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Invesco Municipal Trust (VKQ) Institutional Ownership

Invesco Municipal Trust logo
$9.55 -0.07 (-0.73%)
(As of 12/20/2024 04:34 PM ET)
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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)
42
Total
Institutional Inflows
(last 12 months)
$33.45M
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
11/15/2024 Stifel Financial Corp11,905$122K0.0%-9.2%0.000%
11/15/2024 Rivernorth Capital Management LLC1,642,546$16.85M0.8%-0.2%0.000%
11/15/2024 HighTower Advisors LLC41,222$429K0.0%N/A0.000%
11/15/2024 Community Bank N.A.4,000$41K0.0%+100.0%0.000%
11/14/2024 Rockefeller 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%
11/7/2024 Pathstone Holdings LLC690,120$7.08M0.0%+37.2%0.000%
11/1/2024 Fiera Capital Corp561,478$5.76M0.0%-2.2%0.000%
10/25/2024 JFS Wealth Advisors LLC144,206$1.48M0.1%+1,624.1%0.000%
10/25/2024 Tyche Wealth Partners LLC69,321$711K0.2%-7.7%0.000%
10/24/2024 Ackerman 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%
10/22/2024 Private Advisor Group LLC10,530$108K0.0%N/A0.000%
10/19/2024Madison Park Capital Advisors LLC31,360$322K0.2%+19.1%0.000%
10/18/2024Wealth Alliance Advisory Group LLC60,382$620K0.1%+5.7%0.000%
10/18/2024Capital 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%
9/5/2024 Sanctuary Advisors LLC15,286$142K0.0%N/A0.000%
8/16/2024 Quarry LP32,500$324K0.1%N/A0.000%
8/15/2024 Logan Stone Capital LLC292,443$2.91M0.8%-60.4%0.000%
8/14/2024 Bank of Montreal Can38,022$416K0.0%-31.8%0.000%
8/8/2024 Wealthspire Advisors LLC44,285$441K0.0%N/A0.000%
8/8/2024 NINE MASTS CAPITAL Ltd66,342$661K0.2%+155.1%0.000%
8/5/2024 Blue 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%
8/1/2024 Fiera Capital Corp574,064$5.72M0.0%-30.2%0.000%
7/31/2024 Van 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%
7/31/2024Wealth Alliance Advisory Group LLC57,109$569K0.1%+3.3%0.000%
7/31/2024Rothschild Investment LLC91,500$911K0.1%N/A0.000%
7/23/2024Madison Park Capital Advisors LLC26,335$262K0.2%+61.4%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.12,550$122K0.0%N/A0.000%
5/15/2024 BOKF NA19,000$180K0.0%-51.3%0.000%
5/14/2024 Advisors Asset Management Inc.176,750$1.71M0.0%+93.1%0.000%
5/14/2024 Robinson Capital Management LLC614,403$5.77M2.1%+19.3%0.000%
5/14/2024 Karpus Management Inc.2,703,952$26.23M0.8%+30.3%0.000%
5/13/2024 Atlanta Consulting Group Advisors LLC14,000$136K0.0%N/A0.000%
5/1/2024Matisse Capital97,310$944K0.5%N/A0.176%
4/30/2024 Van ECK Associates Corp441,667$4.28M0.0%+5.5%0.798%
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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%
4/23/2024 Summit 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%
3/27/2024 Nomura Holdings Inc.10,622$101K0.0%N/A0.019%
2/26/2024 Virtu Financial LLC20,109$192K0.0%+87.7%0.036%
2/13/2024 Karpus Management Inc.2,075,253$19.78M0.6%-28.9%3.750%
2/13/2024 Aristides Capital LLC22,300$213K0.1%N/A0.040%
2/13/2024 Wellspring Financial Advisors LLC36,046$344K0.0%N/A0.065%
2/12/2024 Catalytic Wealth RIA LLC29,296$279K0.1%N/A0.053%
2/12/2024 Weiss Asset Management LP18,400$175K0.0%N/A0.033%
2/9/2024 UBS Group AG896,700$8.55M0.0%-16.6%1.620%
2/8/2024 Sheaff Brock Investment Advisors LLC11,400$109K0.0%-28.8%0.021%
2/8/2024 Robinson Capital Management LLC514,960$4.90M1.7%+76.2%0.931%
2/8/2024 Fiera Capital Corp1,053,119$10.04M0.0%N/A1.903%
2/7/2024 JFS Wealth Advisors LLC8,118$77K0.0%-96.8%0.015%
2/6/2024 Summit Trail Advisors LLC21,455$204K0.0%N/A0.039%
2/5/2024 Van ECK Associates Corp418,765$3.99M0.0%+14.6%0.757%
2/2/2024 Herold Advisors Inc.10,293$98K0.0%N/A0.019%
2/2/2024Madison Park Capital Advisors LLC16,300$155K0.1%N/A0.029%
2/1/2024 Wolverine Asset Management LLC44,877$428K0.0%+155.0%0.081%
1/30/2024 Tyche Wealth Partners LLC75,109$716K0.2%N/A0.136%
1/18/2024Relyea 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%
1/11/2024Wealth Alliance Advisory Group LLC57,806$551K0.1%-17.2%0.104%
1/5/2024Capital Investment Advisors LLC159,001$1.52M0.0%+5.0%0.287%
12/1/2023 B. Riley Wealth Advisors Inc.12,550$105K0.0%-17.7%0.023%
11/14/2023 AQR Arbitrage LLC383,742$3.20M0.1%+78.2%0.693%
11/14/2023 Robinson Capital Management LLC292,289$2.45M1.1%+46.9%0.528%
11/13/2023 Bramshill Investments LLC2,163,163$18.04M2.1%+14.6%3.909%
11/13/2023 Wolverine Asset Management LLC17,602$147K0.0%+441.6%0.032%
11/13/2023 PNC Financial Services Group Inc.10,494$88K0.0%-35.0%0.019%
11/9/2023 Karpus Management Inc.2,920,164$24.35M0.8%-2.8%5.277%
11/9/2023 UBS Group AG1,074,811$8.96M0.0%-3.9%1.942%
11/8/2023 Sheaff Brock Investment Advisors LLC16,000$133K0.0%-20.0%0.029%
11/8/2023 Van ECK Associates Corp365,395$3.05M0.0%-2.4%0.660%
11/8/2023 Landscape Capital Management L.L.C.34,339$286K0.0%+44.9%0.062%
11/8/2023 Oppenheimer & Co. Inc.10,266$86K0.0%N/A0.019%
11/2/2023 JFS Wealth Advisors LLC252,271$2.10M0.2%-0.7%0.456%
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%
10/16/2023Capital Investment Advisors LLC151,406$1.26M0.0%+13.7%0.274%
10/10/2023Wealth Alliance Advisory Group LLC69,806$582K0.2%+25.0%0.126%
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8/15/2023 Rivernorth Capital Management LLC790,303$7.45M0.4%+40.4%1.428%
8/11/2023 Karpus Management Inc.3,003,817$28.33M0.9%-0.5%5.428%
8/11/2023 Landscape Capital Management L.L.C.23,697$223K0.0%+57.2%0.043%
8/11/2023 Financial Engines Advisors L.L.C.10,024$95K0.0%N/A0.018%
8/11/2023 Guggenheim Capital LLC740,343$6.98M0.1%-3.7%1.338%
8/10/2023 Private Advisor Group LLC12,460$117K0.0%-15.9%0.023%
8/10/2023 Moors & Cabot Inc.10,779$102K0.0%N/A0.019%
8/10/2023 Sit Investment Associates Inc.2,140,920$20.19M0.5%+6.0%3.869%
8/9/2023 Robinson Capital Management LLC198,944$1.89M0.8%+5.7%0.359%
8/8/2023 Prospera Financial Services Inc16,541$156K0.0%-6.6%0.030%
(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, 80 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 69 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 5,725,040 shares in the last 24 months. This purchase volume represents approximately $54.53M in transactions.

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

Of the 31 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 3,076,833 shares in the last 24 months. This volume of shares sold represents approximately $29.75M in transactions.


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This page (NYSE:VKQ) was last updated on 12/22/2024 by MarketBeat.com Staff
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