Purchases and Sales Made in Q1 2025 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q1 2025. 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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
124K+ 14.46% |
$1.18M - $1.25M
|
980K
$9.03M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 23.55% |
$985K - $1.04M
|
542K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
97.9K+ 9.17% |
$933K - $985K
|
1.16M
$10.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.7KNew |
$759K - $802K
|
79.7K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.7K+ 8.79% |
$693K - $732K
|
900K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
52.7K+ 16.37% |
$502K - $530K
|
375K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
44.1K+ 42.78% |
$420K - $444K
|
147K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
32.6KNew |
$311K - $329K
|
32.6K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.3K+ 64.11% |
$260K - $275K
|
69.8K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26K+ 24.44% |
$248K - $262K
|
133K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Robinson Capital Management, LLC
|
BUY
|
- |
17K+ 1.49% |
$162K - $171K
|
1.16M
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
16.2K+ 30.54% |
$155K - $163K
|
69.4K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
15KNew |
$143K - $151K
|
15K
$138K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5KNew |
$138K - $146K
|
14.5K
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14KNew |
$133K - $141K
|
14K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 5.51% |
$121K - $128K
|
243K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.5KNew |
$109K - $116K
|
11.5K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 41.52% |
$108K - $114K
|
38.6K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.5KNew |
$100K - $106K
|
10.5K
$96.8K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.1K+ 64.14% |
$96.5K - $102K
|
25.9K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.04K+ 18.73% |
$76.6K - $80.9K
|
51K
$469K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.87K+ 7.71% |
$65.5K - $69.2K
|
96K
$884K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.71KNew |
$63.9K - $67.6K
|
6.71K
$61.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
4.94K+ 20.52% |
$47.1K - $49.7K
|
29K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.85K+ 2.31% |
$36.7K - $38.7K
|
171K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.45K+ 5.19% |
$32.9K - $34.7K
|
70K
$644K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.7KNew |
$25.7K - $27.2K
|
2.7K
$24.9K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.59K+ 2.47% |
$24.7K - $26.1K
|
108K
$991K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.54KNew |
$24.2K - $25.5K
|
2.54K
$23.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 1.24% |
$24K - $25.4K
|
205K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.03K+ 2.48% |
$19.3K - $20.4K
|
83.9K
$773K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.61K+ 9.33% |
$15.4K - $16.2K
|
18.9K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 4.22% |
$15.2K - $16.1K
|
39.5K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.54K+ 1.12% |
$14.6K - $15.5K
|
139K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.11K+ 10.01% |
$10.5K - $11.1K
|
12.2K
$112K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.07K+ 2.59% |
$10.2K - $10.8K
|
42.5K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
905+ 1.5% |
$8.62K - $9.11K
|
61.3K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
800New |
$7.62K - $8.06K
|
800
$7.37K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
661+ 3.42% |
$6.3K - $6.66K
|
20K
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
354+ 2.86% |
$3.37K - $3.56K
|
12.7K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
310+ 0.77% |
$2.95K - $3.12K
|
40.4K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.12% |
$1.59K - $1.68K
|
145K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
159+ 1.39% |
$1.52K - $1.6K
|
11.6K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4- 0.03% |
$38.1 - $40.3
|
13.1K
$121K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-567Closed |
$5.4K - $5.71K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-576- 4.8% |
$5.49K - $5.8K
|
11.4K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-689- 1.13% |
$6.57K - $6.94K
|
60K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1K- 5.69% |
$9.53K - $10.1K
|
16.6K
$153K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.44K- 9.16% |
$13.8K - $14.5K
|
14.3K
$132K
|