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. | 05/13/2026 | 1.28 M | $7.89 M | 21.50% | 2.69% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 956.27 K | $5.87 M | -6.29% | 2.01% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 859.96 K | $5.28 M | -12.75% | 1.80% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 744.08 K | $4.57 M | 13.91% | 1.56% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 570.68 K | $3.50 M | 1.50% | 1.20% |
| MORGAN STANLEY | 05/15/2026 | 421.69 K | $2.59 M | 3.82% | 0.88% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 296.02 K | $1.82 M | 6.44% | 0.62% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 274.42 K | $1.69 M | 0.95% | 0.58% |
| UBS GROUP AG | 05/05/2026 | 270.62 K | $1.66 M | 30.49% | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 247.40 K | $1.52 M | 0.37% | 0.52% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 223.60 K | $1.37 M | 11.16% | 0.47% |
| LPL FINANCIAL LLC | 05/06/2026 | 162.15 K | $995.59 K | 7.44% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 142.74 K | $876.41 K | 4.27% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 137.19 K | $842.34 K | -23.33% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 114.74 K | $705.00 K | 314.97% | 0.24% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 96.51 K | $592.59 K | 8.43% | 0.20% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 80.05 K | $491.51 K | 0.00% | 0.17% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 74.78 K | $459.15 K | 0.00% | 0.16% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 70.35 K | $431.92 K | -5.99% | 0.15% |
| INVESCO LTD. | 05/12/2026 | 63.86 K | $392.09 K | 100.00% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 62.05 K | $381.00 K | 7.99% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 55.89 K | $343.15 K | 1.42% | 0.12% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 53.71 K | $329.79 K | -30.93% | 0.11% |
| MIDWEST TRUST CO | 05/01/2026 | 43.01 K | $264.08 K | 0.00% | 0.09% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 42.29 K | $259.68 K | -0.44% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 41.96 K | $257.64 K | 0.60% | 0.09% |
| INSIGHT WEALTH STRATEGIES, LLC | 04/10/2026 | 38.96 K | $239.24 K | 0.63% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 37.98 K | $233.19 K | -2.06% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 37.75 K | $232.00 K | 0.38% | 0.08% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 34.85 K | $213.99 K | 2.09% | 0.07% |
| BURFORD BROTHERS, INC. | 04/27/2026 | 34.47 K | $211.65 K | 0.00% | 0.07% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 32.72 K | $200.91 K | 31.94% | 0.07% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 31.00 K | $190.34 K | 0.00% | 0.07% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 05/12/2026 | 28.79 K | $176.79 K | 0.00% | 0.06% |
| 04/30/2026 | 25.81 K | $158.48 K | 0.00% | 0.05% | |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 25.65 K | $157.47 K | 0.00% | 0.05% |
| 06/18/2026 | 20.99 K | $128.86 K | 0.19% | 0.04% | |
| CAMELOT PORTFOLIOS, LLC | 05/08/2026 | 20.00 K | $122.80 K | 0.00% | 0.04% |
| PHOENIX WEALTH ADVISORS | 04/22/2026 | 19.53 K | $119.89 K | 73.80% | 0.04% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 19.17 K | $117.73 K | 0.07% | 0.04% |
| RIVER STREET ADVISORS LLC | 04/21/2026 | 18.45 K | $113.28 K | 0.00% | 0.04% |
| RFG ADVISORY, LLC | 04/20/2026 | 18.20 K | $111.74 K | 10.57% | 0.04% |
| GENESEE CAPITAL ADVISORS, LLC | 04/22/2026 | 17.83 K | $109.48 K | 0.00% | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 04/15/2026 | 17.78 K | $109.19 K | 0.00% | 0.04% |
| ADVISOR OS, LLC | 05/08/2026 | 16.98 K | $104.28 K | 100.00% | 0.04% |
| PATHWAY FINANCIAL ADVISERS, LLC | 04/23/2026 | 16.62 K | $102.06 K | 0.92% | 0.03% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 16.02 K | $98.33 K | -11.03% | 0.03% |
| NUVEEN, LLC | 04/30/2026 | 15.97 K | $98.05 K | 0.00% | 0.03% |
| MCF ADVISORS LLC | 05/11/2026 | 15.41 K | $94.64 K | 100.00% | 0.03% |
| MARINER, LLC | 05/13/2026 | 15.28 K | $93.79 K | 0.00% | 0.03% |
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Invesco Municipal Income Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of Invesco Municipal Income Opportunities Trust. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 1.28 M
GUGGENHEIM CAPITAL LLC: 956,272
BANK OF AMERICA CORP /DE/: 859,961
RAYMOND JAMES FINANCIAL INC: 744,077
AMERIPRISE FINANCIAL INC: 570,680
MORGAN STANLEY: 421,688
17.06% of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 9.17 M shares in the last 24 months. This purchase volume represents approximately $56.46 M in transactions.