N A/MO 917 - 2024-03-31 3,545 $34,000 -1,177
   FMR LLC 3660 *New 2024-03-31 3,093 $30,000 3,093
   GUARANTY TRUST CO OF MISSOURI /MO/ 901 *New 2024-03-31 2,938 $29,000 2,938
   BAYSTATE WEALTH MANAGEMENT LLC 567 *New 2023-12-31 2,014 $19,000 2,014
   WOLVERINE ASSET MANAGEMENT LLC 698 - 2024-03-31 2,000 $19,000 -10,670
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2399 - 2024-03-31 1,837 $18,000 -4,128
   Mascoma Wealth Management LLC 287 - 2024-03-31 1,411 $14,000 0
   Spire Wealth Management 1672 - 2024-03-31 1,100 $11,000 0
   ORG Partners LLC 271 *New 2024-03-31 1,151 $11,000 1,151
  100 Records found
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