Purchases and Sales Made in Q3 2024 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
229K+ 37.61% |
$2.24M - $2.39M
|
837K
$8.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Mackay Shields LLC
|
BUY
|
- |
209K+ 167.97% |
$2.05M - $2.18M
|
333K
$3.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
187K+ 37.23% |
$1.84M - $1.95M
|
690K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 24.52% |
$1.56M - $1.66M
|
808K
$8.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
136K+ 1624.13% |
$1.33M - $1.42M
|
144K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
97.3K+ 88.08% |
$954K - $1.02M
|
208K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
46.9K+ 5.69% |
$460K - $489K
|
871K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
44.4K+ 21.21% |
$436K - $464K
|
254K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.2KNew |
$404K - $430K
|
41.2K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
34KNew |
$333K - $355K
|
34K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.1K+ 3.72% |
$305K - $325K
|
867K
$8.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.6KNew |
$300K - $319K
|
30.6K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
29.5K+ 73.43% |
$290K - $308K
|
69.8K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$245K - $261K
|
25K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4K+ 27.85% |
$220K - $234K
|
103K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.3K+ 79.87% |
$199K - $212K
|
45.7K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.5KNew |
$191K - $203K
|
19.5K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
17.8KNew |
$175K - $186K
|
17.8K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.5KNew |
$153K - $162K
|
15.5K
$157K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.3KNew |
$150K - $160K
|
15.3K
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8KNew |
$145K - $155K
|
14.8K
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$131K - $139K
|
13.3K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$123K - $131K
|
12.5K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.8KNew |
$106K - $113K
|
10.8K
$109K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5KNew |
$103K - $110K
|
10.5K
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10K+ 10.93% |
$98.1K - $104K
|
102K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9.95K+ 166.17% |
$97.6K - $104K
|
15.9K
$161K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.98K+ 7.21% |
$78.3K - $83.4K
|
119K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.09K+ 55.01% |
$69.5K - $74K
|
20K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.11K+ 3.27% |
$50.1K - $53.3K
|
161K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5.03K+ 19.08% |
$49.3K - $52.5K
|
31.4K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.78K+ 7.5% |
$37.1K - $39.5K
|
54.2K
$547K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 2.15% |
$36K - $38.3K
|
175K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.27K+ 5.73% |
$32.1K - $34.2K
|
60.4K
$610K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.16K+ 19.15% |
$31K - $33K
|
19.6K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
2K+ 100.0% |
$19.6K - $20.9K
|
4K
$40.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.97K+ 2.3% |
$19.3K - $20.5K
|
87.6K
$884K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.77KNew |
$17.3K - $18.4K
|
1.77K
$17.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.16KNew |
$11.3K - $12.1K
|
1.16K
$11.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.02K+ 5.81% |
$9.96K - $10.6K
|
18.5K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.01KNew |
$9.89K - $10.5K
|
1.01K
$10.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
704New |
$6.91K - $7.35K
|
704
$7.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
649+ 1.71% |
$6.37K - $6.78K
|
38.7K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
595+ 100.0% |
$5.84K - $6.21K
|
1.19K
$12K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
553New |
$5.42K - $5.77K
|
553
$5.59K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
383+ 0.22% |
$3.76K - $4K
|
171K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
320New |
$3.14K - $3.34K
|
320
$3.23K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
202+ 0.05% |
$1.98K - $2.11K
|
403K
$4.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 1.35% |
$1.47K - $1.57K
|
11.3K
$114K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
132+ 1.86% |
$1.29K - $1.38K
|
7.24K
$73.1K
|