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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
   Advisor Resource Council 232 *Closed 2024-03-31 0 $0 -4,033
   McGlone Suttner Wealth Management Inc. 227 *Closed 2024-03-31 0 $0 -246
   WoodTrust Financial Corp 141 *Closed 2024-03-31 0 $0 -97,966
   KPP Advisory Services LLC 154 *Closed 2023-12-31 0 $0 -9,842
   Planned Solutions Inc. 225 *Closed 2024-03-31 0 $0 -793
   Foundations Investment Advisors LLC 706 *Closed 2023-12-31 0 $0 -1,163
   Wealth CMT 12 *Closed 2023-06-30 0 $0 -26
   FIERA SCEPTRE INC. 526 *Closed 2024-03-31 0 $0 -1,315
   Cutler Group LP 942 *Closed 2024-03-31 0 $0 -57
   RENAISSANCE TECHNOLOGIES LLC 4076 *Closed 2023-12-31 0 $0 -1,200
   Capital Advisors Wealth Management LLC 161 *Closed 2024-03-31 0 $0 -5,470
   Gibson Wealth Advisors LLC 122 *Closed 2022-12-31 0 $0 -125
   DOPKINS WEALTH MANAGEMENT LLC *Closed 2023-12-31 0 $0 -1,066
   KISTLERTIFFANY COMPANIES, LLC 887 *Closed 2023-06-30 0 $0 -10
   WELLINGTON MANAGEMENT CO LLP 1811 *Closed 2023-12-31 0 $0 -279,815
   Headlands Technologies LLC 1032 *Closed 2023-12-31 0 $0 -49
   Coppell Advisory Solutions Corp. 878 *Closed 2023-03-31 0 $0 -787
   Horizon Family Wealth Inc. 80 *Closed 2023-12-31 0 $0 -23,718
   3D/L Capital Management LLC 60 *Closed 2023-12-31 0 $0 -2,802
   MONTICELLO WEALTH MANAGEMENT LLC 277 *Closed 2024-03-31 0 $0 -2,106
   Independent Wealth Network Inc. 121 *Closed 2024-03-31 0 $0 -2,907
   DEUTSCHE BANK AG 3611 *Closed 2023-12-31 0 $0 -50
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3578 *Closed 2023-12-31 0 $0 -70,538
   HEAD & ASSOCIATES LLC 435 *Closed 2023-12-31 0 $0 -253
   PECAUT & CO. 91 *Closed 2023-12-31 0 $0 -508
   U.S. Capital Wealth Advisors LLC 683 *Closed 2023-12-31 0 $0 -1,065
   Paragon Advisors LLC 85 *Closed 2024-03-31 0 $0 -1,442
   Meridian Wealth Management LLC 444 *Closed 2024-03-31 0 $0 -6,842
   Level Financial Advisors Inc. 163 *Closed 2024-03-31 0 $0 -10
   BRADLEY FOSTER & SARGENT INC/CT 441 *Closed 2023-12-31 0 $0 -1,555
   VERITABLE LP 664 *Closed 2023-09-30 0 $0 -5,333
   FIRST FINANCIAL CORP /IN/ 567 *Closed 2024-03-31 0 $0 -22
   CHOATE INVESTMENT ADVISORS 441 *Closed 2023-12-31 0 $0 -415
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 749 *Closed 2024-03-31 0 $0 -60
   DAVIS R M INC 275 *Closed 2023-12-31 0 $0 -1,235
   Capital Financial Planning LLC 102 *Closed 2023-09-30 0 $0 -1,003
   First Command Advisory Services Inc. *Closed 2024-03-31 0 $0 -15
   Trellis Advisors LLC 49 *Closed 2023-12-31 0 $0 -1,628
   OPPENHEIMER & CO INC 1438 *Closed 2023-12-31 0 $0 -5,972
   Wescott Financial Advisory Group LLC 170 *Closed 2023-12-31 0 $0 -1,107
   Life Planning Partners Inc 219 *Closed 2024-03-31 0 $0 -63
   Soltis Investment Advisors LLC 313 *Closed 2024-03-31 0 $0 -12,207
   McClarren Financial Advisors Inc. 399 *Closed 2024-03-31 0 $0 -648
   CONGRESS ASSET MANAGEMENT CO /MA 378 *Closed 2024-03-31 0 $0 -3,597
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 898 *Closed 2023-12-31 0 $0 0

  45 Records found
  1    
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