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 112 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
12,717
shares
|
$116,614
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,155
shares
|
$111,461
0.0% of portfolio
|
Q4 2024
Added 55.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
12,006
shares
|
$110,095
0.0% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
12,000
shares
|
$110,040
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,577
shares
|
$106,161
0.01% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
11,476
shares
|
$105,234
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
11,419
shares
|
$104,712
0.0% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
11,248
shares
|
$103,144
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
10,973
shares
|
$100,622
0.0% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
10,514
shares
|
$96,413
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,000
shares
|
$91,700
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
6,709
shares
|
$61,521
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,770
shares
|
$52,910
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,106
shares
|
$46,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,039
shares
|
$46,207
0.0% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,000
shares
|
$36,680
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,000
shares
|
$36,680
0.0% of portfolio
|
Q1 2025
Reduced 65.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,820
shares
|
$25,859
0.0% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,700
shares
|
$24,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,536
shares
|
$23,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,302
shares
|
$21,109
0.0% of portfolio
|
Q1 2024
Added 403.08%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,843
shares
|
$16,900
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,511
shares
|
$13,855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,285
shares
|
$11,783
0.0% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,156
shares
|
$10,600
0.0% of portfolio
|
Q3 2024
New holding
|