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. | 07/08/2026 | 1.26 M | $7.82 M | -1.96% | 2.63% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 889.36 K | $5.52 M | -7.00% | 1.86% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 694.94 K | $4.32 M | -6.60% | 1.45% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 692.45 K | $4.30 M | -19.48% | 1.45% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 565.99 K | $3.52 M | -0.82% | 1.18% |
| MORGAN STANLEY | 08/13/2026 | 430.53 K | $2.67 M | 2.10% | 0.90% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 323.01 K | $2.01 M | 9.12% | 0.67% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 284.49 K | $1.77 M | 3.67% | 0.59% |
| UBS GROUP AG | 08/13/2026 | 267.65 K | $1.66 M | -1.10% | 0.56% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 259.11 K | $1.61 M | 4.73% | 0.54% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 243.49 K | $1.51 M | 8.90% | 0.51% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 206.28 K | $1.28 M | 50.36% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 162.36 K | $1.01 M | 13.75% | 0.34% |
| LPL FINANCIAL LLC | 08/07/2026 | 152.98 K | $949.97 K | -5.66% | 0.32% |
| INVESCO LTD. | 08/14/2026 | 142.15 K | $882.72 K | 122.60% | 0.30% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 117.08 K | $727.00 K | 2.04% | 0.24% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 103.51 K | $642.78 K | 7.25% | 0.22% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 99.45 K | $617.59 K | 85.16% | 0.21% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 76.12 K | $472.69 K | 8.21% | 0.16% |
| MELFA WEALTH MANAGEMENT, INC. | 07/24/2026 | 74.78 K | $464.38 K | 0.00% | 0.16% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 74.60 K | $463.27 K | -6.81% | 0.16% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 62.35 K | $387.16 K | 100.00% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 62.27 K | $387.00 K | 0.36% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 56.68 K | $352.01 K | 1.42% | 0.12% |
| MIDWEST TRUST CO | 08/05/2026 | 43.01 K | $267.09 K | 0.00% | 0.09% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 39.51 K | $245.33 K | -6.59% | 0.08% |
| INSIGHT WEALTH STRATEGIES, LLC | 07/10/2026 | 39.21 K | $244.70 K | 0.64% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 37.98 K | $235.85 K | 0.00% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2026 | 37.90 K | $235.00 K | 0.39% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 35.34 K | $219.47 K | -15.78% | 0.07% |
| BURFORD BROTHERS, INC. | 07/28/2026 | 34.47 K | $214.06 K | 0.00% | 0.07% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 31.00 K | $192.51 K | 0.00% | 0.06% |
| G2 CAPITAL MANAGEMENT, LLC / OH | 08/11/2026 | 28.79 K | $178.81 K | 0.00% | 0.06% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 28.01 K | $173.93 K | -14.41% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 27.99 K | $173.81 K | 100.00% | 0.06% |
| STRONGHOLD WEALTH MANAGEMENT L.L.C. | 07/24/2026 | 25.81 K | $160.29 K | 0.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 25.65 K | $159.26 K | 0.00% | 0.05% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 22.86 K | $141.97 K | 100.00% | 0.05% |
| SOUTHERN FINANCIAL GROUP, LLC | 07/24/2026 | 20.99 K | $130.33 K | 0.00% | 0.04% |
| NOMURA HOLDINGS INC | 08/14/2026 | 20.00 K | $124.20 K | 100.00% | 0.04% |
| CAMELOT PORTFOLIOS, LLC | 07/17/2026 | 20.00 K | $124.20 K | 0.00% | 0.04% |
| PHOENIX WEALTH ADVISORS | 08/03/2026 | 19.53 K | $121.26 K | 0.00% | 0.04% |
| RFG ADVISORY, LLC | 07/15/2026 | 18.45 K | $114.58 K | 1.38% | 0.04% |
| RIVER STREET ADVISORS LLC | 07/21/2026 | 18.45 K | $114.58 K | 0.00% | 0.04% |
| GENESEE CAPITAL ADVISORS, LLC | 08/06/2026 | 17.83 K | $110.72 K | 0.00% | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 08/06/2026 | 17.78 K | $110.43 K | 0.00% | 0.04% |
| ADVISOR OS, LLC | 08/05/2026 | 16.98 K | $105.46 K | 0.00% | 0.04% |
| PATHWAY FINANCIAL ADVISERS, LLC | 07/30/2026 | 16.78 K | $104.18 K | 0.93% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.49 K | $102.40 K | 100.00% | 0.03% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 16.02 K | $99.45 K | 0.00% | 0.03% |
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Invesco Municipal Income Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of Invesco Municipal Income Opportunities Trust. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 265,379
Cambridge Investment Research Advisors, Inc.: 117,264
Advisor OS, LLC: 114,299
Phoenix Wealth Advisors: 28,071
Southern Financial Group, LLC: 20,986
RFG Advisory, LLC: 18,286
17.03% of Invesco Municipal Income Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.95 M shares in the last 24 months. This purchase volume represents approximately $48.99 M in transactions.