Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, no par value
Symbol
VMO on NYSE
Shares outstanding
67,433,754
Price per share
$9.57
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
20,299,262
Total reported value
$182,469,811
% of total 13F portfolios
0%
Share change
-905,127
Value change
-$8,517,399
Number of holders
102
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RIVERNORTH CAPITAL MANAGEMENT, LLC 6.3% $39,546,525 4,275,300 RIVERNORTH CAPITAL MANAGEMENT, LLC 31 Dec 2024
As of 30 Sep 2025, Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO) has 102 institutional shareholders filing 13F forms. They hold 20,299,262 shares. of 67,433,754 outstanding shares (30%) .

Top 25 institutional shareholders own 27% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
RIVERNORTH CAPITAL MANAGEMENT, LLC 5.5% 3,706,857 -13% 2% $35,845,307
GUGGENHEIM CAPITAL LLC 2.2% 1,508,858 +3.6% 0.11% $14,590,657
Gridiron Partners, LLC 2.2% 1,502,830 0% 1.2% $876,469
UBS Group AG 2% 1,323,395 -7.2% 0% $12,797,233
ROBINSON CAPITAL MANAGEMENT, LLC 1.6% 1,108,140 -36% 7.7% $10,715,714
MORGAN STANLEY 1.6% 1,052,682 +39% 0% $10,179,443
LPL Financial LLC 1.4% 963,543 +408% 0% $9,317,463
Hennion & Walsh Asset Management, Inc. 1.4% 940,653 -7% 0.33% $9,096,115
AMERIPRISE FINANCIAL INC 1.4% 938,612 +26% 0% $9,083,917
RAYMOND JAMES FINANCIAL INC 1.1% 763,710 -8.5% 0% $7,385,077
SIT INVESTMENT ASSOCIATES INC 0.93% 623,992 0% 0.12% $6,034,000
Fiera Capital Corp 0.78% 523,392 -0.89% 0.02% $5,061,201
WELLS FARGO & COMPANY/MN 0.67% 452,300 +31% 0% $4,373,740
Advisors Asset Management, Inc. 0.66% 446,487 +37% 0.07% $4,317,529
VAN ECK ASSOCIATES CORP 0.65% 436,182 +5% 0% $4,218,000
Kestra Advisory Services, LLC 0.59% 396,971 +22% 0.02% $3,838,706
MACKAY SHIELDS LLC 0.46% 307,705 0% 0.1% $2,975,508
Rareview Capital LLC 0.41% 274,345 +5.1% 1.5% $2,518,490
Cambridge Investment Research Advisors, Inc. 0.31% 210,071 +62% 0.01% $2,031,000
STIFEL FINANCIAL CORP 0.31% 209,854 -14% 0% $2,029,296
Wakefield Asset Management LLLP 0.28% 189,795 +2.4% 0.5% $1,835,318
JFS WEALTH ADVISORS, LLC 0.22% 145,605 +0.13% 0.08% $1,408,003
Garner Asset Management Corp 0.21% 141,112 +12% 0.55% $1,364,552
Bank of New York Mellon Corp 0.17% 114,441 +65% 0% $1,106,648
Invesco Ltd. 0.15% 104,478 -19% 0% $1,010,302

Institutional Holders of Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 118,117 $1,130,382 -$13,760,267 $9.57 2
2025 Q3 20,299,262 $182,469,811 -$8,517,399 $9.67 102
2025 Q2 19,767,381 $181,468,337 -$7,071,577 $9.18 106
2025 Q1 20,532,369 $194,928,320 -$16,614,238 $9.49 108
2024 Q4 22,264,516 $216,304,170 -$4,320,972 $9.72 116
2024 Q3 22,629,293 $232,303,649 -$18,531,457 $10.27 118
2024 Q2 24,612,906 $248,093,198 +$146,271 $10.08 113
2024 Q1 24,596,274 $239,061,389 +$10,688,383 $9.73 115
2023 Q4 23,567,706 $226,478,593 +$22,148,540 $9.61 116
2023 Q3 20,833,024 $171,476,469 +$8,146,650 $8.23 110
2023 Q2 19,901,648 $188,369,739 +$8,323,512 $9.46 109
2023 Q1 19,004,240 $186,358,894 +$5,223,613 $9.81 105
2022 Q4 18,466,932 $183,014,735 +$30,149,807 $9.91 108
2022 Q3 15,413,697 $140,433,097 +$1,419,178 $9.11 101
2022 Q2 15,214,602 $157,199,162 +$24,899,923 $10.33 106
2022 Q1 13,020,725 $149,053,596 -$8,063,710 $11.45 106
2021 Q4 13,596,718 $187,747,063 +$264,904 $13.81 86
2021 Q3 13,574,347 $185,907,125 -$4,115,381 $13.69 90
2021 Q2 13,861,493 $188,506,624 +$4,415,719 $13.60 86
2021 Q1 13,565,230 $178,718,380 -$8,644,670 $13.18 90
2020 Q4 13,714,244 $175,634,600 +$6,002,397 $12.82 88
2020 Q3 13,082,360 $159,966,781 +$5,209,429 $12.22 85
2020 Q2 12,689,923 $150,657,332 +$9,379,921 $11.86 89
2020 Q1 11,122,818 $127,360,143 +$16,606,242 $11.45 88
2019 Q4 9,605,533 $118,896,002 -$6,545,048 $12.36 91
2019 Q3 10,012,042 $125,344,080 -$8,095,983 $12.51 86
2019 Q2 10,663,601 $131,144,595 +$9,729,567 $12.30 86
2019 Q1 9,899,274 $118,117,298 -$4,929,070 $11.93 82
2018 Q4 10,362,722 $115,749,722 +$748,395 $11.18 96
2018 Q3 10,324,529 $118,056,026 +$1,866,082 $11.44 97
2018 Q2 10,145,110 $119,091,909 +$7,320,971 $11.74 103
2018 Q1 9,583,879 $112,337,457 +$24,753,159 $11.72 103
2017 Q4 7,424,565 $92,050,948 +$27,013,368 $12.40 99
2017 Q3 5,077,922 $66,052,866 +$108,623 $13.01 71
2017 Q2 5,006,144 $65,526,000 -$2,024,690 $13.09 63
2017 Q1 5,087,863 $66,018,000 -$9,760,706 $12.98 59
2016 Q4 5,869,771 $74,818,754 +$8,421,089 $12.74 71
2016 Q3 5,183,429 $73,717,795 -$4,209,293 $14.25 71
2016 Q2 5,512,623 $82,142,056 -$8,154,899 $14.90 72
2016 Q1 6,066,746 $84,791,158 -$15,904,858 $13.96 68
2015 Q4 7,271,432 $95,829,000 -$6,750,477 $13.17 74
2015 Q3 7,998,519 $100,620,000 -$2,480,527 $12.58 65
2015 Q2 8,222,289 $100,324,238 -$639,638 $12.20 69
2015 Q1 8,437,762 $109,363,187 -$12,017,909 $12.96 70
2014 Q4 9,114,579 $117,208,924 +$6,034,216 $12.86 75
2014 Q3 8,098,612 $101,491,650 +$2,283,358 $12.53 68
2014 Q2 7,920,212 $99,792,737 +$4,679,016 $12.60 69
2014 Q1 7,553,767 $92,151,238 -$8,867,739 $12.20 67