Invesco Municipal Opportunity Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.71 M | $16.89 M | 12.19% | 2.54% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.70 M | $16.81 M | -37.66% | 2.53% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.51 M | $14.87 M | -1.78% | 2.23% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.38 M | $13.62 M | -8.07% | 2.05% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 1.28 M | $12.61 M | 89.83% | 1.89% |
| UBS GROUP AG | 08/13/2026 | 999.42 K | $9.86 M | -6.07% | 1.48% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 869.33 K | $8.58 M | 17.41% | 1.29% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 799.32 K | $7.89 M | 1.32% | 1.19% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 623.99 K | $6.16 M | 0.00% | 0.93% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 613.96 K | $6.06 M | 1.59% | 0.91% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 552.20 K | $5.45 M | 5.42% | 0.82% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 451.02 K | $4.45 M | 1.56% | 0.67% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 08/11/2026 | 345.93 K | $3.41 M | 5.78% | 0.51% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 344.10 K | $3.40 M | 9.14% | 0.51% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 08/11/2026 | 231.48 K | $2.28 M | 11.64% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 190.53 K | $1.88 M | 134.88% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 185.82 K | $1.83 M | 9.58% | 0.28% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 171.83 K | $1.70 M | 3.67% | 0.25% |
| FIERA CAPITAL CORP | 08/07/2026 | 160.93 K | $1.59 M | -3.73% | 0.24% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 146.15 K | $1.44 M | 0.13% | 0.22% |
| GARNER ASSET MANAGEMENT CORP | 08/07/2026 | 138.56 K | $1.37 M | 1.94% | 0.21% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 137.77 K | $1.36 M | 8.59% | 0.20% |
| PLANNING ALTERNATIVES LTD /ADV | 08/12/2026 | 103.00 K | $1.02 M | 0.00% | 0.15% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 07/23/2026 | 95.96 K | $947.14 K | -11.67% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 89.61 K | $884.42 K | -2.50% | 0.13% |
| WORTHINGTON FINANCIAL PARTNERS, LLC | 07/21/2026 | 86.27 K | $851.45 K | -0.06% | 0.13% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 76.47 K | $754.71 K | -89.92% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 75.98 K | $749.88 K | 194.09% | 0.11% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 69.85 K | $689.42 K | -4.06% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 69.01 K | $681.13 K | 1.47% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 65.32 K | $644.73 K | 54.52% | 0.10% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 62.99 K | $616.75 K | -82.32% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 62.92 K | $621.02 K | -0.01% | 0.09% |
| INVESCO LTD. | 08/14/2026 | 60.09 K | $593.10 K | -5.47% | 0.09% |
| PETRA FINANCIAL ADVISORS INC | 07/24/2026 | 58.05 K | $572.91 K | 0.23% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 53.56 K | $528.63 K | 40.06% | 0.08% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 51.71 K | $510.33 K | 1.46% | 0.08% |
| BURFORD BROTHERS, INC. | 07/28/2026 | 48.69 K | $480.57 K | 0.00% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 47.17 K | $465.61 K | 28.47% | 0.07% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 43.00 K | $424.41 K | 0.00% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 42.83 K | $422.72 K | 0.06% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 42.22 K | $416.68 K | 100.00% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 40.71 K | $402.00 K | -5.16% | 0.06% |
| CHOREO, LLC | 08/04/2026 | 38.16 K | $376.64 K | 2.12% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 37.86 K | $373.67 K | 100.00% | 0.06% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 35.01 K | $345.59 K | 1.93% | 0.05% |
| NUVEEN, LLC | 08/11/2026 | 32.56 K | $321.36 K | 0.00% | 0.05% |
| PURSUIT WEALTH STRATEGIES, LLC | 08/13/2026 | 32.08 K | $316.64 K | -22.68% | 0.05% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 29.86 K | $294.71 K | -5.74% | 0.04% |
| INSIGHT WEALTH STRATEGIES, LLC | 07/10/2026 | 28.56 K | $282.72 K | 1.93% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Invesco Municipal Opportunity Trust institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of Invesco Municipal Opportunity Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 1.71 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.7 M
LPL Financial LLC: 1.51 M
GUGGENHEIM CAPITAL LLC: 1.38 M
Hennion & Walsh Asset Management, Inc.: 1.28 M
UBS Group AG: 999,416
24.93% of Invesco Municipal Opportunity Trust stock is owned by institutional investors.
Institutional investors have bought a total of 19.75 M shares in the last 24 months. This purchase volume represents approximately $194.34 M in transactions.