Purchases and Sales Made in Q1 2024 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q1 2024. 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, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
2.51MNew |
$23.4M - $24.5M
|
2.51M
$25.4M
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
629K+ 30.3% |
$5.85M - $6.12M
|
2.7M
$27.3M
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
248K+ 43.27% |
$2.31M - $2.42M
|
822K
$8.31M
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
103K+ 16.16% |
$955K - $1M
|
738K
$7.45M
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
99.4K+ 19.31% |
$925K - $969K
|
614K
$6.21M
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
97.3KNew |
$905K - $948K
|
97.3K
$983K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85.9K+ 133.91% |
$799K - $836K
|
150K
$1.52M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
85.3K+ 9.15% |
$793K - $831K
|
1.02M
$10.3M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
85.2K+ 93.15% |
$793K - $830K
|
177K
$1.79M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
57.2K+ 343.29% |
$532K - $558K
|
73.9K
$747K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
49.5K+ 110.37% |
$461K - $482K
|
94.4K
$954K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
41.3KNew |
$385K - $403K
|
41.3K
$418K
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
31.7K+ 1.73% |
$294K - $308K
|
1.86M
$18.8M
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
26KNew |
$242K - $253K
|
26K
$263K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
22.9K+ 5.47% |
$213K - $223K
|
442K
$4.46M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.6K+ 7.13% |
$182K - $191K
|
294K
$2.97M
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.2KNew |
$141K - $148K
|
15.2K
$154K
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
14.7KNew |
$137K - $143K
|
14.7K
$149K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.6KNew |
$136K - $142K
|
14.6K
$147K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$130K - $136K
|
14K
$141K
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$130K - $136K
|
14K
$141K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$117K - $122K
|
12.6K
$127K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9KNew |
$111K - $116K
|
11.9K
$120K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6KNew |
$108K - $113K
|
11.6K
$117K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 7.2% |
$106K - $112K
|
170K
$1.72M
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 15.79% |
$102K - $107K
|
80.7K
$815K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 1.74% |
$99.1K - $104K
|
622K
$6.28M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 1.74% |
$99.1K - $104K
|
622K
$6.28M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.7K+ 23.83% |
$90.2K - $94.5K
|
50.4K
$509K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.42K+ 6.92% |
$69K - $72.3K
|
115K
$1.16M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.11KNew |
$66.1K - $69.2K
|
7.11K
$71.8K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5KNew |
$46.5K - $48.7K
|
5K
$50.5K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.71K+ 3.24% |
$43.8K - $45.9K
|
150K
$1.52M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.44K+ 4.18% |
$41.3K - $43.3K
|
111K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.1K+ 264.15% |
$38.1K - $39.9K
|
5.65K
$57K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.96K+ 2.63% |
$36.8K - $38.5K
|
155K
$1.56M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.07K+ 1.98% |
$28.6K - $29.9K
|
158K
$1.6M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.01K+ 13.23% |
$28K - $29.3K
|
25.8K
$261K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.51K+ 0.28% |
$23.4K - $24.5K
|
899K
$9.08M
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
2KNew |
$18.6K - $19.5K
|
2K
$20.2K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
595New |
$5.53K - $5.8K
|
595
$6.01K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400+ 3.81% |
$3.72K - $3.9K
|
10.9K
$110K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
161+ 0.51% |
$1.5K - $1.57K
|
31.5K
$318K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
126+ 1.55% |
$1.17K - $1.23K
|
8.24K
$83.3K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
92+ 0.84% |
$856 - $896
|
11K
$111K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62+ 0.37% |
$577 - $604
|
16.8K
$170K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 1.13% |
$298 - $312
|
2.85K
$28.8K
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
16+ 0.1% |
$149 - $156
|
16.3K
$165K
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.01% |
$93 - $97.4
|
75.1K
$759K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|