Stock Institutional Ownership and Shareholders

SecurityOIA / Invesco Municipal Income Opportunities Trust (46132X101)
Institutional Owners43
Institutional Shares3,322,379
Institutional Value$ 139,976,000 USD

Invesco Municipal Income Opportunities Trust (NYSE:OIA) has 43 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,322,379 shares. Largest shareholders include Guggenheim Capital Llc, Ameriprise Financial Inc, Morgan Stanley, Wells Fargo & Company/mn, and United Capital Financial Advisers, Llc.


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.

File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2017-11-08 13F-HR D.A. DAVIDSON & CO. 628 0 -100.00 4 0 -100.00
2017-11-09 13F-HR WELLS FARGO & COMPANY/MN 199,702 181,889 -8.92 1,546 1,435 -7.18
2017-11-03 13F-HR BANK OF HAWAII 13,343 13,403 0.45 103 106 2.91
2017-11-14 13F-HR FIFTH THIRD BANCORP 4,577 4,577 0.00 35 36 2.86
2017-10-17 13F-HR Capital Investment Advisors, LLC 61,851 61,851 0.00 479 488 1.88
2017-11-07 13F-HR Cambridge Investment Research Advisors, Inc. 16,387 16,418 0.19 127 130 2.36
2017-11-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,602 0 -100.00 190 0 -100.00
2017-11-13 13F-HR Laurion Capital Management LP 15,500 0 -100.00 120 0 -100.00
2017-11-13 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 5,515 5,515 0.00 43 44 2.33
2017-10-30 13F-HR IFP Advisors, Inc 28,669 28,531 -0.48 222 225 1.35
2017-11-13 SC 13D BANK OF AMERICA CORP /DE/ 300
2017-11-13 13F-HR CITIGROUP INC 2,500 2,500 0.00 19 20 5.26
2017-10-12 13F-HR DAVENPORT & Co LLC 12,289 12,289 0.00 95,117 96,960 1.94
2017-11-14 13F-HR SUNTRUST BANKS INC 10,023 68
2017-11-02 13F-HR RFG Advisory Group, LLC 32,209 0 -100.00 251 0 -100.00
2017-11-14 13F-HR First Allied Advisory Services, Inc. 17,738 17,738 0.00 137 140 2.19
2017-11-13 13F-HR US BANCORP \DE\ 4,036 4,036 0.00 31 32 3.23
2017-11-06 13F-HR Advisor Group, Inc. 4,444 4,444 0.00 34 35 2.94
2017-11-14 13F-HR ROYAL BANK OF CANADA 57,483 49,391 -14.08 445 390 -12.36
2017-11-14 13F-HR LPL Financial LLC 18,908 12,508 -33.85 146 99 -32.19
2017-11-14 13F-HR HighTower Advisors, LLC 45,587 44,806 -1.71 353 353 0.00
2017-10-19 13F-HR Winslow, Evans & Crocker, Inc. 2,146 2,146 0.00 16,610 16,932 1.94
2017-11-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 157,902 173,703 10.01 1,222 1,371 12.19
2017-11-09 13F-HR VAN ECK ASSOCIATES CORP 68,266 82,665 21.09 528 652 23.48
2017-08-14 13F-HR Greenwich Wealth Management LLC 36,731 0 -100.00 277 0 -100.00
2017-11-14 13F-HR Invesco Ltd. 122,008 119,532 -2.03 944 943 -0.11
2017-05-19 13F-HR Tower Research Capital LLC (TRC) 700 0 -100.00 5 0 -100.00
2017-11-14 13F-HR RMB Capital Management, LLC 18,398 0 -100.00 142 0 -100.00
2017-11-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 93,964 99,970 6.39 727 789 8.53
2017-11-07 13F-HR AMERIPRISE FINANCIAL INC 529,122 561,716 6.16 4,087 4,428 8.34
2017-11-01 13F-HR BANK OF THE OZARKS 53,122 419
2017-05-25 13F-HR/A-2 Magnetar Financial LLC 11,513 0 -100.00 94 0 -100.00
2017-11-16 13F-HR Cetera Advisor Networks LLC 145,963 145,033 -0.64 1,130 1,146 1.42
2017-10-19 13F-HR Endurance Wealth Management, Inc. 28 28 0.00 0 0
2017-11-14 13F-HR MORGAN STANLEY 415,793 436,136 4.89 3,218 3,441 6.93
2017-10-24 13F-HR RAYMOND JAMES TRUST N.A. 13,212 13,212 0.00 102 104 1.96
2017-11-07 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 691 760 9.99 5 6 20.00
2017-10-25 13F-HR Rehmann Capital Advisory Group 11,118 11,118 0.00 86 88 2.33
2017-11-13 13F-HR Allegis Investment Advisors, LLC 22,105 22,105 0.00 171 174 1.75
2017-11-07 13F-HR Advisors Asset Management, Inc. 157,375 0 -100.00 1,218 0 -100.00
2017-11-13 13F-HR Blume Capital Management, Inc. 4,015 32
2017-11-14 13F-HR UBS Group AG 84,993 82,710 -2.69 658 653 -0.76
2017-11-07 13F-HR Commonwealth Equity Services, Inc 22,738 25,964 14.19 175 204 16.57
2017-11-13 13F-HR Camelot Portfolios, LLC 36,886 36,886 0.00 285 291 2.11
2017-11-13 13F-HR Partnervest Advisory Services LLC 10,315 10,315 0.00 80 81 1.25
2017-11-13 13F-HR Sheaff Brock Investment Advisors, LLC 10,333 12,333 19.36 80 97 21.25
2017-10-17 13F-HR Creative Planning 5,522 0 -100.00 43 0 -100.00
2017-10-25 13F-HR FIRST MANHATTAN CO 3,173 3,173 0.00 24 25 4.17
2017-11-13 13F-HR RAYMOND JAMES & ASSOCIATES 43,524 31,983 -26.52 337 252 -25.22
2017-10-26 13F-HR Raymond James Financial Services Advisors, Inc. 129,825 141,111 8.69 1,005 1,113 10.75
2017-11-14 13F-HR GUGGENHEIM CAPITAL LLC 796,936 730,148 -8.38 6,168 5,761 -6.60
2017-11-13 13F-HR Clear Perspective Advisors, LLC 2,393 2,393 0.00 19 19 0.00
2017-11-14 13F-HR MML INVESTORS SERVICES, LLC 46,840 49,883 6.50 363 394 8.54
CUSIP: 46132X101