Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Muni Income Opp Tr (OIA)  
$6.26 0.06 (0.95%) as of 4:30 Fri 5/10


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  : 
0.41 (7.01%)  




 
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 479 - 2023-12-31 909,558 $5,776,000 98,910
   BANK OF AMERICA CORP /DE/ 2904 - 2023-12-31 747,206 $4,745,000 51,780
   AMERIPRISE FINANCIAL INC 2412 - 2023-12-31 659,405 $4,187,000 172,830
   UBS Group AG 2503 - 2023-12-31 455,006 $2,889,000 51,385
   MORGAN STANLEY 4309 - 2023-12-31 365,345 $2,320,000 -104,385
   Advisor Group Holdings Inc. 1760 - 2023-12-31 360,166 $2,287,000 -11,065
   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 2938 - 2023-12-31 171,032 $1,086,000 3,709
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2110 - 2024-03-31 140,072 $915,000 797
   INVESCO LTD 2916 - 2023-12-31 120,254 $764,000 -52,947
   RAYMOND JAMES & ASSOCIATES 2925 - 2024-03-31 90,751 $593,000 -1,075
   MML INVESTORS SERVICES LLC 1661 - 2023-12-31 91,945 $584,000 -717
   IHT Wealth Management LLC 588 - 2023-12-31 81,276 $516,000 -4,155
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1190 - 2023-12-31 79,024 $502,000 -2,152
   MELFA WEALTH MANAGEMENT LLC 72 - 2024-03-31 75,679 $494,000 479
   WELLS FARGO & CO/MN 3354 - 2023-12-31 77,384 $491,000 -19,093
   Farther Finance Advisors LLC 382 - 2023-12-31 67,930 $431,000 38,794
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2537 - 2024-03-31 55,622 $363,000 10,433
   Rockefeller Capital Management L.P. 1416 - 2023-12-31 56,404 $358,000 -3,602
   Baird Financial Group Inc. 1475 - 2023-12-31 53,229 $338,000 -4,025
   ROYAL BANK OF CANADA 4010 - 2023-12-31 52,437 $333,000 125
   Goss Wealth Management LLC 1483 - 2023-12-31 52,952 $333,000 26,372
   HIGHTOWER ADVISORS, LLC 2609 - 2023-12-31 49,199 $312,000 672
   FINANCIAL COUNSELORS INC 511 - 2024-03-31 43,009 $281,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 616 *New 2023-12-31 40,169 $255,000 40,169
   Moors & Cabot Inc. 676 *New 2023-12-31 40,000 $254,000 40,000
   Insight Wealth Strategies LLC 152 - 2024-03-31 37,961 $248,000 206
   Burford Brothers Inc. 131 - 2023-12-31 36,720 $233,000 0
   MARINER WEALTH ADVISORS, LLC 2664 *New 2023-12-31 32,558 $207,000 32,558
   Providence First Trust Co 96 - 2023-12-31 26,000 $165,000 0
   Arete Wealth Advisors LLC 690 - 2023-12-31 25,220 $160,000 0
   RFG Advisory Group LLC 696 - 2024-03-31 23,757 $155,000 5,811
   PROSPERA FINANCIAL SERVICES 1012 - 2023-12-31 22,154 $141,000 4,214
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 20,000 $127,000 0
   PNC FINANCIAL SERVICES GROUP INC 2442 - 2023-12-31 20,005 $127,000 -1,269
   NATIONAL ASSET MANAGEMENT, INC. 1306 - 2023-12-31 19,590 $124,000 33
   LINCOLN NATIONAL CORP 1153 - 2024-03-31 18,657 $122,000 245
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5131 - 2023-12-31 19,106 $121,000 7,593
   Fairhaven Wealth Management LLC 118 - 2024-03-31 18,450 $120,000 0
   FINANCIAL NETWORK 2615 - 2023-12-31 18,719 $119,000 -343,312
   BB&T CORP 2502 - 2023-12-31 18,250 $116,000 4,500
   Genesee Capital Advisors LLC 117 - 2024-03-31 17,830 $116,000 0
   NOMURA HOLDINGS INC 942 - 2023-12-31 17,887 $114,000 17,887
   SILVERLAKE WEALTH MANAGEMENT LLC 233 - 2024-03-31 16,994 $111,000 137
   MODERA WEALTH MANAGEMENT, LLC 512 - 2023-12-31 15,763 $100,000 0
   CAPTRUST FINANCIAL ADVISORS 2529 *New 2023-12-31 14,090 $89,000 14,090
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 1246 - 2024-03-31 10,553 $69,000 37
   CREATIVE PLANNING 2601 *New 2023-12-31 10,697 $68,000 10,697
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1041 - 2023-12-31 10,545 $67,000 -2,018
   AE Wealth Management LLC 1959 - 2023-12-31 10,151 $63,000 0
   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 875 - 2024-03-31 1,000 $6,000 0
   CWM LLC 3677 - 2024-03-31 830 $5,000 0
   J P MORGAN CHASE & CO 5263 - 2023-12-31 561 $4,000 560
   FTB Advisors Inc. 1973 - 2024-03-31 500 $3,000 0
   ADVISORY SERVICES NETWORK, LLC 3654 *New 2023-12-31 33 $0 33
   NAPA WEALTH MANAGEMENT 79 - 2023-12-31 30,944 $0 0
   Graves-Light Private Wealth Management Inc. 184 *Closed 2023-12-31 0 $0 -12,180
   Keudell/Morrison Wealth Management 193 *Closed 2023-12-31 0 $0 -18,395
   PROEQUITIES INC. 7791 - 2024-03-31 0 $0 0
   ENDURANCE WEALTH MANAGEMENT, INC. 667 - 2023-06-30 28 $0 0
   Steward Partners Investment Advisory LLC 3509 *Closed 2023-12-31 0 $0 -9,500
   STIFEL FINANCIAL CORP 3340 *Closed 2023-12-31 0 $0 -16,715
   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
  72 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us