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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PITTENGER & ANDERSON INC - 2024-03-31 28,980 $6,833,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 13,945 $3,288,000 0
   MOODY NATIONAL BANK TRUST DIVISION 48 - 2024-03-31 12,868 $3,034,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 43 - 2023-12-31 12,493 $2,743,000 0
   Patriot Investment Management Inc. 53 - 2024-03-31 10,976 $2,588,000 0
   BALLENTINE FINN & COMPANY INC 129 - 2024-03-31 10,796 $2,546,000 0
   Capital Advisors Ltd. LLC 45 - 2024-03-31 10,694 $2,522,000 0
   HALL KATHRYN A. 24 - 2023-12-31 10,298 $2,261,000 0
   LOWE BROCKENBROUGH & CO INC 129 - 2023-12-31 7,930 $1,741,000 0
   Asset Allocation & Management Company LLC 19 - 2024-03-31 7,329 $1,728,000 0
   Americana Partners LLC - 2023-12-31 7,755 $1,703,000 0
   Next Capital Management LLC 31 - 2023-12-31 7,530 $1,653,000 0
   Aurum Wealth Management Group LLC 73 - 2024-03-31 6,296 $1,485,000 0
   MATHES COMPANY INC 51 - 2024-03-31 5,820 $1,372,000 0
   Integrated Investment Consultants LLC 41 - 2024-03-31 5,802 $1,368,000 0
   Smith Anglin Financial LLC 63 - 2024-03-31 5,640 $1,330,000 0
   Burleson & Company LLC 72 - 2022-12-31 7,305 $1,313,000 0
   Evergreen Wealth Management LLC - 2024-03-31 5,482 $1,293,000 0
   BALDWIN INVESTMENT MANAGEMENT LLC 78 - 2023-12-31 5,684 $1,248,000 0
   BUSEY TRUST CO 165 - 2024-03-31 4,990 $1,177,000 0
   SC&H Financial Advisors Inc. - 2024-03-31 4,028 $950,000 0
   Heartwood Wealth Advisors LLC 61 - 2024-03-31 4,019 $948,000 0
   SALEM INVESTMENT COUNSELORS INC 209 - 2024-03-31 3,716 $876,000 0
   KMG FIDUCIARY PARTNERS LLC 152 - 2024-03-31 3,651 $861,000 0
   St. Louis Trust Co - 2024-03-31 3,597 $848,000 0
   ZBN.A. 227 - 2023-12-31 3,667 $805,000 0
   FIRST FINANCIAL BANK - TRUST DIVISION 123 - 2024-03-31 3,328 $785,000 0
   LGL PARTNERS LLC 49 - 2024-03-31 3,287 $775,000 0
   Financial Freedom LLC 44 - 2024-03-31 3,053 $720,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 205 - 2024-03-31 3,038 $716,000 0
   Legacy Capital Wealth Partners LLC 106 - 2023-12-31 3,227 $709,000 0
   BCS Wealth Management 106 - 2024-03-31 2,707 $638,000 0
   Accel Wealth Management 93 - 2024-03-31 2,686 $633,000 0
   Waterfront Wealth Inc. 154 - 2023-12-31 2,831 $622,000 0
   Addison Advisors LLC 75 - 2023-12-31 2,806 $616,000 0
   Bernardo Wealth Planning LLC - 2023-12-31 2,750 $604,000 0
   Evolution Advisers Inc. 21 - 2024-03-31 2,560 $604,000 0
   Steele Capital Management Inc. 83 - 2024-03-31 2,525 $595,000 0
   PAPP L ROY & ASSOCIATES 115 - 2024-03-31 2,430 $573,000 0
   Tyche Wealth Partners LLC 124 - 2024-03-31 2,309 $544,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 2,213 $522,000 0
   Petix & Botte Co 64 - 2023-12-31 2,302 $505,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 2,116 $499,000 0
   Powell Investment Advisors LLC 62 - 2024-03-31 2,109 $497,000 0
   STRATEGIC INVESTMENT ADVISORS, INC 88 - 2023-12-31 2,261 $496,000 0
   Plancorp LLC 161 - 2023-12-31 2,210 $485,000 0
   One Capital Management LLC 216 - 2023-12-31 2,132 $468,000 0
   PBWM Holdings LLC 78 - 2023-03-31 2,353 $459,000 0
   NorthRock Partners LLC 199 - 2023-12-31 2,063 $453,000 0
   CPA Asset Management LLC 50 - 2023-12-31 2,005 $440,000 0
   Members Advisory Group LLC 17 - 2024-03-31 1,806 $427,000 0
   Archford Capital Strategies LLC 186 - 2024-03-31 1,804 $425,000 0
   Financial Planning & Information Services Inc. 65 - 2023-12-31 1,937 $425,000 0
   MCF Advisors LLC 148 - 2024-03-31 1,781 $420,000 0
   KENNICOTT CAPITAL MANAGEMENT LLC 31 - 2024-03-31 1,739 $410,000 0
   Cyrus J. Lawrence LLC 56 - 2023-09-30 2,095 $408,000 0
   Wealthstream Advisors Inc. 85 - 2023-12-31 1,836 $403,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 366 - 2023-12-31 1,816 $399,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 162 - 2024-03-31 1,631 $384,000 0
   HBW Advisory Services LLC 198 - 2024-03-31 1,732 $380,000 0
   DORSEY & WHITNEY TRUST CO LLC 398 - 2023-12-31 1,712 $376,000 0
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 1,580 $373,000 0
   WETHERBY ASSET MANAGEMENT INC 650 - 2023-12-31 1,678 $368,000 0
   Obsidian Personal Planning Solutions LLC 45 - 2023-12-31 1,674 $368,000 0
   9258 Wealth Management LLC - 2024-03-31 1,556 $367,000 0
   Meridian Wealth Advisors LLC 132 - 2023-12-31 1,622 $356,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 110 - 2024-03-31 1,500 $354,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. - 2024-03-31 1,463 $345,000 0
   LAKE STREET FINANCIAL LLC 247 - 2024-03-31 1,451 $342,000 0
   NORTH STAR ASSET MANAGEMENT INC 240 - 2023-12-31 1,409 $309,000 0
   Wells Financial Advisors INC 35 - 2023-12-31 1,356 $298,000 0
   WHITTIER TRUST CO - 2024-03-31 1,244 $293,000 0
   Asset Dedication LLC 264 - 2024-03-31 1,238 $292,000 0
   New Hampshire Trust 146 - 2024-03-31 1,212 $286,000 0
   M&T BANK CORP 1339 - 2023-12-31 1,298 $285,000 0
   Wilson & Boucher Capital Management LLC - 2024-03-31 1,200 $283,000 0
   Clear Perspectives Financial Planning LLC 33 - 2023-03-31 1,420 $277,000 0
   Scott Capital Advisors LLC 40 - 2024-03-31 1,143 $267,000 0
   Argent Advisors Inc. - 2024-03-31 1,120 $264,000 0
   High Net Worth Advisory Group LLC 176 - 2024-03-31 1,100 $259,000 0
   CM WEALTH ADVISORS LLC 67 - 2023-12-31 1,177 $258,000 0
   FRANKLIN RESOURCES INC 2194 - 2023-12-31 1,138 $250,000 0
   City State Bank 162 - 2024-03-31 1,047 $247,000 0
   Gallacher Capital Management LLC 209 - 2023-12-31 1,111 $244,000 0
   Schneider Downs Wealth Management Advisors LP 101 - 2023-12-31 1,105 $243,000 0
   Legacy Advisors LLC 279 - 2024-03-31 1,100 $242,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 796 - 2023-12-31 1,096 $241,000 0
   WealthBridge Capital Management LLC - 2024-03-31 997 $235,000 0
   ARGI INVESTMENT SERVICES, LLC 384 - 2022-12-31 1,304 $234,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 994 $234,000 0
   Columbus Macro LLC 170 - 2024-03-31 936 $221,000 0
   Arbor Investment Advisors LLC 110 - 2024-03-31 919 $217,000 0
   BerganKDV Wealth Management LLC 226 - 2023-06-30 1,046 $215,000 0
   PROFFITT & GOODSON INC 107 - 2024-03-31 899 $212,000 0
   Element Wealth LLC 131 - 2023-12-31 901 $198,000 0
   Financial Perspectives Inc 143 - 2024-03-31 812 $191,000 0
   COCONUT GROVE BANK - 2024-03-31 800 $189,000 0
   Armor Investment Advisors LLC 104 - 2024-03-31 800 $189,000 0
   Legacy Bridge LLC 139 - 2024-03-31 796 $188,000 0
   SYNTAX RESEARCH INC. 58 - 2023-12-31 837 $184,000 0
  100 Records found
  1    
  Page 1 of 1
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