SecurityOIA / Invesco Municipal Income Opportunities Trust (46132X101)
Institutional Owners49
Form N-Q Owners1
Institutional Shares3,260,941 (ex. N-Q)
Institutional Value$ 141,570,000 USD (ex. N-Q)

Institutional Stock Ownership and Shareholders

Invesco Municipal Income Opportunities Trust (NYSE:OIA) has 49 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,260,941 shares. Largest shareholders include Ameriprise Financial Inc, Morgan Stanley, Guggenheim Capital Llc, United Capital Financial Advisers, Llc, Wells Fargo & Company/mn, Raymond James Financial Services Advisors, Inc., Cetera Advisor Networks LLC, Invesco Ltd., Ladenburg Thalmann Financial Services Inc, and Bank Of America Corp /de/.

Invesco Municipal Income Opportunities Trust (NYSE:OIA) ownership summary shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2018-02-13 13F-HR LINCOLN NATIONAL CORP 13,780 110
2018-02-08 13F-HR First Allied Advisory Services, Inc. 17,738 17,738 0.00 140 142 1.43
2017-11-13 13F-HR Laurion Capital Management LP 15,500 0 -100.00 120 0 -100.00
2018-02-09 13F-HR Raymond James Financial Services Advisors, Inc. 141,111 157,713 11.77 1,113 1,262 13.39
2018-01-22 13F-HR FIRST MANHATTAN CO 3,173 3,173 0.00 25 25 0.00
2018-02-12 13F-HR VAN ECK ASSOCIATES CORP 82,665 74,188 -10.25 652 594 -8.90
2018-02-14 13F-HR HighTower Advisors, LLC 44,806 44,806 0.00 353 358 1.42
2018-02-02 13F-HR US BANCORP \DE\ 4,036 4,036 0.00 32 32 0.00
2018-02-01 13F-HR Clear Perspective Advisors, LLC 2,393 0 -100.00 19 0 -100.00
2018-02-09 13F-HR Bank of New York Mellon Corp 0 17,841 0 143
2018-02-02 13F-HR Seacrest Wealth Management, Llc 2,287 18
2018-02-12 13F-HR Commonwealth Equity Services, Llc. 26,697 214
2018-02-14 13F-HR ROYAL BANK OF CANADA 49,391 55,664 12.70 390 445 14.10
2018-02-12 13F-HR Sheaff Brock Investment Advisors, LLC 12,333 0 -100.00 97 0 -100.00
2018-01-24 13F-HR IFP Advisors, Inc 28,531 32,074 12.42 225 257 14.22
2017-11-02 13F-HR RFG Advisory Group, LLC 32,209 0 -100.00 251 0 -100.00
2018-02-14 13F-HR GUGGENHEIM CAPITAL LLC 730,148 414,212 -43.27 5,761 3,314 -42.48
2018-02-07 13F-HR Barrett Asset Management, LLC 5,200 42
2018-01-18 13F-HR Endurance Wealth Management, Inc. 28 28 0.00 0 0
2017-10-17 13F-HR Creative Planning 5,522 0 -100.00 43 0 -100.00
2018-02-02 13F-HR RAYMOND JAMES TRUST N.A. 13,212 13,212 0.00 104 106 1.92
2018-02-12 13F-HR Kiley Juergens Wealth Management, Llc 3,000 24
2018-02-12 13F-HR AMERIPRISE FINANCIAL INC 561,716 587,132 4.52 4,428 4,697 6.07
2018-02-14 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 99,970 95,394 -4.58 789 763 -3.30
2018-02-12 13F-HR CITIGROUP INC 2,500 2,500 0.00 20 20 0.00
2017-11-07 13F-HR Advisors Asset Management, Inc. 157,375 0 -100.00 1,218 0 -100.00
2017-11-07 13F-HR Cambridge Investment Research Advisors, Inc. 16,387 16,418 0.19 127 130 2.36
2018-02-08 13F-HR Cetera Advisor Networks LLC 145,033 152,713 5.30 1,146 1,222 6.63
2018-02-14 13F-HR LPL Financial LLC 12,508 13,688 9.43 99 110 11.11
2017-11-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,602 0 -100.00 190 0 -100.00
2018-02-13 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 173,703 191,945 10.50 1,371 1,536 12.04
2018-01-17 13F-HR DAVENPORT & Co LLC 12,289 12,289 0.00 96,960 98,312 1.39
2018-02-14 13F-HR UBS Group AG 82,710 86,630 4.74 653 693 6.13
2018-02-08 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,000 8
2018-02-09 13F-HR SUNTRUST BANKS INC 10,023 10,023 0.00 68 68 0.00
2017-10-25 13F-HR Rehmann Capital Advisory Group 11,118 11,118 0.00 86 88 2.33
2018-02-14 13F-HR Invesco Ltd. 119,532 116,676 -2.39 943 933 -1.06
2018-02-14 13F-HR FIFTH THIRD BANCORP 4,577 4,577 0.00 36 37 2.78
2018-02-14 13F-HR RAYMOND JAMES & ASSOCIATES 31,983 33,227 3.89 252 266 5.56
2018-01-29 N-Q Invesco Municipal Income Opportunities Trust (see advisory)
2018-01-17 13F-HR Capital Investment Advisors, LLC 61,851 61,851 0.00 488 495 1.43
2018-02-05 13F-HR Allegis Investment Advisors, LLC 22,105 22,105 0.00 174 177 1.72
2018-02-14 13F-HR BANK OF AMERICA CORP /DE/ 100,878 91,302 -9.49 796 731 -8.17
2018-02-08 13F-HR WELLS FARGO & COMPANY/MN 181,889 169,912 -6.58 1,435 1,359 -5.30
2018-01-31 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 760 760 0.00 6 6 0.00
2018-02-13 13F-HR MML INVESTORS SERVICES, LLC 49,883 55,938 12.14 394 448 13.71
2018-02-05 13F-HR BANK OF THE OZARKS 53,122 0 -100.00 419 0 -100.00
2018-02-09 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 5,515 5,515 0.00 44 44 0.00
2018-02-09 13F-HR Blume Capital Management, Inc. 4,015 0 -100.00 32 0 -100.00
2018-02-06 13F-HR Camelot Portfolios, LLC 36,886 33,886 -8.13 291 271 -6.87
2018-01-19 13F-HR Winslow, Evans & Crocker, Inc. 2,146 2,146 0.00 16,932 17,168 1.39
2018-01-23 13F-HR Partnervest Advisory Services LLC 10,315 10,315 0.00 81 83 2.47
2018-02-14 13F-HR MORGAN STANLEY 436,136 459,965 5.46 3,441 3,680 6.95
2018-02-14 13F-HR Krilogy Financial LLC 131
2017-11-08 13F-HR D.A. DAVIDSON & CO. 628 0 -100.00 4 0 -100.00
2018-02-12 13F-HR BANK OF HAWAII 13,403 13,403 0.00 106 107 0.94
2018-02-14 13F-HR Advisor Group, Inc. 4,444 4,444 0.00 35 36 2.86
2018-02-14 13F-HR BOKF, NA 82,455 660
2017-11-14 13F-HR RMB Capital Management, LLC 18,398 0 -100.00 142 0 -100.00
2018-02-16 13F-HR/A-1 Commonwealth Equity Services, Inc 22,738 25,965 14.19 176 205 16.48

Form N-Q Advisory - Experimental Feature Here!

We have recently started to include coverage of N-Q filers in our ownership database. N-Q forms are unstructured and difficult for machines to parse into accurate financial data.

However, Because of the large number of these institutions and this difficulty in tracking their positions, they represent a significant, yet hidden, market force. In an effort to widen our ownership coverage and provide greater transparency, we are testing various ways to expose these owners in an accurate manner. This early version of the crawler simply identifies mentions of companies in the N-Q forms.

Limitations:

  • We only list underlying securities (the ordinary shares), even though the actual security held might be a derivative or a related bond issue. For example, although the institution is shown on this security page ( OIA / Invesco Municipal Income Opportunities Trust ), the institution may actually own a related security such as a preferred share or a bond. To find out the exact security, click on the institution link and then follow the link to the actual "N-Q".
  • We only list fund sponsors as institutions, even though the security might be held within a fund operated by the listed institution.. For example, the institution listed in the table as the owner is probably a sponsor of a family of ETFs or mutual funds. If so, then this security is owned by a fund or several funds within the family, and not directly owned by the listed institution. The crawler is not yet able to place these holdings within the individual funds. Atain, you must review the actual filing to see the detail.

These limitations are significant but we believe that the increased transparency outweights the limitations. Future revisions of the crawler will resolve these limitations. Use this information at your own risk!

CUSIP: 46132X101