Purchases and Sales Made in Q4 2024 in Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
2.19M+ 133.58% |
$20.9M - $22.6M
|
3.84M
$38.2M
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
347K+ 15.95% |
$3.31M - $3.58M
|
2.53M
$25.2M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
328K+ 296.05% |
$3.13M - $3.38M
|
439K
$4.37M
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
304K+ 36.38% |
$2.9M - $3.13M
|
1.14M
$11.4M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
196K+ 22.54% |
$1.87M - $2.02M
|
1.07M
$10.6M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
151K+ 87.85% |
$1.44M - $1.55M
|
322K
$3.21M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
134K+ 19.39% |
$1.28M - $1.38M
|
824K
$8.21M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106KNew |
$1.02M - $1.1M
|
106K
$1.06M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
89.1KNew |
$850K - $917K
|
89.1K
$888K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
80.8KNew |
$771K - $832K
|
80.8K
$805K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.7KNew |
$741K - $800K
|
77.7K
$774K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
64.9K+ 54.68% |
$619K - $668K
|
184K
$1.83M
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
63.6KNew |
$607K - $654K
|
63.6K
$633K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61.8K+ 150.27% |
$590K - $636K
|
103K
$1.03M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35.2K+ 50.43% |
$336K - $362K
|
105K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35K+ 467.47% |
$334K - $360K
|
42.5K
$424K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31.6KNew |
$302K - $326K
|
31.6K
$315K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26K+ 218.4% |
$248K - $268K
|
37.9K
$378K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$188K - $203K
|
19.7K
$196K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.8K+ 2.33% |
$180K - $194K
|
827K
$8.24M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.9KNew |
$171K - $185K
|
17.9K
$179K
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17KNew |
$162K - $175K
|
17K
$169K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
15.8KNew |
$151K - $163K
|
15.8K
$157K
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
15.8KNew |
$150K - $162K
|
15.8K
$157K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.3KNew |
$146K - $158K
|
15.3K
$152K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 9.38% |
$120K - $130K
|
147K
$1.47M
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$114K - $123K
|
12K
$120K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.9K+ 2.7% |
$104K - $112K
|
414K
$4.12M
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 29.13% |
$100K - $108K
|
46.5K
$464K
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
10K+ 31.97% |
$95.6K - $103K
|
41.4K
$412K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.77K+ 1.56% |
$83.6K - $90.2K
|
570K
$5.68M
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
7.78K+ 3.07% |
$74.2K - $80.1K
|
262K
$2.61M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.13K+ 10.16% |
$58.5K - $63.1K
|
66.5K
$662K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.41K+ 3.35% |
$51.6K - $55.6K
|
167K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.11KNew |
$48.7K - $52.5K
|
5.11K
$50.9K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 3.1% |
$14K - $15.1K
|
48.9K
$487K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 3.71% |
$13.7K - $14.8K
|
40.1K
$399K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.29K+ 1.6% |
$12.3K - $13.2K
|
81.9K
$815K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.22K+ 11.28% |
$11.6K - $12.5K
|
12K
$119K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
989+ 9.64% |
$9.44K - $10.2K
|
11.2K
$112K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
949+ 9.47% |
$9.05K - $9.77K
|
11K
$109K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
834+ 4.51% |
$7.96K - $8.58K
|
19.3K
$192K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
800New |
$7.63K - $8.23K
|
800
$7.97K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 3.19% |
$3.82K - $4.12K
|
12.9K
$129K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
200+ 0.25% |
$1.91K - $2.06K
|
81.4K
$810K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
161+ 0.11% |
$1.54K - $1.66K
|
144K
$1.44M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
154+ 1.37% |
$1.47K - $1.58K
|
11.4K
$114K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
125New |
$1.19K - $1.29K
|
125
$1.25K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 1.25% |
$38.2 - $41.2
|
324
$3.23K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|