Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Municipal Opportunity Trust meliputi 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/, dan Assetmark, Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
