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 108 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,500
shares
|
$312,650
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
31,641
shares
|
$304,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
31,515
shares
|
$303,174
0.21% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
27,261
shares
|
$262,250
0.0% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,000
shares
|
$240,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
24,349
shares
|
$234,237
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
24,065
shares
|
$231,505
0.0% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
20,000
shares
|
$192,399
0.14% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
19,975
shares
|
$192,159
0.0% of portfolio
|
Q3 2024
Added 55.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
19,700
shares
|
$189,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
19,311
shares
|
$185,771
0.01% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
17,939
shares
|
$172,573
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
17,830
shares
|
$171,524
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
17,586
shares
|
$169,177
0.01% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
17,294
shares
|
$166,368
0.0% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
16,964
shares
|
$163,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,836
shares
|
$161,962
0.0% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
15,938
shares
|
$153,323
0.04% of portfolio
|
Q3 2024
Added 166.17%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,794
shares
|
$151,938
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,770
shares
|
$151,707
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
15,400
shares
|
$148,148
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
15,307
shares
|
$147,253
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,000
shares
|
$144,300
0.0% of portfolio
|
Q4 2024
Reduced 63.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,500
shares
|
$129,869
0.0% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,102
shares
|
$126,041
0.0% of portfolio
|
Q4 2024
Reduced 11.64%
|