Free Trial

Invesco Municipal Trust (VKQ) Institutional Ownership

$9.62
0.00 (0.00%)
(As of 05/17/2024 08:54 PM ET)

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)
$37.19M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$14.81M
Get VKQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Municipal Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
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%
4/30/2024Commonwealth 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%
2/26/2024Virtu 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%
2/2/2024 Madison 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%
1/18/2024 Relyea Zuckerberg Hanson LLC14,539$139K0.0%N/A0.026%
1/16/2024 Simon Quick Advisors LLC22,781$217K0.0%N/A0.041%
1/16/2024 Raymond James Financial Services Advisors Inc.14,185$135K0.0%-22.4%0.026%
1/16/2024 Raymond 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%
12/1/2023 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%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
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%
10/24/2023 Raymond 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%
8/15/2023 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%
8/8/2023Prospera Financial Services Inc16,541$156K0.0%-6.6%0.030%
8/7/2023 Wolverine Asset Management LLC3,250$31K0.0%N/A0.006%
8/3/2023 Van ECK Associates Corp374,479$3.53M0.0%+4.8%0.677%
8/1/2023 Merit Financial Group LLC30,347$286K0.0%N/A0.055%
7/31/2023 LPL Financial LLC181,200$1.71M0.0%+13.7%0.327%
7/27/2023Virtu Financial LLC17,815$168K0.0%N/A0.032%
7/27/2023 Compass Wealth Management LLC7,721$73K0.0%N/A0.014%
7/26/2023 Riverbridge Partners LLC53,207$502K0.0%-7.9%0.096%
7/25/2023 Raymond James Financial Services Advisors Inc.17,296$163K0.0%-7.7%0.031%
7/25/2023 Raymond James & Associates53,473$504K0.0%-43.7%0.097%
7/17/2023 Wealthcare Advisory Partners LLC12,875$121K0.0%N/A0.023%
7/13/2023 Wealth Alliance Advisory Group LLC55,856$527K0.2%-17.7%0.101%
7/13/2023 Cambridge Investment Research Advisors Inc.43,534$411K0.0%+25.5%0.079%
7/11/2023 Capital Investment Advisors LLC133,176$1.26M0.0%+10.4%0.241%
5/11/2023 Karpus Management Inc.3,018,274$29.94M0.9%-0.7%5.454%
5/11/2023 Bramshill Investments LLC1,743,086$17.29M2.1%-1.3%3.150%
5/11/2023 BOKF NA43,500$432K0.0%-4.4%0.079%
5/11/2023 Guggenheim Capital LLC768,492$7.62M0.1%-39.8%1.389%
5/10/2023 Landscape Capital Management L.L.C.15,074$150K0.0%-29.5%0.027%
5/4/2023 Edge Capital Group LLC26,667$265K0.0%+22.7%0.048%
5/4/2023 Beverly Hills Private Wealth LLC14,417$143K0.0%N/A0.026%
5/3/2023 Van ECK Associates Corp357,495$3.55M0.0%+17.3%0.646%
4/20/2023 Hennion & Walsh Asset Management Inc.74,841$742K0.0%N/A0.135%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
4/20/2023 Institute for Wealth Management LLC.15,400$153K0.0%N/A0.028%
4/14/2023 Raymond James Financial Services Advisors Inc.18,738$186K0.0%-20.0%0.034%
4/14/2023 Raymond James & Associates94,907$941K0.0%+8.1%0.171%
4/10/2023 Capital Investment Advisors LLC120,676$1.20M0.0%+23.4%0.218%
3/15/2023 B. Riley Wealth Advisors Inc.15,250$151K0.0%+21.5%0.028%
3/6/2023 Rockefeller Capital Management L.P.58,057$574K0.0%+34.8%0.105%
2/13/2023 Smith Moore & CO.81,714$809K0.1%+2.1%0.148%
2/10/2023CoreCap Advisors LLC5,554$55K0.0%N/A0.010%
2/10/2023 XML Financial LLC11,880$118K0.0%-7.9%0.021%
2/10/2023 Sit Investment Associates Inc.1,905,863$18.87M0.5%+22.2%3.444%
(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), Fiera Capital Corp ($10.04M), UBS Group AG ($8.55M), Rivernorth Capital Management LLC ($7.45M), 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 66 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: Karpus Management Inc. ($1.34M), Fiera Capital Corp ($1.05M), Bramshill Investments LLC ($875.49K), Sit Investment Associates Inc. ($476.21K), Robinson Capital Management LLC ($473.89K), JFS Wealth Advisors LLC ($244.38K), and Rivernorth Capital Management LLC ($227.46K).

How much institutional buying is happening at Invesco Municipal Trust?

Institutional investors have bought a total of 6,966,714 shares in the last 24 months. This purchase volume represents approximately $66.69M in transactions.

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

Of the 35 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. ($1.25M), Guggenheim Capital LLC ($578.37K), JFS Wealth Advisors LLC ($571.77K), UBS Group AG ($329.64K), Van ECK Associates Corp ($59.85K), Raymond James & Associates ($43.75K), and Robinson Capital Management LLC ($38.37K).

How much institutional selling is happening at Invesco Municipal Trust?

Institutional investors have sold a total of 3,104,786 shares in the last 24 months. This volume of shares sold represents approximately $29.79M in transactions.


This page (NYSE:VKQ) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners