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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,103
shares
|
$10,114
0.0% of portfolio
|
Q4 2024
Reduced 33.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
850
shares
|
$7,794
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
800
shares
|
$7,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
595
shares
|
$5,456
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
553
shares
|
$5,071
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$3,668
0.0% of portfolio
|
Q4 2017
Added 185.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
297
shares
|
$2,723
0.0% of portfolio
|
Q3 2024
Reduced 91.01%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$1,861
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
136
shares
|
$1,247
0.0% of portfolio
|
Q1 2025
Reduced 98.09%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|