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 | 11/14/2025 | 3.71 M | $35.85 M | -13.08% | 5.50% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 1.51 M | $14.59 M | 3.61% | 2.24% |
| GRIDIRON PARTNERS, LLC | 10/14/2025 | 1.50 M | $876.47 K | 1,558.06% | 2.23% |
| UBS GROUP AG | 11/13/2025 | 1.32 M | $12.80 M | -7.23% | 1.96% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.11 M | $10.72 M | -35.84% | 1.64% |
| MORGAN STANLEY | 11/14/2025 | 1.05 M | $10.18 M | 38.71% | 1.56% |
| LPL FINANCIAL LLC | 11/12/2025 | 963.54 K | $9.32 M | 407.54% | 1.43% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 940.65 K | $9.10 M | -6.97% | 1.39% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 938.61 K | $9.08 M | 25.58% | 1.39% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 763.71 K | $7.39 M | -8.47% | 1.13% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 623.99 K | $6.03 M | 0.00% | 0.93% |
| FIERA CAPITAL CORP | 11/07/2025 | 523.39 K | $5.06 M | -0.89% | 0.78% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 452.30 K | $4.37 M | 31.41% | 0.67% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 446.49 K | $4.32 M | 37.04% | 0.66% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 436.18 K | $4.22 M | 5.03% | 0.65% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 396.97 K | $3.84 M | 21.77% | 0.59% |
| MACKAY SHIELDS LLC | 10/27/2025 | 307.71 K | $2.98 M | 0.00% | 0.46% |
| RAREVIEW CAPITAL LLC | 11/14/2025 | 274.35 K | $2.52 M | 5.07% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 210.07 K | $2.03 M | 62.27% | 0.31% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 209.85 K | $2.03 M | -14.43% | 0.31% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 11/13/2025 | 189.80 K | $1.84 M | 2.44% | 0.28% |
| JFS WEALTH ADVISORS, LLC | 11/10/2025 | 145.61 K | $1.41 M | 0.13% | 0.22% |
| GARNER ASSET MANAGEMENT CORP | 11/10/2025 | 141.11 K | $1.36 M | 12.00% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 114.44 K | $1.11 M | 64.96% | 0.17% |
| INVESCO LTD. | 11/13/2025 | 104.48 K | $1.01 M | -18.69% | 0.15% |
| STRATOS WEALTH ADVISORS, LLC | 11/06/2025 | 89.04 K | $861.03 K | -0.73% | 0.13% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 87.63 K | $847.39 K | 93.43% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 81.15 K | $784.76 K | -6.52% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 78.18 K | $729.30 K | -54.52% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 76.85 K | $743.00 K | 2.16% | 0.11% |
| PLANNING ALTERNATIVES LTD /ADV | 11/12/2025 | 73.00 K | $705.91 K | 0.00% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2025 | 71.57 K | $692.00 K | 60.05% | 0.11% |
| TCG ADVISORY SERVICES, LLC | 11/12/2025 | 69.95 K | $676.40 K | -8.19% | 0.10% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 69.75 K | $674.51 K | 64.97% | 0.10% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 62.92 K | $608.48 K | -6.09% | 0.09% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 61.25 K | $592.28 K | -92.42% | 0.09% |
| WEALTH ALLIANCE ADVISORY GROUP, LLC | 10/14/2025 | 58.29 K | $563.66 K | 3.55% | 0.09% |
| PETRA FINANCIAL ADVISORS INC | 11/07/2025 | 57.66 K | $557.54 K | 0.23% | 0.09% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/14/2025 | 56.28 K | $544.14 K | 100.00% | 0.08% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 51.16 K | $494.73 K | -61.13% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 43.48 K | $420.42 K | 0.06% | 0.06% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 43.00 K | $415.81 K | 0.00% | 0.06% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 42.08 K | $406.87 K | 2.01% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 39.21 K | $379.00 K | -4.88% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 35.71 K | $345.32 K | -2.92% | 0.05% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 33.05 K | $319.60 K | 2.03% | 0.05% |
| NUVEEN, LLC | 11/12/2025 | 32.56 K | $314.85 K | 0.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 31.04 K | $300.15 K | 24.01% | 0.05% |
| STONEX GROUP INC. | 11/14/2025 | 30.09 K | $290.93 K | -9.22% | 0.04% |
| BURFORD BROTHERS, INC. | 10/23/2025 | 28.65 K | $277.05 K | 0.00% | 0.04% |
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Invesco Municipal Opportunity Trust institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of Invesco Municipal Opportunity Trust. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 613,220
Rareview Capital LLC: 286,911
Garner Asset Management Corp: 135,533
Gridiron Partners, LLC: 90,638
Stratos Wealth Advisors, LLC: 89,041
Allspring Global Investments Holdings, LLC: 69,753
30.10% of Invesco Municipal Opportunity Trust stock is owned by institutional investors.
Institutional investors have bought a total of 18.77 M shares in the last 24 months. This purchase volume represents approximately $184.69 M in transactions.