Morgan Stanley
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Morgan Stanley’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Morgan Stanley’s Portfolio VMO Stock Details VMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5M Buy
1,525,658
+58,400
+4% +$570K ﹤0.01% 3245
2025
Q4 		$14M Buy
1,467,258
+414,575
+39% +$4M ﹤0.01% 3276
2025
Q3 		$10.2M Buy
1,052,683
+293,789
+39% +$2.72M ﹤0.01% 3536
2025
Q2 		$6.97M Buy
758,894
+206,985
+38% +$1.91M ﹤0.01% 3782
2025
Q1 		$5.24M Buy
551,909
+77,654
+16% +$755K ﹤0.01% 3888
2024
Q4 		$4.61M Sell
474,255
-14,982
-3% -$149K ﹤0.01% 4067
2024
Q3 		$5.02M Buy
489,237
+164,427
+51% +$1.66M ﹤0.01% 3960
2024
Q2 		$3.27M Buy
324,810
+9,913
+3% +$95.5K ﹤0.01% 4217
2024
Q1 		$3.06M Sell
314,897
-301,593
-49% -$2.9M ﹤0.01% 4303
2023
Q4 		$5.92M Buy
616,490
+218,947
+55% +$1.92M ﹤0.01% 4277
2023
Q3 		$3.27M Sell
397,543
-139,261
-26% -$1.27M ﹤0.01% 4044
2023
Q2 		$5.08M Sell
536,804
-35,545
-6% -$336K ﹤0.01% 3767
2023
Q1 		$5.61M Sell
572,349
-53,730
-9% -$522K ﹤0.01% 3685
2022
Q4 		$6.2M Buy
626,079
+83,712
+15% +$778K ﹤0.01% 3552
2022
Q3 		$4.94M Sell
542,367
-132,691
-20% -$1.36M ﹤0.01% 3706
2022
Q2 		$6.97M Buy
675,058
+394,918
+141% +$4.12M ﹤0.01% 3451
2022
Q1 		$3.21M Sell
280,140
-8,509
-3% -$103K ﹤0.01% 4135
2021
Q4 		$3.99M Buy
288,649
+39,397
+16% +$534K ﹤0.01% 3955
2021
Q3 		$3.41M Buy
249,252
+2,774
+1% +$38.2K ﹤0.01% 4105
2021
Q2 		$3.35M Buy
246,478
+19,498
+9% +$264K ﹤0.01% 4180
2021
Q1 		$2.99M Buy
226,980
+29
+0% +$379 ﹤0.01% 3929
2020
Q4 		$2.91M Buy
226,951
+30,935
+16% +$387K ﹤0.01% 3818
2020
Q3 		$2.4M Buy
196,016
+70,169
+56% +$865K ﹤0.01% 3490
2020
Q2 		$1.49M Buy
125,847
+13,763
+12% +$159K ﹤0.01% 3852
2020
Q1 		$1.28M Sell
112,084
-2,877
-3% -$35.5K ﹤0.01% 3753
2019
Q4 		$1.42M Buy
114,961
+41,486
+56% +$515K ﹤0.01% 4288
2019
Q3 		$919K Buy
73,475
+5,873
+9% +$73.8K ﹤0.01% 4349
2019
Q2 		$832K Sell
67,602
-14,179
-17% -$171K ﹤0.01% 4319
2019
Q1 		$976K Sell
81,781
-49,711
-38% -$585K ﹤0.01% 4122
2018
Q4 		$1.47M Sell
131,492
-44,669
-25% -$497K ﹤0.01% 4013
2018
Q3 		$2.02M Sell
176,161
-8,630
-5% -$102K ﹤0.01% 3991
2018
Q2 		$2.17M Sell
184,791
-84,133
-31% -$985K ﹤0.01% 4002
2018
Q1 		$3.15M Sell
268,924
-18,009
-6% -$215K ﹤0.01% 3548
2017
Q4 		$3.56M Buy
286,933
+114,968
+67% +$1.44M ﹤0.01% 3471
2017
Q3 		$2.24M Sell
171,965
-26,425
-13% -$349K ﹤0.01% 3767
2017
Q2 		$2.6M Buy
198,390
+14,676
+8% +$192K ﹤0.01% 3554
2017
Q1 		$2.38M Sell
183,714
-14,890
-7% -$193K ﹤0.01% 3652
2016
Q4 		$2.53M Sell
198,604
-4,811
-2% -$62.6K ﹤0.01% 3715
2016
Q3 		$2.9M Sell
203,415
-3,342
-2% -$48.7K ﹤0.01% 3185
2016
Q2 		$3.08M Sell
206,757
-156
-0.1% -$2.23K ﹤0.01% 3056
2016
Q1 		$2.89M Sell
206,913
-67,224
-25% -$911K ﹤0.01% 3034
2015
Q4 		$3.61M Buy
274,137
+9,018
+3% +$115K ﹤0.01% 2976
2015
Q3 		$3.33M Buy
265,119
+33,890
+15% +$422K ﹤0.01% 3016
2015
Q2 		$2.82M Buy
231,229
+20,144
+10% +$254K ﹤0.01% 3305
2015
Q1 		$2.74M Sell
211,085
-33,347
-14% -$433K ﹤0.01% 3285
2014
Q4 		$3.14M Buy
244,432
+40,463
+20% +$513K ﹤0.01% 3168
2014
Q3 		$2.56M Sell
203,969
-104,429
-34% -$1.3M ﹤0.01% 3231
2014
Q2 		$3.88M Sell
308,398
-57,822
-16% -$720K ﹤0.01% 2902
2014
Q1 		$4.47M Buy
366,220
+12,681
+4% +$154K ﹤0.01% 2679
2013
Q4 		$4.14M Sell
353,539
-214,924
-38% -$2.47M ﹤0.01% 2749
2013
Q3 		$6.7M Buy
568,463
+135,012
+31% +$1.58M ﹤0.01% 2139
2013
Q2 		$5.63M Buy
+433,451
New +$6M ﹤0.01% 2215

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's VMO Position: Q1 2026 in Review

Morgan Stanley increased its Invesco Municipal Opportunity Trust (VMO) stake by 4% in Q1 2026, buying an estimated $570K and bringing the position to 1,525,658 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

Morgan Stanley first reported a position in VMO in Q2 2013 and has held it in 52 quarters since. 105 funds tracked by Wall St. Rank hold VMO as of Q1 2026.

  • Morgan Stanley held 1,525,658 shares of Invesco Municipal Opportunity Trust worth $14.5M as of Q1 2026.
  • Morgan Stanley bought 58,400 Invesco Municipal Opportunity Trust shares in Q1 2026, an estimated $570K.
  • Invesco Municipal Opportunity Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3245 holding.
  • Morgan Stanley first reported a position in Invesco Municipal Opportunity Trust in Q2 2013 and has held it in 52 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.