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 |
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
850
shares
|
$8,176
0.0% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
800
shares
|
$7,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
687
shares
|
$6,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
595
shares
|
$5,723
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
553
shares
|
$5,319
0.1% of portfolio
|
Q2 2025
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
400
shares
|
$3,847
0.0% of portfolio
|
Q4 2017
Added 185.0%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
297
shares
|
$2,857
0.0% of portfolio
|
Q3 2024
Reduced 91.01%
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
203
shares
|
$1,952
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
57
shares
|
$548
0.0% of portfolio
|
Q2 2025
New holding
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$86
0.0% of portfolio
|
Q2 2025
New holding
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|