Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Municipal Opportunity Trust inkluderer 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/, og Assetmark, Inc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
