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Get Institutions for : 
Van Kampen Municipal Opportunity Trust II (VOT)  
$225.13 0.60 (0.27%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 789    17
Total shares held : 
 29,562,052  
% of shares held : 
 62.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   57  
Amount of shares held : 
 -396,527  
% of shares held change : 
   -0.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $193.34  
Last Quarter's Ending Price : 
 $219.57  
Last Quarter's Average Price : 
 $199.94  
Change from last quarter's     
avg. price to the last closing  : 
25.19 (12.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
57
 172,473
 0.58%
 
Increased Positions :
287
 1,099,872
 3.72%
 
Unchanged Positions :
198
 547,783
 1.85%
 
Decreased Positions :
247
-1,156,098
-3.91%
 
Closed Positions :
40
-512,774
-1.73%
 
Guru Positions :
2
4,628
 0.02%
 
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
   MORGAN STANLEY 403 - 2023-12-31 2,234,979 $490,735,000 -12,153
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 13 - 2023-12-31 1,970,518 $432,667,000 98,144
   BANK OF AMERICA CORP /DE/ 362 - 2023-12-31 1,850,492 $406,313,000 70,881
   WELLS FARGO & CO/MN 227 - 2023-12-31 1,265,547 $277,876,000 -33,767
   PNC FINANCIAL SERVICES GROUP INC 84 - 2023-12-31 1,231,635 $270,430,000 -229,266
   UBS Group AG 194 - 2023-12-31 1,190,019 $261,292,000 -2,958
   TRUEPOINT, INC. 6 - 2023-12-31 1,025,845 $225,245,000 -968
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 887,480 $194,864,000 -16,111
   TIAA FSB 34 - 2023-06-30 937,604 $192,931,000 37,614
   ENVESTNET ASSET MANAGEMENT INC 246 - 2023-12-31 871,030 $191,252,000 -223,848
   JONES FINANCIAL COMPANIES LLLP 36 - 2023-12-31 655,572 $143,944,000 28
   LPL FINANCIAL CORP 223 - 2023-12-31 591,671 $129,913,000 -41,494
   Advisor Group Holdings Inc. 103 - 2023-12-31 539,464 $118,458,000 -23,152
   STIFEL FINANCIAL CORP 164 - 2023-12-31 494,247 $108,525,000 -830
   Rockefeller Capital Management L.P. 58 - 2023-12-31 493,595 $108,379,000 -3,397
   STEPHENS GROUP ASSET MANAGEMENT LLC 4 - 2024-03-31 442,401 $104,314,000 -686
   EP WEALTH ADVISORS, INC. 16 - 2023-12-31 467,790 $102,713,000 62,398
   Orgel Wealth Management LLC 15 - 2024-03-31 417,375 $98,413,000 64,401
   COMMONWEALTH EQUITY SERVICES LLC. 122 - 2023-12-31 409,043 $89,814,000 10,570
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 99 - 2023-12-31 397,934 $87,379,000 30,784
   PACIFIC LIFE FUND ADVISORS LLC 5 - 2023-12-31 335,064 $73,570,000 -1,772
   ROYAL BANK OF CANADA 561 - 2023-12-31 332,923 $73,100,000 10,431
   WARREN AVERETT ASSET MANAGEMENT, LLC 8 - 2023-12-31 324,766 $71,309,000 -9,591
   AMERIPRISE FINANCIAL INC 636 - 2023-12-31 320,902 $70,457,000 31,887
   MONETA GROUP INVESTMENT ADVISORS INC 18 - 2023-12-31 311,113 $68,311,000 35,841
   BB&T CORP 207 - 2023-12-31 254,556 $55,893,000 85
   FMR LLC 1240 - 2023-12-31 253,667 $55,698,000 -23,739
   Nelson Van Denburg & Campbell Wealth Management Gr 4 - 2023-12-31 244,579 $53,681,000 6,620
   J P MORGAN CHASE & CO 1164 - 2023-12-31 196,928 $43,239,000 69,151
   LINCOLN NATIONAL CORP 25 - 2023-12-31 194,158 $42,631,000 4,230
   Private Advisor Group LLC 72 - 2023-12-31 177,969 $39,077,000 2,798
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 196 - 2023-12-31 175,968 $38,637,000 21
   Money Design Co.Ltd. 15 - 2023-12-31 154,709 $33,969,000 5,548
   McAdam LLC 9 - 2023-12-31 153,253 $33,650,000 10,059
   AMERIVEST INVESTMENT MANAGEMENT LLC 37 - 2023-06-30 161,498 $33,232,000 -9,520
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 332 - 2023-12-31 151,098 $33,177,000 2,661
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 234 - 2024-03-31 138,068 $32,555,000 9,432
   KWMG LLC 2 - 2024-03-31 133,028 $31,367,000 54
   MML INVESTORS SERVICES LLC 165 - 2023-12-31 142,270 $31,238,000 3,167
   Equitable Holdings Inc. 60 - 2023-12-31 137,319 $30,151,000 -5,394
   Trust Co 10 - 2024-03-31 127,286 $30,012,000 -94,470
   MARINER WEALTH ADVISORS, LLC 241 - 2023-12-31 126,954 $27,875,000 26,928
   Kestra Advisory Services LLC 91 - 2023-12-31 121,450 $26,667,000 48,812
   Goss Wealth Management LLC 93 - 2023-12-31 119,556 $26,230,000 -1,056
   Cassaday & Co Wealth Management LLC 15 - 2023-12-31 113,599 $24,943,000 -668
   Cetera Investment Advisers 95 - 2023-12-31 109,607 $24,066,000 -3,105
   ERTS Wealth Advisors LLC - 2023-12-31 107,431 $23,589,000 3,634
   Praetorian Wealth Management Inc. 4 - 2024-03-31 98,865 $23,311,000 1,699
   BRAGG FINANCIAL ADVISORS INC 19 - 2023-12-31 100,314 $22,026,000 1,171
   Pensionmark Financial Group LLC 5 - 2023-12-31 99,290 $21,801,000 92,596
   RAYMOND JAMES & ASSOCIATES 722 - 2023-12-31 95,268 $20,918,000 8,322
   CREATIVE PLANNING 237 - 2023-12-31 94,906 $20,838,000 -10,566
   Rodgers & Associates LTD 12 - 2023-12-31 93,943 $20,627,000 3,895
   Beacon Pointe Advisors LLC 104 - 2023-12-31 90,376 $19,844,000 9,306
   AIRE ADVISORS LLC 4 - 2023-12-31 88,942 $19,561,000 596
   NATIXIS ASSET MANAGEMENT ADVISORS LP 368 - 2023-12-31 88,470 $19,425,000 -66,624
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 279 - 2023-09-30 98,813 $19,246,000 -12,052
   HIGHTOWER ADVISORS, LLC 481 - 2023-12-31 85,443 $18,767,000 20,957
   CONDOR CAPITAL MANAGEMENT 12 - 2023-12-31 83,415 $18,315,000 -3,889
   BHK Investment Advisors LLC 5 - 2023-12-31 80,156 $17,600,000 -25,855
   MERCER GLOBAL ADVISORS INC /ADV 212 - 2023-12-31 78,027 $17,132,000 -741
   BENJAMIN F. EDWARDS & COMPANY INC. 86 - 2023-12-31 76,779 $16,858,000 1,071
   US BANCORP 329 - 2023-12-31 74,695 $16,401,000 10,051
   CAPTRUST FINANCIAL ADVISORS 277 - 2023-12-31 71,503 $15,700,000 1,404
   PRUDENTIAL FINANCIAL INC 509 - 2023-12-31 70,989 $15,587,000 7,002
   Redwood Investment Management LLC 11 - 2023-12-31 70,038 $15,379,000 1,064
   Clayton Financial Group LLC 3 - 2023-12-31 69,541 $15,269,000 0
   WSFS CAPITAL MANAGEMENT LLC 22 - 2023-12-31 68,395 $15,017,000 1,932
   FIFTH THIRD BANCORP 197 - 2023-12-31 67,722 $14,870,000 -2,339
   SWAN Capital LLC 3 - 2023-12-31 67,142 $14,742,000 5,740
   Integrated Wealth Concepts LLC 98 - 2023-12-31 65,688 $14,423,000 2,209
   Davis Investment Partners LLC 4 - 2024-03-31 62,411 $14,419,000 -2,679
   Sontag Advisory LLC 56 - 2023-12-31 65,471 $14,376,000 -311
   Total Wealth Planning LLC 14 - 2024-03-31 60,657 $14,302,000 186
   BRYN MAWR TRUST CO/PA 40 - 2023-09-30 73,153 $14,248,000 6,384
   PRESILIUM PRIVATE WEALTH LLC 9 - 2023-12-31 64,075 $14,069,000 -1,255
   Systelligence LLC 6 - 2024-03-31 58,456 $13,783,000 -1,582
   SYNOVUS FINANCIAL CORP 81 - 2023-12-31 60,144 $13,228,000 2,657
   Edmonds Duncan Registered Investment Advisors LLC 9 - 2024-03-31 54,850 $12,933,000 358
   Marion Wealth Management 6 - 2024-03-31 52,939 $12,482,000 -1,006
   FTB Advisors Inc. 80 - 2023-12-31 56,205 $12,341,000 -3,667
   ARVEST INVESTMENTS INC. 14 - 2024-03-31 50,742 $11,965,000 -3,658
   FINANCIAL NETWORK 311 - 2023-12-31 52,838 $11,602,000 3,156
   LEE MUNDER CAPITAL GROUP, LLC 43 - 2023-12-31 52,371 $11,499,000 -233
   Glenview Trust Co 88 - 2023-12-31 51,303 $11,265,000 -177
   HANSON MCCLAIN, INC. - 2023-12-31 50,132 $11,007,000 -2,879
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 380 - 2023-12-31 49,427 $10,853,000 5,369
   NewEdge Wealth LLC 92 - 2023-12-31 48,105 $10,562,000 56
   Operose Advisors LLC 5 - 2023-12-31 47,630 $10,458,000 -5,387
   Betterment LLC 69 - 2023-12-31 47,243 $10,373,000 731
   HIGHLAND CAPITAL MANAGEMENT CORP 35 - 2023-12-31 46,488 $10,207,000 1,359
   COMERICA BANK 391 - 2023-12-31 46,297 $10,165,000 578
   Axiom Advisory LLC 3 - 2024-03-31 43,085 $10,159,000 1,246
   GHP INVESTMENT ADVISORS INC - 2023-12-31 45,728 $10,041,000 764
   COMMERCE BANK N A/MO 201 - 2023-12-31 45,038 $9,889,000 410
   Black Diamond Financial LLC 10 - 2023-12-31 44,818 $9,841,000 1,017
   Ratio Wealth Group 21 *New 2023-12-31 44,224 $9,710,000 44,224
   Opes Wealth Management LLC 9 - 2023-12-31 42,327 $9,294,000 314
   Connecticut Wealth Management LLC 32 - 2023-12-31 41,722 $9,161,000 -871
   Compton Wealth Advisory Group LLC 13 - 2024-03-31 38,080 $8,979,000 2,925
  100 Records found
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