Purchases and Sales Made in Q4 2021 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
88.1K+ 3.98% |
$1.14M - $1.2M
|
2.31M
$23.3M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.2KNew |
$507K - $535K
|
39.2K
$396K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.8K+ 11.88% |
$476K - $503K
|
346K
$3.5M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 19.33% |
$372K - $393K
|
178K
$1.79M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 5.47% |
$372K - $393K
|
554K
$5.59M
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
26.3K+ 10.14% |
$340K - $360K
|
286K
$2.89M
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
25.7KNew |
$332K - $351K
|
25.7K
$259K
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
21.5KNew |
$279K - $295K
|
21.5K
$218K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
19KNew |
$246K - $260K
|
19K
$192K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.8K+ 39.57% |
$244K - $257K
|
66.4K
$671K
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15.3KNew |
$199K - $210K
|
15.3K
$155K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.6K+ 60.23% |
$150K - $159K
|
30.9K
$312K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$146K - $154K
|
11.3K
$114K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
10KNew |
$129K - $137K
|
10K
$101K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.78K+ 14.46% |
$114K - $120K
|
69.5K
$702K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.55KNew |
$71.9K - $75.9K
|
5.55K
$56.1K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.24K+ 18.93% |
$67.9K - $71.7K
|
32.9K
$333K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5K+ 12.82% |
$64.7K - $68.4K
|
44K
$444K
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
4.44K+ 38.78% |
$57.5K - $60.7K
|
15.9K
$161K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.3K+ 21.51% |
$55.7K - $58.8K
|
24.3K
$245K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.72K+ 3.47% |
$48.2K - $50.9K
|
111K
$1.12M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.25K+ 2.51% |
$29.1K - $30.7K
|
91.7K
$926K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.19K+ 3.18% |
$28.3K - $29.9K
|
71K
$717K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.16K+ 10.41% |
$28K - $29.6K
|
22.9K
$232K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 0.63% |
$27K - $28.6K
|
333K
$3.36M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 0.46% |
$26.1K - $27.6K
|
441K
$4.45M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
2KNew |
$25.9K - $27.3K
|
2K
$20.2K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.87KNew |
$24.2K - $25.6K
|
1.87K
$18.9K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.25K+ 7.56% |
$16.2K - $17.1K
|
17.8K
$180K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.1KNew |
$14.2K - $15K
|
1.1K
$11.1K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
931+ 7.0% |
$12K - $12.7K
|
14.2K
$144K
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
742+ 4.47% |
$9.6K - $10.1K
|
17.3K
$175K
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
583+ 1.18% |
$7.54K - $7.97K
|
50.2K
$507K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
531+ 3.46% |
$6.87K - $7.26K
|
15.9K
$160K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
510+ 1.05% |
$6.6K - $6.97K
|
48.9K
$493K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
148New |
$1.92K - $2.02K
|
148
$1.49K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
75+ 0.18% |
$971 - $1.03K
|
42.5K
$430K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5+ 0.04% |
$64.7 - $68.4
|
12.1K
$122K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1New |
$12.9 - $13.7
|
1
$10.1
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-156Closed |
$2.02K - $2.13K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-569- 0.64% |
$7.36K - $7.78K
|
88.9K
$898K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-664Closed |
$8.59K - $9.08K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-741Closed |
$9.59K - $10.1K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-947- 6.15% |
$12.3K - $12.9K
|
14.4K
$146K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.03KClosed |
$13.3K - $14K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.06K- 8.98% |
$13.7K - $14.5K
|
10.7K
$108K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.1KClosed |
$27.2K - $28.7K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
SELL
|
- |
-2.29K- 6.12% |
$29.6K - $31.3K
|
35.1K
$354K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.18K- 87.17% |
$54.1K - $57.2K
|
616
$6.22K
|