Purchases and Sales Made in Q3 2023 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
276K+ 14.63% |
$2.3M - $2.67M
|
2.16M
$21.8M
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
260K+ 32.94% |
$2.17M - $2.52M
|
1.05M
$10.6M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
168K+ 78.17% |
$1.4M - $1.63M
|
384K
$3.88M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
118KNew |
$985K - $1.14M
|
118K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
93.3K+ 46.92% |
$777K - $903K
|
292K
$2.95M
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
87.7K+ 71.37% |
$730K - $848K
|
211K
$2.13M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
50.5K+ 22.45% |
$420K - $488K
|
275K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 985.02% |
$309K - $359K
|
40.9K
$413K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.6K+ 4.8% |
$296K - $344K
|
776K
$7.84M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29K+ 54.15% |
$241K - $280K
|
82.4K
$833K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.3K+ 32.99% |
$194K - $225K
|
93.8K
$947K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.7KNew |
$172K - $200K
|
20.7K
$209K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.2K+ 13.69% |
$152K - $176K
|
151K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.4K+ 441.6% |
$119K - $139K
|
17.6K
$178K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$116K - $135K
|
14K
$141K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
14K+ 24.97% |
$116K - $135K
|
69.8K
$705K
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.6K+ 44.91% |
$88.5K - $103K
|
34.3K
$347K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.3KNew |
$85.4K - $99.3K
|
10.3K
$104K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 0.8% |
$84.3K - $98K
|
1.28M
$12.9M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.96K+ 14.18% |
$74.6K - $86.7K
|
72.2K
$729K
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
8K+ 44.44% |
$66.6K - $77.4K
|
26K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.86K+ 5.31% |
$65.4K - $76K
|
156K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.93K+ 3.82% |
$57.7K - $67K
|
188K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.41K+ 7.08% |
$36.7K - $42.7K
|
66.7K
$674K
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
4.29K+ 8.06% |
$35.7K - $41.4K
|
57.5K
$581K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
988+ 5.71% |
$8.22K - $9.55K
|
18.3K
$185K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
968+ 0.31% |
$8.05K - $9.36K
|
312K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
905New |
$7.53K - $8.75K
|
905
$9.14K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
479New |
$3.99K - $4.63K
|
479
$4.84K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120New |
$998 - $1.16K
|
120
$1.21K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
82+ 0.66% |
$682 - $793
|
12.5K
$127K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
68+ 0.66% |
$566 - $658
|
10.3K
$104K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
53+ 0.37% |
$441 - $513
|
14.6K
$147K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22+ 0.17% |
$183 - $213
|
12.9K
$130K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-182- 0.75% |
$1.51K - $1.76K
|
24.1K
$244K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-230- 0.76% |
$1.91K - $2.22K
|
30.1K
$304K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-443- 1.02% |
$3.69K - $4.28K
|
43.1K
$435K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-461- 4.28% |
$3.84K - $4.46K
|
10.3K
$104K
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-581- 1.0% |
$4.83K - $5.62K
|
57.5K
$581K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-660- 44.3% |
$5.49K - $6.38K
|
830
$8.38K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 1.18% |
$11K - $12.8K
|
110K
$1.11M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 0.67% |
$14.1K - $16.4K
|
252K
$2.55M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.7K- 17.7% |
$22.5K - $26.1K
|
12.6K
$127K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4K- 20.0% |
$33.3K - $38.7K
|
16K
$162K
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4.38K- 12.33% |
$36.5K - $42.4K
|
31.2K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.5K- 10.34% |
$37.4K - $43.5K
|
39K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5K- 3.04% |
$41.6K - $48.4K
|
159K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.2K- 16.93% |
$43.3K - $50.3K
|
25.5K
$258K
|