Latest Institutional Transactions on Invesco Municipal Trust (VKQ)
This table provides information on the latest institutional transactions involving Invesco Municipal Trust (VKQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.2K+ 8.17% |
$10.9K - $12K
|
15.9K
$147K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.72KNew |
$70.1K - $77K
|
7.72K
$71.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665New |
$6.04K - $6.63K
|
665
$6.16K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.97KClosed |
$17.9K - $19.6K
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37.8KClosed |
$353K - $389K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-482- 3.45% |
$4.51K - $4.97K
|
13.5K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-736- 2.37% |
$6.88K - $7.59K
|
30.3K
$281K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
4.93K+ 22.7% |
$46.1K - $50.9K
|
26.7K
$247K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
15.4KNew |
$144K - $159K
|
15.4K
$143K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
27.3KNew |
$239K - $271K
|
27.3K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
900New |
$7.88K - $8.95K
|
900
$8.34K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.02K- 7.92% |
$8.95K - $10.2K
|
11.9K
$110K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
24.3KNew |
$213K - $242K
|
24.3K
$226K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.21KNew |
$10.6K - $12K
|
1.21K
$11.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11KNew |
$96.4K - $109K
|
11K
$102K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10+ 1.24% |
$87.6 - $99.4
|
816
$7.56K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 18.36% |
$9.69K - $11K
|
7.13K
$66.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
479New |
$4.2K - $4.76K
|
479
$4.44K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$4.38K - $4.97K
|
500
$4.64K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-13.5KClosed |
$122K - $146K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.19K- 50.0% |
$10.8K - $12.9K
|
1.19K
$11K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6+ 0.06% |
$54.4 - $64.9
|
10.4K
$96.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-10K- 33.33% |
$90.7K - $108K
|
20K
$185K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.5K+ 93.75% |
$68K - $81.1K
|
15.5K
$144K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
43+ 0.06% |
$390 - $465
|
68.8K
$638K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.22K- 35.72% |
$56.4K - $67.2K
|
11.2K
$104K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
$10.6K - $12.7K
|
1.1K
$10.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.87KClosed |
$18K - $21.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2K- 90.91% |
$19.3K - $23K
|
200
$1.85K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.37KNew |
$42.1K - $50.3K
|
4.37K
$40.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-29.7KClosed |
$286K - $341K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
100New |
$963 - $1.15K
|
100
$927
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-18.4KClosed |
$177K - $212K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.73KNew |
$16.6K - $19.9K
|
1.73K
$16K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.6K+ 136.12% |
$131K - $157K
|
23.6K
$219K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-10KClosed |
$96.3K - $115K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.5KClosed |
$140K - $167K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4KNew |
$101K - $120K
|
10.4K
$96.8K
|
|
| Q1 2022 | |||||||
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-14.2KClosed |
$156K - $192K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.9KClosed |
$173K - $214K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
25.8KNew |
$282K - $348K
|
25.8K
$239K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
664New |
$7.26K - $8.95K
|
664
$6.16K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$109K - $135K
|
10K
$92.7K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-50.2KClosed |
$548K - $676K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1KClosed |
$12K - $14.8K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$110K - $136K
|
10.1K
$93.3K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.25KClosed |
$13.7K - $16.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-148Closed |
$1.62K - $2K
|
0
$0
|
|