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Get Institutions for : 
Van Kampen Municipal Opportunity Trust II (VOT)  
$230.19 2.87 (1.26%) as of 4:30 Mon 5/6


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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  : 
30.25 (15.13%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Q3 Asset Management 5 *New 2024-03-31 76,826 $18,114,000 76,826
   Ratio Wealth Group 21 *New 2023-12-31 44,224 $9,710,000 44,224
   VALLEY FINANCIAL MANAGEMENT INC. 15 *New 2023-06-30 30,005 $6,174,000 30,005
   Farmers & Merchants Trust Co of Chambersburg PA 9 *New 2024-03-31 22,286 $5,255,000 22,286
   Oakmont Partners LLC 156 *New 2024-03-31 20,788 $4,902,000 20,788
   COLONY GROUP, LLC 246 *New 2023-12-31 20,060 $4,405,000 20,060
   Regency Capital Management Inc.DE *New 2023-12-31 15,944 $3,501,000 15,944
   Ronna Sue Cohen 46 *New 2024-03-31 6,725 $1,586,000 6,725
   Werba Rubin Papier Wealth Management *New 2024-03-31 5,628 $1,327,000 5,628
   Simplicity WealthLLC 494 *New 2024-03-31 4,609 $1,087,000 4,609
   TRANSATLANTIQUE PRIVATE WEALTH LLC 94 *New 2023-12-31 3,646 $801,000 3,646
   Cedrus LLC 50 *New 2024-03-31 3,125 $737,000 3,125
   IEQ CAPITAL LLC 491 *New 2023-12-31 3,302 $725,000 3,302
   Belpointe Asset Management LLC 294 *New 2023-12-31 2,992 $657,000 2,992
   Fortis Capital Advisors LLC 44 *New 2023-12-31 2,992 $657,000 2,992
   LEUCADIA NATIONAL CORP -- Notable Guru -- 716 *New 2023-12-31 2,830 $621,000 2,830
   Secure Asset Management LLC *New 2024-03-31 2,628 $620,000 2,628
   NORDEN GROUP LLC 181 *New 2024-03-31 2,603 $614,000 2,603
   EQIS CAPITAL MANAGEMENT, INC. 400 *New 2023-12-31 2,579 $566,000 2,579
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 331 *New 2024-03-31 2,224 $524,000 2,224
   Retirement Income Solutions Inc *New 2024-03-31 2,144 $506,000 2,144
   Vise Technologies Inc. 190 *New 2023-12-31 2,291 $503,000 2,291
   Wallace Advisory Group LLC 84 *New 2024-03-31 1,969 $432,000 1,969
   BEACON FINANCIAL GROUP 240 *New 2023-12-31 1,648 $362,000 1,648
   Owen LaRue LLC 57 *New 2023-12-31 1,405 $308,000 1,405
   RESOLUTE FINANCIAL LLC 87 *New 2022-12-31 1,655 $298,000 1,655
   WILEY BROS.-AINTREE CAPITAL LLC 367 *New 2024-03-31 1,259 $297,000 1,259
   CAHABA WEALTH MANAGEMENT INC. 124 *New 2024-03-31 1,156 $272,000 1,156
   SPRENG CAPITAL MANAGEMENT INC. 73 *New 2023-12-31 1,212 $266,000 1,212
   Motley Fool Wealth Management LLC 121 *New 2023-12-31 1,169 $255,000 1,169
   TWO SIGMA SECURITIES LLC 720 *New 2023-12-31 1,150 $253,000 1,150
   BP WEALTH MANAGEMENT LLC 684 *New 2023-12-31 1,135 $249,000 1,135
   Lifeworks Advisors LLC 183 *New 2023-12-31 1,093 $240,000 1,093
   Summit Global Investments *New 2024-03-31 987 $233,000 987
   THOROUGHBRED FINANCIAL SERVICES LLC 528 *New 2023-12-31 1,058 $232,000 1,058
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv *New 2024-03-31 950 $224,000 950
   HARTLINE INVESTMENT CORP/ 348 *New 2024-03-31 950 $224,000 950
   Comprehensive Portfolio Management LLC 722 *New 2024-03-31 938 $221,000 938
   COUNTRY CLUB BANK /GFN 289 *New 2024-03-31 900 $212,000 900
   Synergy Financial Management LLC 118 *New 2024-03-31 900 $212,000 900
   Mayfair Advisory Group LLC 132 *New 2024-03-31 894 $211,000 894
   SCHMIDT P J INVESTMENT MANAGEMENT INC 174 *New 2024-03-31 890 $210,000 890
   Sequoia Financial Advisors LLC 1036 *New 2024-03-31 892 $210,000 892
   INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /AD 144 *New 2024-03-31 887 $209,000 887
   Investment Advisory Group LLC *New 2024-03-31 885 $209,000 885
   GILMAN HILL ASSET MANAGEMENT, LLC 205 *New 2024-03-31 877 $207,000 877
   GREATMARK INVESTMENT PARTNERS, INC. 124 *New 2023-12-31 937 $206,000 937
   SENTINEL PENSION ADVISORS INC 94 *New 2023-12-31 936 $206,000 936
   Summit Financial Strategies Inc. 136 *New 2023-12-31 924 $203,000 924
   Narus Financial Partners LLC 139 *New 2024-03-31 852 $201,000 852
   Madison Park Capital Advisors LLC 66 *New 2024-03-31 854 $201,000 854
   Samalin Investment Counsel LLC 254 *New 2023-12-31 914 $201,000 914
   HORIZON FINANCIAL SERVICES LLC 57 *New 2024-03-31 601 $142,000 601
   FSA Wealth Management LLC 81 *New 2023-12-31 469 $103,000 469
   YHB INVESTMENT ADVISORS, INC. 441 *New 2024-03-31 222 $52,000 222
   MOGY JOEL R INVESTMENT COUNSEL INC *New 2024-03-31 150 $35,000 150
   LifeSteps Financial Inc. 221 *New 2024-03-31 95 $22,000 95
   Resurgent Financial Advisors LLC 486 *New 2023-12-31 96 $21,000 96
   American Capital Advisory LLC 210 *New 2024-03-31 80 $16,000 80
   DAGCO INC. 191 *New 2023-12-31 53 $12,000 53
   Truvestments Capital LLC 512 *New 2023-12-31 49 $11,000 49
   MCMILLION CAPITAL MANAGEMENT INC 155 *New 2023-06-30 38 $8,000 38
   Global Wealth Strategies & Associates 201 *New 2024-03-31 30 $7,000 30
   Castleview Partners LLC 587 *New 2023-12-31 23 $5,000 23
   Core Wealth Advisors Inc. 224 *New 2023-12-31 20 $4,000 20
   Westside Investment Management Inc. 711 *New 2024-03-31 19 $4,000 19
   ANCORA ADVISORS, LLC 1516 *New 2023-12-31 5 $1,000 5
  67 Records found
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