Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Municipal Income Opportunities Trust inkluderar Midwest Trust Co, Balyasny Asset Management Llc, River Street Advisors LLC, NWF Advisory Services Inc., RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity, och RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16 555 | 31,86 | 95 | 26,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 87 519 | 10,84 | 503 | 5,89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 68 788 | 184,13 | 396 | 172,41 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 43 009 | 247 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 499 116 | 4,22 | 2 870 | −0,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 139 733 | 19,81 | 803 | 14,39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 230 698 | 7,76 | 1 327 | 2,95 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 39 103 | 0,65 | 225 | −3,86 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 142 | 1 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56 208 | 44,58 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12 166 | 70 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 85 429 | 12,88 | 491 | 7,91 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 506 589 | 89,53 | 2 913 | 80,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 902 189 | 2,65 | 5 188 | −1,97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 41 192 | 0,63 | 237 | −4,07 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 44 250 | 254 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 17 569 | 0,73 | 101 | −3,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33 835 | 195 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 233 506 | 3,37 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 101 239 | 94,28 | 582 | 85,94 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 84 | 0 | ||||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 227 289 | 27,74 | 1 332 | 20,89 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 25 714 | 148 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 51 286 | 1,01 | 295 | −3,61 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 11 474 | 0 | ||||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 20 000 | 115 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 16 794 | 0,94 | 97 | −4,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 810 | 16 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 18 450 | 106 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53 495 | 1,53 | 308 | −3,15 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 19 135 | 0,07 | 110 | −4,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 103 233 | 18,19 | 594 | 12,95 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 160 207 | 3,83 | 921 | −0,75 |
