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Invesco Municipal Trust (VKQ) Institutional Ownership

Invesco Municipal Trust logo
$9.97 +0.02 (+0.19%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco Municipal Trust (NYSE:VKQ)

Current
Institutional Ownership
Percentage
32.00%
Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$37.46M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.23M
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VKQ Institutional Buying and Selling by Quarter

Invesco Municipal Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Pathstone Holdings LLC823,912$8.09M0.0%+19.4%0.000%
2/17/2025 Nomura Holdings Inc.16,964$166K0.0%N/A0.000%
2/17/2025 Logan Stone Capital LLC11,123$109K0.0%-95.2%0.000%
2/17/2025 Cetera Investment Advisers27,261$267K0.0%-10.8%0.000%
2/17/2025 Baird Financial Group Inc.166,723$1.64M0.0%+3.4%0.000%
2/17/2025 Bank of America Corp DE147,180$1.44M0.0%+9.4%0.000%
2/17/2025 Ameriprise Financial Inc.42,919$421K0.0%-6.1%0.000%
2/14/2025 Stifel Financial Corp37,905$372K0.0%+218.4%0.000%
2/14/2025 First Trust Advisors LP11,995$118K0.0%+11.3%0.000%
2/13/2025 NewEdge Advisors LLC48,928$480K0.0%+3.1%0.000%
2/13/2025 Guggenheim Capital LLC1,067,087$10.47M0.1%+22.5%0.000%
2/13/2025 XTX Topco Ltd17,939$176K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.60,376$592K0.0%-31.1%0.000%
2/13/2025 Concorde Asset Management LLC15,794$155K0.1%N/A0.000%
2/13/2025 Raymond James Financial Inc.106,488$1.05M0.0%N/A0.000%
2/13/2025 Invesco Ltd.102,992$1.01M0.0%+150.3%0.000%
2/13/2025 Bank of Montreal Can40,107$393K0.0%+3.7%0.000%
2/13/2025 Wellspring Financial Advisors LLC46,546$457K0.0%+29.1%0.000%
2/13/2025 Cerity Partners LLC13,102$129K0.0%-11.6%0.000%
2/13/2025 Sit Investment Associates Inc.1,754,138$17.21M0.4%-3.2%0.000%
2/13/2025 Wells Fargo & Company MN230,232$2.26M0.0%-13.0%0.000%
2/13/2025 Smith Moore & CO.104,983$1.03M0.1%+50.4%0.000%
2/12/2025 Landscape Capital Management L.L.C.15,307$150K0.0%N/A0.000%
2/11/2025 LPL Financial LLC438,904$4.31M0.0%+296.1%0.000%
2/10/2025 Advisors Asset Management Inc.321,839$3.16M0.1%+87.9%0.000%
2/10/2025 Atlanta Consulting Group Advisors LLC12,000$118K0.0%N/A0.000%
2/10/2025 Rareview Capital LLC261,583$2.68M2.0%+3.1%0.000%
2/10/2025 Commonwealth Equity Services LLC137,039$1.34M0.0%-4.5%0.000%
2/7/2025 HighTower Advisors LLC15,000$147K0.0%-63.6%0.000%
2/7/2025 Independent Advisor Alliance77,702$762K0.0%N/A0.000%
2/7/2025 Permanent Capital Management LP15,770$155K0.0%N/A0.000%
2/7/2025 PNC Financial Services Group Inc.42,526$417K0.0%+467.5%0.000%
2/6/2025 Raymond James Financial Inc.106,488$1.05M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.31,641$310K0.0%N/A0.000%
2/4/2025 Mackay Shields LLC328,653$3.22M0.1%-1.3%0.000%
1/31/2025 Robinson Capital Management LLC1,140,860$11.19M4.5%+36.4%0.000%
1/31/2025 Sanctuary Advisors LLC12,006$118K0.0%-21.5%0.000%
1/29/2025 Van ECK Associates Corp413,979$4.06M0.0%+2.7%0.000%
1/28/2025 Seamount Financial Group Inc.81,858$803K0.6%+1.6%0.000%
1/27/2025 Tyche Wealth Partners LLC53,130$521K0.1%-23.4%0.000%
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1/27/2025 Stratos Wealth Advisors LLC202,667$1.99M0.1%-2.4%0.000%
1/24/2025 Absolute Investment Advisers LLC63,600$624K0.1%N/A0.000%
1/23/2025 Ibex Wealth Advisors89,129$874K0.1%N/A0.000%
1/22/2025 Kingswood Wealth Advisors LLC19,700$193K0.0%N/A0.000%
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%
11/15/2024 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%
10/19/2024 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%
10/18/2024 Stratos 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%
7/31/2024 Commonwealth 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%
7/31/2024 Rothschild Investment LLC91,500$911K0.1%N/A0.000%
7/23/2024 Madison 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%
5/15/2024 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%
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5/1/2024 Matisse Capital97,310$944K0.5%N/A0.176%
4/30/2024 Van ECK Associates Corp441,667$4.28M0.0%+5.5%0.798%
4/30/2024 Commonwealth 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%
(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, 93 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 81 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 6,994,505 shares in the last 24 months. This purchase volume represents approximately $66.92M in transactions.

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

Of the 41 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), UBS Group AG ($221.93K), and Sit Investment Associates Inc. ($58.18K).

How much institutional selling is happening at Invesco Municipal Trust?

Institutional investors have sold a total of 3,348,338 shares in the last 24 months. This volume of shares sold represents approximately $32.40M in transactions.



This page (NYSE:VKQ) was last updated on 2/22/2025 by MarketBeat.com Staff
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