Invesco Municipal Income Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 1.06 M | $6.35 M | 88.40% | 2.22% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.02 M | $6.13 M | 14.39% | 2.14% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 985.67 K | $5.92 M | 7.30% | 2.07% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 653.20 K | $3.93 M | 19.44% | 1.37% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 562.26 K | $3.47 M | -0.52% | 1.18% |
| MORGAN STANLEY | 02/13/2026 | 406.16 K | $2.44 M | -8.13% | 0.85% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 278.11 K | $1.67 M | 68.33% | 0.58% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 271.83 K | $1.63 M | 13.08% | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 246.47 K | $1.48 M | -1.20% | 0.52% |
| UBS GROUP AG | 01/29/2026 | 207.39 K | $1.25 M | -52.63% | 0.44% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 201.15 K | $1.21 M | 51.36% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 178.94 K | $1.08 M | -14.29% | 0.38% |
| LPL FINANCIAL LLC | 02/11/2026 | 150.92 K | $907.04 K | -2.08% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 136.89 K | $822.71 K | 20.02% | 0.29% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 89.01 K | $534.95 K | -6.86% | 0.19% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 80.05 K | $481.10 K | -10.59% | 0.17% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 77.76 K | $467.35 K | 28.00% | 0.16% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 74.83 K | $449.71 K | -5.21% | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 74.78 K | $449.43 K | -12.47% | 0.16% |
| JANE STREET GROUP, LLC | 02/12/2026 | 71.39 K | $429.08 K | 226.67% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 57.46 K | $345.00 K | 0.00% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 55.11 K | $331.20 K | 1.47% | 0.12% |
| MIDWEST TRUST CO | 02/04/2026 | 43.01 K | $258.48 K | 0.00% | 0.09% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 42.48 K | $255.29 K | -3.28% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 41.71 K | $250.68 K | 0.62% | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 38.78 K | $233.06 K | -18.36% | 0.08% |
| INSIGHT WEALTH STRATEGIES, LLC | 01/02/2026 | 38.72 K | $232.70 K | -1.63% | 0.08% |
| ROYAL BANK OF CANADA | 02/17/2026 | 37.61 K | $226.00 K | -20.76% | 0.08% |
| BURFORD BROTHERS, INC. | 02/05/2026 | 34.47 K | $207.17 K | 0.00% | 0.07% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 34.14 K | $205.18 K | 13.38% | 0.07% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 31.00 K | $186.31 K | 0.00% | 0.07% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 01/23/2026 | 28.79 K | $173.05 K | 100.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 27.65 K | $166.00 K | -3.86% | 0.06% |
| 02/06/2026 | 25.81 K | $155.12 K | 100.00% | 0.05% | |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 25.65 K | $154.13 K | 0.00% | 0.05% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 24.80 K | $149.05 K | 0.00% | 0.05% |
| CAMELOT PORTFOLIOS, LLC | 01/29/2026 | 20.00 K | $120.20 K | 0.00% | 0.04% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 19.16 K | $115.16 K | 0.07% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 18.61 K | $111.85 K | -2.18% | 0.04% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 18.60 K | $112.00 K | 100.00% | 0.04% |
| RIVER STREET ADVISORS LLC | 01/26/2026 | 18.45 K | $110.89 K | 0.00% | 0.04% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 18.00 K | $108.19 K | 8.73% | 0.04% |
| GENESEE CAPITAL ADVISORS, LLC | 01/16/2026 | 17.83 K | $107.16 K | 0.00% | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 01/09/2026 | 17.78 K | $106.88 K | 0.47% | 0.04% |
| MAREX GROUP PLC | 02/12/2026 | 17.50 K | $105.18 K | 100.00% | 0.04% |
| PATHWAY FINANCIAL ADVISERS, LLC | 02/06/2026 | 16.47 K | $98.99 K | 0.93% | 0.03% |
| RFG ADVISORY, LLC | 02/03/2026 | 16.46 K | $98.92 K | -68.06% | 0.03% |
| NOMURA HOLDINGS INC | 02/17/2026 | 16.25 K | $97.66 K | 62.50% | 0.03% |
| NUVEEN, LLC | 02/12/2026 | 15.97 K | $95.97 K | 100.00% | 0.03% |
| MARINER, LLC | 02/13/2026 | 15.28 K | $91.80 K | 0.00% | 0.03% |
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Invesco Municipal Income Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of Invesco Municipal Income Opportunities Trust. The most heavily invested institutionals were:
UBS Group AG: 270,622
COMMONWEALTH EQUITY SERVICES, LLC: 247,397
ENVESTNET ASSET MANAGEMENT INC: 142,737
Cambridge Investment Research Advisors, Inc.: 114,740
MELFA WEALTH MANAGEMENT, LLC: 74,780
MML INVESTORS SERVICES, LLC: 70,345
16.39% of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 9.14 M shares in the last 24 months. This purchase volume represents approximately $56.29 M in transactions.