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Invesco Municipal Trust (VKQ) Institutional Ownership

Invesco Municipal Trust logo
$9.82 -0.05 (-0.46%)
As of 01/17/2025 03:57 PM Eastern
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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)
40
Total
Institutional Inflows
(last 12 months)
$33.81M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$20.35M
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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
1/17/2025 Avior Wealth Management LLC17,586$173K0.0%-10.5%0.000%
1/17/2025 Riverbridge Partners LLC24,065$236K0.0%-14.2%0.000%
1/17/2025 Madison Park Capital Advisors LLC41,386$406K0.3%+32.0%0.000%
1/17/2025 Dakota 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%
11/8/2024 Avior 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%
10/23/2024 Dakota 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%
10/19/2024 Madison 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%
7/31/2024Rothschild Investment LLC91,500$911K0.1%N/A0.000%
7/23/2024 Madison Park Capital Advisors LLC26,335$262K0.2%+61.4%0.000%
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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%
4/30/2024Commonwealth Equity Services LLC114,605$1.11M0.0%+6.9%0.207%
4/26/2024 Riverbridge Partners LLC56,959$553K0.0%-1.9%0.103%
4/23/2024Summit Trail Advisors LLC19,088$185K0.0%-11.0%0.034%
4/17/2024 Hennion & Walsh Asset Management Inc.294,349$2.86M0.2%+7.1%0.532%
4/16/2024 Financial Management Professionals Inc.5,000$49K0.0%N/A0.009%
3/27/2024Nomura Holdings Inc.10,622$101K0.0%N/A0.019%
2/26/2024Virtu Financial LLC20,109$192K0.0%+87.7%0.036%
2/13/2024Karpus Management Inc.2,075,253$19.78M0.6%-28.9%3.750%
2/13/2024Aristides Capital LLC22,300$213K0.1%N/A0.040%
2/13/2024Wellspring Financial Advisors LLC36,046$344K0.0%N/A0.065%
2/12/2024Catalytic Wealth RIA LLC29,296$279K0.1%N/A0.053%
2/12/2024Weiss Asset Management LP18,400$175K0.0%N/A0.033%
2/9/2024UBS Group AG896,700$8.55M0.0%-16.6%1.620%
2/8/2024Sheaff Brock Investment Advisors LLC11,400$109K0.0%-28.8%0.021%
2/8/2024Robinson Capital Management LLC514,960$4.90M1.7%+76.2%0.931%
2/8/2024Fiera Capital Corp1,053,119$10.04M0.0%N/A1.903%
2/7/2024JFS Wealth Advisors LLC8,118$77K0.0%-96.8%0.015%
2/6/2024Summit Trail Advisors LLC21,455$204K0.0%N/A0.039%
2/5/2024Van ECK Associates Corp418,765$3.99M0.0%+14.6%0.757%
2/2/2024Herold Advisors Inc.10,293$98K0.0%N/A0.019%
2/2/2024 Madison Park Capital Advisors LLC16,300$155K0.1%N/A0.029%
2/1/2024Wolverine Asset Management LLC44,877$428K0.0%+155.0%0.081%
1/30/2024Tyche Wealth Partners LLC75,109$716K0.2%N/A0.136%
1/18/2024 Relyea Zuckerberg Hanson LLC14,539$139K0.0%N/A0.026%
1/16/2024 Simon Quick Advisors LLC22,781$217K0.0%N/A0.041%
1/16/2024Raymond James Financial Services Advisors Inc.14,185$135K0.0%-22.4%0.026%
1/16/2024Raymond James & Associates80,112$763K0.0%-2.8%0.145%
1/11/2024 Wealth Alliance Advisory Group LLC57,806$551K0.1%-17.2%0.104%
1/5/2024 Capital Investment Advisors LLC159,001$1.52M0.0%+5.0%0.287%
12/1/2023B. Riley Wealth Advisors Inc.12,550$105K0.0%-17.7%0.023%
11/14/2023AQR Arbitrage LLC383,742$3.20M0.1%+78.2%0.693%
11/14/2023Robinson Capital Management LLC292,289$2.45M1.1%+46.9%0.528%
11/13/2023Bramshill Investments LLC2,163,163$18.04M2.1%+14.6%3.909%
11/13/2023Wolverine Asset Management LLC17,602$147K0.0%+441.6%0.032%
11/13/2023PNC Financial Services Group Inc.10,494$88K0.0%-35.0%0.019%
11/9/2023Karpus Management Inc.2,920,164$24.35M0.8%-2.8%5.277%
11/9/2023UBS Group AG1,074,811$8.96M0.0%-3.9%1.942%
11/8/2023Sheaff Brock Investment Advisors LLC16,000$133K0.0%-20.0%0.029%
11/8/2023Van ECK Associates Corp365,395$3.05M0.0%-2.4%0.660%
11/8/2023Landscape Capital Management L.L.C.34,339$286K0.0%+44.9%0.062%
11/8/2023Oppenheimer & Co. Inc.10,266$86K0.0%N/A0.019%
11/2/2023JFS Wealth Advisors LLC252,271$2.10M0.2%-0.7%0.456%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

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10/30/2023 Melfa Wealth Management LLC31,158$260K0.3%-12.3%0.056%
10/27/2023 Hennion & Walsh Asset Management Inc.275,261$2.30M0.1%+22.4%0.497%
10/26/2023Advisor Partners II LLC118,349$987K0.0%N/A0.214%
10/24/2023Raymond James & Associates82,430$687K0.0%+54.2%0.149%
10/23/2023Commonwealth Equity Services LLC93,806$782K0.0%+33.0%0.170%
10/16/2023 Riverbridge Partners LLC57,493$479K0.0%+8.1%0.104%
10/16/2023 Capital Investment Advisors LLC151,406$1.26M0.0%+13.7%0.274%
10/10/2023 Wealth Alliance Advisory Group LLC69,806$582K0.2%+25.0%0.126%
8/15/2023Rivernorth Capital Management LLC790,303$7.45M0.4%+40.4%1.428%
8/11/2023Karpus Management Inc.3,003,817$28.33M0.9%-0.5%5.428%
(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, 79 institutional investors and hedge funds held shares of Invesco Municipal Trust. The most heavily invested institutionals were Karpus Management Inc. ($26.23M), Sit Investment Associates Inc. ($20.19M), Bramshill Investments LLC ($18.04M), Rivernorth Capital Management LLC ($16.85M), UBS Group AG ($8.55M), Pathstone Holdings LLC ($7.08M), and Guggenheim Capital LLC ($6.98M).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 68 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), Karpus Management Inc. ($628.70K), Sit Investment Associates Inc. ($467.89K), Robinson Capital Management LLC ($426.24K), Bramshill Investments LLC ($276.01K), Rivernorth Capital Management LLC ($227.46K), and Pathstone Holdings LLC ($187.22K).

How much institutional buying is happening at Invesco Municipal Trust?

Institutional investors have bought a total of 5,711,115 shares in the last 24 months. This purchase volume represents approximately $54.39M in transactions.

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

Of the 34 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), Guggenheim Capital LLC ($535.19K), Logan Stone Capital LLC ($445.30K), UBS Group AG ($329.64K), Fiera Capital Corp ($260.96K), JFS Wealth Advisors LLC ($245.85K), and Van ECK Associates Corp ($47.84K).

How much institutional selling is happening at Invesco Municipal Trust?

Institutional investors have sold a total of 3,094,903 shares in the last 24 months. This volume of shares sold represents approximately $29.93M in transactions.


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This page (NYSE:VKQ) was last updated on 1/21/2025 by MarketBeat.com Staff
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