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Get Institutions for : 
Van Kampen Municipal Opportunity Trust II (VOT)  
$229.80 0.39 (0.17%) as of 4:30 Tue 5/7


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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  : 
29.86 (14.93%)  




 
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
   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
   TIAA FSB 34 - 2023-06-30 937,604 $192,931,000 37,614
   JONES FINANCIAL COMPANIES LLLP 36 - 2023-12-31 655,572 $143,944,000 28
   EP WEALTH ADVISORS, INC. 16 - 2023-12-31 467,790 $102,713,000 62,398
   COMMONWEALTH EQUITY SERVICES LLC. 115 - 2024-03-31 425,326 $100,288,000 16,283
   Orgel Wealth Management LLC 15 - 2024-03-31 417,375 $98,413,000 64,401
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 99 - 2023-12-31 397,934 $87,379,000 30,784
   ROYAL BANK OF CANADA 561 - 2023-12-31 332,923 $73,100,000 10,431
   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
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 256,758 $60,518,000 12,179
   BB&T CORP 207 - 2023-12-31 254,556 $55,893,000 85
   J P MORGAN CHASE & CO 1164 - 2023-12-31 196,928 $43,239,000 69,151
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 293 - 2024-03-31 176,932 $41,719,000 25,834
   McAdam LLC 9 - 2024-03-31 168,156 $39,650,000 14,903
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 196 - 2023-12-31 175,968 $38,637,000 21
   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
   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
   ERTS Wealth Advisors LLC 7 - 2024-03-31 107,456 $25,337,000 25
   RAYMOND JAMES & ASSOCIATES 684 - 2024-03-31 103,279 $24,352,000 8,011
   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
   NATIXIS ASSET MANAGEMENT ADVISORS LP 374 - 2024-03-31 90,126 $21,251,000 1,656
   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
   HIGHTOWER ADVISORS, LLC 481 - 2023-12-31 85,443 $18,767,000 20,957
   FIFTH THIRD BANCORP 187 - 2024-03-31 78,915 $18,607,000 11,193
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 75,135 $17,716,000 6,740
   Clayton Financial Group LLC - 2024-03-31 72,004 $16,978,000 2,463
   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
   PRESILIUM PRIVATE WEALTH LLC - 2024-03-31 64,388 $15,182,000 313
   Integrated Wealth Concepts LLC 98 - 2023-12-31 65,688 $14,423,000 2,209
   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
   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
   HANSON MCCLAIN, INC. 103 - 2024-03-31 50,682 $11,950,000 550
   JANNEY MONTGOMERY SCOTT LLC 474 - 2024-03-31 50,470 $11,901,000 15,057
   FINANCIAL NETWORK 311 - 2023-12-31 52,838 $11,602,000 3,156
   COMMERCE BANK N A/MO - 2024-03-31 46,127 $10,876,000 1,089
   GHP INVESTMENT ADVISORS INC 61 - 2024-03-31 45,998 $10,846,000 270
   NewEdge Wealth LLC 92 - 2023-12-31 48,105 $10,562,000 56
   Opes Wealth Management LLC 9 - 2024-03-31 44,130 $10,405,000 1,803
   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
   Black Diamond Financial LLC 10 - 2023-12-31 44,818 $9,841,000 1,017
   Compton Wealth Advisory Group LLC 13 - 2024-03-31 38,080 $8,979,000 2,925
   DAVIDSON D A & CO 182 - 2023-12-31 40,160 $8,818,000 1,170
   Hyperion Partners LLC 5 - 2024-03-31 37,123 $8,753,000 1,375
   Adviser Investments LLC - 2024-03-31 35,138 $8,285,000 148
   Aprio Wealth Management LLC 13 - 2024-03-31 34,982 $8,248,000 5,517
   Hapanowicz & Associates Financial Services Inc 7 - 2023-12-31 37,540 $8,243,000 730
   SAGE FINANCIAL GROUP INC - 2024-03-31 34,930 $8,236,000 11
   ELEVATUS WELATH MANAGEMENT 7 - 2023-12-31 36,752 $8,070,000 35,625
   Checchi Capital Advisers LLC 45 - 2024-03-31 33,363 $7,867,000 1,422
   Steward Partners Investment Advisory LLC 207 - 2023-12-31 33,935 $7,451,000 6,737
   Prosperity Planning Inc. 9 - 2024-03-31 31,368 $7,396,000 969
   Merit Financial Group LLC 72 - 2023-12-31 32,184 $7,067,000 3,605
   FINANCIAL ENGINES ADVISORS L.L.C. 90 - 2023-12-31 28,999 $6,367,000 17,447
   OLD NATIONAL BANCORP /IN/ 140 - 2024-03-31 25,051 $5,907,000 308
   REGAL INVESTMENT ADVISORS, LLC 65 - 2023-12-31 25,651 $5,632,000 476
   360 Financial Inc. 12 - 2023-12-31 25,341 $5,564,000 1,623
   MCCORMACK ADVISORS INTERNATIONAL 182 - 2023-12-31 24,966 $5,482,000 184
   BANK OF MONTREAL /CAN/ 1035 - 2023-12-31 23,818 $5,272,000 438
   LEAVELL T & ASSOCIATES INC 83 - 2024-03-31 22,261 $5,249,000 1,867
   Perigon Wealth Management LLC - 2024-03-31 22,046 $5,198,000 984
   STEPHENS INC /AR/ 240 - 2023-12-31 22,152 $4,864,000 196
   Fullen Financial Group 10 - 2023-03-31 25,334 $4,828,000 3,340
   HFG Advisors Inc. 5 - 2024-03-31 20,283 $4,783,000 3,073
   Venture Visionary Partners LLC 97 - 2023-12-31 21,769 $4,780,000 4,752
   Tenret Co LLC 13 - 2024-03-31 19,123 $4,509,000 716
   NWAM LLC 68 - 2023-12-31 20,240 $4,444,000 12,613
   Ledge Wealth Management Inc. - 2023-12-31 19,856 $4,360,000 130
   TFB Advisors LLC - 2024-03-31 19,490 $4,353,000 4,749
   PARK AVENUE SECURITIES LLC 224 - 2024-03-31 18,426 $4,345,000 13,791
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 18,403 $4,339,000 1,396
   Fusion Capital LLC - 2023-12-31 18,346 $4,028,000 93
   HB Wealth Management LLC - 2024-03-31 16,982 $4,004,000 26
   MONECO Advisors LLC 33 - 2024-03-31 16,797 $3,961,000 1,188
   FLOW TRADERS U.S. LLC 115 - 2023-12-31 17,923 $3,935,000 16,541
   HPM Partners LLC - 2023-12-31 17,847 $3,919,000 15,476
   PROEQUITIES INC. - 2024-03-31 16,045 $3,783,000 15,668
   ADVISORY SERVICES NETWORK, LLC 251 - 2023-12-31 17,030 $3,739,000 7,392
   MMA ASSET MANAGEMENT LLC 14 - 2023-12-31 16,381 $3,678,000 416
   AE Wealth Management LLC 691 - 2023-12-31 16,619 $3,621,000 3,032
   Everhart Financial Group Inc. 14 - 2023-12-31 15,810 $3,471,000 432
   IVC Wealth Advisors LLC 7 - 2024-03-31 14,470 $3,412,000 570
   Cassady Schiller Wealth Management LLC 13 - 2023-12-31 15,429 $3,388,000 1,434
   JUNCTURE WEALTH STRATEGIES LLC 16 - 2024-03-31 14,094 $3,323,000 4,518
  100 Records found
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