Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Municipal Opportunity Trust inkluderar Balyasny Asset Management Llc, Burford Brothers, Inc., Mercer Global Advisors Inc /adv, Concorde Asset Management, LLC, WPG Advisers, LLC, First Command Advisory Services, Inc., National Bank Of Canada /fi/, och Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 44 717 | 0,71 | 411 | −2,38 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 125 998 | 10,27 | 1 157 | 6,64 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 20 957 | 51,58 | 192 | 46,56 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 325 818 | 51,27 | 2 991 | 46,40 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 10 299 | 95 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | |||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 36 784 | 15,29 | 338 | 11,59 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 172 | 2 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 129 458 | 0,14 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 43 000 | 43,33 | 395 | 38,73 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 20 929 | 2,95 | 192 | 0,00 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 56 290 | 5,14 | 517 | 1,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 344 200 | 19,36 | 3 160 | 15,46 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 689 326 | 1,87 | 6 328 | −1,45 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 43 452 | 0,06 | 399 | −3,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 14 401 | 0,01 | 132 | −2,94 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 28 650 | 263 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 40 | 0 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 32 187 | 26,17 | 295 | 21,90 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 128 500 | 15,32 | 1 180 | 11,54 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 276 | 3 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 32 | 0 | ||||||
| 2025-07-24 | 13F | Mackay Shields Llc | 307 705 | 48,15 | 2 825 | 43,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75 227 | 18,73 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 337,50 | 0 | |||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 16 067 | 6,64 | 147 | 3,52 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 26 410 | 2,06 | 244 | −0,41 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 10 241 | 0,65 | 94 | −2,08 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 145 421 | 0,13 | 1 335 | −3,19 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 33 143 | 10,24 | 304 | 6,67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 842 | 0,33 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 013 | 147 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 767 | 33,16 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 426 577 | 12,71 | 13 096 | 9,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 50 483 | 37,16 | 463 | 32,66 | ||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 279 438 | 1,33 | 2 565 | −1,95 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 245 255 | 3,61 | 2 251 | 0,22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 747 429 | 121,25 | 6 853 | 113,26 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 357 | 3 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 758 894 | 37,50 | 6 967 | 33,02 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 27 917 | 173,40 | 256 | 166,67 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 13 270 | 4,35 | 122 | 0,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 72 026 | 338,75 | 661 | 326,45 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 415 299 | 0,87 | 4 | 0,00 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 286 824 | 1,24 | 2 633 | −2,05 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 57 527 | 0,15 | 528 | −3,12 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 69 375 | 9,20 | 637 | 5,65 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 32 393 | 2,05 | 297 | −1,33 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 567 473 | 0,87 | 5 209 | −2,42 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 59 283 | 544 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 214 | 1 328,47 | 39 | 1 800,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 326 003 | 5,64 | 2 993 | 2,19 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 414 213 | 0,00 | 3 873 | −4,79 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 26 289 | 5,30 | 241 | 2,12 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 41 245 | 2,97 | 379 | −0,53 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17 295 | 0,59 | 159 | −3,07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 661 | 252,88 | 70 | 250,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 456 238 | 23,93 | 13 368 | 19,88 |
