Invesco Municipal Opportunity Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 4.04 M | $38.69 M | 9.06% | 5.99% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.51 M | $14.44 M | -0.02% | 2.24% |
| MORGAN STANLEY | 02/13/2026 | 1.47 M | $14.04 M | 39.38% | 2.18% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 1.17 M | $11.24 M | 5.95% | 1.74% |
| UBS GROUP AG | 01/29/2026 | 1.13 M | $10.86 M | -14.27% | 1.68% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.08 M | $10.29 M | 11.64% | 1.60% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 929.39 K | $8.88 M | -0.98% | 1.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 766.02 K | $7.33 M | 0.30% | 1.14% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 637.73 K | $6.10 M | 42.83% | 0.95% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 623.99 K | $5.97 M | 0.00% | 0.93% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 613.22 K | $5.87 M | -34.81% | 0.91% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 591.20 K | $5.66 M | 30.71% | 0.88% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 438.63 K | $4.20 M | 10.49% | 0.65% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 400.31 K | $3.83 M | -8.22% | 0.59% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 311.83 K | $2.98 M | 48.44% | 0.46% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 286.91 K | $2.63 M | 4.58% | 0.43% |
| MACKAY SHIELDS LLC | 01/29/2026 | 205.34 K | $1.97 M | -33.27% | 0.30% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 02/05/2026 | 191.10 K | $1.83 M | 0.69% | 0.28% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 158.12 K | $1.51 M | -24.65% | 0.23% |
| JFS WEALTH ADVISORS, LLC | 01/14/2026 | 145.79 K | $1.40 M | 0.12% | 0.22% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 135.53 K | $1.30 M | -3.95% | 0.20% |
| ROYAL BANK OF CANADA | 02/17/2026 | 134.97 K | $1.29 M | 88.59% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 124.44 K | $1.19 M | 8.74% | 0.18% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 101.42 K | $970.58 K | 15.73% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 93.23 K | $892.21 K | 21.31% | 0.14% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 90.64 K | $867.41 K | -93.97% | 0.13% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 89.04 K | $852.13 K | 0.00% | 0.13% |
| 03/05/2026 | 86.34 K | $826.26 K | 100.00% | 0.13% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 82.53 K | $789.84 K | 5.56% | 0.12% |
| PLANNING ALTERNATIVES LTD /ADV | 02/06/2026 | 73.00 K | $698.61 K | 0.00% | 0.11% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 01/29/2026 | 69.81 K | $668.03 K | 19.75% | 0.10% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 69.75 K | $667.54 K | 0.00% | 0.10% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 67.29 K | $643.92 K | -3.81% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 66.00 K | $631.66 K | -18.67% | 0.10% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 63.69 K | $609.53 K | 13.17% | 0.09% |
| INVESCO LTD. | 02/19/2026 | 63.31 K | $605.85 K | -39.41% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 62.92 K | $602.18 K | 0.00% | 0.09% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 53.76 K | $514.50 K | 5.08% | 0.08% |
| PETRA FINANCIAL ADVISORS INC | 01/21/2026 | 51.29 K | $490.80 K | -11.05% | 0.08% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 02/17/2026 | 48.60 K | $465.10 K | 181.74% | 0.07% |
| 04/24/2026 | 43.18 K | $413.20 K | 100.00% | 0.06% | |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 43.00 K | $411.51 K | 0.00% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 42.78 K | $409.40 K | -1.60% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 38.53 K | $369.00 K | -1.73% | 0.06% |
| CHOREO, LLC | 01/23/2026 | 37.57 K | $362.99 K | 45.93% | 0.06% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 33.70 K | $322.50 K | 1.96% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 33.47 K | $320.34 K | 7.85% | 0.05% |
| NUVEEN, LLC | 02/12/2026 | 32.56 K | $311.59 K | 0.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 31.94 K | $305.65 K | -10.57% | 0.05% |
| STONEX GROUP INC. | 02/12/2026 | 31.18 K | $298.39 K | 3.63% | 0.05% |
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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:
UBS Group AG: 1.06 M
Kestra Advisory Services, LLC: 523,813
Cambridge Investment Research Advisors, Inc.: 315,279
JFS WEALTH ADVISORS, LLC: 145,969
Garner Asset Management Corp: 135,921
MACKAY SHIELDS LLC: 126,255
28.63% of Invesco Municipal Opportunity Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.80 M shares in the last 24 months. This purchase volume represents approximately $214.47 M in transactions.