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 | 05/15/2026 | 2.73 M | $25.98 M | -32.41% | 4.05% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.53 M | $14.58 M | 42.56% | 2.27% |
| MORGAN STANLEY | 05/15/2026 | 1.53 M | $14.51 M | 3.98% | 2.26% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.50 M | $14.28 M | -0.48% | 2.23% |
| UBS GROUP AG | 05/05/2026 | 1.06 M | $10.12 M | -6.22% | 1.58% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 788.89 K | $7.50 M | 2.99% | 1.17% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 758.77 K | $7.31 M | -35.37% | 1.13% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 740.40 K | $7.04 M | 16.10% | 1.10% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 673.02 K | $6.40 M | 9.75% | 1.00% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 623.99 K | $5.93 M | 0.00% | 0.93% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 604.37 K | $5.75 M | 2.23% | 0.90% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 523.81 K | $4.98 M | 19.42% | 0.78% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 444.10 K | $4.22 M | 10.94% | 0.66% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 356.17 K | $3.39 M | -61.68% | 0.53% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 05/14/2026 | 327.03 K | $3.11 M | 572.89% | 0.48% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 315.28 K | $3.00 M | 1.11% | 0.47% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 207.34 K | $1.97 M | 8.50% | 0.31% |
| ROYAL BANK OF CANADA | 05/15/2026 | 169.57 K | $1.61 M | 25.64% | 0.25% |
| FIERA CAPITAL CORP | 05/12/2026 | 167.17 K | $1.59 M | 100.00% | 0.25% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 165.75 K | $1.58 M | 4.83% | 0.25% |
| JFS WEALTH ADVISORS, LLC | 04/21/2026 | 145.97 K | $1.39 M | 0.13% | 0.22% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 135.92 K | $1.28 M | 0.29% | 0.20% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 126.88 K | $1.21 M | 25.10% | 0.19% |
| MACKAY SHIELDS LLC | 04/27/2026 | 126.26 K | $1.20 M | -38.51% | 0.19% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 04/09/2026 | 108.64 K | $1.03 M | 55.64% | 0.16% |
| PLANNING ALTERNATIVES LTD /ADV | 05/07/2026 | 103.00 K | $979.53 K | 41.10% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 91.91 K | $874.04 K | -1.42% | 0.14% |
| 04/21/2026 | 86.32 K | $820.88 K | -0.02% | 0.13% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 81.12 K | $771.46 K | -1.71% | 0.12% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 78.61 K | $747.53 K | -13.28% | 0.12% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 72.81 K | $692.38 K | 100.00% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 68.01 K | $646.78 K | 3.04% | 0.10% |
| INVESCO LTD. | 05/12/2026 | 63.57 K | $604.51 K | 0.41% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 62.92 K | $598.41 K | 0.00% | 0.09% |
| PETRA FINANCIAL ADVISORS INC | 05/13/2026 | 57.92 K | $550.77 K | 12.93% | 0.09% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 50.96 K | $484.64 K | -5.21% | 0.08% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 49.95 K | $475.01 K | -21.58% | 0.07% |
| BURFORD BROTHERS, INC. | 04/27/2026 | 48.69 K | $463.04 K | 69.95% | 0.07% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 43.00 K | $408.93 K | 0.00% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 42.93 K | $408.00 K | 11.40% | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 42.80 K | $407.07 K | 0.06% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 42.27 K | $402.03 K | 32.36% | 0.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 42.23 K | $401.61 K | -39.46% | 0.06% |
| 05/15/2026 | 41.49 K | $394.58 K | -3.90% | 0.06% | |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 38.24 K | $363.67 K | 14.24% | 0.06% |
| CHOREO, LLC | 05/13/2026 | 37.37 K | $355.35 K | -0.54% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 36.72 K | $349.22 K | 26.63% | 0.05% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 34.35 K | $326.69 K | 1.94% | 0.05% |
| NUVEEN, LLC | 04/30/2026 | 32.56 K | $309.64 K | 0.00% | 0.05% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 31.68 K | $301.26 K | -52.92% | 0.05% |
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Invesco Municipal Opportunity Trust institutional Ownership - FAQ's
During the previous two years, 159 institutional investors and hedge funds held shares of Invesco Municipal Opportunity Trust. The most heavily invested institutionals were:
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.73 M
LPL Financial LLC: 1.53 M
MORGAN STANLEY: 1.53 M
GUGGENHEIM CAPITAL LLC: 1.5 M
UBS Group AG: 1.06 M
RAYMOND JAMES FINANCIAL INC: 788,894
26.48% of Invesco Municipal Opportunity Trust stock is owned by institutional investors.
Institutional investors have bought a total of 20.64 M shares in the last 24 months. This purchase volume represents approximately $203.13 M in transactions.