SecurityOIA / Invesco Municipal Income Opportunities Trust (46132X101)
Institutional Owners53
Institutional Shares3,092,479
Institutional Value$ 107,176,000 USD

Institutional Stock Ownership and Shareholders

Invesco Municipal Income Opportunities Trust (NYSE:OIA) has 53 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,092,479 shares. Largest shareholders include Ameriprise Financial Inc, Morgan Stanley, United Capital Financial Advisers, Llc, Wells Fargo & Company/mn, Cetera Advisor Networks LLC, Raymond James Financial Services Advisors, Inc., Guggenheim Capital Llc, Ladenburg Thalmann Financial Services Inc, Van Eck Associates Corp, and Bokf, Na.
Invesco Municipal Income Opportunities Trust (NYSE:OIA) ownership structure 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.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 26,813 20,481 -23.62 198 155 -21.72
2018-08-14 13F-HR ROYAL BANK OF CANADA 40,303 25,943 -35.63 299 196 -34.45
2018-07-24 13F-HR RFG Advisory Group, LLC 0 17,997 0 136
2018-08-04 13F-HR BANK OF HAWAII 13,403 13,403 0.00 99 101 2.02
2018-08-14 13F-HR MORGAN STANLEY 444,925 453,518 1.93 3,297 3,424 3.85
2018-08-14 13F-HR FIFTH THIRD BANCORP 15,383 4,577 -70.25 114 35 -69.30
2018-07-09 13F-HR DAVENPORT & Co LLC 12,289 12,289 0.00 91,061 93 -99.90
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 586,840 611,939 4.28 4,346 4,620 6.30
2018-08-14 13F-HR LPL Financial LLC 32,506 32,599 0.29 241 246 2.07
2018-08-13 13F-HR Advisor Group, Inc. 4,444 4,444 0.00 33 33 0.00
2018-08-06 13F-HR FTB Advisors, Inc. 0 500 0 4
2018-07-09 13F-HR Capital Investment Advisors, LLC 61,851 64,226 3.84 458 485 5.90
2018-08-07 13F-HR IFP Advisors, Inc 31,706 38,206 20.50 235 288 22.55
2018-08-01 13F-HR FIRST MANHATTAN CO 3,173 0 -100.00 23 0 -100.00
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 22,738 25,965 14.19 176 205 16.48
2018-07-18 13F-HR Bedel Financial Consulting, Inc. 4,303 4,303 0.00 32 32 0.00
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 56,621 54,006 -4.62 420 408 -2.86
2018-08-13 13F-HR Camelot Portfolios, LLC 33,886 33,886 0.00 251 256 1.99
2018-08-03 13F-HR Seacrest Wealth Management, Llc 2,287 2,287 0.00 17 17 0.00
2018-07-11 13F-HR RAYMOND JAMES TRUST N.A. 13,212 13,212 0.00 98 100 2.04
2018-08-03 13F-HR SEI INVESTMENTS CO 593 1,160 95.62 4 9 125.00
2018-07-19 13F-HR CKW FINANCIAL GROUP 12,181 92
2018-07-20 13F-HR Creative Planning 28,323 26,259 -7.29 210 198 -5.71
2018-08-06 13F-HR Partnervest Advisory Services LLC 10,315 10,315 0.00 76 78 2.63
2018-09-20 13F-HR Rehmann Capital Advisory Group 11,118 11,118 0.00 82 83,941 102,267.07
2018-08-14 13F-HR Cetera Advisor Networks LLC 0 150,349 0 1,135
2018-08-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 233,577 175,101 -25.03 1,731 1,322 -23.63
2018-08-08 13F-HR First Allied Advisory Services, Inc. 17,738 17,738 0.00 132 134 1.52
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 81,783 73,501 -10.13 606 555 -8.42
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 15,948 15,381 -3.56 118 116 -1.69
2018-08-14 13F-HR HighTower Advisors, LLC 44,806 44,806 0.00 332 338 1.81
2018-08-14 13F-HR GUGGENHEIM CAPITAL LLC 363,369 142,368 -60.82 2,693 1,075 -60.08
2018-05-11 13F-HR CITIGROUP INC 2,500 2,500 0.00 20 19 -5.00
2018-08-10 13F-HR CITIGROUP INC 2,500 2,500 0.00 19 19 0.00
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 97,827 97,827 0.00 725 725 0.00
2018-08-02 13F-HR Landmark Bank 10,061 76
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 154,269 158,954 3.04 1,142 1,200 5.08
2018-07-23 13F-HR Kiley Juergens Wealth Management, Llc 0 2,000 0 15
2018-08-02 13F-HR Endurance Wealth Management, Inc. 28 28 0.00 0 0
2018-08-13 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 656 0 -100.00 5 0 -100.00
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,000 1,000 0.00 7 8 14.29
2018-08-08 13F-HR US BANCORP \DE\ 0 452 0 3
2018-04-24 13F-HR Allegis Investment Advisors, LLC 22,105 22,105 0.00 177 164 -7.34
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 36,200 44,832 23.85 268 338 26.12
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 143,090 144,994 1.33 1,060 1,095 3.30
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 807 30,389 3,665.68 6 229 3,716.67
2018-08-14 13F-HR DOLIVER CAPITAL ADVISORS, INC. 0 11,100 0 84
2017-01-13 13F-HR MetLife Securities, Inc 65,621 62,467 -4.81 544 448 -17.65
2018-08-14 13F-HR Invesco Ltd. 79,749 82,035 2.87 591 619 4.74
2018-07-17 13F-HR Winslow, Evans & Crocker, Inc. 2,146 2,146 0.00 15,902 18 -99.89
2018-08-13 13F-HR VAN ECK ASSOCIATES CORP 73,194 85,130 16.31 542 643 18.63
2018-08-13 13F-HR RMB Capital Management, LLC 0 37,752 0 285
2018-08-14 13F-HR UBS Group AG 80,457 72,059 -10.44 596 544 -8.72
2018-08-13 13F-HR BB&T SECURITIES, LLC 10,178 0 -100.00 75 0 -100.00
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 7,515 7,515 0.00 56 57 1.79
2018-08-08 13F-HR Private Ocean, LLC 18,120 18,120 0.00 134 137 2.24
2018-08-13 13F-HR BOKF, NA 82,455 82,455 0.00 611 623 1.96
2018-07-11 13F-HR Arlington Partners Llc 2,150 0 -100.00 16 0 -100.00

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CUSIP: 46132X101