DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO MUNI INCOME OPP TRST (OIA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
74
Reporting holders
$51.4M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | $7.8M | 1,259,187 | 0.22% | 6q | -2.0%-$156.1K |
| GUGGENHEIM CAPITAL LLC | $5.5M | 889,362 | 0.03% | 29q | -7.0%-$415.5K |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 694,936 | 0.00% | 7q | -6.6%-$305.2K |
| BANK OF AMERICA CORP /DE/ | $4.3M | 692,453 | 0.00% | 31q | -19.5%-$1.0M |
| AMERIPRISE FINANCIAL INC | $3.5M | 565,992 | 0.00% | 31q | -0.8%-$29.1K |
| MORGAN STANLEY | $2.7M | 430,527 | 0.00% | 35q | +2.1%+$54.9K |
| WELLS FARGO & COMPANY/MN | $2.0M | 323,013 | 0.00% | 31q | +9.1%+$167.6K |
| VAN ECK ASSOCIATES CORP | $1.8M | 284,491 | 0.00% | 31q | +3.7%+$62.6K |
| UBS Group AG | $1.7M | 267,645 | 0.00% | 31q | -1.1%-$18.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 259,106 | 0.00% | 31q | +4.7%+$72.7K |
| PNC Financial Services Group, Inc. | $1.5M | 243,492 | 0.00% | 31q | +8.9%+$123.5K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | 234,158 | 0.00% | 31q | +104.1%+$741.5K |
| OSAIC HOLDINGS, INC. | $1.3M | 206,278 | 0.00% | 26q | +50.4%+$429.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 162,358 | 0.00% | 7q | +13.7%+$121.8K |
| LPL Financial LLC | $950.0K | 152,975 | 0.00% | 31q | -5.7%-$57.0K |
| Invesco Ltd. | $882.7K | 142,145 | 0.00% | 2q | +122.6%+$486.2K |
| Cetera Investment Advisers | $642.8K | 103,507 | 0.00% | 10q | +7.2%+$43.4K |
| NewEdge Advisors, LLC | $617.6K | 99,451 | 0.00% | 15q | +85.2%+$284.0K |
| MML INVESTORS SERVICES, LLC | $472.7K | 76,117 | 0.00% | 31q | +8.2%+$35.8K |
| MELFA WEALTH MANAGEMENT, INC. | $464.4K | 74,780 | 0.25% | 15q | HELD |
| Savvy Advisors, Inc. | $463.3K | 74,600 | 0.01% | 7q | -6.8%-$33.8K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $387.2K | 62,345 | 0.02% | new | NEW |
| Janney Montgomery Scott LLC | $387.0K | 62,274 | 0.00% | 7q | HELD |
| HighTower Advisors, LLC | $352.0K | 56,684 | 0.00% | 31q | +1.4%+$4.9K |
| Midwest Trust Co | $267.1K | 43,009 | 0.00% | 5q | HELD |
| Everstar Asset Management, LLC | $245.3K | 39,505 | 0.12% | 8q | -6.6%-$17.3K |
| Insight Wealth Strategies, LLC | $244.7K | 39,214 | 0.02% | 31q | +0.6%+$1.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $235.8K | 37,979 | 0.00% | 31q | HELD |
| ROYAL BANK OF CANADA | $235.0K | 37,897 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $219.5K | 35,340 | 0.00% | 26q | -15.8%-$41.1K |
| Burford Brothers, Inc. | $214.1K | 34,470 | 0.08% | 11q | HELD |
| Sanctuary Advisors, LLC | $192.5K | 31,000 | 0.00% | 9q | HELD |
| G2 CAPITAL MANAGEMENT, LLC / OH | $178.8K | 28,793 | 0.04% | 3q | HELD |
| IHT Wealth Management, LLC | $173.9K | 28,008 | 0.00% | 31q | -14.4%-$29.3K |
| READYSTATE ASSET MANAGEMENT LP | $173.8K | 27,989 | 0.01% | new | NEW |
| Stronghold Wealth Management L.L.C. | $160.3K | 25,811 | 0.21% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $159.3K | 25,646 | 0.00% | 4q | HELD |
| Bank of New York Mellon Corp | $142.0K | 22,861 | 0.00% | new | NEW |
| Southern Financial Group, LLC | $130.3K | 20,986 | 0.03% | 3q | HELD |
| NOMURA HOLDINGS INC | $124.2K | 20,000 | 0.00% | new | NEW |
| Camelot Portfolios, LLC | $124.2K | 20,000 | 0.09% | 31q | HELD |
| Phoenix Wealth Advisors | $121.3K | 19,526 | 0.04% | 10q | HELD |
| RFG Advisory, LLC | $114.6K | 18,451 | 0.00% | 14q | +1.4%+$1.6K |
| River Street Advisors LLC | $114.6K | 18,450 | 0.03% | 5q | HELD |
| Genesee Capital Advisors, LLC | $110.7K | 17,830 | 0.03% | 11q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $110.4K | 17,783 | 0.02% | 19q | HELD |
| Advisor OS, LLC | $105.5K | 16,983 | 0.01% | 2q | HELD |
| Pathway Financial Advisers, LLC | $104.2K | 16,776 | 0.03% | 14q | +0.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $102.4K | 16,489 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $99.5K | 16,015 | 0.00% | 21q | HELD |
| Nuveen, LLC | $99.2K | 15,969 | 0.00% | 3q | HELD |
| MCF Advisors LLC | $95.7K | 15,413 | 0.00% | 2q | HELD |
| Creekside Partners | $92.5K | 14,892 | 0.03% | 9q | HELD |
| VISTA INVESTMENT PARTNERS II, LLC | $86.6K | 13,947 | 0.03% | 4q | HELD |
| Fortitude Advisory Group L.L.C. | $83.6K | 13,468 | 0.03% | 11q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $80.2K | 12,914 | 0.00% | 3q | HELD |
| NWF Advisory Services Inc. | $75.6K | 12,166 | 0.01% | 5q | HELD |
| Mariner, LLC | $69.4K | 11,182 | 0.00% | 11q | -26.8%-$25.4K |
| Cornerstone Wealth Management, LLC | $68.7K | 11,064 | 0.00% | 7q | HELD |
| AssuredPartners Investment Advisors, LLC | $66.5K | 10,715 | 0.01% | 2q | HELD |
| ENTREWEALTH, LLC | $64.4K | 10,736 | 0.02% | 6q | HELD |
| Providence First Trust Co | $62.1K | 10,000 | 0.02% | 24q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $53.6K | 8,676 | 0.00% | 2q | +582.6%+$45.8K |
| Steward Partners Investment Advisory, LLC | $29.2K | 4,702 | 0.00% | 2q | HELD |
| ROTHSCHILD INVESTMENT LLC | $27.6K | 4,440 | 0.00% | 11q | HELD |
| Global Retirement Partners, LLC | $14.9K | 2,400 | 0.00% | 7q | HELD |
| NBT BANK, N.A. | $11.3K | 1,824 | 0.00% | 8q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.6K | 741 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.7K | 600 | 0.00% | 2q | HELD |
| FIRST HORIZON CORP | $3.1K | 500 | 0.00% | 4q | HELD |
| Operose Advisors LLC | $1.7K | 271 | 0.00% | new | NEW |
| Larson Financial Group LLC | $621 | 100 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $5 | 1 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $4 | 1 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $9.6M | 1,682,487 | 1 | 3 | 1 | 0.0% |
| Q2 2026 | 74 | $51.4M | 8,271,409 | 7 | 17 | 12 | 0.0% |
| Q1 2026 | 74 | $49.9M | 8,131,646 | 14 | 21 | 7 | 0.0% |
| Q4 2025 | 70 | $47.1M | 7,818,384 | 7 | 16 | 19 | 0.0% |
| Q3 2025 | 61 | $42.2M | 7,008,975 | 6 | 15 | 16 | 0.0% |
| Q2 2025 | 69 | $43.5M | 7,572,108 | 8 | 21 | 16 | 0.0% |
| Q1 2025 | 71 | $44.7M | 7,432,344 | 11 | 21 | 19 | 0.0% |
| Q4 2024 | 72 | $39.2M | 6,645,746 | 18 | 17 | 15 | 0.0% |
| Q3 2024 | 63 | $43.0M | 6,279,931 | 7 | 20 | 13 | 0.0% |
| Q2 2024 | 61 | $37.3M | 5,885,231 | 7 | 16 | 20 | 0.0% |
| Q1 2024 | 60 | $45.7M | 7,005,009 | 5 | 21 | 12 | 0.0% |
| Q4 2023 | 66 | $41.2M | 6,487,258 | 13 | 21 | 15 | 0.0% |
| Q3 2023 | 54 | $34.1M | 5,871,645 | 1 | 18 | 17 | 0.0% |
| Q2 2023 | 59 | $32.6M | 5,232,195 | 7 | 16 | 15 | 0.0% |
| Q1 2023 | 56 | $35.2M | 5,296,110 | 5 | 16 | 17 | 0.0% |
| Q4 2022 | 62 | $34.4M | 5,506,520 | 10 | 18 | 15 | 0.0% |
| Q3 2022 | 58 | $577.7M | 98,570,901 | 3 | 16 | 15 | 0.0% |
| Q2 2022 | 62 | $651.7M | 101,041,130 | 9 | 14 | 13 | 0.0% |
| Q1 2022 | 60 | $1.6B | 219,725,680 | 10 | 14 | 12 | 0.0% |
| Q4 2021 | 56 | $1.8B | 221,617,586 | 7 | 15 | 8 | 0.0% |
| Q3 2021 | 58 | $1.5B | 183,711,955 | 10 | 16 | 5 | 0.0% |
| Q2 2021 | 53 | $1.5B | 181,522,122 | 4 | 15 | 10 | 0.0% |
| Q1 2021 | 52 | $1.4B | 179,881,923 | 4 | 18 | 5 | 0.0% |
| Q4 2020 | 56 | $1.4B | 180,987,281 | 6 | 16 | 10 | 0.0% |
| Q3 2020 | 53 | $40.1M | 5,494,017 | 6 | 8 | 11 | 0.0% |
| Q2 2020 | 49 | $39.5M | 5,508,611 | 1 | 10 | 17 | 0.0% |
| Q1 2020 | 54 | $38.1M | 5,535,991 | 7 | 11 | 13 | 0.0% |
| Q4 2019 | 51 | $29.2M | 3,695,061 | 3 | 15 | 9 | 0.0% |
| Q3 2019 | 52 | $116.0M | 14,625,512 | 6 | 20 | 9 | 0.0% |
| Q2 2019 | 54 | $209.6M | 27,359,550 | 11 | 20 | 3 | 0.0% |
| Q1 2019 | 49 | $204.8M | 26,320,122 | 0 | 18 | 10 | 0.0% |
| Q4 2018 | 55 | $98.0M | 14,076,251 | 0 | 0 | 3 | 0.0% |