Purchases and Sales Made in Q2 2023 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
227K+ 40.41% |
$2.07M - $2.27M
|
790K
$7.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
150K+ 200.37% |
$1.36M - $1.5M
|
225K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
144K+ 8.26% |
$1.31M - $1.44M
|
1.89M
$19.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
121K+ 6.0% |
$1.1M - $1.21M
|
2.14M
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
54.8K+ 34.09% |
$497K - $546K
|
215K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.8K+ 45.98% |
$470K - $516K
|
164K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
30.3KNew |
$276K - $303K
|
30.3K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 27.11% |
$238K - $261K
|
123K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9K+ 13.73% |
$199K - $218K
|
181K
$1.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.8KNew |
$162K - $178K
|
17.8K
$180K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
17K+ 4.75% |
$154K - $169K
|
374K
$3.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$117K - $128K
|
12.9K
$130K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 10.36% |
$114K - $125K
|
133K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.4KNew |
$103K - $113K
|
11.4K
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
10.8K+ 5.73% |
$97.9K - $108K
|
199K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.8KNew |
$97.9K - $107K
|
10.8K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10KNew |
$91K - $99.9K
|
10K
$101K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.85K+ 25.51% |
$80.3K - $88.2K
|
43.5K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.67K+ 6.22% |
$78.7K - $86.4K
|
148K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.62K+ 57.2% |
$78.3K - $86K
|
23.7K
$239K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.72KNew |
$70.1K - $77K
|
7.72K
$78K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.5K+ 35.0% |
$31.8K - $34.9K
|
13.5K
$136K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.25KNew |
$29.5K - $32.4K
|
3.25K
$32.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.77K+ 12.89% |
$25.2K - $27.6K
|
24.3K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.2K+ 8.17% |
$10.9K - $12K
|
15.9K
$160K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665New |
$6.04K - $6.63K
|
665
$6.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
644+ 0.58% |
$5.85K - $6.42K
|
112K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
472New |
$4.29K - $4.71K
|
472
$4.77K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
188+ 0.53% |
$1.71K - $1.87K
|
35.5K
$359K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.04% |
$1.02K - $1.12K
|
254K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
91+ 0.63% |
$826 - $907
|
14.5K
$147K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-501- 4.67% |
$4.55K - $4.99K
|
10.2K
$103K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-664Closed |
$6.03K - $6.62K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-700- 1.1% |
$6.36K - $6.98K
|
63.2K
$638K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.17K- 6.58% |
$10.6K - $11.6K
|
16.5K
$167K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.44K- 7.7% |
$13.1K - $14.4K
|
17.3K
$175K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.97KClosed |
$17.9K - $19.6K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.35K- 15.88% |
$21.4K - $23.5K
|
12.5K
$126K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.55K- 7.88% |
$41.3K - $45.4K
|
53.2K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.02K- 14.03% |
$45.5K - $50K
|
30.7K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.37K- 3.82% |
$76K - $83.4K
|
211K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-12K- 17.68% |
$109K - $120K
|
55.9K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-14.5K- 0.48% |
$131K - $144K
|
3M
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.14% |
$132K - $145K
|
1.27M
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.2K- 22.59% |
$165K - $181K
|
62.3K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 58.84% |
$216K - $238K
|
16.7K
$168K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 25.52% |
$219K - $241K
|
70.5K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-28.1K- 3.66% |
$256K - $281K
|
740K
$7.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.2K- 11.43% |
$365K - $400K
|
311K
$3.14M
|