Institutional Ownership Invesco Municipal Trust (VKQ)
This table provides information about the institutional ownership of Invesco Municipal Trust (VKQ). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
122,152
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2023
Reduced 29.04%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
118,349
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,892
shares
|
$998,052
0.0% of portfolio
|
Q3 2024
Added 27.85%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
96,105
shares
|
$932,218
0.09% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
92,637
shares
|
$898,578
0.02% of portfolio
|
Q3 2025
Reduced 25.52%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
90,313
shares
|
$876,036
0.57% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
86,934
shares
|
$843,259
0.0% of portfolio
|
Q3 2025
Added 90.44%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
83,888
shares
|
$813,713
0.38% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
81,351
shares
|
$789,104
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
79,832
shares
|
$774,370
0.0% of portfolio
|
Q3 2025
Added 152.35%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
75,366
shares
|
$731,050
0.33% of portfolio
|
Q3 2025
Added 190.72%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
74,716
shares
|
$724,745
0.15% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
72,625
shares
|
$704,462
0.03% of portfolio
|
Q3 2025
Added 34.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
69,391
shares
|
$673,092
0.12% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
68,779
shares
|
$667,156
0.06% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
67,795
shares
|
$657,611
0.0% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Absolute Investment Advisers LLC
|
Oct 20, 2025 Q3 2025 |
63,600
shares
|
$616,920
0.08% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
63,040
shares
|
$611,488
0.0% of portfolio
|
Q3 2025
Added 33.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,040
shares
|
$495,087
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
48,270
shares
|
$468,218
0.0% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
47,284
shares
|
$458,654
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
42,558
shares
|
$412,812
0.34% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
42,019
shares
|
$407,584
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
41,997
shares
|
$407,370
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
32,624
shares
|
$316,452
0.0% of portfolio
|
Q1 2025
New holding
|
|