DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO MUN OPPORTUNIT TR (VMO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
111
Reporting holders
$169.4M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $16.9M | 1,711,573 | 0.00% | 35q | +12.2%+$1.8M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $16.8M | 1,703,324 | 0.80% | 18q | -37.7%-$10.2M |
| LPL Financial LLC | $14.9M | 1,506,124 | 0.00% | 31q | -1.8%-$269.4K |
| GUGGENHEIM CAPITAL LLC | $13.6M | 1,380,117 | 0.09% | 31q | -8.1%-$1.2M |
| Hennion & Walsh Asset Management, Inc. | $12.6M | 1,277,578 | 0.36% | 18q | +89.8%+$6.0M |
| UBS Group AG | $9.9M | 999,416 | 0.00% | 31q | -6.1%-$637.1K |
| Advisors Asset Management, Inc. | $8.6M | 869,326 | 0.13% | 7q | +17.4%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $7.9M | 799,317 | 0.00% | 7q | +1.3%+$102.9K |
| Cambridge Investment Research Advisors, Inc. | $6.8M | 688,204 | 0.01% | 31q | +118.3%+$3.7M |
| SIT INVESTMENT ASSOCIATES INC | $6.2M | 623,992 | 0.12% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $6.1M | 613,958 | 0.00% | 31q | +1.6%+$94.7K |
| Kestra Advisory Services, LLC | $5.5M | 552,198 | 0.02% | 10q | +5.4%+$280.2K |
| VAN ECK ASSOCIATES CORP | $4.5M | 451,018 | 0.00% | 31q | +1.6%+$68.3K |
| Garden State Investment Advisory Services LLC | $3.4M | 345,925 | 0.62% | 4q | +5.8%+$186.5K |
| Wakefield Asset Management LLLP | $2.3M | 231,479 | 0.51% | 15q | +11.6%+$238.2K |
| OSAIC HOLDINGS, INC. | $1.9M | 190,532 | 0.00% | 26q | +134.9%+$1.1M |
| ROYAL BANK OF CANADA | $1.8M | 185,817 | 0.00% | 31q | +9.6%+$160.4K |
| STIFEL FINANCIAL CORP | $1.7M | 171,832 | 0.00% | 31q | +3.7%+$60.0K |
| Fiera Capital Corp | $1.6M | 160,932 | 0.01% | 2q | -3.7%-$61.6K |
| JFS WEALTH ADVISORS, LLC | $1.4M | 146,154 | 0.07% | 31q | HELD |
| Garner Asset Management Corp | $1.4M | 138,563 | 0.44% | 31q | +1.9%+$26.1K |
| NewEdge Advisors, LLC | $1.4M | 137,771 | 0.00% | 9q | +8.6%+$107.5K |
| PLANNING ALTERNATIVES LTD /ADV | $1.0M | 103,000 | 0.11% | 15q | HELD |
| Wealth Alliance Advisory Group, LLC | $947.1K | 95,961 | 0.14% | 7q | -11.7%-$125.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $884.4K | 89,607 | 0.00% | 31q | -2.5%-$22.7K |
| Worthington Financial Partners, LLC | $851.5K | 86,266 | 0.70% | 3q | HELD |
| ROBINSON CAPITAL MANAGEMENT, LLC | $754.7K | 76,465 | 0.33% | 18q | -89.9%-$6.7M |
| JANE STREET GROUP, LLC | $749.9K | 75,976 | 0.00% | 3q | +194.1%+$494.9K |
| Summit Trail Advisors, LLC | $689.4K | 69,850 | 0.01% | 2q | -4.1%-$29.2K |
| Steward Partners Investment Advisory, LLC | $681.1K | 69,010 | 0.00% | 29q | +1.5%+$9.9K |
| BANK OF AMERICA CORP /DE/ | $644.7K | 65,322 | 0.00% | 31q | +54.5%+$227.5K |
| PNC Financial Services Group, Inc. | $621.0K | 62,920 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $616.7K | 62,987 | 0.00% | 31q | -82.3%-$2.9M |
| Invesco Ltd. | $593.1K | 60,091 | 0.00% | 11q | -5.5%-$34.3K |
| PETRA FINANCIAL ADVISORS INC | $572.9K | 58,046 | 0.27% | 15q | HELD |
| Concurrent Investment Advisors, LLC | $528.6K | 53,559 | 0.00% | 11q | +40.1%+$151.2K |
| GOLDMAN SACHS GROUP INC | $510.3K | 51,706 | 0.00% | 11q | +1.5%+$7.3K |
| Burford Brothers, Inc. | $480.6K | 48,690 | 0.18% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $465.6K | 47,174 | 0.00% | 3q | +28.5%+$103.2K |
| Live Oak Private Wealth LLC | $424.4K | 43,000 | 0.05% | 7q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $422.7K | 42,828 | 0.23% | 15q | HELD |
| CITADEL ADVISORS LLC | $416.7K | 42,217 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $402.0K | 40,712 | 0.00% | 29q | -5.2%-$21.9K |
| CHOREO, LLC | $376.6K | 38,160 | 0.00% | 9q | +2.1%+$7.8K |
| XTX Topco Ltd | $373.7K | 37,859 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $345.6K | 35,014 | 0.01% | 6q | +1.9%+$6.5K |
| Nuveen, LLC | $321.4K | 32,559 | 0.00% | 6q | HELD |
| PURSUIT WEALTH STRATEGIES, LLC | $316.6K | 32,081 | 0.41% | 3q | -22.7%-$92.9K |
| HUB Investment Partners, LLC | $294.7K | 29,859 | 0.01% | 23q | -5.7%-$18.0K |
| Insight Wealth Strategies, LLC | $282.7K | 28,558 | 0.03% | 7q | +1.9%+$5.4K |
| Alaska Wealth Advisors, LLC | $281.8K | 28,550 | 0.03% | 25q | HELD |
| HARBOUR INVESTMENTS, INC. | $279.8K | 28,352 | 0.00% | 21q | +1.3%+$3.5K |
| Ashton Thomas Private Wealth, LLC | $273.4K | 27,700 | 0.01% | 4q | +27.6%+$59.2K |
| Gridiron Partners, LLC | $269.4K | 27,298 | 0.14% | 11q | -65.3%-$506.4K |
| BROWN ADVISORY INC | $264.1K | 26,761 | 0.00% | 17q | HELD |
| Cetera Investment Advisers | $260.9K | 26,436 | 0.00% | 23q | +55.6%+$93.3K |
| ROTHSCHILD INVESTMENT LLC | $260.1K | 26,348 | 0.01% | 11q | +1854.6%+$246.8K |
| Clark Asset Management, LLC | $257.2K | 26,059 | 0.02% | new | NEW |
| Baird Financial Group, Inc. | $244.2K | 24,737 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $210.4K | 21,313 | 0.00% | 2q | +0.9%+$1.9K |
| SHUFRO ROSE & CO LLC | $202.3K | 20,500 | 0.01% | 29q | -19.6%-$49.3K |
| Rockefeller Capital Management L.P. | $196.1K | 19,870 | 0.00% | 4q | -33.5%-$99.0K |
| BAR HARBOR WEALTH MANAGEMENT | $195.4K | 19,795 | 0.01% | 15q | HELD |
| Kercheville Advisors, LLC | $183.3K | 18,567 | 0.06% | 23q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $174.3K | 17,664 | 0.00% | 12q | HELD |
| Focus Partners Wealth | $161.5K | 16,363 | 0.00% | 4q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $152.1K | 15,411 | 0.01% | 3q | HELD |
| Pinnacle Bancorp, Inc. | $148.1K | 15,000 | 0.04% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $147.3K | 14,925 | 0.00% | new | NEW |
| Virtu Financial LLC | $147.0K | 14,845 | 0.00% | 3q | -7.1%-$11.3K |
| &PARTNERS | $144.7K | 14,661 | 0.00% | 3q | +44.8%+$44.7K |
| Cresset Asset Management, LLC | $142.1K | 14,400 | 0.00% | 17q | HELD |
| Private Advisor Group, LLC | $138.9K | 14,078 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $134.9K | 13,671 | 0.00% | new | NEW |
| BFC Planning, Inc. | $134.7K | 13,650 | 0.01% | 7q | HELD |
| Capital Investment Advisors, LLC | $133.2K | 13,500 | 0.00% | 31q | HELD |
| Worth Asset Management, LLC | $127.2K | 12,885 | 0.04% | new | NEW |
| Formidable Asset Management, LLC | $126.0K | 13,250 | 0.02% | new | NEW |
| River Street Advisors LLC | $123.8K | 12,547 | 0.04% | 3q | HELD |
| Berkeley Capital Partners, LLC | $122.3K | 12,387 | 0.03% | 2q | HELD |
| BENJAMIN EDWARDS INC | $110.5K | 11,191 | 0.00% | 3q | HELD |
| Collaborative Wealth Managment Inc. | $108.6K | 11,000 | 0.05% | 19q | HELD |
| US BANCORP \DE\ | $107.8K | 10,918 | 0.00% | 3q | +38892.9%+$107.5K |
| Mariner, LLC | $102.8K | 10,419 | 0.00% | 2q | +2.1%+$2.1K |
| Encompass More Asset Management | $102.7K | 10,410 | 0.01% | 8q | -17.6%-$21.9K |
| GILL CAPITAL PARTNERS, LLC | $100.6K | 10,189 | 0.03% | 16q | HELD |
| Tradewinds Capital Management, LLC | $97.6K | 9,891 | 0.02% | 8q | HELD |
| Global Retirement Partners, LLC | $93.1K | 9,433 | 0.00% | 12q | +8.0%+$6.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $70.5K | 7,148 | 0.00% | 31q | -2.9%-$2.1K |
| Penserra Capital Management LLC | $44.0K | 4,470 | 0.00% | 2q | +200.0%+$29.3K |
| Clear Street Group Inc. | $42.7K | 4,325 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $38.0K | 3,855 | 0.00% | 3q | +10.7%+$3.7K |
| Chung Wu Investment Group, LLC | $29.6K | 3,000 | 0.02% | new | NEW |
| Ancora Advisors LLC | $29.4K | 2,979 | 0.00% | 18q | -9.4%-$3.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $25.7K | 2,592 | 0.00% | 3q | +1.6% |
| Vision Retirement, LLC | $25.3K | 2,567 | 0.01% | 3q | HELD |
| CoreCap Advisors, LLC | $16.8K | 1,700 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $14.8K | 1,500 | 0.00% | 4q | +200.0%+$9.9K |
| Mascoma Wealth Management LLC | $13.9K | 1,411 | 0.00% | 17q | HELD |
| Ascentis Wealth Management, LLC | $11.4K | 1,151 | 0.00% | 8q | HELD |
Showing the largest 100 of 111 reported holders.
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 | 22 | $15.1M | 1,807,434 | 3 | 4 | 3 | 0.0% |
| Q2 2026 | 111 | $169.4M | 17,161,547 | 14 | 39 | 23 | 0.0% |
| Q1 2026 | 107 | $170.0M | 17,869,319 | 10 | 37 | 21 | 0.0% |
| Q4 2025 | 113 | $184.7M | 19,315,370 | 19 | 33 | 21 | 0.0% |
| Q3 2025 | 102 | $181.6M | 18,800,083 | 7 | 32 | 27 | 0.0% |
| Q2 2025 | 107 | $181.9M | 19,815,749 | 10 | 37 | 22 | 0.0% |
| Q1 2025 | 110 | $195.2M | 20,564,305 | 10 | 37 | 16 | 0.0% |
| Q4 2024 | 118 | $216.7M | 22,306,866 | 16 | 37 | 19 | 0.0% |
| Q3 2024 | 119 | $236.9M | 22,682,349 | 13 | 34 | 27 | 0.0% |
| Q2 2024 | 114 | $250.5M | 24,692,306 | 13 | 26 | 34 | 0.0% |
| Q1 2024 | 116 | $247.3M | 25,446,369 | 16 | 32 | 30 | 0.0% |
| Q4 2023 | 116 | $230.2M | 23,956,088 | 13 | 36 | 26 | 0.0% |
| Q3 2023 | 111 | $172.1M | 20,895,303 | 11 | 26 | 31 | 0.0% |
| Q2 2023 | 109 | $188.4M | 19,901,648 | 12 | 34 | 16 | 0.0% |
| Q1 2023 | 105 | $186.4M | 19,004,241 | 9 | 28 | 27 | 0.0% |
| Q4 2022 | 108 | $183.0M | 18,467,077 | 15 | 33 | 27 | 0.0% |
| Q3 2022 | 104 | $143.7M | 15,772,359 | 9 | 31 | 22 | 0.0% |
| Q2 2022 | 106 | $161.1M | 15,583,462 | 17 | 30 | 19 | 0.0% |
| Q1 2022 | 105 | $235.2M | 20,546,538 | 29 | 26 | 13 | 0.0% |
| Q4 2021 | 87 | $297.3M | 21,435,989 | 5 | 21 | 22 | 0.0% |
| Q3 2021 | 90 | $292.9M | 21,391,522 | 10 | 23 | 17 | 0.0% |
| Q2 2021 | 89 | $262.5M | 19,212,210 | 6 | 20 | 23 | 0.5% |
| Q1 2021 | 90 | $248.7M | 18,878,740 | 9 | 22 | 26 | 0.0% |
| Q4 2020 | 91 | $257.4M | 20,091,505 | 9 | 23 | 24 | 0.0% |
| Q3 2020 | 87 | $241.9M | 19,784,728 | 7 | 27 | 24 | 0.0% |
| Q2 2020 | 90 | $217.4M | 18,317,003 | 10 | 28 | 22 | 0.0% |
| Q1 2020 | 90 | $188.6M | 16,474,997 | 11 | 24 | 26 | 0.0% |
| Q4 2019 | 95 | $185.4M | 14,960,976 | 10 | 26 | 21 | 0.1% |
| Q3 2019 | 87 | $196.4M | 15,688,623 | 9 | 27 | 17 | 0.0% |
| Q2 2019 | 88 | $198.9M | 16,009,531 | 13 | 28 | 20 | 0.0% |
| Q1 2019 | 83 | $180.4M | 15,116,315 | 6 | 25 | 24 | 0.0% |
| Q4 2018 | 96 | $119.5M | 10,695,389 | 2 | 3 | 2 | 0.0% |