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 112 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
32,624
shares
|
$313,842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
32,500
shares
|
$312,650
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
31,635
shares
|
$304,328
0.0% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
31,515
shares
|
$303,174
0.18% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
30,542
shares
|
$293,814
0.0% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
28,546
shares
|
$274,612
0.03% of portfolio
|
Q1 2025
Reduced 38.67%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
26,000
shares
|
$250,119
0.0% of portfolio
|
Q2 2025
Added 73.33%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
25,924
shares
|
$249,388
0.14% of portfolio
|
Q1 2025
Added 64.14%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$240,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,719
shares
|
$237,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
24,349
shares
|
$234,237
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,627
shares
|
$198,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
20,568
shares
|
$197,864
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
20,000
shares
|
$192,399
0.15% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
19,460
shares
|
$187,205
0.14% of portfolio
|
Q2 2025
Added 190.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,029
shares
|
$183,058
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
17,830
shares
|
$171,524
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,836
shares
|
$161,962
0.0% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
15,938
shares
|
$153,323
0.04% of portfolio
|
Q3 2024
Added 166.17%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
15,400
shares
|
$148,148
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
14,326
shares
|
$137,816
0.04% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
14,206
shares
|
$136,661
0.0% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
14,000
shares
|
$134,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,756
shares
|
$132,332
0.0% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,500
shares
|
$129,869
0.0% of portfolio
|
Q1 2023
Reduced 3.45%
|