Purchases and Sales Made in Q2 2024 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
684K+ 27.21% |
$6.29M - $6.87M
|
3.2M
$32.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
672K+ 36.02% |
$6.18M - $6.75M
|
2.54M
$25.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
166K+ 49.46% |
$1.53M - $1.67M
|
503K
$5.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Mackay Shields LLC
|
BUY
|
- |
124KNew |
$1.14M - $1.25M
|
124K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
110KNew |
$1.02M - $1.11M
|
110K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
91.5KNew |
$842K - $920K
|
91.5K
$924K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44.3KNew |
$407K - $445K
|
44.3K
$447K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.1K+ 36.73% |
$387K - $423K
|
157K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
40.3K+ 155.14% |
$371K - $405K
|
66.3K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40.2KNew |
$370K - $404K
|
40.2K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32.5KNew |
$299K - $327K
|
32.5K
$328K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 4.36% |
$250K - $273K
|
649K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 4.36% |
$250K - $273K
|
649K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14K+ 19.01% |
$129K - $141K
|
88K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.9KNew |
$119K - $130K
|
12.9K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.5KNew |
$106K - $115K
|
11.5K
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
10K+ 61.41% |
$92.2K - $101K
|
26.3K
$266K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.79KNew |
$62.5K - $68.3K
|
6.79K
$68.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.7K+ 2.45% |
$61.6K - $67.3K
|
280K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5.62KNew |
$51.7K - $56.5K
|
5.62K
$56.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5K+ 32.87% |
$46K - $50.3K
|
20.2K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.41K+ 1.35% |
$40.5K - $44.3K
|
330K
$3.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.3KNew |
$30.4K - $33.2K
|
3.3K
$33.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.33K+ 2.97% |
$21.4K - $23.4K
|
80.5K
$813K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.21KNew |
$20.4K - $22.2K
|
2.21K
$22.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.91K+ 13.09% |
$17.6K - $19.2K
|
16.5K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.86K+ 1.32% |
$17.1K - $18.7K
|
143K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.8K+ 3.26% |
$16.6K - $18.1K
|
57.1K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.62K+ 1.04% |
$14.9K - $16.2K
|
156K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
750+ 0.03% |
$6.9K - $7.54K
|
2.7M
$27.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
596+ 1.18% |
$5.48K - $5.99K
|
51K
$515K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
500+ 0.62% |
$4.6K - $5.03K
|
81.2K
$820K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
391+ 0.23% |
$3.6K - $3.93K
|
171K
$1.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
351+ 0.62% |
$3.23K - $3.53K
|
57.3K
$579K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
309New |
$2.84K - $3.11K
|
309
$3.12K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
120+ 1.46% |
$1.1K - $1.21K
|
8.36K
$84.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
114+ 1.04% |
$1.05K - $1.15K
|
11.1K
$112K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12+ 0.02% |
$110 - $121
|
75.1K
$759K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32- 1.12% |
$294 - $322
|
2.82K
$28.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-70- 0.17% |
$644 - $704
|
41.3K
$417K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-516- 0.18% |
$4.75K - $5.19K
|
294K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-609- 10.78% |
$5.6K - $6.12K
|
5.04K
$50.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.21K- 33.96% |
$11.2K - $12.2K
|
2.36K
$23.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.64K- 3.15% |
$15.1K - $16.5K
|
50.4K
$509K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.4K- 31.21% |
$31.3K - $34.2K
|
7.49K
$75.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.09K- 71.05% |
$37.6K - $41.1K
|
1.67K
$16.8K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.21K- 33.66% |
$47.9K - $52.3K
|
10.3K
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.81K- 3.29% |
$53.4K - $58.4K
|
171K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-6.51K- 1.06% |
$59.9K - $65.4K
|
608K
$6.14M
|