Purchases and Sales Made in Q1 2023 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q1 2023. The information is specifically focused on institutions that hold shares of Invesco Municipal Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
515K+ 1087.88% |
$4.82M - $5.31M
|
563K
$5.68M
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
114K+ 5.98% |
$1.06M - $1.17M
|
2.02M
$20.4M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.1K+ 126.89% |
$833K - $919K
|
159K
$1.61M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81.3K+ 139.99% |
$760K - $838K
|
139K
$1.41M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
74.8KNew |
$700K - $772K
|
74.8K
$756K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
52.6K+ 17.25% |
$492K - $542K
|
357K
$3.61M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 13.78% |
$398K - $439K
|
351K
$3.55M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22.9K+ 23.45% |
$214K - $236K
|
121K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
17.6K+ 12.34% |
$165K - $182K
|
161K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 1.24% |
$147K - $162K
|
1.28M
$12.9M
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
15.4KNew |
$144K - $159K
|
15.4K
$156K
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
14.7KNew |
$137K - $151K
|
14.7K
$148K
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
14.4KNew |
$135K - $149K
|
14.4K
$146K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14K+ 14.2% |
$131K - $144K
|
113K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 1.13% |
$128K - $141K
|
1.22M
$12.4M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1KNew |
$104K - $115K
|
11.1K
$113K
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$93.5K - $103K
|
10K
$101K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.04K+ 9.84% |
$75.2K - $82.9K
|
89.8K
$907K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.12K+ 8.1% |
$66.5K - $73.4K
|
94.9K
$959K
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 6.38% |
$54.2K - $59.8K
|
96.7K
$977K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
4.93K+ 22.7% |
$46.1K - $50.9K
|
26.7K
$269K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.93K+ 5.14% |
$36.8K - $40.5K
|
80.5K
$813K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.91K+ 4.31% |
$36.6K - $40.3K
|
94.7K
$957K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.75K+ 5.31% |
$16.4K - $18K
|
34.7K
$350K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
250+ 0.37% |
$2.34K - $2.58K
|
67.9K
$685K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
213+ 0.61% |
$1.99K - $2.2K
|
35.4K
$357K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
114+ 0.04% |
$1.07K - $1.18K
|
254K
$2.56M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-300- 9.62% |
$2.81K - $3.09K
|
2.82K
$28.5K
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-347- 0.6% |
$3.24K - $3.58K
|
57.8K
$583K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-482- 3.45% |
$4.51K - $4.97K
|
13.5K
$136K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-483- 0.75% |
$4.52K - $4.98K
|
63.9K
$645K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-736- 2.37% |
$6.88K - $7.59K
|
30.3K
$306K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06K- 6.65% |
$9.86K - $10.9K
|
14.8K
$150K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.97K- 50.0% |
$18.4K - $20.3K
|
1.97K
$19.9K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2K- 4.4% |
$18.7K - $20.6K
|
43.5K
$439K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.96K- 15.52% |
$37K - $40.8K
|
21.5K
$217K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.67K- 19.96% |
$43.7K - $48.2K
|
18.7K
$189K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.99K- 21.97% |
$46.6K - $51.4K
|
17.7K
$179K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.22K- 4.49% |
$48.8K - $53.8K
|
111K
$1.12M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.22K- 14.81% |
$58.1K - $64.1K
|
35.7K
$361K
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.3K- 29.47% |
$58.9K - $64.9K
|
15.1K
$152K
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-21.2K- 0.7% |
$198K - $218K
|
3.02M
$30.5M
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-22.2K- 1.26% |
$208K - $229K
|
1.74M
$17.6M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37.8KClosed |
$353K - $389K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-60.8K- 63.15% |
$568K - $627K
|
35.5K
$358K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.8K- 62.93% |
$643K - $709K
|
40.5K
$409K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96.2K- 30.5% |
$900K - $992K
|
219K
$2.22M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-507K- 39.75% |
$4.74M - $5.23M
|
768K
$7.76M
|