Institutional Ownership Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
118,661
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
118,349
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
110,819
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,892
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
101,500
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
87,568
shares
|
$884,436
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,151
shares
|
$819,625
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
80,571
shares
|
$813,767
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
69,790
shares
|
$704,879
0.07% of portfolio
|
Q3 2024
Added 73.43%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
69,321
shares
|
$700,142
0.16% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
68,779
shares
|
$694,667
0.06% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
61,813
shares
|
$624,311
0.0% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
60,382
shares
|
$609,858
0.14% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,197
shares
|
$547,389
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
47,458
shares
|
$479,325
0.0% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
45,700
shares
|
$461,570
0.0% of portfolio
|
Q3 2024
Added 79.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
44,285
shares
|
$447,278
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
41,222
shares
|
$416,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
41,153
shares
|
$415,645
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
38,671
shares
|
$390,577
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
36,046
shares
|
$364,064
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
33,975
shares
|
$343,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
32,500
shares
|
$328,250
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
31,515
shares
|
$318,301
0.21% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
31,360
shares
|
$316,736
0.24% of portfolio
|
Q3 2024
Added 19.08%
|