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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
11,264
shares
|
$113,766
0.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
10,779
shares
|
$108,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,530
shares
|
$106,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
10,297
shares
|
$103,999
0.0% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
10,293
shares
|
$103,959
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
10,259
shares
|
$103,615
0.01% of portfolio
|
Q2 2024
Reduced 33.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
10,024
shares
|
$101,242
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,494
shares
|
$75,689
0.0% of portfolio
|
Q2 2024
Reduced 31.21%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,237
shares
|
$73,093
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,792
shares
|
$68,599
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,770
shares
|
$58,277
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,039
shares
|
$50,893
0.0% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$40,400
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,820
shares
|
$28,482
0.0% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,424
shares
|
$24,482
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,361
shares
|
$23,846
0.0% of portfolio
|
Q2 2024
Reduced 33.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,302
shares
|
$23,250
0.0% of portfolio
|
Q2 2024
Reduced 80.12%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,843
shares
|
$18,614
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,766
shares
|
$17,836
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,665
shares
|
$16,816
0.0% of portfolio
|
Q2 2024
Reduced 71.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,511
shares
|
$15,261
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,190
shares
|
$12,019
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,189
shares
|
$12,008
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,156
shares
|
$11,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,008
shares
|
$10,180
0.0% of portfolio
|
Q3 2024
New holding
|