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 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
32,624
shares
|
$302,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
32,500
shares
|
$301,275
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
31,515
shares
|
$292,144
0.21% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
29,003
shares
|
$268,857
0.0% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
28,546
shares
|
$264,621
0.03% of portfolio
|
Q1 2025
Reduced 38.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,141
shares
|
$260,867
0.0% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
25,924
shares
|
$240,315
0.14% of portfolio
|
Q1 2025
Added 64.14%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
25,000
shares
|
$231,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
24,349
shares
|
$225,715
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
20,000
shares
|
$185,400
0.16% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
19,972
shares
|
$185,140
0.01% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
19,700
shares
|
$182,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
18,907
shares
|
$175,267
0.01% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
17,830
shares
|
$165,284
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,836
shares
|
$156,069
0.0% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
16,586
shares
|
$153,752
0.01% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,975
shares
|
$148,088
0.0% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
15,938
shares
|
$147,745
0.04% of portfolio
|
Q3 2024
Added 166.17%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
15,400
shares
|
$142,758
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
15,000
shares
|
$139,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
14,530
shares
|
$134,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
14,326
shares
|
$132,802
0.04% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
14,000
shares
|
$129,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,500
shares
|
$125,145
0.0% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
13,098
shares
|
$121,418
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|