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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, Q4 2024

Institutional positions in Invesco Municipal Opportunity Trust as of Dec 31, 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
117
+1 vs. Q3 2024
Shares held
22.3M
+366.9K (+1.7%) vs. Q3 2024
Total value
$216.7M
−$8.03M (−3.6%) vs. Q3 2024
New holders
18
41 more added
Sold out
17
20 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 117 institutions
Q1 2021: 92 institutionsQ2 2021: 89 institutionsQ3 2021: 92 institutionsQ4 2021: 88 institutionsQ1 2022: 107 institutionsQ2 2022: 108 institutionsQ3 2022: 106 institutionsQ4 2022: 109 institutionsQ1 2023: 105 institutionsQ2 2023: 109 institutionsQ3 2023: 111 institutionsQ4 2023: 116 institutionsQ1 2024: 115 institutionsQ2 2024: 115 institutionsQ3 2024: 119 institutionsQ4 2024: 117 institutionsQ1 2025: 109 institutionsQ2 2025: 106 institutionsQ3 2025: 102 institutionsQ4 2025: 112 institutionsQ1 2026: 106 institutionsQ2 2026: 110 institutions
Value heldQ4 2024: $216.7M
Q1 2021: $178.9MQ2 2021: $188.7MQ3 2021: $185.9MQ4 2021: $187.7MQ1 2022: $145.7MQ2 2022: $157.5MQ3 2022: $140.6MQ4 2022: $183.0MQ1 2023: $186.4MQ2 2023: $188.4MQ3 2023: $172.1MQ4 2023: $226.5MQ1 2024: $239.1MQ2 2024: $248.1MQ3 2024: $232.3MQ4 2024: $216.7MQ1 2025: $195.2MQ2 2025: $181.5MQ3 2025: $182.5MQ4 2025: $184.7MQ1 2026: $169.9MQ2 2026: $165.8M
Institutions holding VMO and their total value by quarter
QuarterHoldersValue
Q2 2026110$165.8M
Q1 2026106$169.9M
Q4 2025112$184.7M
Q3 2025102$182.5M
Q2 2025106$181.5M
Q1 2025109$195.2M
Q4 2024117$216.7M
Q3 2024119$232.3M
Q2 2024115$248.1M
Q1 2024115$239.1M
Q4 2023116$226.5M
Q3 2023111$172.1M
Q2 2023109$188.4M
Q1 2023105$186.4M
Q4 2022109$183.0M
Q3 2022106$140.6M
Q2 2022108$157.5M
Q1 2022107$145.7M
Q4 202188$187.7M
Q3 202192$185.9M
Q2 202189$188.7M
Q1 202192$178.9M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q3 2024.

Institutions holding VMO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$100.00%––
Tower Research Capital LLC (TRC)8$780.00%00.0%Unchanged
Central Trust Co133$1.29K0.00%+133New
SOA Wealth Advisors, LLC.254$2.47K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC288$2.77K0.00%+4+1.4%Added
Geneos Wealth Management Inc.295$2.87K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC445$4.32K0.00%00.0%Unchanged
US Bancorp526$5.11K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd548$5.33K0.00%00.0%Unchanged
Global Retirement Partners, LLC576$5.60K0.00%00.0%Unchanged
CoreFirst Bank & Trust700$6.80K0.00%+700New
Beacon Capital Management, LLC719$6.99K0.00%+13+1.8%Added
Provenance Wealth Advisors, LLC775$7.53K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC1,088$10.5K0.00%00.0%Unchanged
TSFG, LLC1,136$11.0K0.00%00.0%Unchanged
ORG Wealth Partners, LLC1,151$11.2K0.00%00.0%Unchanged
MAI Capital Management1,334$13.0K0.00%+1,334New
Mascoma Wealth Management LLC1,411$13.7K0.00%00.0%Unchanged
CWM, LLC1,830$18.0K0.00%+1,830New
Fortitude Family Office, LLC2,000$19.4K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,171$21.1K0.00%−11,790−84.4%Reduced
Ancora Advisors, LLC4,298$41.8K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.5,167$50.2K0.00%00.0%Unchanged
Venturi Wealth Management, LLC6,366$61.9K0.00%+5,720+885.4%Added
Compass Wealth Management LLC6,831$66.4K0.02%00.0%Unchanged
Harbour Investments, Inc.7,746$75.3K0.00%−2,200−22.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8,491$82.5K0.00%+7,386+668.4%Added
Tradewinds Capital Management, LLC9,891$96.1K0.03%00.0%Unchanged
Northern Trust Corp10,111$98.3K0.00%+61+0.6%Added
Gill Capital Partners, LLC10,189$99.0K0.04%00.0%Unchanged
Sigma Planning Corp10,853$105.5K0.00%+44+0.4%Added
Collaborative Wealth Managment Inc.11,000$106.9K0.05%00.0%Unchanged
Moody National Bank Trust Division11,375$110.6K0.01%+1,256+12.4%Added
Susquehanna International Group, LLP11,681$113.5K0.00%+11,681New
WMG Financial Advisors, LLC11,988$116.5K0.05%00.0%Unchanged
Summit Trail Advisors, LLC12,307$119.6K0.00%−106−0.9%Reduced
Berkeley Capital Partners, LLC12,387$120.4K0.03%00.0%Unchanged
Blue Bell Private Wealth Management, LLC12,389$120.4K0.02%−2,212−15.1%Reduced
Csenge Advisory Group12,544$121.9K0.01%+12,544New
Encompass More Asset Management12,937$125.7K0.04%00.0%Unchanged
RSM US Wealth Management LLC13,826$133.0K0.00%00.0%Unchanged
Cerity Partners LLC14,327$139.3K0.00%−299−2.0%Reduced
Cresset Asset Management, LLC14,400$140.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.15,000$145.8K0.05%00.0%Unchanged
Kercheville Advisors, LLC15,067$146.5K0.06%00.0%Unchanged
Permanent Capital Management, LP15,649$152.1K0.05%+15,649New
Capital Investment Advisors, LLC16,913$164.4K0.00%00.0%Unchanged
Shufro Rose & Co LLC18,500$179.8K0.01%00.0%Unchanged
Simon Quick Advisors, LLC19,538$189.9K0.01%+989+5.3%Added
Kestra Private Wealth Services, LLC19,572$190.2K0.00%+2,116+12.1%Added
Charter Trust Co19,795$192.4K0.01%00.0%Unchanged
Live Oak Private Wealth LLC20,000$194.4K0.03%+20,000New
Nomura Holdings Inc20,746$201.7K0.00%+20,746New
Summit Financial Wealth Advisors, LLC21,500$210.9K0.04%−630−2.8%Reduced
Aristides Capital LLC21,780$211.7K0.07%+21,780New
Riverbridge Partners LLC23,278$226.3K0.00%−873−3.6%Reduced
Insight Wealth Strategies, LLC25,383$246.7K0.03%+25,383New
Brown Advisory Inc25,511$248.0K0.00%+1,450+6.0%Added
Concurrent Investment Advisors, LLC26,140$254.1K0.01%−311−1.2%Reduced
Bank of America Corp27,818$270.4K0.00%−3,547−11.3%Reduced
APCM Wealth Management for Individuals28,550$277.5K0.04%00.0%Unchanged
Landscape Capital Management, L.L.C.29,793$289.6K0.03%+29,793New
StoneX Group Inc.30,055$292.1K0.02%+30,055New
Cetera Investment Advisers30,152$293.1K0.00%−6,722−18.2%Reduced
Quarry LP32,500$315.9K0.06%00.0%Unchanged
Advisor Group Holdings, Inc.34,459$335.0K0.00%−173,289−83.4%Reduced
Wealth Alliance Advisory Group, LLC36,600$355.8K0.08%+36,600New
Royal Bank of Canada37,978$369.0K0.00%+5,394+16.6%Added
Janney Montgomery Scott LLC38,618$375.0K0.00%+14,397+59.4%Added
Marex Group plc38,700$376.2K0.01%+38,700New
Planning Alternatives Ltd39,000$379.1K0.06%00.0%Unchanged
Bank of Montreal39,745$386.3K0.00%+1,578+4.1%Added
The PNC Financial Services Group, Inc.42,924$417.2K0.00%+40.0%Added
Allspring Global Investments Holdings, LLC43,363$421.5K0.00%00.0%Unchanged
Melfa Wealth Management, LLC43,406$421.9K0.28%+22+0.1%Added
Dakota Wealth Management45,894$446.1K0.01%+945+2.1%Added
GWM Advisors LLC53,428$519.3K0.00%+4,303+8.8%Added
Commonwealth Equity Services, LLC55,913$543.0K0.00%+769+1.4%Added
Petra Financial Advisors Inc57,440$558.3K0.38%00.0%Unchanged
Bank of New York Mellon Corp63,528$617.5K0.00%+39,155+160.6%Added
Absolute Investment Advisers LLC63,600$618.2K0.08%+4,900+8.3%Added
Independent Advisor Alliance65,841$640.0K0.01%+65,841New
Rothschild Investment LLC68,707$667.8K0.04%−90−0.1%Reduced
Nuveen Asset Management, LLC77,986$758.0K0.00%+8,600+12.4%Added
Westchester Capital Management, LLC84,363$820.0K0.05%−12,095−12.5%Reduced
Stratos Wealth Advisors, LLC87,051$846.1K0.04%−7,080−7.5%Reduced
TCG Advisory Services, LLC90,170$876.5K0.04%+6,939+8.3%Added
Gridiron Partners, LLC90,638$881.0K0.56%00.0%Unchanged
Steward Partners Investment Advisory, LLC115,193$1.12M0.01%+13,364+13.1%Added
Cambridge Investment Research Advisors, Inc.116,823$1.14M0.00%+7,665+7.0%Added
Garner Asset Management Corp117,254$1.14M0.53%+1,507+1.3%Added
Goldman Sachs Group Inc134,945$1.31M0.00%+4,365+3.3%Added
JFS Wealth Advisors, LLC145,070$1.41M0.10%+162+0.1%Added
Invesco Ltd.151,366$1.47M0.00%−11,265−6.9%Reduced
Advisors Asset Management, Inc.153,017$1.49M0.03%+153,017New
Wakefield Asset Management LLLP186,575$1.81M0.61%+615+0.3%Added
Stifel Financial Corp201,656$1.96M0.00%+84,593+72.3%Added
Mackay Shields LLC205,338$2.00M0.06%00.0%Unchanged
Wells Fargo & Company208,405$2.03M0.00%−10,461−4.8%Reduced
Kestra Advisory Services, LLC245,579$2.39M0.01%+46,893+23.6%Added