Purchases and Sales Made in Q4 2022 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q4 2022. 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 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.39M+ 368.12% |
$20.9M - $23.8M
|
3.04M
$30.7M
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
347K+ 22.24% |
$3.04M - $3.45M
|
1.91M
$19.2M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
258K+ 25.54% |
$2.26M - $2.56M
|
1.27M
$12.8M
|
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
107K+ 132.51% |
$939K - $1.07M
|
188K
$1.9M
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
90.9KNew |
$796K - $903K
|
90.9K
$918K
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
82.9K+ 4.93% |
$726K - $824K
|
1.77M
$17.8M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
70K+ 279.85% |
$613K - $695K
|
95K
$959K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.8K+ 163.55% |
$594K - $674K
|
109K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
42.8KNew |
$375K - $426K
|
42.8K
$433K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.5K+ 76.98% |
$372K - $423K
|
97.8K
$987K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
39.4K+ 139.78% |
$345K - $392K
|
67.6K
$683K
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
38.6K+ 36.93% |
$338K - $383K
|
143K
$1.44M
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
35.1KNew |
$308K - $349K
|
35.1K
$355K
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
27.3KNew |
$239K - $271K
|
27.3K
$276K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
24.3KNew |
$213K - $242K
|
24.3K
$246K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
23.2K+ 8.23% |
$203K - $230K
|
305K
$3.08M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 36.87% |
$166K - $188K
|
70.2K
$709K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15K+ 34.84% |
$131K - $149K
|
58.1K
$586K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$116K - $132K
|
13.3K
$134K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3K+ 4.05% |
$108K - $122K
|
316K
$3.19M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 15.57% |
$104K - $118K
|
87.8K
$887K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11KNew |
$96.4K - $109K
|
11K
$111K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.9KNew |
$95.4K - $108K
|
10.9K
$110K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.25K+ 68.84% |
$81.1K - $92K
|
22.7K
$229K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.55KNew |
$48.7K - $55.2K
|
5.55K
$56.1K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.13K+ 47.8% |
$45K - $51K
|
15.9K
$160K
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
3.97K+ 7.33% |
$34.8K - $39.4K
|
58.1K
$587K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
3.94KNew |
$34.5K - $39.1K
|
3.94K
$39.8K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.7K+ 21.51% |
$23.7K - $26.8K
|
15.3K
$154K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.23K+ 7.24% |
$19.5K - $22.1K
|
32.9K
$333K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.69KNew |
$14.8K - $16.8K
|
1.69K
$17.1K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.68K+ 2.1% |
$14.7K - $16.7K
|
81.7K
$825K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.21KNew |
$10.6K - $12K
|
1.21K
$12.2K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 18.36% |
$9.69K - $11K
|
7.13K
$72K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
900New |
$7.88K - $8.95K
|
900
$9.09K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$4.38K - $4.97K
|
500
$5.05K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
480+ 2.09% |
$4.2K - $4.77K
|
23.4K
$236K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
479New |
$4.2K - $4.76K
|
479
$4.84K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
130+ 0.05% |
$1.14K - $1.29K
|
254K
$2.56M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
125+ 9.98% |
$1.1K - $1.24K
|
1.38K
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
73+ 0.52% |
$639 - $726
|
14K
$141K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36+ 0.21% |
$315 - $358
|
16.8K
$170K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19+ 0.07% |
$166 - $189
|
25.5K
$257K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10+ 1.24% |
$87.6 - $99.4
|
816
$8.24K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9+ 0.06% |
$78.8 - $89.5
|
15.7K
$159K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-266- 1.62% |
$2.33K - $2.64K
|
16.1K
$163K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.02K- 7.92% |
$8.95K - $10.2K
|
11.9K
$120K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 3.63% |
$10.3K - $11.6K
|
31.1K
$314K
|