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Get Institutions for : 
Invesco Van Kampen Muni Op (VMO)  
$9.64 0.05 (0.52%) as of 4:30 Wed 5/15


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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
$8.19  
Last Quarter's Ending Price : 
$9.61  
Last Quarter's Average Price
$8.76  
Change from last quarter's     
avg. price to the last closing  : 
0.88 (10.05%)  




 
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: 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 3855 - 2024-03-31 123,082 $1,198,000 0
   Allspring Global Investments Holdings LLC 1456 - 2024-03-31 69,900 $680,000 0
   PETRA FINANCIAL ADVISORS INC 69 - 2024-03-31 57,440 $559,000 0
   PNC FINANCIAL SERVICES GROUP INC 1592 - 2024-03-31 46,822 $456,000 0
   APCM Wealth Management for Individuals 56 - 2024-03-31 28,550 $278,000 0
   BROWN ADVISORY HOLDINGS INC 1141 - 2024-03-31 24,061 $234,000 0
   CHARTER TRUST CO 251 - 2024-03-31 19,795 $193,000 0
   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
   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 1708 - 2023-12-31 14,400 $138,000 0
   ADVISORY SERVICES NETWORK, LLC 1381 - 2024-03-31 14,000 $136,000 0
   Kercheville Advisors LLC 80 - 2024-03-31 13,067 $127,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 710 - 2023-12-31 13,000 $125,000 0
   Berkeley Capital Partners LLC 150 - 2023-12-31 12,387 $119,000 0
   Collaborative Wealth Managment Inc. 171 - 2024-03-31 11,000 $107,000 0
   MODERA WEALTH MANAGEMENT, LLC 511 - 2023-12-31 10,633 $102,000 0
   Compass Wealth Management LLC 225 - 2024-03-31 6,831 $66,000 0
   CULLEN FROST BANKERS INC 660 - 2024-03-31 5,167 $50,000 0
   ANCORA ADVISORS, LLC 933 - 2023-12-31 4,298 $41,000 0
   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
   TSFG LLC 472 - 2024-03-31 1,136 $11,000 0
   Venturi Wealth Management LLC 1036 - 2024-03-31 646 $6,000 0
   Global Retirement Partners LLC 2305 - 2024-03-31 576 $6,000 0
   US BANCORP 3492 - 2024-03-31 526 $5,000 0
   Prestige Wealth Management Group LLC 609 - 2024-03-31 445 $4,000 0
   Geneos Wealth Management Inc. 1849 - 2024-03-31 295 $3,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 600 - 2023-06-30 233 $2,000 0
   SOA Wealth Advisors LLC. 720 - 2024-03-31 254 $2,000 0
   PROEQUITIES INC. 8898 - 2024-03-31 0 $0 0

  32 Records found
  1    
  Page 1 of 1
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