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Invesco Municipal Trust (VKQ) Institutional Ownership

Invesco Municipal Trust logo
$9.16 -0.01 (-0.10%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$9.18 +0.01 (+0.15%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Municipal Trust (NYSE:VKQ)

Current
Institutional Ownership
Percentage
32.00%
Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$37.28M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.78M
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VKQ Institutional Buying and Selling by Quarter

Invesco Municipal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Sowell Financial Services LLC14,000$135K0.0%N/A0.000%
4/15/2025 Ibex Wealth Advisors95,997$926K0.1%+7.7%0.000%
4/15/2025 Wealthcare Advisory Partners LLC18,907$182K0.0%+9.3%0.000%
4/14/2025 Capital Investment Advisors LLC159,988$1.54M0.0%-4.6%0.000%
4/11/2025 Permanent Capital Management LP14,326$138K0.0%-9.2%0.000%
4/10/2025 Wealth Alliance Advisory Group LLC69,966$675K0.1%+5.2%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.58,450$564K0.0%-79.7%0.000%
4/8/2025 Rothschild Investment LLC76,500$738K0.0%-24.6%0.000%
2/17/2025Pathstone Holdings LLC823,912$8.09M0.0%+19.4%0.000%
2/17/2025Nomura Holdings Inc.16,964$166K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC11,123$109K0.0%-95.2%0.000%
2/17/2025Cetera Investment Advisers27,261$267K0.0%-10.8%0.000%
2/17/2025Baird Financial Group Inc.166,723$1.64M0.0%+3.4%0.000%
2/17/2025Bank of America Corp DE147,180$1.44M0.0%+9.4%0.000%
2/17/2025Ameriprise Financial Inc.42,919$421K0.0%-6.1%0.000%
2/14/2025Stifel Financial Corp37,905$372K0.0%+218.4%0.000%
2/14/2025First Trust Advisors LP11,995$118K0.0%+11.3%0.000%
2/13/2025NewEdge Advisors LLC48,928$480K0.0%+3.1%0.000%
2/13/2025Guggenheim Capital LLC1,067,087$10.47M0.1%+22.5%0.000%
2/13/2025XTX Topco Ltd17,939$176K0.0%N/A0.000%
2/13/2025Rockefeller Capital Management L.P.60,376$592K0.0%-31.1%0.000%
2/13/2025Concorde Asset Management LLC15,794$155K0.1%N/A0.000%
2/13/2025Raymond James Financial Inc.106,488$1.05M0.0%N/A0.000%
2/13/2025Invesco Ltd.102,992$1.01M0.0%+150.3%0.000%
2/13/2025Bank of Montreal Can40,107$393K0.0%+3.7%0.000%
2/13/2025Wellspring Financial Advisors LLC46,546$457K0.0%+29.1%0.000%
2/13/2025Cerity Partners LLC13,102$129K0.0%-11.6%0.000%
2/13/2025Sit Investment Associates Inc.1,754,138$17.21M0.4%-3.2%0.000%
2/13/2025Wells Fargo & Company MN230,232$2.26M0.0%-13.0%0.000%
2/13/2025Smith Moore & CO.104,983$1.03M0.1%+50.4%0.000%
2/12/2025Landscape Capital Management L.L.C.15,307$150K0.0%N/A0.000%
2/11/2025LPL Financial LLC438,904$4.31M0.0%+296.1%0.000%
2/10/2025Advisors Asset Management Inc.321,839$3.16M0.1%+87.9%0.000%
2/10/2025Atlanta Consulting Group Advisors LLC12,000$118K0.0%N/A0.000%
2/10/2025Rareview Capital LLC261,583$2.68M2.0%+3.1%0.000%
2/10/2025Commonwealth Equity Services LLC137,039$1.34M0.0%-4.5%0.000%
2/7/2025HighTower Advisors LLC15,000$147K0.0%-63.6%0.000%
2/7/2025Independent Advisor Alliance77,702$762K0.0%N/A0.000%
2/7/2025 Permanent Capital Management LP15,770$155K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.42,526$417K0.0%+467.5%0.000%
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2/6/2025Raymond James Financial Inc.106,488$1.05M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.31,641$310K0.0%N/A0.000%
2/4/2025Mackay Shields LLC328,653$3.22M0.1%-1.3%0.000%
1/31/2025Robinson Capital Management LLC1,140,860$11.19M4.5%+36.4%0.000%
1/31/2025Sanctuary Advisors LLC12,006$118K0.0%-21.5%0.000%
1/29/2025Van ECK Associates Corp413,979$4.06M0.0%+2.7%0.000%
1/28/2025Seamount Financial Group Inc.81,858$803K0.6%+1.6%0.000%
1/27/2025Tyche Wealth Partners LLC53,130$521K0.1%-23.4%0.000%
1/27/2025Stratos Wealth Advisors LLC202,667$1.99M0.1%-2.4%0.000%
1/24/2025Absolute Investment Advisers LLC63,600$624K0.1%N/A0.000%
1/23/2025 Ibex Wealth Advisors89,129$874K0.1%N/A0.000%
1/22/2025Kingswood Wealth Advisors LLC19,700$193K0.0%N/A0.000%
1/17/2025Avior Wealth Management LLC17,586$173K0.0%-10.5%0.000%
1/17/2025Riverbridge Partners LLC24,065$236K0.0%-14.2%0.000%
1/17/2025Madison Park Capital Advisors LLC41,386$406K0.3%+32.0%0.000%
1/17/2025Dakota Wealth Management183,546$1.80M0.0%+54.7%0.000%
1/15/2025 Wealth Alliance Advisory Group LLC66,516$653K0.1%+10.2%0.000%
1/15/2025 Wealthcare Advisory Partners LLC17,294$170K0.0%-11.2%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.288,078$2.83M0.1%-1.1%0.000%
1/13/2025 Capital Investment Advisors LLC167,764$1.65M0.0%-3.9%0.000%
11/15/2024Stifel Financial Corp11,905$122K0.0%-9.2%0.000%
11/15/2024Rivernorth Capital Management LLC1,642,546$16.85M0.8%-0.2%0.000%
11/15/2024HighTower Advisors LLC41,222$429K0.0%N/A0.000%
11/15/2024Community Bank N.A.4,000$41K0.0%+100.0%0.000%
11/14/2024Rockefeller Capital Management L.P.87,568$898K0.0%+2.3%0.000%
11/8/2024Avior Wealth Management LLC19,647$202K0.0%+19.2%0.000%
11/7/2024Pathstone Holdings LLC690,120$7.08M0.0%+37.2%0.000%
11/1/2024Fiera Capital Corp561,478$5.76M0.0%-2.2%0.000%
10/25/2024JFS Wealth Advisors LLC144,206$1.48M0.1%+1,624.1%0.000%
10/25/2024Tyche Wealth Partners LLC69,321$711K0.2%-7.7%0.000%
10/24/2024Ackerman Capital Advisors LLC13,325$137K0.0%N/A0.000%
10/23/2024Dakota Wealth Management118,661$1.22M0.0%+7.2%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.291,159$2.99M0.1%-0.9%0.000%
10/22/2024Private Advisor Group LLC10,530$108K0.0%N/A0.000%
10/19/2024Madison Park Capital Advisors LLC31,360$322K0.2%+19.1%0.000%
10/18/2024 Wealth Alliance Advisory Group LLC60,382$620K0.1%+5.7%0.000%
10/18/2024 Capital Investment Advisors LLC174,514$1.79M0.0%+2.1%0.000%
10/18/2024Stratos Wealth Advisors LLC207,716$2.13M0.1%+88.1%0.000%
9/5/2024Sanctuary Advisors LLC15,286$142K0.0%N/A0.000%
8/16/2024Quarry LP32,500$324K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC292,443$2.91M0.8%-60.4%0.000%
8/14/2024Bank of Montreal Can38,022$416K0.0%-31.8%0.000%
8/8/2024Wealthspire Advisors LLC44,285$441K0.0%N/A0.000%
8/8/2024NINE MASTS CAPITAL Ltd66,342$661K0.2%+155.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC6,792$68K0.0%N/A0.000%
8/2/2024 Simon Quick Advisors LLC17,462$174K0.0%-32.3%0.000%
8/1/2024Fiera Capital Corp574,064$5.72M0.0%-30.2%0.000%
7/31/2024Van ECK Associates Corp402,909$4.01M0.0%-8.8%0.000%
7/31/2024Commonwealth Equity Services LLC156,701$1.56M0.0%+36.7%0.000%
7/31/2024 Wealth Alliance Advisory Group LLC57,109$569K0.1%+3.3%0.000%
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7/31/2024 Rothschild Investment LLC91,500$911K0.1%N/A0.000%
7/23/2024Madison Park Capital Advisors LLC26,335$262K0.2%+61.4%0.000%
5/16/2024B. Riley Wealth Advisors Inc.12,550$122K0.0%N/A0.000%
5/15/2024BOKF NA19,000$180K0.0%-51.3%0.000%
5/14/2024Advisors Asset Management Inc.176,750$1.71M0.0%+93.1%0.000%
5/14/2024Robinson Capital Management LLC614,403$5.77M2.1%+19.3%0.000%
5/14/2024Karpus Management Inc.2,703,952$26.23M0.8%+30.3%0.000%
5/13/2024Atlanta Consulting Group Advisors LLC14,000$136K0.0%N/A0.000%
5/1/2024Matisse Capital97,310$944K0.5%N/A0.176%
4/30/2024Van ECK Associates Corp441,667$4.28M0.0%+5.5%0.798%
(Data available from 1/1/2016 forward)

VKQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VKQ shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Invesco Municipal Trust. The most heavily invested institutionals were Karpus Management Inc. ($26.23M), Bramshill Investments LLC ($18.04M), Sit Investment Associates Inc. ($17.21M), Rivernorth Capital Management LLC ($16.85M), Robinson Capital Management LLC ($11.19M), Guggenheim Capital LLC ($10.47M), and UBS Group AG ($8.55M).Learn more on VKQ's institutional investors.

What percentage of Invesco Municipal Trust stock is owned by institutional investors?

32.00% of Invesco Municipal Trust stock is owned by institutional investors. Learn more on VKQ's institutional investor holdings.

Which institutional investors have been buying Invesco Municipal Trust stock?

Of the 82 institutional investors that purchased Invesco Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($1.05M), Robinson Capital Management LLC ($730.58K), Karpus Management Inc. ($628.70K), LPL Financial LLC ($349.96K), Pathstone Holdings LLC ($321.01K), Bramshill Investments LLC ($276.01K), and Advisors Asset Management Inc. ($235.75K).

How much institutional buying is happening at Invesco Municipal Trust?

Institutional investors have bought a total of 6,972,701 shares in the last 24 months. This purchase volume represents approximately $66.70M in transactions.

Which Invesco Municipal Trust major shareholders have been selling company stock?

Of the 43 institutional investors that sold Invesco Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($964.18K), Logan Stone Capital LLC ($664.33K), Guggenheim Capital LLC ($535.19K), Fiera Capital Corp ($260.96K), JFS Wealth Advisors LLC ($245.85K), Hennion & Walsh Asset Management Inc. ($235.38K), and UBS Group AG ($221.93K).

How much institutional selling is happening at Invesco Municipal Trust?

Institutional investors have sold a total of 3,607,512 shares in the last 24 months. This volume of shares sold represents approximately $34.91M in transactions.


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This page (NYSE:VKQ) was last updated on 4/20/2025 by MarketBeat.com Staff
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