Latest Institutional Purchases of Invesco Municipal Trust (VKQ)
This list provides information on the latest institutional transactions involving Invesco Municipal Trust (VKQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
1.2K+ 8.17% |
$10.9K - $12K
|
15.9K
$148K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
665New |
$6.04K - $6.63K
|
665
$6.18K
|
|
Q1 2023 | |||||||
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
15.4KNew |
$144K - $159K
|
15.4K
$143K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
4.93K+ 22.7% |
$46.1K - $50.9K
|
26.7K
$248K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
27.3KNew |
$239K - $271K
|
27.3K
$254K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
24.3KNew |
$213K - $242K
|
24.3K
$226K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11KNew |
$96.4K - $109K
|
11K
$102K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.21KNew |
$10.6K - $12K
|
1.21K
$11.2K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 18.36% |
$9.69K - $11K
|
7.13K
$66.3K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
900New |
$7.88K - $8.95K
|
900
$8.37K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$4.38K - $4.97K
|
500
$4.65K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
479New |
$4.2K - $4.76K
|
479
$4.45K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
10+ 1.24% |
$87.6 - $99.4
|
816
$7.59K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.5K+ 93.75% |
$68K - $81.1K
|
15.5K
$144K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
43+ 0.06% |
$390 - $465
|
68.8K
$640K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6+ 0.06% |
$54.4 - $64.9
|
10.4K
$96.7K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.6K+ 136.12% |
$131K - $157K
|
23.6K
$220K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4KNew |
$101K - $120K
|
10.4K
$97.2K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.37KNew |
$42.1K - $50.3K
|
4.37K
$40.7K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.42KNew |
$23.3K - $27.9K
|
2.42K
$22.5K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.73KNew |
$16.6K - $19.9K
|
1.73K
$16.1K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
$10.6K - $12.7K
|
1.1K
$10.2K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
100New |
$963 - $1.15K
|
100
$930
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
25.8KNew |
$282K - $348K
|
25.8K
$240K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$110K - $136K
|
10.1K
$93.6K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$109K - $135K
|
10K
$93K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.51KNew |
$49.3K - $60.8K
|
4.51K
$42K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
664New |
$7.26K - $8.95K
|
664
$6.18K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$146K - $154K
|
11.3K
$105K
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
4.44K+ 38.78% |
$57.5K - $60.7K
|
15.9K
$148K
|
|
Q4 2020 | |||||||
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
2.68K+ 22.62% |
$31.9K - $34.7K
|
14.5K
$135K
|
|
Q4 2018 | |||||||
Apr 16, 2019
Q4 2018
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.84KNew |
$20.1K - $21.2K
|
1.84K
$17.1K
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
740+ 185.0% |
$9.07K - $9.46K
|
1.14K
$10.6K
|
|
Q3 2017 | |||||||
Nov 15, 2017
Q3 2017
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
5.77KNew |
$73.5K - $75.1K
|
5.77K
$53.7K
|