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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,500
shares
|
$111,549
0.0% of portfolio
|
Q2 2025
Reduced 74.03%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
11,476
shares
|
$111,317
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,350
shares
|
$110,094
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
11,248
shares
|
$109,105
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
11,040
shares
|
$107,087
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
10,979
shares
|
$106,496
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
10,951
shares
|
$106,224
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
10,237
shares
|
$99,298
0.0% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,770
shares
|
$55,968
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,106
shares
|
$49,528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
4,119
shares
|
$39,954
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$38,800
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,747
shares
|
$36,345
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,820
shares
|
$27,353
0.0% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,536
shares
|
$24,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,843
shares
|
$17,877
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,511
shares
|
$14,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,189
shares
|
$11,533
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$9,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
850
shares
|
$8,245
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
800
shares
|
$7,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
800
shares
|
$7,759
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
595
shares
|
$5,771
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$3,879
0.0% of portfolio
|
Q4 2017
Added 185.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
341
shares
|
$3,307
0.0% of portfolio
|
Q3 2025
New holding
|
|