Latest Institutional Transactions on Invesco Municipal Trust (VKQ)
This table provides information on the latest institutional transactions involving Invesco Municipal Trust (VKQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14K+ 19.01% |
$129K - $141K
|
88K
$808K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5.62KNew |
$51.7K - $56.5K
|
5.62K
$51.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.5KNew |
$106K - $115K
|
11.5K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
32.5KNew |
$299K - $327K
|
32.5K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-32- 1.12% |
$294 - $322
|
2.82K
$25.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.21KNew |
$20.4K - $22.2K
|
2.21K
$20.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44.3KNew |
$407K - $445K
|
44.3K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-609- 10.78% |
$5.6K - $6.12K
|
5.04K
$46.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.21K- 33.96% |
$11.2K - $12.2K
|
2.36K
$21.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
309New |
$2.84K - $3.11K
|
309
$2.84K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.28K+ 403.08% |
$86.3K - $90.4K
|
11.6K
$106K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6KNew |
$117K - $122K
|
12.6K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62+ 0.37% |
$577 - $604
|
16.8K
$155K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
14.7KNew |
$137K - $143K
|
14.7K
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
97.3KNew |
$905K - $948K
|
97.3K
$894K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
161+ 0.51% |
$1.5K - $1.57K
|
31.5K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5KNew |
$46.5K - $48.7K
|
5K
$46K
|
|
| Q4 2023 | |||||||
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14.5KNew |
$116K - $139K
|
14.5K
$134K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.39K+ 87.67% |
$74.7K - $89.5K
|
20.1K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.3K+ 16.45% |
$18.3K - $21.9K
|
16.3K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
43+ 8.98% |
$342 - $410
|
522
$4.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12.3KNew |
$97.8K - $117K
|
12.3K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
850New |
$6.76K - $8.1K
|
850
$7.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-8.96K- 43.33% |
$71.2K - $85.4K
|
11.7K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
13.4KNew |
$106K - $127K
|
13.4K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11.5KNew |
$91.5K - $110K
|
11.5K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
203New |
$1.61K - $1.93K
|
203
$1.87K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.3KNew |
$233K - $279K
|
29.3K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-50K- 29.04% |
$398K - $476K
|
122K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
22.3KNew |
$177K - $213K
|
22.3K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
29.3KNew |
$233K - $279K
|
29.3K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.4KNew |
$146K - $175K
|
18.4K
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21KNew |
$9.6K - $11.5K
|
1.21K
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.6K- 28.75% |
$36.6K - $43.8K
|
11.4K
$105K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$81.8K - $98.1K
|
10.3K
$94.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.51KNew |
$12K - $14.4K
|
1.51K
$13.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130New |
$1.03K - $1.24K
|
130
$1.19K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-330- 39.76% |
$2.62K - $3.14K
|
500
$4.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.1K- 22.42% |
$32.6K - $39.1K
|
14.2K
$130K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-230- 0.76% |
$1.91K - $2.22K
|
30.1K
$277K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
118KNew |
$985K - $1.14M
|
118K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
68+ 0.66% |
$566 - $658
|
10.3K
$94.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120New |
$998 - $1.16K
|
120
$1.1K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-664Closed |
$6.03K - $6.62K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.2K+ 8.17% |
$10.9K - $12K
|
15.9K
$146K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.17K- 6.58% |
$10.6K - $11.6K
|
16.5K
$152K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.72KNew |
$70.1K - $77K
|
7.72K
$71K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665New |
$6.04K - $6.63K
|
665
$6.11K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.97KClosed |
$17.9K - $19.6K
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-37.8KClosed |
$353K - $389K
|
0
$0
|
|