Purchases and Sales Made in Q4 2023 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.05MNew |
$8.37M - $10M
|
1.05M
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
636K+ 60.51% |
$5.05M - $6.06M
|
1.69M
$17M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
479K+ 83.45% |
$3.81M - $4.57M
|
1.05M
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
456K+ 21.09% |
$3.63M - $4.35M
|
2.62M
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
424K+ 201.55% |
$3.37M - $4.05M
|
635K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
352KNew |
$2.79M - $3.35M
|
352K
$3.55M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
224KNew |
$1.78M - $2.14M
|
224K
$2.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
223K+ 76.18% |
$1.77M - $2.12M
|
515K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
156K+ 20.16% |
$1.24M - $1.49M
|
932K
$9.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
138K+ 73.26% |
$1.1M - $1.31M
|
326K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
121K+ 352.51% |
$962K - $1.15M
|
155K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
91.5KNew |
$728K - $872K
|
91.5K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
80.6KNew |
$641K - $768K
|
80.6K
$814K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
75.1KNew |
$597K - $716K
|
75.1K
$759K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
71.8KNew |
$571K - $684K
|
71.8K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
69.7KNew |
$554K - $664K
|
69.7K
$703K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
53.4K+ 14.61% |
$424K - $509K
|
419K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
48.6K+ 12.66% |
$386K - $463K
|
432K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.4K+ 36.68% |
$321K - $385K
|
151K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
36KNew |
$287K - $344K
|
36K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.3KNew |
$233K - $279K
|
29.3K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
29.3KNew |
$233K - $279K
|
29.3K
$296K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.3K+ 154.95% |
$217K - $260K
|
44.9K
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
22.8KNew |
$181K - $217K
|
22.8K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
22.3KNew |
$177K - $213K
|
22.3K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$171K - $204K
|
21.5K
$217K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
20.1KNew |
$160K - $192K
|
20.1K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.4KNew |
$146K - $175K
|
18.4K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8KNew |
$133K - $160K
|
16.8K
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16.7KNew |
$133K - $159K
|
16.7K
$168K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
16.3KNew |
$130K - $155K
|
16.3K
$165K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14.5KNew |
$116K - $139K
|
14.5K
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14.5KNew |
$116K - $139K
|
14.5K
$147K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 14.26% |
$106K - $128K
|
107K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
13.4KNew |
$106K - $127K
|
13.4K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12.3KNew |
$97.8K - $117K
|
12.3K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.5KNew |
$91.5K - $110K
|
11.5K
$116K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
11.3K+ 11.87% |
$89.6K - $107K
|
106K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$84.4K - $101K
|
10.6K
$107K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$81.8K - $98.1K
|
10.3K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$81.1K - $97.2K
|
10.2K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10KNew |
$79.7K - $95.5K
|
10K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.89K+ 22.96% |
$78.6K - $94.3K
|
53K
$535K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.39K+ 87.67% |
$74.7K - $89.5K
|
20.1K
$203K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.6K+ 5.02% |
$60.4K - $72.4K
|
159K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.66KNew |
$37K - $44.4K
|
4.66K
$47K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.3K+ 16.45% |
$18.3K - $21.9K
|
16.3K
$164K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2K+ 2.19% |
$15.9K - $19.1K
|
93.5K
$944K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.51KNew |
$12K - $14.4K
|
1.51K
$15.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21KNew |
$9.6K - $11.5K
|
1.21K
$12.2K
|