Invesco Municipal Opportunity Trust
VMO- Exchange
- NYSE
- SEC CIK
- 0000884152
No open-market purchases or sales by Invesco Municipal Opportunity Trust insiders were filed in the last 90 days; 110 institutions reported holding it in 13F filings for Q2 2026, worth $165.8M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Invesco Municipal Opportunity Trust as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 119
- +6 vs. Q2 2024
- Shares held
- 22.7M
- −1.85M (−7.5%) vs. Q2 2024
- Total value
- $232.3M
- −$14.4M (−5.8%) vs. Q2 2024
- New holders
- 14
- 37 more added
- Sold out
- 8
- 28 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $165.8M |
| Q1 2026 | 106 | $169.9M |
| Q4 2025 | 112 | $184.7M |
| Q3 2025 | 102 | $182.5M |
| Q2 2025 | 106 | $181.5M |
| Q1 2025 | 109 | $195.2M |
| Q4 2024 | 117 | $216.7M |
| Q3 2024 | 119 | $232.3M |
| Q2 2024 | 115 | $248.1M |
| Q1 2024 | 115 | $239.1M |
| Q4 2023 | 116 | $226.5M |
| Q3 2023 | 111 | $172.1M |
| Q2 2023 | 109 | $188.4M |
| Q1 2023 | 105 | $186.4M |
| Q4 2022 | 109 | $183.0M |
| Q3 2022 | 106 | $140.6M |
| Q2 2022 | 108 | $157.5M |
| Q1 2022 | 107 | $145.7M |
| Q4 2021 | 88 | $187.7M |
| Q3 2021 | 92 | $185.9M |
| Q2 2021 | 89 | $188.7M |
| Q1 2021 | 92 | $178.9M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | – |
| FMR LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8 | $82 | 0.00% | −11−57.9% | Reduced |
| SOA Wealth Advisors, LLC. | 254 | $2.61K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 284 | $2.92K | 0.00% | +284 | New |
| Geneos Wealth Management Inc. | 295 | $3.03K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 349 | $3.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.57K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $5.40K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 548 | $5.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 576 | $5.92K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 646 | $6.63K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 706 | $7.25K | 0.00% | +13+1.9% | Added |
| Provenance Wealth Advisors, LLC | 775 | $7.96K | 0.00% | +775 | New |
| CIBC Private Wealth Group, LLC | 1,088 | $11.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,105 | $11.3K | 0.00% | −1,211−52.3% | Reduced |
| ORG Wealth Partners, LLC | 1,151 | $11.8K | 0.00% | +1,151 | New |
| TSFG, LLC | 1,136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,231 | $13.0K | 0.00% | +1,231 | New |
| Mascoma Wealth Management LLC | 1,411 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,000 | $20.5K | 0.01% | +2,000 | New |
| Wolverine Asset Management LLC | 2,090 | $21.5K | 0.00% | +2,090 | New |
| Umb Bank N A | 2,329 | $23.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,237 | $33.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $44.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,167 | $53.1K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,757 | $69.4K | 0.02% | +101+1.5% | Added |
| Compass Wealth Management LLC | 6,831 | $70.2K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9,891 | $101.6K | 0.03% | +9,891 | New |
| Harbour Investments, Inc. | 9,946 | $102.1K | 0.00% | +1,000+11.2% | Added |
| Northern Trust Corp | 10,050 | $103.2K | 0.00% | +10,050 | New |
| Moody National Bank Trust Division | 10,119 | $103.9K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,189 | $104.6K | 0.04% | −265−2.5% | Reduced |
| Nine Masts Capital Ltd | 10,725 | $110.1K | 0.05% | −31,073−74.3% | Reduced |
| Sigma Planning Corp | 10,809 | $111.0K | 0.00% | −809−7.0% | Reduced |
| Collaborative Wealth Managment Inc. | 11,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 11,988 | $123.1K | 0.06% | +238+2.0% | Added |
| Berkeley Capital Partners, LLC | 12,387 | $127.2K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 12,413 | $127.5K | 0.00% | +12,413 | New |
| Encompass More Asset Management | 12,937 | $132.9K | 0.05% | +12,937 | New |
| Advisory Services Network, LLC | 14,000 | $141.1K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,826 | $142.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,961 | $143.4K | 0.00% | +12,383+784.7% | Added |
| Cresset Asset Management, LLC | 14,400 | $147.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 14,601 | $150.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,626 | $150.2K | 0.00% | +14,626 | New |
| Pinnacle Bancorp, Inc. | 15,000 | $154.1K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 15,000 | $154.1K | 0.03% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 15,067 | $154.7K | 0.07% | +2,000+15.3% | Added |
| Ackerman Capital Advisors, LLC | 15,647 | $160.7K | 0.04% | +15,647 | New |
| Walleye Capital LLC | 15,976 | $164.1K | 0.00% | +15,976 | New |
| Capital Investment Advisors, LLC | 16,913 | $173.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,456 | $179.3K | 0.00% | +58+0.3% | Added |
| Shufro Rose & Co LLC | 18,500 | $186.5K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 18,549 | $190.5K | 0.01% | +1,076+6.2% | Added |
| Charter Trust Co | 19,795 | $203.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 22,018 | $226.1K | 0.00% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 22,130 | $227.3K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 24,061 | $247.1K | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 24,151 | $248.0K | 0.00% | −71,933−74.9% | Reduced |
| Janney Montgomery Scott LLC | 24,221 | $249.0K | 0.00% | −5,630−18.9% | Reduced |
| Bank of New York Mellon Corp | 24,373 | $250.3K | 0.00% | +10.0% | Added |
| Concurrent Investment Advisors, LLC | 26,451 | $271.6K | 0.01% | +4,646+21.3% | Added |
| APCM Wealth Management for Individuals | 28,550 | $293.2K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 31,365 | $322.1K | 0.00% | +316+1.0% | Added |
| Kingswood Wealth Advisors, LLC | 32,120 | $329.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 32,500 | $333.8K | 0.10% | 00.0% | Unchanged |
| Royal Bank of Canada | 32,584 | $335.0K | 0.00% | −3,515−9.7% | Reduced |
| Cetera Investment Advisers | 36,874 | $378.7K | 0.00% | −177,477−82.8% | Reduced |
| Bank of Montreal | 38,167 | $390.1K | 0.00% | +649+1.7% | Added |
| Planning Alternatives Ltd | 39,000 | $400.5K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 42,920 | $440.8K | 0.00% | −1,280−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,363 | $445.3K | 0.00% | −38,537−47.1% | Reduced |
| Melfa Wealth Management, LLC | 43,384 | $445.6K | 0.29% | +200.0% | Added |
| Dakota Wealth Management | 44,949 | $461.6K | 0.01% | −70,000−60.9% | Reduced |
| HighTower Advisors, LLC | 48,162 | $496.0K | 0.00% | +48,162 | New |
| GWM Advisors LLC | 49,125 | $504.5K | 0.00% | +35,606+263.4% | Added |
| Commonwealth Equity Services, LLC | 55,144 | $566.0K | 0.00% | −4,388−7.4% | Reduced |
| Petra Financial Advisors Inc | 57,440 | $589.9K | 0.39% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 58,700 | $602.8K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment LLC | 68,797 | $706.5K | 0.05% | +5,500+8.7% | Added |
| Nuveen Asset Management, LLC | 69,386 | $712.6K | 0.00% | +9,400+15.7% | Added |
| TCG Advisory Services, LLC | 83,231 | $854.8K | 0.04% | −22,124−21.0% | Reduced |
| Gridiron Partners, LLC | 90,638 | $930.9K | 0.56% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 94,131 | $966.7K | 0.04% | +6,866+7.9% | Added |
| Westchester Capital Management, LLC | 96,458 | $990.6K | 0.05% | −129,618−57.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,829 | $1.05M | 0.01% | +17,077+20.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 109,158 | $1.12M | 0.00% | −1,876−1.7% | Reduced |
| Ameriprise Financial Inc | 115,003 | $1.18M | 0.00% | +14,894+14.9% | Added |
| Garner Asset Management Corp | 115,747 | $1.19M | 0.55% | −9,184−7.4% | Reduced |
| Stifel Financial Corp | 117,063 | $1.20M | 0.00% | +30,463+35.2% | Added |
| Logan Stone Capital, LLC | 119,655 | $1.23M | 0.31% | −153,540−56.2% | Reduced |
| Pathstone Holdings, LLC | 125,318 | $1.29M | 0.01% | −92,506−42.5% | Reduced |
| Goldman Sachs Group Inc | 130,580 | $1.34M | 0.00% | +79,618+156.2% | Added |
| LPL Financial LLC | 143,724 | $1.48M | 0.00% | −186,092−56.4% | Reduced |
| JFS Wealth Advisors, LLC | 144,908 | $1.49M | 0.10% | +136,528+1,629.2% | Added |
| CNH Partners LLC | 151,286 | $1.55M | 0.04% | −218,852−59.1% | Reduced |
| Rareview Capital LLC | 160,169 | $1.64M | 1.23% | +20,272+14.5% | Added |
| Invesco Ltd. | 162,631 | $1.67M | 0.00% | +45,983+39.4% | Added |
| Wakefield Asset Management LLLP | 185,960 | $1.91M | 0.62% | +1,833+1.0% | Added |