Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Muni Income Opp Tr (OIA)  
$6.31 0.07 (1.08%) as of 4:30 Wed 5/22


Download
     
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
   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
   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
   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
   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
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 542 - 2024-03-31 44,184 $289,000 4,015
   Insight Wealth Strategies LLC 152 - 2024-03-31 37,961 $248,000 206
   BB&T CORP 2471 - 2024-03-31 27,536 $180,000 9,286
   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
   LINCOLN NATIONAL CORP 1153 - 2024-03-31 18,657 $122,000 245
   SILVERLAKE WEALTH MANAGEMENT LLC 233 - 2024-03-31 16,994 $111,000 137
   KESTRA PRIVATE WEALTH SERVICES LLC 1246 - 2024-03-31 10,553 $69,000 37

  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results